Q: January 8 Parkland completedthe purchase of 75% of the shares of Sol Investments Limited, the largest independent marketer and supplier of petroleum products in the Caribbean. The CEO calls this: "...an opportunity to expand to a new geography and market through a strong business platform like Sol is an exciting time for Parkland. The assets and infrastructure we have acquired are proven, well known, and will enable Parkland to extend its supply advantage into a new region..." . Do you feel this is true, or is it reckless expanding into this region which, since I can remember, is a graveyard of investment capital.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: CLIQ reports on 3/14 & missed all the time What are the estimated Rev & Eps(may include some months of weed sales) & your opinion.$10.67 p/p so now reduced to 0.50%.Please advise if I can add some & how much? Txs for u usual great views & services
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Q: Hi, I have a couple of hundred dollars to invest and have a small position in CLIQ but at a cost of $10. I can't get much with the cash I have so would you consider adding to the position at this point, it would lower my cost for a recovery later. Thanks, Nick
Q: I currently have TOY at 1.6% weight. It was higher but with the recent decline in price this had made my weight lower. Would you be comfortable buying this stock for the long term for at least 3 years or wait to see how the next 2 quarters are? I am thinking of buying to increase it to 2.6% weight.
Thanks
Thanks
Q: My Technicals tell me this is in a very bullish pattern. BUT my senses tell me when looking at the charts it is overbought, is hitting 5 year highs and has certainly broken the 5 year pattern channel between 18 and 21.
Bit confused if this chart looks like a buy to you at this point?
Thanks
Sheldon
Bit confused if this chart looks like a buy to you at this point?
Thanks
Sheldon
Q: Hi, could you please comment on RPI.un earnings and guidance, please. Thanks
Q: Any reason for sell off today?
Q: What is the consensus for Q1 rev. and eps pls
Q: Can you provide comments after conference call. What do you see for the next year or so with the stock.
Q: Sorry about this...but it's another TSGI question
If this was a brand new company that you were considering and you were making a decision to deploy based only on numbers (8x earnings, 5B debt, guidance where it is) BUT NOT based on past performance, analyst expectations or missed quarters what would your enthusiasm be like for buying? Does the price when weighed vs debt vs projected growth dictate a strong buy? Is growth not good for a company priced where it is or is growth "less than expected" and therefore viewed as bad?
If this was a brand new company that you were considering and you were making a decision to deploy based only on numbers (8x earnings, 5B debt, guidance where it is) BUT NOT based on past performance, analyst expectations or missed quarters what would your enthusiasm be like for buying? Does the price when weighed vs debt vs projected growth dictate a strong buy? Is growth not good for a company priced where it is or is growth "less than expected" and therefore viewed as bad?
Q: Am I missing something here or is it just the quirks of the market. TSGI has massive debt and missed some numbers but it goes up because " it's not as bad as some thought it could have been". GC does not have a long term problem, has solid growth metrics, is just getting started in Ontario also missed estimates and the price goes down. What's the rationale.
Q: Are you still comfortable with TOY?
Q: Earnings comment. Thanks.
Q: Do you think Tsgi is undervalue at current price with today’s good earnings and will be further upward from here? Thanks always
Q: TSGI is down over the past several months in part because of high debt following recent acquisitions. Based on the companies current projections how long should it take the company to reduce the total debt by 50%?
Thanks.
Thanks.
Q: Hi, wrt the recent earnings question on DSG, was your answer for Q4 or full year?
(Brian did not ask for which reporting period, so I will. :))
I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)
Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .
Cheers,
Steve
(Brian did not ask for which reporting period, so I will. :))
I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)
Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .
Cheers,
Steve
Q: Hi,
After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
Q: GC down 10%, TSGI up 15%. Can you comment on both please. Time to add to GC?
Q: Do you see any concerns with the large buyback in shares in Q4 alongside the large number of insider selling at GC? I like share buybacks but at some point think a dividend would also benefit the shares.
When a company reports and restricts questions to Analysts only, is 5i considered an analyst?
When a company reports and restricts questions to Analysts only, is 5i considered an analyst?