Q: I would like to buy a 5% position in one of these for a one year hold. I am looking for growth mainly, but also want to take risk into account. Which one would you suggest and why? Thank you for your help. Ian
Q: Comments and analysis please on PLC's first quarter results just released. I am thinking of increasing my holding to 2.5% of portfolio.
Wise?
Thanks, Tim.
Q: KXS over the last 2 days has fallen 10% after hitting a recent high of 82. Do you think it can get back into the 80's by the next quarter? Thanks again, Dennis
Q: I had been waiting for Stantec's quarterly numbers to see if they had finally turned things around. It turns out they were released last week and given there was little fanfare and that the stock price did not pop, I assume the results were nothing special. Given the solid numbers WSP just announced, is it time to throw in the towel on STN and move over to WSP or do you see upward movement for STN?
Q: Do you think that Medison will now start selling off their considerable position in GUD? I know it's not in their interest to dump quickly and crash the price, but I can't see them being supportive of the company going forward. How do you see this playing out now?
Q: i see results impressed the markets. revenues are up big time, but i don t understand how earning are less than last year. is it mostly amortization?
Q: Question on Tsgi financial expectation, Your answer to Robert, EPS $0.41 and Revenue $613M. Your answer to Donald on May 8 was EPS $0.44 and Revenue $638. so does it mean company miss earning estimates? Would it affect share price tomorrow? Your thoughts please, thank you
Q: I'm considering cutting a loser to invest in something new that has some growth. SIS, PBH, and TOY have been poor performers for me for a while now and have been dragging down my returns. If I thought the issues were temporary for all 3 of them I would hold and wait it out but I've found each of them has been less than impressive. SIS with the equity raises and mgmt that I'm losing faith in, PBH with a million excuses as to why each quarter has negative surprises (weather, swine flu, minimum wage,etc), and TOY with disappointing numbers that seem to be getting worse with no real catalyst to get back to growth (Toysrus overhang, diminishing sales in their top sellers that are getting stale, no replacement "home run" product to turn things around. These 3 seem to no longer be growth stocks, do you think I should cut any of the three or give them some more time?
Q: Comments please regarding the most recent quarter from SWP. Do you recommend for income and some growth? Have we finally got some traction here or is this a continued mediocre performer?
Q: It seems that the Burnaby refinery will be going close to flat out for awhile if gas prices remain at these currently high prices and demand levels.
Would this have a significant effect on their total profitability?
Q: Could I please have your comments and thoughts on Descartes recent acquisition of Core. Is this an average size acquisition for Descartes and unlikely to have much future impact on the share price. Thank You.
Q: I know that you like Chartwell, but I am not certain why your strong endorsement.. Looking at the share price performance the shares currently sell at the same price as 3 years ago; so other than the dividend there has been no growth over the past 3 years. Not looking for a lot but some small token growth would be nice to instill some confidence in the company's management team. I own the shares, have done so for some time, but am now thinking that there are better income opportunities out there. Can you provide me with some rationale for not parting with my shares in Chartwell?