Q: The price for BEP has been dropping for the last 6 weeks and is now approaching its 52 week low. Are you aware of any news causing this decline or is it just due to rising interest rates?
Q: Csu missed expected EPS & REV,but still doing well even in downmarket .Any reason(s).Is this a sign to start a position? Thanks for u usual great services & views
Q: What % of toy's manufacturing or supply chain is located in China? What % of sales are US based? In your opinion given tariffs will current weakness in TOY continue longer than other companies? Greg
Q: when do you cry uncle on tsgi, i started nibbling at 30. now
26, if your thesis is correct then this stock is beyond cheap.
55 to 26 , makes no sense.
and gsy not quite the same as it is still up on the year, but beyond cheap.
so would you be addng here dave
Q: Hi folks
SYZ is happily holding its own during this massacre. Why would this be when most every other stock is feeling the pain. ?
THANKS to all for keeping us calm at this juncture. I have 10% in cash from mid summer shaving of my winners and on the watch for some of my favourites. Thanks to you.
Q: In your Aug /17 report on Savaria you indicated it was at 22 times forward earnings and at it's most oversold in 5 years. At 80 cents (2019 earnings est.) the p/e would be under 21 . Would the same logic apply now? Is this a good entry point and are you still sanguine about the growth story?
Your considered opinion is appreciated.
Mike
Q: Are there fundamental or other reasons why this stock has lost about 20% of its value in the past 5 weeks? Does NAFTA II negatively impact it? I notice the CEO is also president and chairman. Does this pose a risk at this stage, or would do so if the firm got a lot bigger?
I enjoyed the seminar last week. Refreshing !
Q: hi Peter. do you still forecast eps for 2019 of $2.51? if you do TSGI now has a P/E of 10.73. and for a growth stock would appear to be a great buy at these levels. would TSGI now be considered by you as a value stock or a falling knife? thanks as always for your insight. Richard
Q: tfii continues to get hammered even on a good day like today, is this a sell, volume is substantial,excellent earnings,i am close to letting it go. dave
Just a few quick questions regarding CSU's guidance for 3Q. Did they comment on it in June and if yes did they increase or decrease it? By how much? And what it the street consensus for 3Q quarter? Given its incredible unusual fall, would you be a buyer today or would you wait until their ER. I am trying to be cute and buy before the possible jump which I think should happen after they beat again.