Q: hi Peter if the 100 million contact with the Saudi's is lost say TODAY what is the material affect to COV.? ie. 1. what would be the new revised P/E ratio? and. 2. what is your best guess as to the new lower trading price per share ? 3. does your forecast of 35 cents to 40cents per share for 2019 assume a favourable resolution of this issue? 4. what percent of equity is currently owned by executives and insiders? thanks Richard
Q: What would happen if there is an economic downturn or recession and people lose jobs and there are high non-performing loans at Goeasy.
Does the company have a hold on the asset being financed ? Does defaulting on Goeasy loan have a strong impact on individual credit scores ? Im wondering if Goeasy will have a huge NPL or face something similar to sub-prime crisis because they are one of the few players in a market which is not serviced by banks but more by pay day loans and credit cards.
Q: Peter ,Ryan and crew: Having bought Cineplex in the $50. range , I'm now faced with the prospect of growing old before I see the stock back in that price range. In your opinion, do I bite the bullet and take the loss , hang in or can you suggest a better place for growth.
Enjoyed Ryan yesterday on BNN
I'm putting some new money to work in my tfsa, would you initiate a half position of each? Or do you prefer a full position of one? Account is already diversified. Thanks again.
Q: We are removing our losing position in The Stars Group Inc. (TSGI-T, portfolio weight 1.3%) from our large-cap model portfolio. The price and forward earnings momentum of The Stars Group has turned sharply downwards in recent weeks. In an overall market which we believe may be shifting more towards equities with lower volatility and more predictable earnings, The Stars Group is not a good fit, in our view. We have also seen weakness in the overall gaming subsector as seen through the VanEck Vectors Gaming ETF (BJK-US), with many names such as Las Vegas Sands Corp (LVS-US) and MGM Resorts International (MGM-US), seeing steep declines in recent weeks.
After reading the above in a TD commentary I feel I should sell my position in The Stars Group. Do you agree?
Q: Ryan U were great today on BNN. After market close,TSGI announced launch of Betstars online sports betting in New Jersey.Your take please Thanks for u usual great services & views
Q: 1) with all these recent acquisitions, is management getting over their skis somewhat regarding integration and operating the business?
2) is restaurant/etc. food delivery a major headwind for the future?
thanks, Mike