Q: Can you give your thoughts on the TGH acquisition. Do you like the deal. Did they overpay? Do you like the business, value proposition and would you buy the stock.
Thanks
Thanks
Q: Hi Peter
Can I get your thoughts on TGH. Can you comment on the latest Qtr results and also what do you think of initial position in a TFSA.
Can I get your thoughts on TGH. Can you comment on the latest Qtr results and also what do you think of initial position in a TFSA.
Q: What are your thoughts on this company? If the technology is as good as being touted there are many potential good trends that could impact their volumes (growing infrastructure spend, greater use of hydrovac trucks for civil related works, increased weather events etc).
Being small and located in Canada I would think tariffs could be a big headwind for the company as many of their sales / partnerships are focused in the US. I would think also being in the heavy equipment sector their margins are somewhat limited so not a lot of room to 'eat' margins in case of tariffs (and inability to pass on costs).
It seems down 30% from it's high and probably pretty speculative but interested on your thoughts. Thx as always - you guys do a great job!
Being small and located in Canada I would think tariffs could be a big headwind for the company as many of their sales / partnerships are focused in the US. I would think also being in the heavy equipment sector their margins are somewhat limited so not a lot of room to 'eat' margins in case of tariffs (and inability to pass on costs).
It seems down 30% from it's high and probably pretty speculative but interested on your thoughts. Thx as always - you guys do a great job!