Q: Could you please comment on the earnings release and stock's valuation. Do you think market will take notice of the solid results and guidance, in light of the negative sentiment for a couple of days, surrounding AI related companies ?
Q: Please comment on this small company GMM which is showing phenomenal results in the latest 6 month results. The company made 36 cents in 1H but the stock is stuck at 90 cents. Please provide your view. Thanks
Q: Blackrock sent a tender offer today: "Option 1: Tender Consideration (USD funds) (Subject to Proration) - To receive 98% of the NAV per share of Blackrock Capital Allocation Term Trust Common Share tendered on pricing date". Or do nothing and hold.
1. The current NAV shows on a 'net search as $17.45; would you expect that to change much from now until the "pricing date"?
2. What is the date for the "pricing date"?
3. Why would Blackrock want to do this?
4. What would you do if you owned shares? Current share price is $16.36;
5. Where can I find the offering circular?
6. Also, my 2 service providers show the yield at 11.5%; the profile on the 5i Market Data shows it at 21%. What do you think it is?
Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.
Q: I wonder if HPS' compensation policy includes SBC annually. If that's the case and we look at the stock's performance over the past 3 years, the stock was $12. in 2022. If the options are vested after 3 years as is often the case or worse if vested 5 years is'nt there a danger of putting a lid on the stock price until the options are totally vested and cashed? I'm worried that the money invested in the past year will be dead money no matter what PE shows. Right or wrong?
Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?
Q: Hi Peter..,may I have your thoughts FNM and their relationship with AEM? It looks like AEM is going to purchase 13% of FNM with the money going to in turn fund the purchase of some land and this year’s development work. I suppose $8 million is not a huge sum for AEM. Would you characterize FNM as your proverbial lottery ticket or is it a small step better?
Any comments you have would be appreciated. I don’t own the stock as, I suppose, I don’t have the same level of confidence that AEM appears to have.
Jim