Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?
Q: Do you have further comments or opinions regarding IPL and the confirmation of the $30.00 offer figure? Do you also have general comments on this type of unsolicited offer. I own IPL and I guess just fishing here and making the question as broad as possible. Thank you.
Q: I recently started a small position in guardant, in the past week or so, share price has dropped, should I increase my position,? Also, do you really like company for longer term growth, current weighting in my portfolio is 1%.
Q: Comments on SYZ earnings please. On the surface, they seem underwhelming although increase in dividend. What's your take on market reaction? Do you still rate it as a top growth choice?
Q: Just a comment on your response to Alexandra question of this morning, EQ bank has one of the highest interest rate (2.35%) on high interest saving accounts with many perks like free bill payments ,e-transfers and CDIC guarantee up to 100K per account.
Q: I have been holding to hardwood distribution for almost 5 years now and i'm off 24 %. Should I continue too old to it ? I was thinking about selling it and buy New Flyer industries with the dividend at 6% now. If you have a better suggestion for another company, fell free to suggest ! Thanks
Q: I just rec'd an offer from the company to buy back shares at $8/share. While a premium to current share price, it doesn't seem overly generous. My inclination is to hold on to the shares as the company seems to be in good shape. Your view, please?
I recently reduced my positioning in Shopify and was thinking to move some of it into LSPD position. I currently already hold a smaller position in LSPD and was wondering how much a percentage weighting of a portfolio you be comfortable with in LSPD.
Q: The stock is down around 8 per cent mid day as a result of the share sale - was a price announced for this and do you think this would be a good time to start a position. Thx
Q: i bave large positions in both companies.
gsy is cheap, beats earnings every quarter, increase their dividend, return on equity approaching 30% , target increased to 85, yet does not seem to get much love.
lspd is a momentum stock increasing revenue by huge amounts, everyone loves the company, no earnings.
i know completely different companies but why such a discrepancy. is it because gsy is a subprime lender.
dave