Q: I've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: After your positive report as well as my portfolio analytics suggesting I buy more consumer cyclicals, I was enthusiastic to buy Aritzia.
After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.
After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.
Q: what are your thoughts about Enb with the line 5 issue?can you shed a bit more light on this.
When are there final decisions to be made about it ?
what would the impact be on Enb if they shut this line down?
When are there final decisions to be made about it ?
what would the impact be on Enb if they shut this line down?
Q: This company BRP is very well run and has reported continuous growth, as well as seemingly never misses earnings.
Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?
I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.
Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.
Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?
I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.
Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.
Q: I am deciding which one to buy. There is a $2.00 premium for BAMR which is one to one exchangeable with BAM. But my thinking is that BAMR might have more growth as a new company trying to reach a certain scale. I like the (Re) insurance business. There are other considerations such as valuation, stock correlation, market float etc which I appreciate your comments on. Which would you buy? Thanks Derek
Q: Stellar results and share price reflects this. If one were to make a bear case, what are possible headwinds for ATZ? Supply chain/labour issues come to mind...what else could send this back into the low $40's
Q: Good Morning Peter & Team,
Morgan Stanley called MG an auto supplier standout. MG reports first week November. Are you able to give us an idea what to expect? Positive or Negative???? ... considering the supply chain concerns (now [hopefully] waning) and of course the ongoing chip shortage.
Thanks for all you do
gm
Morgan Stanley called MG an auto supplier standout. MG reports first week November. Are you able to give us an idea what to expect? Positive or Negative???? ... considering the supply chain concerns (now [hopefully] waning) and of course the ongoing chip shortage.
Thanks for all you do
gm
Q: Given DND is not going private, at what price were stock options granted, who gets them and when can you convert. I am trying to decide whether I should invest now at around $35 or wait for a better entry point closer to the end of tax loss selling season. Do stock options align management with investors?
Q: Have the fundamentals for Dye&Durham changed? Would you add to a 2% position today.
Thanks for your outstanding advice over a challenging year.
Thanks for your outstanding advice over a challenging year.
Q: Am I ever happy I bought ATZ at $18.75 about a year ago when you first mentioned it.
Thanks.
Thanks.
Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.
Q: Hi, The recent price action for past 2 days has been encouraging, I think. Do you see signs of some short covering or investors jumping back in ? Any insight into if Spruce has already covered their short position ? Should we be prepared for more volatility until results on Nov 4th. Thanks
Q: May I have your comments on aritiza’s earnings please
Q: According to gsy news release gsy owns 1123570 shares of afrm. At 141 per afrm share that’s 158 million USD
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price
ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price
ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Q: Does the companies business model change in a rising interest-rate environment?
I am down 15% in a 5% position thinking that the acquisition of Lendcare would help offset loan defaults plus the terms of their revolving credit were expanded and improved. Does this remain a good 3-5 year hold
Thank you. I appreciate your comments.
I am down 15% in a 5% position thinking that the acquisition of Lendcare would help offset loan defaults plus the terms of their revolving credit were expanded and improved. Does this remain a good 3-5 year hold
Thank you. I appreciate your comments.
Q: Hi 5i,
Looking through the last 5 years, it appears that the typical dividend from LNF bounces between $0.12 and $0.16.
How do you feel about their recent special dividend of $1.41? I would've expected them to reinvest most of this to help grow further or slightly increase their dividend going forward.
I would have also assumed that this special dividend would have sent their stock price higher as a reflection of their current strength but that doesn't seem to be the case.
Looking through the last 5 years, it appears that the typical dividend from LNF bounces between $0.12 and $0.16.
How do you feel about their recent special dividend of $1.41? I would've expected them to reinvest most of this to help grow further or slightly increase their dividend going forward.
I would have also assumed that this special dividend would have sent their stock price higher as a reflection of their current strength but that doesn't seem to be the case.
Q: Peter; From a chartists view would the volume and price jump today point to a buy signal ? Thanks. Rod
Q: Hi Peter,
I have been holding onto DND. After the news on the decision to remain a public company, I was glad indeed at the decision made.
If management was willing to take the company private at $50.50 and now the committee that was formed decided that there is more value over and above the $50.50, I am surprised that the stock is selling off . It’s actually now on sale as far as I am concerned and I have been happily adding to my position.
Could I get your thoughts?
Thanks
I have been holding onto DND. After the news on the decision to remain a public company, I was glad indeed at the decision made.
If management was willing to take the company private at $50.50 and now the committee that was formed decided that there is more value over and above the $50.50, I am surprised that the stock is selling off . It’s actually now on sale as far as I am concerned and I have been happily adding to my position.
Could I get your thoughts?
Thanks
Q: Goeasy down over 14% in the last 18 days. Something going wrong with this company?
Q: Would you recommend the purchase of a full position in SHOP under the current and immediate future market conditions?