Q: I hold two tech stocks at present, ESL and GIB.A. I would like to add a third and wonder which of the following you favour at this time: CSU, ET, OTC, SYZ. Thank you.
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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: I see that there is still a bit of insider buying in Aston Hill with net buying overall. Do you have any insight regarding how AHF is progressing with restructuring their Assets Under Management ? Would you consider them a speculative buy here ?
Thank You
Clarence
Thank You
Clarence
Q: Hi Peter/Team,
What's your opinion on putting new money in DH at this time.
Thanks,
Jim
What's your opinion on putting new money in DH at this time.
Thanks,
Jim
Q: STN has averaged 17% for last 10 yrs (source: G&M). Total 10 yr. is ~410% - nearly all of this was made in a parabolic move of ~1 ½ yrs starting in mid-2012. Since Sept it has dropped like a rock. Do you suspect it will continue falling this year? (I am interested in growth stocks). Thanks.
Q: Just a basic, general question. Do you think currency exchange intl would be a better investment than avigilon (avo), over about a three year time frame, thanks?
Q: hello 5i:
I'm currently slightly underweight financials and would like to add to a small holding of FSZ. I've read your reply to a question in December (FSZ vs CF),and am slightly puzzled by the response. FSZ currently trades at a PE of 13.7 vs a normal PE of 21.5 and a cash flow of 15.4 vs a normal of 24.5. This appears, to me, to be much more upside than CF offers. Do I have my figures right? Do you consider FSZ a buy at the moment, or should I be looking to add to positions in BNS, or other areas of the financials that show more opportunity?
thanks
Paul L
I'm currently slightly underweight financials and would like to add to a small holding of FSZ. I've read your reply to a question in December (FSZ vs CF),and am slightly puzzled by the response. FSZ currently trades at a PE of 13.7 vs a normal PE of 21.5 and a cash flow of 15.4 vs a normal of 24.5. This appears, to me, to be much more upside than CF offers. Do I have my figures right? Do you consider FSZ a buy at the moment, or should I be looking to add to positions in BNS, or other areas of the financials that show more opportunity?
thanks
Paul L
Q: Hi Everyone and Happy New Year to All
I am hoping you can help with an analysis of CSU.My broker shows expected earnings for 2015 of $15.09 although that is up from 14.89 60 days ago.Is this what you are expecting? Also I am wondering what cash flow number you expect.
Is cash flow a better figure to look at here? I notice they record Goodwill and Intangibles separately but only amortize Intangibles?
Would a declining Euro have much impact on their numbers?
Many thanks
Mike
I am hoping you can help with an analysis of CSU.My broker shows expected earnings for 2015 of $15.09 although that is up from 14.89 60 days ago.Is this what you are expecting? Also I am wondering what cash flow number you expect.
Is cash flow a better figure to look at here? I notice they record Goodwill and Intangibles separately but only amortize Intangibles?
Would a declining Euro have much impact on their numbers?
Many thanks
Mike
Q: I have held on to this stock in order to take the gain in 2015. There was some talk around the time the takeover was announced about an extraordinary dividend upon closing. Do you have any news or information about this? Should I sell or hold on until closing?
Jim
Jim
Q: I wish to invest in Canadian non durable consumer goods as I think Consumer money saved from lower gas prices will go there.
Which one is better CCL, WPK, RPI.UN or GIL, sh I follow your rating?
Art
Which one is better CCL, WPK, RPI.UN or GIL, sh I follow your rating?
Art
Q: Happy New Year. I have a 30 stock portfolio that is equal weighted. One of the position is BPF.UN. I have concerns that Boston Pizza will face headwinds this year given 103 out of 358 stores are located in Alberta and that part of the Canadian economy will taking it on the chin due to lower oil prices. Is this a concern? If you held this would you continue to hold? many thanks.
Q: Hi Peter, Regarding the closing of acquisition of Pioneer Energy:
"Parkland announces that its 2015 guidance of $235 million to $265 million in EBITDA will be reduced due to this delayed closing. Parkland's 2015 guidance will be updated once the consents and approvals have been obtained, and the anticipated closing date for the Acquisition is determined. Parkland does not expect the annualized EBITDA of the Acquisition of approximately $55 million to be affected by this delayed closing."
