Q: In the last quarterly filing income was impacted by $2.4M in share based payments to three officers. That seems high given that they also have a stock option plan. How would you view this for a company with only $7M in revenue for the quarter? As always, thanks!
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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
I have held EH for several months now and am down 20%. While I do understand that there is gyration in the market, I wonder if this is dead money at the moment given the state of affairs in the Prairies. If so, what company would be a better alternative? I hold it in my TFSA and its goal is growth. (I have BAD, BYD.UN, CGX, CSU, CXI, MDA, BIN, CDV, DRT, IT, KXS and GUD in my husband's and my TFSA) This represents discretionary funds for us as the bulk of our capital is managed by an investment advisor.
I have held EH for several months now and am down 20%. While I do understand that there is gyration in the market, I wonder if this is dead money at the moment given the state of affairs in the Prairies. If so, what company would be a better alternative? I hold it in my TFSA and its goal is growth. (I have BAD, BYD.UN, CGX, CSU, CXI, MDA, BIN, CDV, DRT, IT, KXS and GUD in my husband's and my TFSA) This represents discretionary funds for us as the bulk of our capital is managed by an investment advisor.
Q: I am thinking about purchasing the stock. I know the stock has been weak but insiders seem to be buying. Has anything changed with the company? Is the company consumer staples?
Thanks.
Thanks.
Q: Hello team -
I have a 2.3% weighting in Badger Daylighting. Lately I am hearing some of negativity towards this company - about their business not being "patentable" and "increasing competition". I know BAD manufactures their own trucks at apparently a lower cost than others in this space. Aside from this, what is going to keep this 900lb gorilla ahead of the competition? Scale? Better management team?
Will expansion into the U.S. open themselves up to even more competition? What are your thoughts on this business and their possible strategy going forward?
I have a 2.3% weighting in Badger Daylighting. Lately I am hearing some of negativity towards this company - about their business not being "patentable" and "increasing competition". I know BAD manufactures their own trucks at apparently a lower cost than others in this space. Aside from this, what is going to keep this 900lb gorilla ahead of the competition? Scale? Better management team?
Will expansion into the U.S. open themselves up to even more competition? What are your thoughts on this business and their possible strategy going forward?
Q: Morning ... I have a few stocks in the Model Portfolio that are pushing their allocation up somewhat. Just to clarify ...will 5i be advising when to balance Portfolio or am I supposed to be doing this every 6 months ?? 3 months?? Its a wonderful predicament to be in. TY.
Q: With the latest move up and slight give back on price do you think this is still a good entry point or would you suggest to wait. I would like to take a small position at some point.
Thanks
Thanks
Q: Would you view the latest dip as a good buying opportunity? Given some positives, dividend, etc is there still a growth potential? I'm looking at purchasing 5% on dips.
Thanks
Thanks
Q: Hi Peter,
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Q: Re Enercare payout ratios Members might want to check-out the
slide presentations at the link below for clarification. Also don't forget they just took over assets of Direct Energy in Q4/2014 with integration still ongoing.
http://files.shareholder.com/downloads/CWIF/215083183x0x829571/C64CD778-190D-4C5B-BB79-73AB2E5B0FE7/EnerCare_Q1_2015_Slides-FINAL.pdf
slide presentations at the link below for clarification. Also don't forget they just took over assets of Direct Energy in Q4/2014 with integration still ongoing.
http://files.shareholder.com/downloads/CWIF/215083183x0x829571/C64CD778-190D-4C5B-BB79-73AB2E5B0FE7/EnerCare_Q1_2015_Slides-FINAL.pdf
Q: I’m a little confused reference your answers to the two most recent questions on Enercare ECI dividend payout ratios
May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.
March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.
Am I missing something here, or has it really changed that much?
May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.
March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.
Am I missing something here, or has it really changed that much?
Q: I have done well with eci, and as a result of the recent price decrease, I am considering adding more to bring my holdings from about 2.5% of total portfolio to 4%. I hold this for income, and am not looking for capital gains. Do you consider the dividend sustainable (payout %?) and see any dangers to the stock price?
Thank you
Thank you
Q: CSU is taking over Picis. 700 hospitals worldwide sounds big but just how big a deal is this? Market seemed to like it initially but is calmer about it now. Thanks, J.
Q: Could you compare the two supply chain companies Kinaxis (KXS) aqnd Tecsys (TCS) wrt growth of revenues, profitability, etc. Thanks.
Q: Re the recent drop, there is concern that the new government in Alberta may phase out coal by 2020. Capital Power's coal plants will last at least 10 years longer so this would be a significant hit to the value of their capital. addition: On my earlier question,I stated that the NDP platform favored closing coal plants in 2020 - it should have read, 2030. CPX plants are expected to be operational to 2040 - they are in good shape - so if the government follows through it will be a negative and require higher capital spending.
Q: Can you please comment on the tax implications of the FSV split for shares held in a taxable account (e.g. capital gains, etc). Would you advise selling at this point and possibly re-buying at a later date, or holding through the split? Thank you.
Q: To follow your answer to Elaine today, which one you prefer: DHX, DHX-b, DHX-A.
Thank you.
Thank you.
Q: If I buy FSV prior to May 27,does this mean I will get 2 companies(NFS & CIG) when it splits on June 1,& what are number of shares for each new co.Reportedly,the 2 new shares will commence trading on May 27..Please enlighten me.Please advise when is the time to buy-on May 27 or May 29 or after Jun 1.Thanks for your usual great views & services
Q: I would like to buy DHX.b but the recent increase in price makes me wonder if it is getting too expensive. Your thoughts?
Q: Good Morning Peter, Ryan, and Team,
I have been slowly accumulating shares of Sylogist Ltd. over the last couple of quarters while the price has been weak. Could I please get your opinion of their Q2 2015 results and their outlook ??? Thank you and have a great day. DL
I have been slowly accumulating shares of Sylogist Ltd. over the last couple of quarters while the price has been weak. Could I please get your opinion of their Q2 2015 results and their outlook ??? Thank you and have a great day. DL
Q: Hi, Could you please comment on Sylogist earnings, released this morning? Looks like another quarter of solid growth in revenue and Profit ( before taxes). What are your thoughts on dividend increase and CEO comments on NCIB and acquisition plans in Canada and US? Thank you