Q: We have an overweight position in NFI. It went up like a rocket today and we are leaving for a week's vacation soon. Time to trim?
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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: Exco Resources (XCO)is down more than 50% today. They announced a review of strategic alternatives. Can you provide your opinion on whether to continue to hold or sell given that it looks like the markets are signaling worst case?
Thanks again - John C
Thanks again - John C
Q: Hi, i would appreciate your comments about Espial Group. What do you think of the management. Would you consider it a buy at this price. Thanks as always.
Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,
Thank you,
Q: I am wondering why this stock is trading slightly above the offer price of C$4.50 for taking it private, when this would appear to be a done deal?
Q: Could you please comment on VNR's earnings. On the surface they appear a little disappointing compared to previous quarters. Thanks.
Q: What are your thoughts on $418 million portfolio transactions. Do you still consider as buy, sell or hold.
Q: I have been holding TOU for the past year so I am still underwater even though it has recovered a bit this year. I recently reduced my position by about 25% thinking that the recovery in the energy sector would be short lived and I wante d to take some money off the table and maybe add later at a lower price.
Since then, TOU and other low cost gas producers have continued to go up so now I am a bit confused considering that nat gas prices continue to be weak. Can you please shed some light on the current dynamics in the nat gas market and your outlook for TOU.
Thank you.
Since then, TOU and other low cost gas producers have continued to go up so now I am a bit confused considering that nat gas prices continue to be weak. Can you please shed some light on the current dynamics in the nat gas market and your outlook for TOU.
Thank you.
Q: Could you please comment on MERUS recent results and your expectations going forward.Thanks Richard
Q: Peter,
I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)
This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.
Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?
Thanks for your excellent service!
I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)
This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.
Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?
Thanks for your excellent service!
Q: Would you consider adding Spartan Energy for some junior oil exposure?
Q: I have been holding, and hoping, for Air Transat (trz) for over 2 years now. My loss on paper is 30%.
Does it make sense to hold further for a recovery or is it better to bite the bullet and redeploy in the same sector ? But where ?
Many thanks,
Jacques
Does it make sense to hold further for a recovery or is it better to bite the bullet and redeploy in the same sector ? But where ?
Many thanks,
Jacques
Q: Can you give your opinion on MRG.un. The recent quarterly generated a nice pop in the stock, but debt is higher than I like. POR is excellent. Yield is good, and distribution is mostly ROC. But I'm not sure how much growth there will be?
Do you expect them to grow the stable of assets and the cash flow very much?
Do you expect them to grow the stable of assets and the cash flow very much?
Q: Your thoughts on this company? Is it worth adding to at this level?
Q: I've had my eye on this one for a while. Too bad I did not buy when I came upon it? I tend not to buy small companies that are valued on growth because the landscape is littered with companies that fall faster then they rise when things do not go right. This comp. seems incredibly over valued to me: TTM PE of 27, FPE of 25, 7x book value. Even with an ROE of 20 & PEG ratio over one? It's EPS is very small - so, earning on a cash basis must be a fair bit higher. I'd like to buy - maybe? I prefer dividend growers as well. How liquid is the stock which is important to me because I like to hold good size positions. I did well with BAD & ACQ which were growth stocks: 3 x my money - so, I do like a bit of growth.
Q: What is your opinion of 5NPlus?
Q: I like the yield on SFL but worry about capital appreciation. If this cyclical stock goes markedly lower, will the income remain attractive. Do you have any info on what this company has traditionally done with dividends in both good and bad times.
Thanks
Kyle
Thanks
Kyle
Q: Are there similarities between toy and dhx ?
Would spin master be something that Dhx media would
look at to buy or Disney? What is the p/e and projected growth rate for spin master and is it reasonable?
Would spin master be something that Dhx media would
look at to buy or Disney? What is the p/e and projected growth rate for spin master and is it reasonable?
Q: If you could give me your thoughts on these 2 etf's RSX.US and FXI.US, as they seem to be cheap, and they pay a decent dividend. Russia seems to be a play on energy and going through a recession, and China a play on manufacturing, also slowing down, can these two countries be added to a portfolio for growth long term(5-10years)? Your thoughts! Also will I have to pay 15% withholding to the Americans for these 2 country specific ETF's, and is their a way to avoid paying the Americans dividend withholding for other country specific ETF's?
Q: Hi 5 I -- I don't know what happened: I thought I had input Alterra in the drop-down menu -- Alterra Power, AXY is the first question. Here is the re-submitted portion, in its entirety.
"The last comment I can find on this company is August 2015. May I have your updated views? I am thinking of a 2% position. Also -- Rick Rule talked about Ivanhoe Mines on BNN last night as if it were the Second Coming. Is it worth all the hype? Notwithstanding the nice price movement it has had in the last few months. What weight does it deserve in a portfolio of "mid-to-high risk tolerance". Thanks. (Please take 2 credits, for 2 questions.)"
"The last comment I can find on this company is August 2015. May I have your updated views? I am thinking of a 2% position. Also -- Rick Rule talked about Ivanhoe Mines on BNN last night as if it were the Second Coming. Is it worth all the hype? Notwithstanding the nice price movement it has had in the last few months. What weight does it deserve in a portfolio of "mid-to-high risk tolerance". Thanks. (Please take 2 credits, for 2 questions.)"