Q: Just a quick comment regarding AYA and the reaction to them prepositioning to possibly issue equity in the future: remember, the last time they issued equity they did it at a 100% premium to the price the common stock had been trading at the 5 days prior to the Pokerstars deal.
Just some food for thought. If they issue equity, it may be a really good deal and accretive to existing shareholders like last time.
Q: Could you please clarify an answer regarding Amaya? You said that "It has paid down debt and bought back shares". But higher you said they are financing 3 billion (emitting shares). Are they emitting shares or buying them back? Thanks.
Q: In my RRSP Account, my Patient Home Monitoring position is down 60%, I'm considering selling it and adding to my 2.5 weighting in Concordia which I purchased this week. If I proceed, I'd have a 4% weight in CXR. I'd appreciate 5i's opinion to make the switch or hold PHM or a few more quarters?
Q: Hi
I hold AFN, mainly for income, but I'm down 35% on it.
I have a 1.4% position.
What metrics do you consider when you look at a company like this one?
I also own POT (down 30%) and AGU (flat).
Those have a 2% weighting each.
Am I too exposed to this sector? Would you trim or remove anything?
Q: With all the market craziness out there and the huge share price drops on missed earnings, regardless if the stock is cheap or not, I was thinking of using some of my CDV (Com Dev) proceeds to buy a name like Andrew Peller (ADW.A). Low beta, 5% - 10% growing eps, decent and growing dividend, reasonable valuation, sounds pretty good to me. Are there any red flags in the story that I am not aware of (regulatory issues, unfavourable debt?).
What are the potential holes in Andrew Peller that can hinder share price growth?
Lastly, any news on when ADW.A will announce earnings? The best I can come up with is before November 30
Q: Does Amaya's earnings report really deserve a 26% beat-down? Looking at the numbers, I would have though 12% would be a big hit. Why is this thing getting pounded so hard?
Q: The stock is down 30% today, do you consider it a buy, hold, or sell after the 3Q results release? This was supposed to be a growth stock (same as AVO, PHM, CXR, etc.) but it looks like the corporate guidance does point this way...
Q: Can you comment on earnings for Diversified Royalty. System-wide same store sales grew, now have three different royalty streams: Mr. Lube, Sutton Realty and Original Joe's Restaurants. These seem quite low risk, stable royalties to me. Maintained the 8% dividend and started a DRIP plan. Any comments appreciated on this company, thanks.
Q: From your response to Jim's question this morning, MAW150 looks quite good. I need some education on tax issues. I could either add to my TFSA in January or a fully taxed self-directed account. Can you advise on the the tax issues for each account?
Q: I own some shares of CRR.un.p/p $13.50,1.3% of my portfolio. Please your expert opinion on 1) its result released today & 2)hold,buy or sell.Appreciate your usual great views & services.