Archives

Please click on a button below to jump straight to that category.
Comments On Events
Investments
Historical Perspective
Travels
General
Investment Strategy
July 27, 2018

Air Canada Is Screwed

Published by Kuppy at July 27, 2018
Categories
Ever since Air Canada announced the termination of their Aeroplan agreement with Aimia (AIM – Canada) last year, I have suspected that this was a prelude to them eventually acquiring Aeroplan. I believed this due to simple math. It will cost Air Canada $200 to $400 per cardmember to organically build their own loyalty program. Aeroplan has 5 million cardmembers, hence trying to build Read More
Categories: Investments
Positions Mentioned: AIM CN
Do you like it?0
Read more
April 11, 2018

Time To Grab My Pitchfork (AIM Edition)

Published by Kuppy at April 11, 2018
Categories
I have written about Aimia (AIM- Canada) a few times now (article 1, article 2, article 3). For a summary, AIM operates loyalty programs which are highly cash generative. The shares have collapsed following Air Canada notifying AIM that they will not continue their partnership when it ends in 2020. I figure AIM is worth somewhere north of $6 per share if you assume Read More
Categories: Investments
Positions Mentioned: AIM CN
Do you like it?0
Read more
February 5, 2018

You All Asked For It (AIM Update)

Published by Kuppy at February 5, 2018
Categories
New year—new website—same rules here. Look; I’m not a registered financial advisor and I am certainly not YOUR financial advisor. However, I feel confident in saying that if you do not know why you own a stock and cannot analyze news releases, you probably shouldn’t own that stock. Since Thursday morning, I have received over 100 emails from people regarding Aimia Inc (AIM – Read More
Categories: Investments
Positions Mentioned: AIM CN
Do you like it?0
Read more