Q: RET/RET..A reported Q4 and annual earnings on April 13...annual earnings $1.59...$2.10 in cash....virtually zero debt...inventories well in excess of trade payables...yet the negative reaction was quite severe. Over the past several months, the spread between the A/non-voting shares and the voting shares has ranged between 4 and 30%..with volumes. Interested in your views on this reaction and what you would consider a reasonable PE multiple for a company like Reitman's.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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CME Group Inc. (CME $281.24)
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PayPal Holdings Inc. (PYPL $69.25)
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JPMorgan Chase & Co. (JPM $291.41)
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Charles Schwab Corporation (The) (SCHW $96.88)
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Royal Bank of Canada (RY $181.66)
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TMX Group Limited (X $56.01)
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Block Inc. Class A (SQ)
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OTC Markets Group Inc - Class A (OTCM $57.50)
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MarketAxess Holdings Inc. (MKTX $188.55)
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Interactive Brokers Group Inc. (IBKR $63.57)
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Q: I started a position in Neflix CDR Cdn Hedged this morning. This company seems to have huge cash flow potential. What are your thoughts?
Thank you Gordo
Thank you Gordo
Q: Any thoughts about a recent copper discovery in Chile/Argentina? I think it is a Lundin company. Thanks
Q: I have been holding qcom for over 3 years and i am up about 100% now i would like to trim it a bit because lately it is not performing as well. If i purchase bx because the dividends are a little better, which one of these companies would you believe that would have a better upside in the next 2 to 3 years from now.
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Royal Bank of Canada (RY $181.66)
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Toronto-Dominion Bank (The) (TD $100.85)
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Bank of Montreal (BMO $154.75)
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Canadian Imperial Bank Of Commerce (CM $99.14)
Q: If I were to buy two bank stocks, which two are better. Thanks a lot.
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Devon Energy Corporation (DVN $32.32)
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Peyto Exploration & Development Corp. (PEY $19.05)
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Tourmaline Oil Corp. (TOU $57.98)
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Birchcliff Energy Ltd. (BIR $6.34)
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Antero Resources Corporation (AR $32.97)
Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?
Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.
How riksy are the above the names?
Are they entincing buys at current prices ?
Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.
Thank you
How riksy are the above the names?
Are they entincing buys at current prices ?
Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.
Thank you
Q: I sold my TOU & ARX about 2 months ago when the price of gas dropped and I was glad I did because both stocks drop app 20%. Right now the price of gas is still only about $2.30 and I hear that there is currently an over supply of Gas in North America (not sure about Europe - but I don't believe either company can get Gas to Europe yet) but both TOU and ARC are both rising. Why? Based on the current price of GAS both companies will see a huge drop in earnings this year. What am I missing??
Q: Good Morning
A couple of brokers have indicated that these two stocks are overvalued. Specifically for TRI they indicate that the Fair Market Value is $150.49 while the stock is trading much higher. Similarly for WSP the fair market value is indicated as $162.06 but the stock is trading at $176.03. One broker has even recommended selling WSP.
My two questions are: i) How is the fair market value (FMV)determined?
and ii) Is the FMV a significant factor in stock selection?
Thank you as always for your insight.
A couple of brokers have indicated that these two stocks are overvalued. Specifically for TRI they indicate that the Fair Market Value is $150.49 while the stock is trading much higher. Similarly for WSP the fair market value is indicated as $162.06 but the stock is trading at $176.03. One broker has even recommended selling WSP.
My two questions are: i) How is the fair market value (FMV)determined?
and ii) Is the FMV a significant factor in stock selection?
Thank you as always for your insight.
Q: How are you feeling about SGML now that it has started production?
Q: Hi,
Based on the start up of each portfolio, what would be the dollar value of each portfolio today, roughly?
Based on the start up of each portfolio, what would be the dollar value of each portfolio today, roughly?
Q: I hear rumours Corus is owned by the Shaw family. The current family has been characterized as "coupon clippers" with the builders now deceased. There is speculation the family will want out especially if the dividend gets cut. The company is supposed to have valuable content with all their TV programs. I don't own the stock and I sort of doubt I would want to own it in spite of the rumour mill. Any thoughts of Corus as a possible take-over play?
Jim
Jim
Q: Hi guys, can you please provide any updates on if your responses/opinions have changed on ETL since end of last year please? Thanks!
Q: Good Morning
Noticed a trading halt to ECN yesterday. Any developments?
Noticed a trading halt to ECN yesterday. Any developments?
Q: with the implementation of Undrip , is there any chance of a mine being developed and built in Canada ever again ?
Q: Interested in your thoughts on Prontoform. The company appears to be approaching profitability.
Thanks
Thanks
Q: Why would they offer shares at such a hugh discount is it that could give friends shares in the private placemet at low price.
Q: Have you had a chance to review Spruce Point's report on Nuvei?
Thanks
Thanks
Q: A s an owner of TransAlta shares should I hold or sell. Please comment on why.