What are your thoughts on this? How would this affect the stock price? I own it @ 21.50....if affected negatively, would it be a good idea to sell and repurchase at a lower price?
Thank you! and I wish you, your team and all the members a Healthy, Happy and Prosperous New Year!!
"Parkland announces that its 2015 guidance of $235 million to $265 million in EBITDA will be reduced due to this delayed closing. Parkland's 2015 guidance will be updated once the consents and approvals have been obtained, and the anticipated closing date for the Acquisition is determined. Parkland does not expect the annualized EBITDA of the Acquisition of approximately $55 million to be affected by this delayed closing."
What are your thoughts on this? How would this affect the stock price? I own it @ 21.50....if affected negatively, would it be a good idea to sell and repurchase at a lower price?
Thank you! and I wish you, your team and all the members a Healthy, Happy and Prosperous New Year!!
Q: Any info on the recent run up the past week? I have been aware of Leon's since 1982 when an old friend was a shareholder back then.
thank you and best in 2015 to you and your staff
Dan
thank you and best in 2015 to you and your staff
Dan
Q: What is your view of the news released after-hours on Dec 31? The payment of $4.9 M across 13.3 million shares is .37 per share. I can't find details of the US royalty stream and how it compares to the buy-out amount. Perhaps this is a "bird in the hand" scenario: better to have $4.9 million in cash now, to grow the Canadian business. I'm up 20% on a half position and considering adding. Does this news support that?
Q: Just looking for a quick check on a calculation. My broker shows BDI with $415m of shareholder equity and 43m shares (no preferred equity that I can see). Am I right in thinking this gives a book value of $9.00 per share? Also with new guidance what would this suggest for cashflow per share?
Thanks Mike
Mike
Thanks Mike
Mike
Q: any insight to todays decline?
Q: Hi and Happy New Year!
What is your current thinking on Equity Financial and do you think it has a good entry point now for a long term holder? Thanks again.
What is your current thinking on Equity Financial and do you think it has a good entry point now for a long term holder? Thanks again.
Q: Hi,
From 06/30/2013 to 06/30/2014 BYD.UN posted 5 quarters in a row with negative net earnings, yet the stock performed very well. Short interest has also risen during the same period from almost 0% to currently over 7.5%. Revenues, operating income and cash flow all increased over the same period, which I am assuming is what the market liked and focused on. My question is, do the negative net earnings concern you, or is this something that can be explained and justified either from acquisitions they made over the period, or certain accounting practices they use?
Thanks for the great service in 2014!
From 06/30/2013 to 06/30/2014 BYD.UN posted 5 quarters in a row with negative net earnings, yet the stock performed very well. Short interest has also risen during the same period from almost 0% to currently over 7.5%. Revenues, operating income and cash flow all increased over the same period, which I am assuming is what the market liked and focused on. My question is, do the negative net earnings concern you, or is this something that can be explained and justified either from acquisitions they made over the period, or certain accounting practices they use?
Thanks for the great service in 2014!
Q: Hi Peter & Ryan,
Is there any news about CFN? - was the deal closed?
Thanks for the update & Happy New Year
Morris
Is there any news about CFN? - was the deal closed?
Thanks for the update & Happy New Year
Morris
Q: I am seriously considering WSP from your Income Portfolio. Aside from the nice dividend, I like the more than five-fold revenue growth since 2008. But, I am concerned that EPS has actually decreased over the last 5 years. With this lack of accretion from previous aquisitions, how can I have confidence that the most recent acquisition will pay off? I am also concerned about the high P/E multiple of 23 times TTM earnings. The forward P/E of 16.8 is not too bad, if they can actually pull it off. I would appreciate your comments and your recommendation.
Thanks,
Hans
Thanks,
Hans
Q: Which are the best two picks to buy right now between Home Capital, Enghouse and Easyhome?