Q: Hello- CSE provided an update yesterday - adjusted Ebitda is expected lower than 2014 ...what do you think of the company's long term prospects? Buy , sell or hold??
Thank you
Q: In August of this year, you noted that although Celestica was a good company, it was also a "business... that ... is more of a 'later cycle' business, meaning it does better as the economy really gets going."
Would you consider the economy having picked up enough for this company to be a good buy at this time? (I already own Enghouse, Sylogist, Avigilon and Apple in Technology, each with a 4% weighting, except for AVO which is at 2.5%)
I am doing some year-end cleaning up of deadwood, and re-allocating some funds to a few companies with more growth. (Mind you, I'm thinking of taking AVO behind the barn and shooting it, to offer an old farmer's almanac analogy.)
Q: Peter, referring to your conversations with Bay Street players. If that 'someone' who told the mutual fund about the deal was from inside Amaya, would the company be still liable for the insider trading case? Thanks.
Q: I noticed high target prices on this pipeline company even though they have a negative tangible book value, huge debt and significant insider selling. Can you give me your opinion of the approximate value of this stock?
Q: I am thinking of taking a position in surge,but as of late it has not participate in the rally as much.
Are there reasons for this?
Are there underlying issues that I should be aware off.
And what is there hedging program look like,are they able to keep paying the dividend?
Q: What do you think of the Management team at Leucadia. I know that lately their Assets haven't been performing well at all. Is this just temporary or was it the result of poor leadership, and last would this be a good entry point for a long term hold.
Thanks Gordon
Q: A follow up question on ESL. In previous answer on ESL you suggested that a 4 to 5% position in ESL should be the max weighting. Is this because of the potential risk with the stock, or are you expecting ESL to slow in growth? Some extra clarity please.
Q: I have some PLI and PHM in my portfolio. A very small percentage. I am considering adding to one of the names. Which one would you consider a better name?
Q: ShawCor has provided an update today on the South Stream Offshore Pipeline Project. I would appreciate your assessment of this news on the company and whether I should consider selling the stock at this time. Thank you.