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  • Resolute Forest Products: A Deep Value Play With Significant Share Buybacks And Smart Money Purchases  [View article]
    Nice article, but I would like to add a few points.

    There are more reason why RFP is declining :
    1 : Recent attacks by GreanPeace made them loose contracts from BestBuy : http://bit.ly/1PArEyN
    2 : New duties from the US will make it harder to export there :http://bit.ly/1PArCqJ

    Two others successful value investors own a lot of shares of RFP :
    Prem Watsa : 29,048,190 shares
    Francis Chou : 6,317,171 shares
    Oct 21, 2015. 12:35 PM | Likes Like |Link to Comment
  • Canadian lenders give more ground as Barclays downgrades  [View news story]
    It was possible a few years ago. Now it's 25 year max for new mortage.
    Jan 30, 2015. 12:18 PM | Likes Like |Link to Comment
  • IBM beats by $0.40, misses on revenue  [View news story]
    Not really, only $0.1 billion in repurshases during q4.
    Jan 20, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Glentel: A Free Cash Flow Machine At An Inflection Point  [View article]
    Nicely timed article, Bell is arquiring Glentel for 26.5$ (CAN) http://bit.ly/1HKT93o
    Nov 28, 2014. 08:52 AM | Likes Like |Link to Comment
  • Glentel: A Free Cash Flow Machine At An Inflection Point  [View article]
    Nice article. Rellay wish management would buy back more shares. Even tho they have renewed the NCIB at the start of 2014, As far as I know they have yet to use it this year.

    Long Glentel.
    Nov 19, 2014. 12:28 PM | Likes Like |Link to Comment
  • Glentel Part 6: Normalized Earnings, Valuation, M&A And Risks  [View article]
    Thank you for this series of well detailed articles, I long Glentel and I am now more confident in my choice.

    I wasn't aware that a similar company (Carphone Warehouse) was just taken over, do your consider Glentel to also be a candidate for unsolicited bid ? Would could be suitor ?
    Aug 19, 2014. 07:31 PM | Likes Like |Link to Comment
  • King Coal Takes Another Blow To The Head  [View article]
    The TVA logo in that page is actually the one from french TV station here in Canada! LOL !!!
    Nov 17, 2013. 01:29 PM | 4 Likes Like |Link to Comment
  • Forget BlackBerry: Watsa's Resolute Forest Products Investment Gets More Bang For Your Buck  [View article]
    Furthermore, I also like the management of RFP. Richard Garneau the CEO is very focused and will do all it need to turn this around.

    Here is what Prem Watsa said of M. Garneau :
    "He knows everything about the industries, I couldn't think of someone else for this job"
    "The best CEO are like this, uninterested" (about his salary)

    Furthermore, Paul Rivert (Watsa right hand) :
    "I think he would have worked for free, he is in a mission"

    Those are word that you like to hear when you are a shareholder.

    Source (in french) : http://bit.ly/1bFecDN
    Oct 4, 2013. 02:50 PM | Likes Like |Link to Comment
  • Fusion-io soars again; Pac Crest sees huge buyout premium  [View news story]
    FIO also annonced a IR event for tomoroww : http://bit.ly/17QoJuT

    Who know what that could be.
    Sep 11, 2013. 01:56 PM | Likes Like |Link to Comment
  • Gran Colombia Gold Corporation Undervalued, But Highly Speculative  [View article]
    Good article, thank you for that information.

    I remember for the past year, twice they blamed their low production because of power interruptions. Any word on that ? Is that a common issue in Columbia ?

    It would also be important to note the significant amount of insider buying this stock http://bit.ly/YobtXM
    Feb 24, 2013. 09:27 AM | Likes Like |Link to Comment