My understanding is that this company represents the non-controlling interest of the former BPO (Brookfield Office Properties) acquired by BPY. That said, it would seem that BPY would be very much interested in consolidating the office properties portfolio into one company by taking out the BOX.UN shares especially since there appear to be only 26M shares outstanding.
BOX.UN appears to have investment merits on its own given the quality of assets and that it is under the Brookfield umbrella but do you think any attempt to acquire the outstanding shares of BOX.UN by BPY would be undertaken at much of a premium to market?
Q: I would appreciate your comments on the new Canexus Convertible Debenture. Interest at 6.5% is attractive as long as the company still has a viable future.
Q: What do you think of Patient Home Monitoring's (PHM) recent quarterly results. They appear to be growing earning on a per share basis despite the share diltuion/aquisition model. Do you think it is now trading at a reasonable valuation to enter the stock, or still to expensive?
Q: What are your thought on NEXFLIX(NFLX).I did read the previous comments made but it has been a while since anyone has asked. They are looking to expand in Europe now. I know it is a very risky stock but you think the reward is worth the risk?
Thanks
Q: hi 5i,
my question is regarding Petromanas Energy Inc (PMI-V). i know this stock is very speculative but
just recently the dynamics of the company has changed.can you look at it again and give an opinion ? i took a position a few weeks ago and i'm thinking of adding . what do you like/ dislike about the situation. is management competent ? i know these wells are extremely expensive but Haywood is saying that at current stock prices the downside is limited. thanx norm
Q: Hello Peter & Co.
I hold Westshore Terminals WTE since April 2010 and have doubled my capital since then + another 25% in distributions. I keep holding it because it has an unbelievable, hard to replace, infrastructure asset. Besides, I feel it is going to be very hard to add another terminal like that on the West Coast.
Your opinion is most valued
Tony
Q: What are your thoughts on the The Intertain Group (TSX:IT)? The upside looks to be tremendous. If the company in my opinion gets back to the 2011 numbers, this stock could triple?
Q: Is CF a good entry point now?Note that 1)releasing results on June 3--Any surprises? & 2)Co.has not declared NCIB buy back since last purchase of 31k shares in the low $8 range.Your normal expert opinion is appreciated
Wanted Technologies(TSX: WAN)released fiscal Q3 results this morning and they looked excellent. Other than being small company they are in big sector "the big data space" for HR a fast growing market. Given this, the stock seems very cheap at $1.10 given Company has over $0.20 per share in cash and debt free. Am I missing something? This seems like a company that can get taken out and very nice premium too. What do you think?
Q: RLC recent results look very good, with strong growth in Rev, NOI and AFFO. They have announced another fin/acq. at $7.65. I know you are critical of serial financings but if the growth is there and distributions are solid , would you not recommend at this price? thanks
Q: My question is on Ivanhoe Mines (IVN). This is my speculative holding in my portfolio. My concern is with how the market is reacting to the share issue. I want to know if I am missing anything or making a mistake on this name as anyone following the story should know there is a massive amount of capital they need to raise to buld their projects (ie Dilution). Lastly, should it be viewed as a positive this issue and the previous one in Oct 2013 Robert Friedland subscribed to $25 million each time.
Thanks
Q: Hello 5i staff, Could I please have your updated opinion of Rio Alto Mining (RIO) in light of today's deal to buy Sulliden Gold Corp. (SUE). Thanks as always