Q: It looks to me like this company is turning around quite nicely. Recently, in my opinion, Q2 was very strong but the stock hasn't moved much. I took a small position but I'm thinking about adding to it. What do you think?
Q: On July 26th there was a 2.3 MM share sell-off (I wasn't paying attention so I missed it). Unusual to say the least when the 100 day average is about 50,000 shares. There was little if any effect on the price and there was no comment in this section that I could find. Do you know what happened?
KBL shares have come down lately. The price is now close to the share issue of last April. Do you still like the company? Would KBL be a good long term investment for income and some growth?
Q: If not asked already, please comment on SYZ earnings. Profit and margins were up. Looks like revenue was down due to previous one time sales but going forward, revenues should be more consistent. due to Microsoft link-up.
Q: Please advise what is happening @ KWH,UN today Declined as low as $7.90($9.36 close yesterday)& now recovering to $8.77 on unusually huge vol.of 884k Thanks for u usual great services & views
Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks
I'm up a fair amount on this company but feel it still has good potential. Can you comment on the recent earnings and provide your outlook on the company for a 3-5 year hold.
Q: In today's earnings report, KWH says that the USG&E results would have produced cash flow accretion of 16% per unit, on a pro forma basis, for the year ending march 31, 2017. What do they mean by pro forma, in this case? Does this 16% include all the new shares distributed/converted to fund the acquisition or are they using the number of shares at that time?
Q: You have expressed the opinion that investors are bored with GUD as the reason for its recent rather lackluster performance but it's recent dive over the last 3 trading sessions of about 10% seems more than boredom. Is there anything going on at the company with respect to their products or with their management team that could be behind the steady downward pressure on the shares?
I know Knight is a long-term play. Any thoughts about it's continued, recent weakness. Would you add to a position at the present time (I've held it for a while, was up over 30% and and am now up only 6.5%)? I am willing to be patient.
Q: I'd like to add more real estate exposure to my portfolio but am a bit concerned about real estate valuations in general at this point in the economic cycle. With this said, what are your thoughts on Tricon Capital Group? It apparently did not trade during the "Great Recession" so I wasn't able to see how it would have performed during that period of time when real estate took a major hit.
With your best guess, and knowing how much exposure they do have to the U.S. market, how do you think the company would have done during that challenging time frame?
Q: Hi, would you be adding to savaria on weakness ( after 7 per cent drop today )? I have a 2.5% position and was looking to increase to 3.5%. Please advise.
Thank you
Karim
Q: With GSO Capital Group selling all their shares to private buyer, is it time to get out of TSGI . Do you think that this is an indication that it will be going private?
Kathy
Q: Hi Peterand Team,
Can you please explain to me what are the factors included in calculating the Recessionary Eps 2008/2009 on 5i report. How it is calculated and what are the ranges that the company get A,B,C G... etc. grade On that Metric? Also, can you explain what is the RH scale and how it is calculated?
Thank you for the great service.