Q: I'm considering investing in this medical technology company based in Ireland, and would like your opinion on its stability and growth potential. Is it still a good buy at $74.
Many thanks
Many thanks
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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: There has been considerable turmoil in PHM stock price in the last week or so.
Looking back, we see the signs of momentum reversing from those that pushed it higher and now the same crowd walking away from it. People are voting with their feet mainly from fear and from people taken the advice from the President's Letter.
I had a specific question about PHM. They mentioned that the LOIs on the acquisition table are being actively negotiated to be 'all-cash deals'. How successful can these with the incentive for part or in whole stock-based details off the table now?
Looking back, we see the signs of momentum reversing from those that pushed it higher and now the same crowd walking away from it. People are voting with their feet mainly from fear and from people taken the advice from the President's Letter.
I had a specific question about PHM. They mentioned that the LOIs on the acquisition table are being actively negotiated to be 'all-cash deals'. How successful can these with the incentive for part or in whole stock-based details off the table now?
Q: Would you recommend the preferred reset share of CF? Would it be considered a higher risk investment?
Q: Would this be a good buy for income. The dividend is about 6%. Under what scenario could I lose money. I need to protect my capital. Thanks Cathleen
Q: What do you think of this as a bond substitute. Is the recent drop in price a concern or an opportunaty
Q: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Kim
Q: hello 5i:
please give me your two best companies, in the Industrial sector. I'm looking for something with a dividend of >2.5% (but realize I might have to settle for less), with a stable and growing cash flow, trading at or below its long term value metrics (P/B, P/S, P/CF, D/E etc). The companies should have a dividend history of at least 5 years, though longer is better. I'd prefer to keep it to a Canadian company, though it seems a large percentage of US Industrials are trading at low valuations, so would at least be open to one for a suggestion. I know these are fairly tough criteria after a bull market run that approaches 7 years. can you help?
please give me your two best companies, in the Industrial sector. I'm looking for something with a dividend of >2.5% (but realize I might have to settle for less), with a stable and growing cash flow, trading at or below its long term value metrics (P/B, P/S, P/CF, D/E etc). The companies should have a dividend history of at least 5 years, though longer is better. I'd prefer to keep it to a Canadian company, though it seems a large percentage of US Industrials are trading at low valuations, so would at least be open to one for a suggestion. I know these are fairly tough criteria after a bull market run that approaches 7 years. can you help?
Q: Hi Peter & Team,
What do you think of VRX's Q3 results?
Thanks
What do you think of VRX's Q3 results?
Thanks
Q: I own 600 shares of GE. What would you do with your GE shares? Just keep them convert some or all to synchrony financial shares. I am inclined to just keep my GE shares but admit I don't really understand the process.
Q: Hi Peter & team, What do you think of AYA pulling out of Nevada? How come they were operating BEFORE getting approval from Nevada Gaming Control Board? Or this is a change of heart of the GCB? Is this news worrisome?
Thank you.
"Amaya Inc., owner of the StarsDraft fantasy sports business, pulled out of Nevada after that state’s casino regulators said companies running such contests were illegal gambling operations unless licensed."
“As a proponent of state regulation of daily fantasy sports, we respect the decision of the Nevada Gaming Control Board and no longer allow Nevada consumers to play for real money on StarsDraft,” Amaya said. “We are an advocate for strict state regulation of DFS and the recent activities at some companies underscore the need for state regulation.”
Thank you.
"Amaya Inc., owner of the StarsDraft fantasy sports business, pulled out of Nevada after that state’s casino regulators said companies running such contests were illegal gambling operations unless licensed."
“As a proponent of state regulation of daily fantasy sports, we respect the decision of the Nevada Gaming Control Board and no longer allow Nevada consumers to play for real money on StarsDraft,” Amaya said. “We are an advocate for strict state regulation of DFS and the recent activities at some companies underscore the need for state regulation.”
Q: Hi,
Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Q: I would appreciate your comments on Enghouse's press release regarding the intended acquisition of CTI Group. CTI looks like a good addition for Enghouse. Enghouse continues to look a lot like Constellation Software. Many thanks, Peter
Q: I just found this info. DO you guy's have a opinion? I can find nothing that has changed here except the market perception of the sector. Would you hold or sell especially after the beat down Friday afternoon.
thx for your opinion
thx for your opinion
Q: MTSN.US
Seeking either strategic advise or psychological help in deciding to sell or continue to hold MTSN-Q.
It is currently down 50% in my growth portfolio ...hardly meeting a growth expectation.
On one hand I do need need to sell except maybe to put the remaining money to better use. But I find this glaring loss annoying every time I look at the portfolio.
Is there a chance this market sector will make a come back in the next six months and the stock could recover? Or I am I better off putting it behind me.
Seeking either strategic advise or psychological help in deciding to sell or continue to hold MTSN-Q.
It is currently down 50% in my growth portfolio ...hardly meeting a growth expectation.
On one hand I do need need to sell except maybe to put the remaining money to better use. But I find this glaring loss annoying every time I look at the portfolio.
Is there a chance this market sector will make a come back in the next six months and the stock could recover? Or I am I better off putting it behind me.
Q: Shareholders reject Suncor's bid. What 's next for cos shareholders? Stock going back down?
Q: For a LIF where the objective is income and capital retention which is the best investment ENB or ENF. And is now a good time to invest in this sector?
Q: Re your answer to j.j.p oct. 18 question-tax loss :It does not matter which account you repurchase the holding in, if it is within the 30 day period, it cancels any tax loss claim.
I have coporation and personal accounts.Is your answer will be same?
Thanks for your great service
I have coporation and personal accounts.Is your answer will be same?
Thanks for your great service
Q: Regarding the increased activity and rise in price of PBH, I note that TD Waterhouse initiated coverage last Friday with an Action List ranking.
Geoff
Geoff
Q: I notice there haven't been reports or comments on this company you cover for tha last year or so.
Has your opinion changed on it or is it basically the same as the 2014 report?
Do you think that the Dorel Convertible Debenture would be a sound addition to one's US fixed income portfolio?
Thanks
Has your opinion changed on it or is it basically the same as the 2014 report?
Do you think that the Dorel Convertible Debenture would be a sound addition to one's US fixed income portfolio?
Thanks
Q: Peter et al.
What do you make of the Premium Placing at $1.05 by Delek in Ithaca for $66 million and approximately 20% of the shares outstanding? Ithaca has moved up in the last month and seemed to be liquid until after the planned Stella start-up in July of next year. They say the funds will be used to reduce debt and for satellite field acquisitions. If used for debt reduction it will not have much affect on the nearly $750M outstanding debt for the huge equity giveaway. If used to acquire future production at a cheap price then I see value but to reduce the debt it will have a marginal impact right now IMO. What is your viewpoint? Am I missing something here.
Regards,
Brendan
What do you make of the Premium Placing at $1.05 by Delek in Ithaca for $66 million and approximately 20% of the shares outstanding? Ithaca has moved up in the last month and seemed to be liquid until after the planned Stella start-up in July of next year. They say the funds will be used to reduce debt and for satellite field acquisitions. If used for debt reduction it will not have much affect on the nearly $750M outstanding debt for the huge equity giveaway. If used to acquire future production at a cheap price then I see value but to reduce the debt it will have a marginal impact right now IMO. What is your viewpoint? Am I missing something here.
Regards,
Brendan