Q: What do you think of the proposed acquisition by Element of Infor Acquisition Corp both in terms of growing its business and adding to its management team? the stock seems to building a base in the $14-$15 range. Do you think it has the potential to revisit its $20 peak in 2017? Looking at it for a three to five year hold.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Finally some news from Element Financial today. Looks like formal approval of the restructuring is complete, plus they also announced a merger with Infor Acquisition Corp. Can you specify if this is good news and what how this may impact the share price(s) of EFN?
Q: Why was ppy off over 7% today
Q: Hi,
I am really enjoying the momentum on OTC these days. I remember you used to say it was a "cheap" stock, where does it sit in terms of value now and how does this compare to peers?
My position in OTC has grown substantially. At what percent of a portfolio would you consider trimming OTC back?
Thank you
I am really enjoying the momentum on OTC these days. I remember you used to say it was a "cheap" stock, where does it sit in terms of value now and how does this compare to peers?
My position in OTC has grown substantially. At what percent of a portfolio would you consider trimming OTC back?
Thank you
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.14)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $41.03)
Q: Now that the Brexit vote uncertainty has diminished a bit, would it be a good time to add to European market exposure? Presently hold ZWE for income. Would you add to ZWE or open a position in another etf? If so, which etfs would you recommend for income? Which for growth? Possible ZDI ?Looking at 2-3 year time frame. Many thanks for the terrific service.
Q: I am reviewing my HCG holding and need help with a few metrics. The LTD, while it has come down is still at $41/share ($2.9b/70m). Is this a level of debt that one should be concerned about? Also expected earnings growth of 7%($4.11-4.70) does not seem great over the next 2 years. Finally despite the recent share buy-back, total shares appear to have grown 69 to 70 million. I have taken these numbers from RBC Direct.
Your comments as usual are appreciated.
Mike
Your comments as usual are appreciated.
Mike
Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.
Thank you,
Thank you,
Q: I'm concerned that aapl will become another blackberry with ever declining revenues and earnings disappointments. Do you think growth catalysts are on the horizon?
Q: How would you rate its stewardship/long term prospects?
Q: Hi are you able to correlate this sector developmenthttp://www.telegraph.co.uk/business/2016/07/24/gambling-groups-rank-and-888-in-takeover-bid-for-william-hill/
to NYX's pull back
No position , but wondering if sell off is overdone
to NYX's pull back
No position , but wondering if sell off is overdone
Q: The following is a list of stock that I own showing the losses of each. Alta Gas(ALA) 32% Loss - Enerplus (ERF) 64% loss - Exco Tech(XTC)15% Loss - Gluskin (/GS) 32% loss -Painted Pony(PPY) 27% loss - Pur Tech(PUR) 27% loss and Surge(SGY)68% loss. Losses shown include dividends but I think all these companies have cut the dividends since I purchased them years ago. Question: Would you keep these or sell them now and purchase other stocks with better dividends. ? If you think these should be sold could you recommend a few. Thanks Ernie
Q: Hi please give me your opinion on Dragonwave.Had some recent volatility.
Q: Any news on Ithaca? It's down big so far today.
Q: Can I get your comments on this small REIT. How does its balance sheet look, what do you think of the management team, including the private equity firm involved, and how do you like (or not) the prospects. I would want it as a 5 year hold for income and some growth. Thanks.
Q: Can I have your opinion on AmSurg. It's on a high growth projectory and seems reasonably valued. Also how concerned should I be about it's heavy reliance on third party reimbursments(medicare and medicade) and debt level.
Thank-you.
Thank-you.
Q: Do you believe that this is a good price point to enter a position. The stock looks to be basing and perhaps technically at least may be on the upswing. Thanks.
Q: This company seems well managed and has a decent balance sheet and may have good growth potential. Have you formed an opinion on it yet? I was thinking of entering in to a position. Thanks.
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Dream Global Real Estate Investment Trust (DRG.UN $16.79)
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Inovalis Real Estate Investment Trust (INO.UN $0.88)
Q: How would you compare INO.UN and Drg.un as far as sustaining the dividend and some growth in Europe ?
Q: Could I get your opinion of the new BIP.UN preferred issue (series 5, reset with floor of 5.35%)? Would you agree with the S&P rating of P-2 low? I already hold both BIP.UN and BEP.UN in the Brookfield group. What would you consider to be the maximum percentage (based on total portfolio value) for BIP.UN + BIP pfd, and would you include BEP.UN in the total or view it as completely different, regardless of ultimate ownership?
Thank-you
Thank-you
Q: Please suggest an emerging market infrastructure etf priced in Canadian dollars. Thank you.