Q: HI,
Eddie Elfenbein's newlsetter this week points to Tyler Technologies being potentially interesting to a growth investor. Your last Q&A on TYL I found was December 2019. Could you please provide updated comments on the company.
Thank you, Michael
Q: I am a holder of MCAN (MKP). I missed the earlier announcement but now find that I have been issued shares of MP.PRT. These are rights that need to be exercised by a deadline. Please explain this right offering and how I go about exercising it before it has no value.
Thanks,
Doug
Q: You recently commented that at this point you like TFII better than CNR and CPR. Could you elaborate and would you consider TFII a good choice for growth if we have inflationary pressures.
Thanks!
Q: Peter
please comment on Starr Peak Mining LTD (STE-X).
I have a couple of thousand mad money to buy a small cap mining company and was wondering if this might fit the bill.
On May 4th they reported maiden drilling results. I can't figure if they were good or not.
April 22 Starr Peaks formed World Class Advisory Team and strengthens management. Do you know them?
March 18 Starr Peak Exploration LTD name change to Starr Peak Mining.
I realize this is a small cap but at the end of the day is it buyable or can you name something else that you might like better?
Thanks Ron
Q: Good Morning 5i,
I would appreciate knowing your outlook for Gibson Energy (GEI). In the past couple of months there was an article in the Globe & Mail that there could be more to come on the M&A front. It listed several companies that could be up for sale and GEI was one. The article said that GEI management was looking out to improve shareholder value and company sale (not just assets) wasn't out of the question. Since then GEI has become the first energy company in North America to link it's credit facility to meeting sustainability objectives. The stock has not performed as well as other energy stocks during this time and I have continued to hold it for the potential takeover aspect. Do you consider a take over is possible and if so, what companies do you consider would be potential candidates to takeover GEI? Thanks
Q: How significant would it be for the Canadian lumber companies if the US removed the tariffs on lumber? Which stock would you recommend in such a scenario.
Q: Morning 5i,
After its earnings report yesterday VMC has risen about 14% as I write this, to $7.20. NFI meanwhile, is trading at $25.63. My question is: relative to NFI and using it as the benchmark, in your opinion is VMC trading at a premium or a discount and, if so, by how much and what do you think accounts for or explains that premium or that discount? Thanks!
Peter
Q: I purchased a small position on the last dip with a short term hold in mind. I’m currently sitting on the fence whether to add to my position or to sell and move elsewhere. If I sell I’m considering LUN. Thoughts?
Q: I hold 2000 shares of BPY.UN in my RIIF account. When will the BAM.A offer for those shares be completed? Are BAM.A shares suitable for a RIIF account or am I better to sell BPY.UN now?