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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: Just read a moody's review of Amaya https://www.moodys.com/research/Moodys-affirms-Amayas-B1-first-lien-debt-rating-including-proposed--PR_331259. What is your view of the $550 million contingent payment, will they be able to pay this off with cash or will they have to raise equity?
Read Answer Asked by Rob on August 02, 2015
Q: Peter & Team, I took a half position in advance of the quarter report in light of chart strength and 5i's B+ rating. From the conference call, I can see a mis-step or two that are quarter specific, but I liked the positive growth. Would you add the other half here on this 8% pull back or have I missed this growth story and best to sell and move on? Is this still B+ rated and is the growth story still intact?
Thank you. Keith
Read Answer Asked by Keith on July 31, 2015
Q: Hi, could you please comment on CCL earnings released this morning. Looks like a nice beat with Adj EPS $2.12 ( Consensus $1.83). Is revenue $721 mln, a little lighter than expected? How is the Forex impacting their sales/margins? Is it a buy at current levels? Thanks
Read Answer Asked by rajeev on July 31, 2015
Q: What impact is FX gain having on AVO's revenue growth? Also, is any portion of revenue recurring?

Does the board approve of a strategy that solely focuses on revenue growth with no regard for profit because the market (common shareholders)appears to not be on side? My understanding is that the CEO has stated that revenue growth will be the primary motive WHILE still maintaining profitability. He seems to be ignoring one half of his commitment.

Carl
Read Answer Asked by Carl on July 31, 2015
Q: Are you planning an update on KBro in the near future? Does it still look good to you and would your concerns still be the same as last year?
Thanks
Read Answer Asked by steve on July 31, 2015
Q: I had planned to add to my holdings of MDA, I would like to move it from 3% to 5% of my portfolio. However I see it has dropped significantly today, and the recent chart looks like a waterfall. I would appreciate your recommendation - should I buy now on this dip or should I wait to see where it goes from here. Do you have any information regarding today's drop?
Thank you.
Read Answer Asked by Dennis on July 31, 2015
Q: Just saw the Q2 earnings. Q2 top line looks a little light and adj EPS of $1.20 looks to be a big miss vs estimate $1.57 (I saw your response to a question on July 20 where you mentioned $1.57 estimated EPS). ROE looks to be back in the mid teens after the blip last year due to the lawsuit settlement which seems to be a good sign (if i calculated correctly). Your thoughts on the earnings?
Read Answer Asked by Richard on July 31, 2015
Q: Hi, Could you please comment on MDA earnings. Thanks
Read Answer Asked by rajeev on July 31, 2015
Q: This company: 4x debt to equity, all ratios (financial are aweful) so with all this what value is there in this company (NAV). If it sold to-day, what would be the fair market price?
Read Answer Asked by James on July 30, 2015
Q: For the sake of calming fellows here invested in HomeCapital. Items from the conference call going on right now:
1- Only 45 brokers out of 4000 falsified information
2- Only income was falsified, not the credit or property value
3- Nobody inside the company was involved with the 'trickery'
4- An anonymous letter was sent to the board to warn them. Investigation began as soon as the letter.
5- They don't anticipate higher losses from those mortgages
Read Answer Asked by Matt on July 30, 2015
Q: Hello 5i Team,

Checking in for an update on MDA risks as discussed in your Nov 2014 report on MDA... Is currency a factor in the current slide in MDA? What is the status of the SSL litigation with ViaSat? You note in your report on MDA that there is a large customer based out of Russia - is there an issue there?

At these levels (closed at $82.82 today), it seems like a good buy... I sold my position last year at $94 and have been looking to re-enter since then.

Thanks - so great to have you in my court! Cheers! Heather
Read Answer Asked by Heather on July 30, 2015
Q: Good day to all. Pls comment on Goldcorp div cut.
Read Answer Asked by gordon on July 30, 2015
Q: Could you comment on Q2 results, just released last night. Thankyou.
Read Answer Asked by David on July 30, 2015
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