Q: Good morning guys. Looking for your thoughts on earnings report today. Looks like a beat all around. Have been a little frustrated with stock price not participating in most recent rally. Also concerned about effect of physical distancing on funeral revenue. Thinking about stepping out of the stock for bit and maybe revisiting it again post Covid. Always appreciate your insight. Thanks. Chris
Q: Please comment on their Q1 including their outlook remarks.
Also, do you think most of the bought deal being listed tomorrow will be placed with institutions and not be sold on the open market putting pressure on the share price?
Q: Read your report on PHO. Curious about the rating. On your sidebar you have a rating of B+ but overall rating of B-. Why is the meaning of the difference between these 2 "ratings"?
Q: I picked some of FCR.UN today at $11.90/share for my TFSA. I am looking at this trust and thinking it is very cheap now - NAV around $18 and they did OK in April with 74% of rents collected plus they have tenants like Walmart, Canadian Tire, Liquor stores - and located in the bigger cities (GTA). Seems like they would do good long term at this price with a nice yield? I am looking at a 5 year hold at minimum.
Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?
Q: Long Term Care and Seniors Residence in general are in the spot light demonstrating what perhaps many of us, still young seniors, know from looking after our parents in and around Seniors Residence.....that they are not desirable places to have to be. Even the high end residence the majority of seniors can not afford are difficult to staff and are still close quarters to one degree or another. That said, staying away from those places will be the preference of us who are getting up there. SIS devices will be in greater demand. Who are other companies to compete with SIS?
Sorry for being long winded.
Q: Ok, I'll show my ignorance by asking this question: What is the additional stock offer at this company and how is it going to dilute the stock price/value?
As an aside, the stock reached it's highest value today!
TIA for all you do!
Q: The stock has gone up quite a bit since earnings were announced. Do you think there may be some consolidation and chance to pick up in the mid 40’s or are you comfortable buying here
Q: I currently own CAE in my TFSA and considering buying GDI but then I would be over exposed in the industrial sector in my TFSA but not overall in my portfolio. Would it be ok to buy this stock in my TFSA or should purchased in a RRSP or non RRSP as I have cash in all 3 account?
Thanks
Q: Peter, I am interested in buying into Lightspeed and Boyd Group in 2 or 3 tranches. Both companies have earnings coming up in the next couple of weeks. What are the expectations and would you be comfortable buying at these levels, or prefer waiting until after earnings? Thanks so much.