Q: Hi Steve
I read the News Release "Enghouse Renews Normal Course Issuer Bid". Do you think this will result in higher sales price due to fewer stock?
Why would a company that is acquiring companies give up $40 million to buy stock that is paying out 1.5% dividends annually?
Can you help me make sense of this????
John
Q: Hi peter and team
T:PDN - PALADIN ENERGY LTD. how do you feel about the above and is it time to nibble at uranium.
You choice in the space ??
thanks
Yossi
Q: Hi, I don't understand why you commented on JFT fund. It seems strange and disappointing. Are going to make reports on other mutual or closed end funds? We are waiting for reports on companies to invest in not on funds. I assume this is a person decision that goes back to the days at working at Sprott.
Q: Great Canadian Gaming (GC) has released quarterly results. They don't seem great but I'm not sure and should I be concerned. Gc represents a 3% holding for me.
Thanks
John
Q: Hello, i've been doing a little research on spott coffee(SPP). They seem quit agressive on the expansion plan. Doing a few different things compared to competitors, that could make a big difference in the expansion. What are your thoughts on the last finacial report?
Q: Good Morning Peter et al; can you comment on Paladin's First Quarter #'s? On the surface they look good, but at what point does the cash holding become a drag on ROE?
Thanks as always for your outstanding work!
Q: Seeing that Sylogist (SYZ) is in your model portfolio, what do you think of their acquisition of Epic Data? Is this a fair price to pay for a competitor? Do you expect it to be highly accretive and when? Thanks and great service!
Q: Good evening - I was hoping you could provide your view on Discovery Air (DA.A-T). The stock has been hammered over the last year on falling EBITDA (negative), contract renewal overhang, and the incredibly large amount of debt in the business.
Many people are still positive on this company long-term. Wondering if you would consider taking a position in this company and if you were already a shareholder would you sell or hold.
Q: I am confused. May 3 question and answer refers to HBC-N as Hongkong Savings Bank. Should that not be Hongkong Shanghai Banking Corporation.(HSBC) Greetings Peter.
Q: Hi Peter and team. Do you have any comments on the sharp drop in Home Capital (HCG) at the end of trading. It seems it is a result of negative comment by Steven Eisman at the Ira Sohn investment conference in New York. He identified HCG as his short choice. My timing was exquisitely bad is I made a purchase five minutes before it started to roll of shortly after 3:00 pm.
Q: Hi Peter, after a steep drop following Jason Donville's comments in early April on BNN, Sylogist (SYZ) stock has been range bound $4.25-$4.50, at best.Today, Co. announced an acquisition. Quarterly results should be out any time soon. Do you see decent upside for the stock and dividend growth? Thanks