Q: please comment on earnings
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi,
Morningstar shows the ownership data for funds/institutions and net change in terms of buyers and sellers. I checked the details for TSGI and I am seeing more buyers than sellers. Is that true or do you follow any other website which shows net buyers or sellers for a stock.
Thanks
Ninad
Morningstar shows the ownership data for funds/institutions and net change in terms of buyers and sellers. I checked the details for TSGI and I am seeing more buyers than sellers. Is that true or do you follow any other website which shows net buyers or sellers for a stock.
Thanks
Ninad
Q: SPB's Q3 looks good in terms of trending upwards in most respects. However, the market measures a stock's results based on expectations, In that case did the results meet those expectations for Q3 and the future? Also, is there any chance SPB will increase its dividends? It has been stuck at $0.06 a month for years. Thank you.
Q: Did TSG screw up with their purchase of Sky Betting?
I ask because I wonder if the money would have been better spent partnering with major North American Sport Leagues instead? I can see a future (I hear this is the case with European football) where watching sports becomes more interactive with in-game betting or fantasy sports that is integrated and live as I watch. This could be through an enhanced subscription. How awesome would it be from my television remote to bet how many home runs will be scored in a game, inning, player, etc? With other gaming companies signing exclusive agreements I'm sure such scenarios will be channeled through their gaming products as opposed to The Stars Group.
I ask because I wonder if the money would have been better spent partnering with major North American Sport Leagues instead? I can see a future (I hear this is the case with European football) where watching sports becomes more interactive with in-game betting or fantasy sports that is integrated and live as I watch. This could be through an enhanced subscription. How awesome would it be from my television remote to bet how many home runs will be scored in a game, inning, player, etc? With other gaming companies signing exclusive agreements I'm sure such scenarios will be channeled through their gaming products as opposed to The Stars Group.
Q: What were the main factors that drove TSGI's stock price from April to its high in June? And what has now been the main reason for its decline? Has anything fundamentally changed? I see that Poker, its largest revenue source actually declined in comparison to Q3 2017. Is this a big concern, or is most of it's expected growth to come from gaming/betting? Is there hope that when/if most States legalize online gambling that TSGI will earn more much revenue from this?
Q: Your thoughts on GSY recent quarter? This seems to be an extremely well run company...
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001
Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001
Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.
Q: As noted,KWH beat estimates 50%.What are u expectations for this Q on Nov 14. Have a 3% position @ $9.43 p/p,down 27%.Thinking of adding additional 1/2%.Your view please,Txs for u usual great services &views
Q: Hi,
I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,
I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,
Q: Concerning reply to recent CCL.B question you state: we will review everything in more detail but are comfortable after the conference call.
What does this mean 'comfortable' and when will you release your review?
What does this mean 'comfortable' and when will you release your review?
Q: anything further on the cc ??? markets continue to sell this down. Thx
Q: https://whalewisdom.com/stock/amygf
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?
Q: This morning you noted that TSGI had paid $300 m against debt. I am wondering how you calculated this. I see on the news release that they paid off the $100m on the credit line (after quarter end) and long term debt stands at $5.65B but I don't see mention of $300m? Are they making these payments because they are cash rich or because of some statutory requirement under the lending agreement?
Thanks
Mike
Thanks
Mike
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
-
NFI Group Inc. (NFI)
-
Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?
Q: Please provide your thoughts on quarterly results vs expectations and do you maintain your position that TSGI should be a very good long term growth hold?
Q: The market seemingly loved the results at the open, but then ended the day down 6.5% on what appears to be significant volume. It looked like the contract extension addressed the important parts of the short report, but apparently not, given its performance today.
Is it time to move on, or continue to hold?
Is it time to move on, or continue to hold?
Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.
Q: Please comment on TOY results. Thanks
Q: Any significant points come out of the CC in addition to the Q3 press release?
Q: thoughts on what the newest developments in Russia's market will have on TSGI?
Q: GC seems to have had
a solid and better than expected Q3.
Do you see anything negative?
a solid and better than expected Q3.
Do you see anything negative?