longlake95

Your odds are 1 to 84 quadrilion. Good luck.

Just buy for the fund first. Then your personal account. It's just the right thing to do. Do you really care if your personal account lags the fund a little? I assume your more interested in the fund doing well as that's what your LP's will be looking at.

Probably as Chairman. Which I think is a good move.

Well, if your ever back in Barrie PM me. Maybe we can organize a stock chat with a group up this way.

Ya man

1 hour north of Toronto

Maybe they are preparing for a big buy back if WEB or CM are about to step down and the market sells down the stock. Not a nice thought that they may be slowing down. :-\

Are we finally seeing a rotation into value names as people run from the FANGs and growth?

i've been adding to the D's. Not sure what to think. These securities have been left for dead. Call me crazy, but wouldn't they want to buyback the pref's on the cheap? sell one or more of the cash consuming crappy businesses and use the proceeds to buyback cheap debt - don't you create value at the stroke of a pen?

added to GIL.TO - Gildan

I think you're right! I expect bubble frequency to increase, very simply here's why: - more instant data in front of more eyeballs - exacerbating the fear and greed cycle. - less analysis (it's easy to be an indexer) and increased FOMO and lemming like behavior - much,much shorter time horizon - way more noise - easy credit I remember seeing a academic paper over 10 years ago that showed a graph, that went upper left to lower right. X axis being years held, and Y axis risk of loss. As it turned out, if you owned a security for more than 5 years, you're actual chance of loss was very low, assuming you just bought a middle of the road business That has always resonated with me. Who owns a security for 5 years these days? My Grandmother did. My Great-aunt who is currently 102.5, still own Fortis (FTS.TO) which she bought around 1978. I think this short termism will be a benefit to active value oriented investors - but the ride is going to be bumpy. What takes us over the next waterfall? Corporate debt?

DWDP and DWDP $90 Calls

thanks for the feedback. Don't need specifics, as I am familiar with the maneuver. I had heard that some brokers were reluctant to do the e-journaling - obviously to discourage the maneuver and make the spread. Thanks LL

Getting tired of the wide spread the brokers apply to fx transactions. Just moved some $$$ from the CAD "side" of my RRSP to the USD "side" and the spread, roughly calculated, was around 90 BPS. Thought of trying Norbert's Gambit to move cash. Have you tried this maneuver? LL

ARNC

WPK, CCL.b, TFII, GIL

For those of you that do DCF's, do you normally do a DCF using FCFE (and discount @ cost of equity) and just focus on the equity? Or, do you do use FCFF (free cash to the whole firm and discount using WACC), back out any debt, to arrive at the value of the equity? I realize that both processes will yield the same value of the equity - but curious if stock investors focus on the whole enterprise or just the equity.

more BRK.B

I like Rocket Financial as well, but they only cover US stocks - so far. I've sent them a note to ask about data for other country stocks. No word back.

Add me to the list of disappointed yahoo/google finance users...talk about brutal. Is anyone out there using the stockmarketeye products? Seems like a good product to track portfolios and watch lists - but I don't know if it will aggregate news for stocks in a portfolio.

I own the Pref's series III, as a chicken way to participate in DC. They are still waaay out of favour. But nice to see things improving...but slowly...might I add... Where's Ned?

depending on what the site offers, without seeing the final product, I can easily justify $150 (Canuck bucks) per year. If it saves me time sifting through clutter. Simple company financials both in text and graphically would be a nice add. Along with simple portfolio tracker, with price flags.I'm not a fan of Gurufocus - sure it's nice to see what the Guru's are buying, but I think 13F data should only be a smallish part of the site. That info is pretty easy to source. less clutter. If your going to have people post research...I'd limit it to the paying users who can post research...hopefully the serious investors. If you link to Seeking Alpha or others, you get a lot of fluff - VIC notwithstanding.

Looks like a nice start! I would pay (what price? a function of the quality and experience I get from the site) for well designed, great user interface, clean and crisp site that would aggregate news and company releases, without all the noise I get from Yahoo (which I stopped using 6 months ago) and Google "news" feeds. They are full of scrapped news bits that are totally useless. I don't need to know what the "stock rover" or "Rives Journal" has to say about my companies. A feed from legit news wires would be great. the 13F info would be nice too along with a simple stock tracker. My 2cents from a non-techy. LL

GIL.TO

Oh yes - lots of Chinese deals gone south! However, CCCI are the real deal. The have a track record of buying North American construction companies - like Fried & Goldman in Texas. Which by all accounts has been a success. I still need to dig some more, and in the meantime, the excitement may subside and provide a greater spread.