Q: Can you please comment on its recent earnings. Thx
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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: BLX RNW BEP.UN which one do you like better.
Thank you
Thank you
Q: Can you please comment on Exco recently reported earnings.
Thank You
Thank You
Q: Good morning Team: Do you think ENB price will get them thinking about a stock split again?
Q: It was discussed on BNN yesterday by Jerome Haas "BNN effect". Like 5i, he feels it has good prospects for growth ahead. I haven't watched it but I believe he made a comment saying it could be a $50 stock within 12 months. In the past, I believe he also said it could be a $1B company in the future which based on market cap would put it at $150/share.
"CXI is a wholesale provider of foreign currency services to financial institutions such as banks, credit unions, and trust companies. It’s a low-risk, high-growth business, and I think it has the potential to be something very big. The market has only started to awoke to the growth potential ahead of CXI, driving up the stock by about 135 percent in the last 12 months. FY2014 numbers were fantastic: sales and EBITDA both grew 40 percent year-over-year. Management is confident that they can grow the business organically at a 30 percent rate over the next few years. We believe they will be able to exceed that rate over the next 3 years; 50 percent growth is not out of the question. Still not a well-known story; another ‘uncrowded’ trade; only three sell-side Analysts cover the stock."
"CXI is a wholesale provider of foreign currency services to financial institutions such as banks, credit unions, and trust companies. It’s a low-risk, high-growth business, and I think it has the potential to be something very big. The market has only started to awoke to the growth potential ahead of CXI, driving up the stock by about 135 percent in the last 12 months. FY2014 numbers were fantastic: sales and EBITDA both grew 40 percent year-over-year. Management is confident that they can grow the business organically at a 30 percent rate over the next few years. We believe they will be able to exceed that rate over the next 3 years; 50 percent growth is not out of the question. Still not a well-known story; another ‘uncrowded’ trade; only three sell-side Analysts cover the stock."
Q: Hi Peter and the Team,
CBC Radio had an interesting segment this morning that dealt with the aftermath of the Bangladesh clothing factory disaster. I was pleased to see that Gildan takes their corporate responsibility very seriously as outlined in this link:
http://www.cbc.ca/radio/thecurrent/statements-from-canadian-companies-on-their-efforts-in-the-aftermath-of-the-rana-factory-disaster-1.3045375
CBC Radio had an interesting segment this morning that dealt with the aftermath of the Bangladesh clothing factory disaster. I was pleased to see that Gildan takes their corporate responsibility very seriously as outlined in this link:
http://www.cbc.ca/radio/thecurrent/statements-from-canadian-companies-on-their-efforts-in-the-aftermath-of-the-rana-factory-disaster-1.3045375
Q: It appears this is a US Co. with a Cdn. listing. If you owned over $100,000.
of this Co. would that require a "Yes" on the personal income tax form & a completed Form T 1135?
Also any updates on CXI re big Thurs. move?
Thanks
of this Co. would that require a "Yes" on the personal income tax form & a completed Form T 1135?
Also any updates on CXI re big Thurs. move?
Thanks
Q: WiLan's Q1 estimate of 5 cents (3 analysts avg.) is a far cry from last year's 14 cents, and revenue of $20.3M below $26M. What is causing such a reduction in expected numbers, is it legal fees and the Apple suit as suggested in your 2014 report, or is this company just shrinking? I guess any big beat could cause a good lift off the bottom of the chart, so I'm wondering if I should add to a small position as the 6.8% yield is tempting. Do you agree with the analyst numbers? Thanks, J.
Q: I have TCN in my TFSA and am considering adding to it based on the increased contribution room. What are your thoughts on TCN has a long term hold ?
Q: PETER,ISEE WI-LAN REPORTS APR29. IHAVE A GENEROUS AMOUNT OF SHARES AT HIGHER PRICES. I ENJOY THE DIVIDEND.WHAT ARE YOUR THOUGHTS ON AVERAGING DOWN PRIOR TO ANY RELEASE? MANY THANKS JOHN
Q: Dear Gentlemen,
Because I work hard on Sector allocation (since I discovered 5IR), I have a comment on CCL.b, on TMX Money web site tmxmoney.com/company.php?qm_symbol=CCL.B, CCL is classied on Consumer Cyclical.
Thanks for all.
