Q: Enghouse is now approaching $50.00. Do you still think it is a screaming buy. Should I add to my small position. E has been good to me I am up over 200 percent. Even at these levels.
Q: Good morning Peter and Ryan,
At today's prices, would you buy Open Text, Enghouse or Descartes? Looking for growth over three years. Thanks for your great service.
Any idea why trading in BDI is halted this morning ?? Volume was very high on Friday before the the market closed. Maybe M & A activity ?? Any insights you could provide would be greatly appreciated. Thank you. DL
Q: Are there one or two stocks in your Balanced Equity and Income portfolios that could be considered trading stocks? That is they go up $5 sell and and then down $5 and buy back on a fairly regular basis or is this just the inherant volatility of the market and we could get left out if they go for a good run. Your opinions are greatly appreciated.
Thank you
Q: Hi, could you comment on FTG's recent acquisition. Their wasn't much news in regards to the price and financing but what would you expect? I'm sure it a positive long term but I'm a little worried they may be on the verge of an equity raise And short/midterm dilution.
Thanks
There is quite a difference between BNK's current price ($1.85) and the offer price ($2.20) (19% differential). Is the market signalling that this deal may not happen...ala Mart Resources (MMT)? Am I missing something ?
Q: What's your outlook for this company going forward?, how's there balance sheet? And is it a positive or negative that Gazprom is involved?
Thanks for the great work.
Would you suggest selling bnk with this recent offer or is there any sense to hanging on for some upside with the new company if that is even an option?
Q: Two past Seeking Alpha recommendations have shown up on my radar, both of which have been beaten down but seem to be making a comeback. SRPT is in the medical field and is known to fail drug tests. HCLP is indirectly involved with oil fracking in the sand business. Both are moving up fast. Is it worth getting in for a short ride? Thanks, Dennis
Q: Hi, I was wondering what the analysts’ 3-yr projected revenue and eps increases are for mondelez international. Also, what is your opinion on of this company in a well-diversified portfolio (buy, sell or hold). Thanks. JR
Q: Our kids are now going to post-secondary school, so the RESP will be drained at a rate of 25% annually. With these fixed needs, what is an appropriate stable holding? The portfolio is 75% preferreds that have held their par value (GWO.pr.p IGM.pr.b POW.pr.c) but I am concerned they may not hold their ground for the next 4 years. The remainder is in a Cdn Balanced fund.
Q: On the balance sheet November 2015 I note 4.7B in Equity. I note 7.3B in Goodwill and Intangible assets. The new acquisition will probably increase this significantly. Can I get your take on this. Also can you explain tax treatment when you write off Goodwill and Intangibles. Regards
Q: Any comments on today's news item about a relationship with a company and product I have never heard of? Market seems to have liked it somewhat on much above average volumn.