Q: Your thoughts on Tricon's latest earnings.
Thanks Dave
Thanks Dave
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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: WHY THE BIG RUN UP IN fEIRRA Capital Corp from mid February,followed by a big drop since then?
Q: After last quarter result (not bad as I see), it is down 2% but quantity is small (thin as usual). Could you please comment on this? Thanks for your great work.
Jim
Jim
Q: Good Afternoon,
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.
Q: Hi Peter & Ryan,
While the results looked decent at SYZ; I was caught off guard by the following statment in the the dividend release. "Jim Wilson, President & CEO of Sylogist commented "Moving forward, we can foresee that prudent capital allocation may dictate adjusting our dividend downward to allow us to invest directly in business acquisitions where the opportunity to increase our share's intrinsic value exceeds the value of a pre-tax return of cash to shareholders."
It was also noteworthy that they broke their mini streak of raises every two qtrs. Seems to me by my simple analysis that a very large acquisition is in the works that may eat in to the some or all of the cash pile. Am I reading the tea leaves correctly? Would they really cut, instead of just keeping it flat?
Part of the attraction to this company has been the way the add value to shareholders; so I would defer to management to do what they seem fit to add value; but a potential cut seems to send the wrong message.
Thanks,
J.
While the results looked decent at SYZ; I was caught off guard by the following statment in the the dividend release. "Jim Wilson, President & CEO of Sylogist commented "Moving forward, we can foresee that prudent capital allocation may dictate adjusting our dividend downward to allow us to invest directly in business acquisitions where the opportunity to increase our share's intrinsic value exceeds the value of a pre-tax return of cash to shareholders."
It was also noteworthy that they broke their mini streak of raises every two qtrs. Seems to me by my simple analysis that a very large acquisition is in the works that may eat in to the some or all of the cash pile. Am I reading the tea leaves correctly? Would they really cut, instead of just keeping it flat?
Part of the attraction to this company has been the way the add value to shareholders; so I would defer to management to do what they seem fit to add value; but a potential cut seems to send the wrong message.
Thanks,
J.
Q: I dont own this yet. Good a time as any time to buy? Does SYZ issue debt to buy back shares or from cash on hand? Thx Blake
Q: Thinking of buying TCN,but there are a number of negative factors,which hope You can explain.Majority of fund managers on BNN fancy it.Note your comment on BNN on May6 & your report in Mar/15.1)Is there further share dilution since 2014?2)Majority of assets in USA,so this Qtr 1 can be negatively affected as Can$ was strong.3)Is thepresident Gary son of the Chairman?got the job because of nepotism or deserving?Was he the young guy(late thirties) who appeared on BNN some 18mos ago promoting TCN.4)It beat estimates every Q since Q3,2014,but chart is negative($7.40in Oct/14,reached a $12 high in 7/15 & then tumbled till Feb 9/16 to $7.93.5) why price dropped?Please advise if I can buy it now.Always appreciate your great services & voews
Q: ECI gapped up after a hammer, and went into “overbought” territory.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.
Q: your take on knight going to market again to raise cash,so instead of 425,000,000 cash they will have 625,000,000 cash, but he doesn't seem to do anything with it, he has done deals but nothing major,with this war chest i am not sure i get the need to go to market again. dave
Q: Wasp reported yesterday. Can you elaborate on the results. Thanks
Q: Which would you say has more upside at this point, DHX.B or BOS?
Q: Hi folks,please get your opinion on Q results for Avo,I am no accountant but seems like miss. Will you be listening to conference call at 5PM. As usualy Fernandes sounds like stock & company headed for the moon haha. Would rating be Buy,Hold or Sell. Thanks as always, jb
Q: Please comment on results of BOS,which was released tonight.Thanks for your usual great services & views
Q: Can you please comment on earnings for AVO, SYZ and WSP. Disrequard if you have already answered previously before getting to my question.
Thank you
Thank you
Q: Hi there,
The share price of auto Canada is acting better and the street seemed to like their earnings/dividend cut. Would auto Canada see increased business with the tragedy in Fort McMurray? When looking photo's of the damage I see a lot of destroyed cars. With roughly half there dealerships in Alberta do you think there will be a meaningful benefit for acq? Do you think it is a buy at this time or has it gotten ahead of itself?
Thank you,
Kerri
The share price of auto Canada is acting better and the street seemed to like their earnings/dividend cut. Would auto Canada see increased business with the tragedy in Fort McMurray? When looking photo's of the damage I see a lot of destroyed cars. With roughly half there dealerships in Alberta do you think there will be a meaningful benefit for acq? Do you think it is a buy at this time or has it gotten ahead of itself?
Thank you,
Kerri
Q: Your thoughts on the quarter please!
Thanks,
Eric
Thanks,
Eric
Q: Please comment on company results announced this morning. I am thinking about adding to my portfolio but after the results, it has dropped. Thank you for your expert guidance and I appreciate your service!
Q: Thoughts on the Q1 results for GUD?
Q: BOS increased Div by 8.3%
Q: Hi, Badger Daylighting just reported. The results seemed terrible. What are your thoughts? Is there a silver lining because the market reaction is fairly tame. Thank-you.