Q: Is there anything to read into Savaria (or any other company) moving from a quarterly to a monthly dividend?
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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: Hi Peter and Team,
What is the fair price for TSGI based on new guidance?
Thanks
What is the fair price for TSGI based on new guidance?
Thanks
Q: Stock went up 10% today after expectations were raised. Would you be comfortable in opening a position in this even after the price appreciation? Also how much % of debt was removed after the $75 million debt repayment.
Q: Hello Folks:
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian
Q: What would be a "fair" price to start initiating a position in firstservice?
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Bank of Nova Scotia (The) (BNS $94.50)
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Enbridge Inc. (ENB $74.18)
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Premium Brands Holdings Corporation (PBH $87.05)
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Savaria Corporation (SIS $25.47)
Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?
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Enbridge Inc. (ENB $74.18)
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Constellation Software Inc. (CSU $2,519.21)
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WSP Global Inc. (WSP $219.31)
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Cineplex Inc. (CGX $9.83)
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Kinaxis Inc. (KXS $136.55)
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Savaria Corporation (SIS $25.47)
Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.
Q: Lost a 450 million army contract today. Looks like favortism towards US company. Thoughts Please?
Q: Good Morning
KXS seems to be recovering lately. Could you comment on the "contractual breach" that caused the decline. Did KXS actually lose the customer and revenue and if so, why.
Also, could you comment on the insider selling and the insiders stake in the company
Thank You
KXS seems to be recovering lately. Could you comment on the "contractual breach" that caused the decline. Did KXS actually lose the customer and revenue and if so, why.
Also, could you comment on the insider selling and the insiders stake in the company
Thank You
Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions
Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.
Q: Hi Peter, Ryan, and Team,
I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?
Thanks in advance for the valuable and pertinent advice!
I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?
Thanks in advance for the valuable and pertinent advice!
Q: We have done well with this stock over the years, sold earlier in the year when it was over $50. Is it time to get back in?
Thanks a lot
John Follis
Thanks a lot
John Follis
Q: Headline in the financial page of Vancouver Sun on Sep 11---"Poker face:The online gambling co formerly known as Amaya Ltd will face questions Monday at a hearing in front of the OSC which is investigating insider trading allegations",Is this TSGI.If it is,please expand & its effect o TSGI.Thanks for u usual great services & views
Q: How do you think the hurricane destruction of the Caribbean will affect BNS? I know that they have operations there but how much revenue/business comes from that area of the world? Do you think it is worth holding off buying for the moment or do you expect the hurricane to not have a material impact?
Q: I own a 3/4 position in SIS. Is it too late to raise it to a full position now that it's up 8 percent today? Do you think it will pull back a bit?
Q: I am a little confused by a comment I read in the financial press which suggested that insurance company stocks may actually be poor buys now because rising interest rates lower the value of their significant bond portfolios. I thought that rising interest rates would aid insurance companies by making their long term liabilities more manageable.
Is this the same type of comment that is voiced by some talking heads complaining about current rising interest rates hurting the economy while you point out that rising rates means the economy is improving, a viewpoint that is confirmed by most data and the continually rising market itself.
So is the comment on rising rates being bad for insurance companies simply a comment from some guy who is trying to be different just to stand out or is there validity in this thinking?
Appreciate your insight.
Paul F.
Is this the same type of comment that is voiced by some talking heads complaining about current rising interest rates hurting the economy while you point out that rising rates means the economy is improving, a viewpoint that is confirmed by most data and the continually rising market itself.
So is the comment on rising rates being bad for insurance companies simply a comment from some guy who is trying to be different just to stand out or is there validity in this thinking?
Appreciate your insight.
Paul F.
Q: Hello , can you please comment on yesterday's announcement from Andrew Peller acquiring 3 more wine companies with some exclusive brand names. What do you think of the dept levels and the potential of revenue down the road.
Thanks
Thanks
Q: Hi, After announcing a blowout quarter, stock has been drifting lower for past few weeks.The looming bankruptcy of Toys R'us has been cited as one of the reasons. Toys R'us being one of the major retailer of Spin Master products, what is the likely impact, in your view, Spin Master sales, in near term. How would the company cope with this ?
On a different note, S & P Dow Jones group announced addition of Spin Master to TSX Composite as at Sep/18 closing. What is the approximate expected demand of TOY shares for this event ? Thanks
On a different note, S & P Dow Jones group announced addition of Spin Master to TSX Composite as at Sep/18 closing. What is the approximate expected demand of TOY shares for this event ? Thanks
Q: Reading the press release regarding SIS increasing its dividend, the president stated "Considering the aging population and its desire to age at home, we expect continued growth of over 10% in our lift division over the next five years and we maintain our objective to generate revenue of some $500 million by the end of 2021," concluded Mr. Bourassa.
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?