Q: Hi,
Can you give a follow-up on the conference call on the quarterly result by AVO. In particular, any concerns an investor should have going forward?
Thanks.
Ed.
Q: fsz
Hi- Fiera recently announced June assets under management, but did not include a comparison to May or previous months. I can't find more info on the Fiera site or archived news. Are the assets under mnanagement increasing or decreasing? Is that why Fsz is going down? I wanted to add to my small position.
Thanks
Q: Hi Peter, Avigilon has been taking quite the beating ever since 2014 began (bad timing for those who entered a position) and with their recent earnings release, stock has been taking a further beating. While I strongly believe in the future of this company, have a high appetite for risk and currently have a 2-3 year investment horizon on the stock, I am wondering if I will ever see a profit on this investment. Do you believe this company will ever return to their previous highs and beyond and perform as they have in 2012/2013 or has the fundamentals shifted out of favor for AVO? Thank you.
Q: Hi,
Looking at your Badger Rept dated May 8 2012 rated A-, now B+, due to increased valuation, no doubt.I noticed they have been diversifying into construction which is very strong due to unusually low interest rates. Since there is much talk of rising rates, do you see this as a serious risk to BAD's upside or even line them up for another haircut?
Q: A couple of my holdings have been punished for reporting weak quarterly numbers, namely Parkland (PKI) and Newalta (NAL). Here's my question: I hear some people say that one weak quarter is often followed by another, while others say that one quarter is too soon to decide on a stock. Could I have your comments on PKI and NAL, as well as on how to decide whether a bad quarter is a harbinger or a blip. Thanks very much.
Q: ACQ. I'm assuming from your earlier answer and its plunging stock price that the conference call didn't go well. Now down 8% on the day, following a 16% fall over the past weeks, any momentum in this stock seems headed downward in the short to medium term, at any rate. Am I wrong?
Q: Hello Peter
Please comment on the resent drop on the share price of Auto Canada . Is it a good buy at these prices or do you see more drop going forward ? Does the future still looks good after the 2Q report ? Should i hold the company or switch to other opportunities .Thanks Claudio
Q: Exfo xtc even though they had record earnings the stock does not move much. Would this company be of interest to say magna,linamar or even martinrea for their European exposure? Or do they need to grow more before anyone would be interested? What is the insider ownership. Thanks.
Q: Hello 5i team,
The only media-related company I hold is BCE. I am now examining DHX Media but I'm trying to make sense of it; its ROE is a poor 3-4% but most of everybody is impressed by its library of kid shows. How does one evaluate their value; do you think that "Sesame Street" that I watched with my kids in the 80's has much value today?...In other words, how are the shows depreciated?
Thanks,
Tony
Q: Re your appearance on BNN on 7/29,my lady investing friend & I were elated to see you still looking good & sharp as ever after your accident.Was unsuccessful to get on the show to thank you for your great site & ask a question as many people ahead. Txs for your advise to buy SJ before release of results.It was up $1.88. In my humble opinion,Alex,CEO of AVO is a strong reason for a bigger drop of price after the latest 2 q results due to his personality & poor conference call.He did not generate cofidence & evasive @ times.He is very driven & maybe he is going to make an acquistion soon.As a copmarison,Paul Colbourne of SGY is very open & generates confidence besides his continuos buying in the market.Thanks a lot
Q: Hello 5i team,
I looked at Avigilon's results today; Sales, Gross margin, Ebitda and adjusted earnings are all up except Net earnings.
The market obviously does not like it; what is your take?
Thanks,
Tony