Q: Is this a reasonable alternative to holding onto Phizer?
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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.
Q: Any particular HCG is getting clobbered today?
Is this becoming another CXR? I have learned (the hard way) that if shorts are in, it's better to get out. I'm down 42%. Is there anything that will actually make the stock recover?
Thanks
Is this becoming another CXR? I have learned (the hard way) that if shorts are in, it's better to get out. I'm down 42%. Is there anything that will actually make the stock recover?
Thanks
Q: I read the short report on Seeking Alpha. While some of it is the usual junk these guys spew out, they did seem to find a nugget with the loans transferred to the related party (if that's actually what happened).
Could you give some potential reasons why such transfers would occur?
Thanks.
Could you give some potential reasons why such transfers would occur?
Thanks.
Q: Why the big drop today? Is their story still intact?
Thank you for an excellent service.
Thank you for an excellent service.
Q: With a ~7% drop today and a 3.5% dividend .... and looking to be close to oversold, would you buy HCG today - or wait to see if there is some bad news we have not heard about?
Thanks.
Thanks.
Q: A fact that should help strengthen your confidence in HomeCapital management. Look at the LinkedIn profile of a new board member: Brenda Eprile. She has 12 years at the Ontario Securities Commission as Executive Director. Then, 11 years at PriceWaterHouse (partner). Certainly, she is a top choice for the board of a company involved in non-prime lending. I would also add that someone with a profile like this is careful with career moves, wouldn't want to end her career being associated with a fraudulent financial. She must have done some homework before joining.
https://www.linkedin.com/in/brenda-eprile-fcpa-icd-d-a9221b30
https://www.linkedin.com/in/brenda-eprile-fcpa-icd-d-a9221b30
Q: Hi Peter and Associates!
I hold some shares in Roca Mines and it looks like the shares have lost all value? Do the shares hold any sort of residual value or should I erase them from my statement?
Ian
I hold some shares in Roca Mines and it looks like the shares have lost all value? Do the shares hold any sort of residual value or should I erase them from my statement?
Ian
Q: I was allocated some subscription receipts with IPL's recent deal. I am looking to add another pipeline company with a strong and growing dividend that is fairly value or under valued if you can find one. What would you suggest? Also, do you believe that energy infrastructure should be included in our energy sector exposure or utility exposure or other?
Thanks,
Jason
Thanks,
Jason
Q: Hi,
Can you comment on ATS latest financials.
Thanks,
Can you comment on ATS latest financials.
Thanks,
Q: Hi Guys
What is your opinion about Concordia.A lot going on and stock price is down.Is it a good time to buy?
Thanks
Michael
What is your opinion about Concordia.A lot going on and stock price is down.Is it a good time to buy?
Thanks
Michael
Q: True North Commercial REIT seems like a good investment for income. The dividend is indeed attractive at close to 10%, but as a general rule of thumb, the high dividend suggests something isn't right with the company. Can you provide your analysis as to what, if anything is wrong with this company?
Q: What are your thoughts on the bear report? Seems to me they are making some compelling arguments. The loan loss provisions are extremely low when you would think they would be higher considering sub prime clients. Also, the deposits are 80% GICs... if there was something that spooked them they could see capital drying up. Let me know your thoughts on those two comments. Thanks
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Home Capital Group Inc. (HCG)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: It seems that every time Home Capital starts to move up a little there's another short attack to push it back down. I know you rate it quite highly, but is there really a future upside? I've held it for 2 or 3 years now, and am getting tired of waiting.
Is it better to replace it with another name? I already own FSZ, BNS and TD in financials. Thanks
Is it better to replace it with another name? I already own FSZ, BNS and TD in financials. Thanks
Q: Mvn keeps drifting lower. Is this one headed for extinction?
Dennis
Dennis
Q: Tnc has pulled back each of the past two days on decent volumes. Do you know why?
Dennis
Dennis
Q: Do you think Parkland with eventually be reclassified to consumer staples similar to couche-tard if they keep purchasing convenience stores? Would they have to divest their distribution business in order for this to happen?
Thanks,
Jason
Thanks,
Jason
Q: Time to purchase?
Q: Hi there, further to my earlier question - I saw on Market Call Tonight and that report was from the same short sellers that discussed CXR. Considering where CXR is today, should we be concerned about the future share price of HCG?
Thanks!
Thanks!
Q: Home Capital was once a 5%+ weighting in the Balanced Equity portfolio; now it is under 2%. Are you more inclined to add to the position here or cut and run, particularly since the P/F now has 23 positions and your stated preference is for 20? Also referencing the seeking alpha report is this a case of where there's smoke, there's fire?
Q: You mentioned in a previous answer that AVO would not get a premium valuation for a very long time. I was wondering if you can elaborate more on this? Is this because of the lowering of prices and also the dept increase?
From what I gather they are trying to increase their market share (which I think is currently 2%).
Thank You,
Andrew
From what I gather they are trying to increase their market share (which I think is currently 2%).
Thank You,
Andrew