Best Regards.
Because I work hard on Sector allocation (since I discovered 5IR), I have a comment on CCL.b, on TMX Money web site tmxmoney.com/company.php?qm_symbol=CCL.B, CCL is classied on Consumer Cyclical.
Thanks for all.
Best Regards.
Q: On todays report you mentioned that you are discontinuing coverage on this fund. Why?
Also, does JTF strictly invest in canadian instruments?
Thanks
Also, does JTF strictly invest in canadian instruments?
Thanks
Q: Good Afternoon
Could you please comment on Fiera a Capital. I know that you have been positive on the name before but I have held it for close to 2 years and it has not really moved at all. Would you continue to hold or could you suggest something with a little more growth potential
Thank you
Could you please comment on Fiera a Capital. I know that you have been positive on the name before but I have held it for close to 2 years and it has not really moved at all. Would you continue to hold or could you suggest something with a little more growth potential
Thank you
Q: Hi Peter & team, Is GIL good to buy today? And what about FSV....is it a good idea before the split that apparently will occur June 1?
Thank you!
Thank you!
Q: The post is reporting that they are investigating biker boss buying $10,000 worth of stock ahead of the deal. Really? Who cares? I am sure many of us bought more than $10,000. All you had to do was look at the weird trading activity. Looks the me like a non issue and souds totally ridiculous like grasping at straws to find something against amaya and to sell newspapers. Probably a great buying opportunity?
Q: Hi: Today, on BNN, John O'Connel said that Home Capital is the most heavily shorted stock in Canada. Hard to believe, but I can't find the US short position anywhre. Do you know what the total short position in Home Capital is? Should I be worried?
Thanks,
Hans
Thanks,
Hans
Q: C-COM Satellite Systems earnings report today showed declining revenue and net profit (7% & 17% respectively). They still have lots of cash, but it would appear they need new products and they have one they are working on (in-motion antenna, which will deliver broadband Internet over satellite into vehicles and trains while in full motion). Is the market big enough and are they close enough to commercialization to justify holding a position in CMI?
Q: I bought MartinRea (MRE) about 1-1/2 years ago at a depressed price due to board issues. The price has since rebounded so that I am up 49.5% as of today. I notice that you believe that XTC has a better future than MRE. Since I wish to take advantage of your knowledge, guidance and experience, I am wondering if you would recommend selling MRE and buying XTC with the proceeds. The negative (but acceptable) for me is that MRE is in a taxable portfolio. I would plan to keep XTC for at least 5 years and it would constitute about 1.5% of all of my family's liquid investments. Perhaps a silly concern is I notice when I buy a stock it frequently goes down over the next month or so and when I sell the price then goes up. For example I just sold Home Capital Group (HCG) to buy Progressive Waste Solutions (BIN) in keeping to your guidance. In this short term this trade was definitely a negative. Is there any reason other than trading costs that what I have noticed should occur? I would think not but wanted some confirmation. Thank you very much. As always I value your expert opinion.
Q: Mr. Hodson, Amaya is in the news this morning, but apparently not rightly so. David Baazov is adamant there is nothing wrong with the matter, and yet Amaya suffers from this bad publicity. Must Amaya and its shareholders just await the outcome. This starts to be a farce.
http://affaires.lapresse.ca/economie/quebec/201504/21/01-4862879-un-hells-investisseur-le-pdg-damaya-se-dit-stupefait.php?utm_categorieinterne=trafficdrivers&utm_contenuinterne=lapresseaffaires_LA5_nouvelles_98718_accueil_POS5
http://affaires.lapresse.ca/economie/quebec/201504/20/01-4862864-la-police-intriguee-par-des-actionnaires-damaya.php
http://affaires.lapresse.ca/economie/quebec/201504/21/01-4862879-un-hells-investisseur-le-pdg-damaya-se-dit-stupefait.php?utm_categorieinterne=trafficdrivers&utm_contenuinterne=lapresseaffaires_LA5_nouvelles_98718_accueil_POS5
http://affaires.lapresse.ca/economie/quebec/201504/20/01-4862864-la-police-intriguee-par-des-actionnaires-damaya.php
Q: Response to Magna selling some of the company has resulted in a negative market reaction. Could you please provide your outlook going forward. I believe you gave this company a B+ in your report.