Q: I hold a position of DND and am I underwater. The declining price is really starting to concern me. Can you please help me with the valuation at current levels and calm my nerves. Has anything significantly changed with the company other than market sentiment?
Regarding previous answer to DND, if the LINK acquisition proceeds, what impact that might have on share price in short term? What is your take on the possibility of this acquisition going ahead?
Thanks!
Q: a recent response to a dnd question mentioned things have changed since announcement about link. can you expand on what has changed and what your outlook is for dnd. it was one of your fairly strong recommendations not too long ago. how do you rate it now.
Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.
Q: What is the long term outlook for this stock? Bought at $40 and missed the opportunity to sell when it reached the high $40's. Does it still have potential to go back into high $40 range. If so, what will it take to do so. Or should one consider getting out at current price.
Thanks
Q: DND has taken on debt for acquisitions. Is there a legitimate concern that anticipated profit may not materialize, setting up a potential death spiral for the company? Quite separate from the general tech meltdown, would this concern explain some of the profound share weakness in the past few weeks? We have seen this scenario play out with other Canadian companies that over-payed for acquisitions that did not generate the anticipated profit, costing equity holders dearly.
Q: My TFSA holdings are AC, ( even), EGLX ( up), and WELL ( down) in roughly equal amounts , and wish to add another stock having the same weighting. I am looking at the 3 stocks highlighted. My TFSA obviously leans toward riskier growth / special circumstances stocks. I am looking at the three stocks listed above but would consider any of those listed in your growth portfolio. Would you buy any of these three or what other from your portfolio ? Thanks. Derek
Q: I am concerned about the possibility for a significant class action suit. The results appeared mixed and the price is down this morning. What are your views on this stock?
Q: Comments requested on dnd latest financials. Huge revenue increases but did they meet expectations? Anything noteworthy in the call? What might market reaction be?
Q: The market has been less than enthusiastic about Dye and Durham since the takeover announced a month ago, which looks iffy now there is another rebellion among Canadian legal clients over fee jumps. If the takeover succeeds an article in the Jan.29 Globe projects debt will be 5X EBITDA up from 3X which could bury DND.
5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.
Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.