Q: I have these dogs and tired of looking at them in my holdings. Interesting that STC is @ $4.50 today and analysts project the potential of $15.00 plus. DND is at $18 and analysts project $25.00+ Look forward to your real life input & thanks !
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
Q: Dye and Durban reported results this morning which don't seem to have pleased the market. What do you think of this company? Also, do you find the negative stock action Friday mildly suspicious? This is not normally a stock that jumps up or down that much on no news.
Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks
Q: The Globe and Mail has an interesting piece on DND. Apparently the CEO has received share grants of over 9,000,000 shares in the last 3 years. These have a current market value of over $100,000,000. The market cap of the company is only $900,000,000. I see red flags, but Mr. Proud sees a parade. What do you think?
In a December 7 question, you include DND in a list of stocks of which you write: We believe these companies fit the description of simple, predictable, strong financial position and undervalued companies: BAM.A, BNS, TFII, CSU, DND, QSR. I have a small position in DND and for me, (aside from the undervaluation) I don't feel like it fits that definition well. There is definitely something I am missing. Can you enlighten me on your logic?
Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.
Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts
Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days
Q: hi, I received in the mail a tender offer for my DND shares, by the company DND. the offer expires dec 16 2022, reply date dec 15 2022. I don't know all the details , but looks like they are buying back up to $150,000,000, for a yet to be determined price between $12.50 and $15. can I get your thoughts on this share buyback, and any recommendations for investors with common shares. thanks, chris
Q: What normally happens, or what options are available, to a company that has a substantial issuer bid but isn't able to attract enough attention from shareholders to redeem the full amount of the bid?