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CANEXUS CORP 6.5 PCT DEBS T.CUS.DB.D



TSX:CUS.DB.D - Post by User

Comment by pm1231on May 07, 2014 11:10pm
457 Views
Post# 22536869

RE:RE:Pressure tomorrow, recovery delayed

RE:RE:Pressure tomorrow, recovery delayed
jd43xl wrote: Nawar, it is good to put on a brave face, but there is no way to spin anything positive out of this news release. You should have kept your SGY, sorry to say. CUS shareholders only hope is that they don't cut the dividend further, as that is the only thing CUS has going for it for the next year.



Let me start by saying, there is no way to put a positive spin on the Q1 announcement.  Bad news all around and it will likely be a selloff tomorrow.  That said - I will illustrate the point Nawar is making for those who get discouraged from temporary price moves.

To Nawar's point - you are buying a company.  To go back to my Chorus trade, when it plummeted 50% - I bought a large stake.  It further plummeted by another 25% beyond my cost.  I still held long.  I had to wait through most of 2013 (from May to December) - to not only recoup my investment - but double my money.

That is not to suggest you will double your money with Canexus.  The point is - there are tangible assets producing revenues to the company - and those assets have become even cheaper after the selloff tomorrow.  If your investment horizon is long - you will be fine.   If your investment horizon is short term (using the grocery money to play the markets) - you shouldn't have been in this stock in the first place.

From a pure valuation perspective - it's STILL a buy - although one may have to wait a while to collect the return on investment and dividend.  It's stock price is selling to a significant discount to it's net asset value. 

From a speculator/traders perspective - sell - you will likely want to redeploy elsewhere to recoup your losses.

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