Investment Q&A

Q: can you please comment on the earnings and how investors will react.

thanks Valter

Q: Please comment on earnings. Thanks.

Q: What is the primary driver of revenue for PEO? Is it simply headcount of firms that provide benefits/pensions, or will demographics (ie. people retiring) play a factor?

Q: Could you please advise me of the earnings expectations for GC? I believe it is to release earnings after markets close today.

Peter

Q: What’s going on with Tsgi, it keeps falling? Would you buy more on weakness or hold? Thanks for your help

Q: What do you think of savarias latest acquisition.

Q: Can you pls tell me the revenue and eps estimates as well as reporting date?
Thx

Q: I notice that Raymond James has recently given an outperform rating to GUD. I am wondering on what possible basis they could do this? This is not just an idle question. Because if they know something that I don't know, I may buy more.
thanks

Q: Enbridge is down 6% so far today based on the Line 3 delay. Is this delay actually significant wrt forecasting future revenues and dividend increases? Seem like quite a drop

Q: Hi,

I am 100% satisfied with my 5i subscription even though I do not use all the services and use mostly the question database for my sourse of answers. I recommend you often. Keep up the great efforts. Being overweight CSU helps - thank you).
My question on New Flyer is that I have no exposure and am getting ready to press the buy button. The long term chart has shown substantial weakness since 2018, since your last report was released. Has there been and substantial change that would allter your rating or view on a purchase today. I am looking at least a 5 year hold. Thanks so much ! Jim

Q: I know 5i is disappointed with the performance of TCL.A and it is likely under consideration for removal from the Income Portfolio. However I would like to know if you have a different take on this analysis by TD research:

... despite the soft Q1/19, our overall investment thesis remains
largely unchanged, as we believe that TC shares remain attractive at current
levels on a sum-of-the-parts basis. While TC is certainly facing some challenges in its legacy printing business, we believe that it has additional levers to pull to mitigate the impact of the ongoing secular declines in many of its verticals.
Additionally, roughly half of TC's revenue is now generated from Packaging, which is an attractive platform for future growth, in our view.

(They still have a Buy rating for shares but lowered their Target Price by $4)

Q: Hi- results seemed very good - your analysis please

Q: When is ATD.B expected to report? Thank you.

Q: Your opinion for this company please. Keep, sell or buy more after today's earnings announcement.

Q: Hi 5i:
Would you be able to provide the highlights of the conference call this morning.
Thanks again.
Cheers

Q: I saw your comments on GUD and they make sense. But if I told you I owned a stock that has been down 25 percent for 2 years and that it continually disappoints shareholders, (GUD took in only about 11 million in REVENUE last year, despite a market cap of 1.1 billion and 750 million cash sitting on the balance sheet. This is mind boggling, really) I think your answer would be that it's dead money and that I should move on. So while this might end up being a good long term investment for 'my grandchildren', it really doesn't seem to fit with your overall philosophy, does it?

Q: TFII appeared to report a strong quarter and expanded business again by purchase of another trucking company. They seem to be masters of this. Yet the market shrugged off all this. I know the stock is up YTD but I would have expected some movement. Thoughts?

Q: Please comment on earnings. Would you add to either/both/none of these two names?

Q: Can I get your view on the earnings release?

Q: Hello 5i:
May I get your comments on their 2018 earnings and what you think of their 2019 guidance. Can you tell what you believe their EPS for 2019 is from their guidance?
Thanks so much.