If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.
Q: Greetings, Concordia is enjoying a bit of a lift off today in both price and volume. Is there anything on the wires to account for this or is it another example of early leakage of privileged information ?
Cheers
Tim
Q: I do not have any exposure to financials. I am conservative and looking more for growth. Considering equal weights of HCG and EFN. Would these make a good pairing? Thank you .
Q: Redknee has had a jump in sp of over 15% in the past two days. Do you know of any significant news? What is your opinion of a smaller investment over a period of two years or more?
Q: I was considering a position in ZCL and read the question posted earlier on ZCL and it looks good but I have noticed some insider selling the last few days. Should that be cause for concern or is the selling minimal. Thanks
Q: I am thinking about parking some cash in one or both of these ETF's (perhaps a 50/50 split) for the next 12 months. I understand that rate increases could adversely impact the unit price but given that rates are not expected to increase in Canada anytime soon and these are Canadian corporate bond funds not American would there be any impact from a US rate hike? If so, why? Secondly, what do you think of the downside risk and is there a better option you would suggest.
Thank you
Q: Could I please have an update on Solium Capital. What are the prospects going forward for this technology company? **Is it a strong takeover candidate? Management has been using profits to expand the business. Is this strategy paying off or should I simply invest my money elsewhere? Many thanks!
Q: I have notice there is 2 to 3 times volume last week. Is there any news or is it because of interest rate. Will there be any impact if interest rate goes up. Do you think it is time to sell and move to SIA. I am holding both - Csh.un - 5% and Sia - 1%
Q: Do you think it may be prudent to lighten up on the auto sector in an otherwise balanced portfolio? Given a choice which company would you let go MG or XTC?
Thank you
Q: FTP.DB matures at the end of the year. It has a healthy coupon rate and is selling at a discount to par value. Do you see this convertible debenture as an opportunistic investment with principal repaid within 7 months?