Q: Aside from the obvious demographic appeal of increasing demand for Savaria's products for aging persons with disabilities, it strikes me that as seniors have increasing need for cash flow in later years, they will turn more and more to reverse mortgages. This will lock them in as long as they can live in the financed home. That said, faced with disabilities that might otherwise force them to leave their home, purchasing Savaria's products will be the only solution. Do you agree? Do analysts understand this market force?
Q: Hi Peter!
After the last earning results and the big jump in valuation, is FSV now on the expensive side (forward PE of around 40)? I'm considering trimming my position. Thanks
When does GC next report and what is expected vs prior quarter ie Q4 2018 vs Q4 2019. Also can you supply the same numbers for fiscal year 2018 vs expected 2019?
From the charts, they have basically been in a downtrend since March 2019 and leveling off around the $40 mark the last 3-6 months. I have read prior Q&A and it seems like they may not get back to an upswing until 2021...also supported by your Company page Financials wrt Fy1 12/19 vs Fy2 12/20 EPS numbers.
Can I interpret from this that this may be dead money until then and perhaps it may be better to invest in a company that offers a better upwards trajectory and revisit this stock at a later time? Or should one look further ahead and accumulate at these low prices anticipating better returns as they finish up some projects?
They do seem to have some pretty impressive financial numbers (ROE) and past growth numbers (from your Companies page). Not sure if these have changed given 2019 performance, or lack thereof.
I have held this stock for about 1.5 years.
Q: Can you please give the percentage of shares shorted on LSPD. Also, was there any downgrades on the stock today after results were out as the loss seems excessive. Thanks
I need to add to my consumer discretionary and am comparing these two. Given that PII is currently trading at a better valuation and has better product diversification, which you choose it today over BRP (DOO)
Q: If LSPD has beat earnings expectations, do you attribute the share price weakness to the fact they raised their potential share offering up to 1 billion dollars? Is this a dilution fear that's causing the share weakness? If so... is the market wanting LSPD to grow organically as opposed to offering shares for aquisitions and such? Not sure what investors expect here?
Could you please comment as to the eps miss( street expecting $.09 loss vs loss of $.18) as well as increasing/refiling of the shelf prospectus from 500mm to 1 billion dollars.
Thank you
Q: Hello,
Would you view today’s decline in LSPD as a buying opportunity? Or would you let the stock settle a bit before stepping in. Your comments on earnings seemed positive today.
Thank you
Q: SHOP announced a change in management personnel yesterday. They have replaced their marketing chief. CEO stated marketing direction wasn't right. Is there anything to make of this? Reason for concern?
Q: The Earnings section of the Company information is blank. Can you get your data provider to add this...thanks for trying.
Do you have the most recent analysts estimate of the target price? Roughly a month ago Royal Bank had a target price of $45.00. Now, they don't have any target information on AW anymore.
Q: Given the announcement of US Commerce Dept of Monday, re reduction of duty on softwood lumber, do you expect that SJ
fortunes will improve on the US market and so also the stock price
Art