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One of the biggest winners in Canadian history. He has known the management team for 15 years they are doing incredible acquisitions. People understand that they don’t play up for acquisitions and are good stewards of capital. It is a core holding for him. They deserve a larger multiple. He would be a buyer here.
The whole sector has been trounced. Now everyone hates all of them. Out of the management teams he thinks this is the best. The sector has been out of favour.
The whole sector has been trounced. Now everyone hates all of them. Out of the management teams he thinks this is the best. The sector has been out of favour.
He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.
He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.
Fixed price energy contracts door to door. It has done fairly well. The turn in terms of their clients is so high, though. He does not feel that comfortable with them. 8% yield and do people really believe it?
Fixed price energy contracts door to door. It has done fairly well. The turn in terms of their clients is so high, though. He does not feel that comfortable with them. 8% yield and do people really believe it?
They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.
They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.
High risk lender and a high risk stock. He owned it just after it came out. The management are not friendly to shareholders. They lend to high risk clients. They looked recently into buying back stock or taking the company private. He sold and is not looking to get back in.
High risk lender and a high risk stock. He owned it just after it came out. The management are not friendly to shareholders. They lend to high risk clients. They looked recently into buying back stock or taking the company private. He sold and is not looking to get back in.
Was a Top Pick in the past. The recent quarter was not as strong as he would have expected and there was a sell off. He thinks eventually these guys will get taken out. It is underfollowed and is held rather tightly.
Was a Top Pick in the past. The recent quarter was not as strong as he would have expected and there was a sell off. He thinks eventually these guys will get taken out. It is underfollowed and is held rather tightly.
One of the biggest winners in Canadian history. He has known the management team for 15 years they are doing incredible acquisitions. People understand that they don’t play up for acquisitions and are good stewards of capital. It is a core holding for him. They deserve a larger multiple. He would be a buyer here.