Q: Can you comment on tmx quarterly results. Did they beat or miss expectations and what do you think over all? 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, How is the Recent Earnings History of the company ? Does it usually beat estimates? Stock price has shot up, over past 6 months. Is this because of Co. producing stellar results and projecting high growth in the sub-prime sector, or the Co. received recognition/got discovered by retail investors/portfolio Managers, after flying under the radar for so long. Besides 48% Insider Ownership, are there any institutional holders ?
What are street estimates and your expectations, when Co reports next week ?
We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.
Thank You
What are street estimates and your expectations, when Co reports next week ?
We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.
Thank You
Q: Obviously bad news regarding money laundering prevention deficiencies and stock is getting hit. What is your sage advice to a holder of this stock?
Q: do you think td is getting slammed this week because of money laundering questions or something else. seems to be taking it on the chin a lot more than other canadian banks lately
Q: Thoughts on Trisura’s quarter?
Is there a chance this company makes its way into your favourite small caps at some point? Especially considering it’s Mawers top holding.
Is there a chance this company makes its way into your favourite small caps at some point? Especially considering it’s Mawers top holding.
Q: any recommendations pro or con on this company? very attractive dividend
Q: I recently read the Simply Wallstreet report on PRL . Could 5i comment on what you agree/disagree with and why ? Their analysis is below .....
Positives
Earnings are forecast to grow 33.56% per year
Earnings grew by 83.6% over the past year
Negatives
Interest payments are not well covered by earnings
High level of non-cash earnings
Dividend of 2.02% is not well covered by cash flows
Significant insider selling over the past 3 months
They also gave it poor marks for valuation to peers in their Snowflake Analysis diagram
Thanks for your always valuable analysis ......
Positives
Earnings are forecast to grow 33.56% per year
Earnings grew by 83.6% over the past year
Negatives
Interest payments are not well covered by earnings
High level of non-cash earnings
Dividend of 2.02% is not well covered by cash flows
Significant insider selling over the past 3 months
They also gave it poor marks for valuation to peers in their Snowflake Analysis diagram
Thanks for your always valuable analysis ......
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Golub Capital BDC Inc. (GBDC)
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Oaktree Specialty Lending Corporation (OCSL)
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TriplePoint Venture Growth BDC Corp. (TPVG)
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Sixth Street Specialty Lending Inc. (TSLX)
Q: What are your thoughts on this BDC?
And can you recommend another high dividend US BDC? Thanks
And can you recommend another high dividend US BDC? Thanks
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Berkshire Hathaway Inc. (BRK.B)
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Topicus.com Inc. (TOI)
Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
Q: I read in CNN today that in India, "UPI (Gov't entity) allows users to use their phone as a virtual debit card, transferring money from almost 600 member banks and fintech companies instantly without entering bank details or paying transaction fees."
1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
Q: Please comment on FN quarterly results. Buy, Sell or Hold?
Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it
Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?
Thanks
Thanks
Q: Have you heard of this? What is it? Is it an investment scam?
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Toronto-Dominion Bank (The) (TD)
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Intact Financial Corporation (IFC)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I currently only own TD bank and would like to add another 1-2 stocks to the financial sector? What are your top picks for this. It is for a RRSP with at least 20 years before retirement.
Thanks
Thanks
Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
Q: Kinsdale earnings just released…stock I’d getting hit hard.I thought earnings were very good…Any idea what’s with the reaction?
Q: Hi Team,
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....