Q: Hi 5I
Following the announcement on Friday of cgx shareholder rights plan... what does that mean for the company and for share price going forward? Is it a good/bad neutral action on company’s parts.
Thx
Jim
Q: I tend to dig deep in out of flavour sectors looking for the best companies(leadership, balance sheet resilience, cash flow, potential growth etc...). Have been watching Western Forest Products(WEF). Can you comment on it as a contrarian play, and possibly your top 3 choices in its sector. Thanks!
Q: A recent article in the Globe and Mail showed table of higher yielding stocks on the TSX and their payout ratios - showed CPX with a payout ratio of 250% - thought they had a payout ratio of approx. 50% - is that an error?? and is the dividend safe??
Q: Continuing our discussion on these two companies BIPC trades at a much lower PE 12.4 versus 170.8, had lower P/B 1.4 versus 2.5 and also has higher momentum short term- doesn’t this make for a compelling buy for BIPC versus BIP.UN. Very confusing situation created by Brookfield.
Q: Re AEcon, you commented yesterday that you see it as “more sideways than anything” ... could you please expand and explain why you think this? .. I’ve noticed some analysts forecasting a price of $23 (now at about $15), so i take it you don’t share that view ... also, when we see an analyst forecasting a price (e.g. $23 for ARE), what is the time frame? (By the end of this calendar year?) ... thanks!
Q: It looks like the purchase by Air Canada will not go through. As a result do you think that Onyx may want to combine Air Transat with West Jet.
For instance West jet does not fly to Manchester U.K. While Air Transat does
Q: I have read a number of articles predicting that a large number of jobs, possibly in the order of 1 out of 5 or more, will remain work at home after a vaccine is developed for COVID. If companies learn to manage "work at home" employees efficiently in North America, then it seems only a matter of time before these companies start transitioning their workforces to less expensive labour, employees who "work at home" from low cost countries. Do you agree with this hypothesis? If you do, it would seem to me that international HR firms will be in high demand, to assist firms to source skilled labour in low cost countries. Which firms do you see as being able to benefit from this possible trend? At the moment, it seems to me that the market is focussing mainly on the high tech beneficiaries of these trends.
Thank you for your excellent service, and thoughtful insights.
Q: In a question from Brendan posted June 22, you referred to various preferred shares you were comfortable with and mentioned ENB.PR.K; I tried searching that and did not get any result. Is that the correct letter?
thanks,
Q: Today's or recent news show that Alaris is pursuing a corporate reorganization to convert from a corporation to a publicly-traded income trust.
Can you share your opinion on how this will affect investor? What are the pros and cons and what material impact we could see going forward?
Q: Hi.
I read an article recently that indicated that electric cars are going to create a huge demand for copper going forward. Could you comment on which of the two companies you would prefer and what your outlook for copper is ?
Q: plus 5 % dividend ok debt,,,,,,, what stocks looks puzzling to you why its still far down a stock with value and when the virus goes away from everyday attention that should have good upside .