Q: You have already responded about the earnings - my questions is more about strategy. Both these stocks broke their intermediate trends (using 200 MA) sometime ago (I think you called it a technical breakdown) . But both price and now earnings momentum are horrible why hold? I realize in the long term maybe okay but when things get this ugly (down more than 20% from their high) would it not it be better to allocate capital some where else - rather than have dead money? Thanks
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Investment Q&A
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Q: Comments on SLF earnings ?
If I may suggest, that if you where to automatically post your comments and analysis of earnings for stocks in the portfolios it would make your life easier and ours.
Thanks for your expertise !
I noticed that sometimes my questions appear as private without checking that box ?
If I may suggest, that if you where to automatically post your comments and analysis of earnings for stocks in the portfolios it would make your life easier and ours.
Thanks for your expertise !
I noticed that sometimes my questions appear as private without checking that box ?
Q: Hi,
Morningstar shows the ownership data for funds/institutions and net change in terms of buyers and sellers. I checked the details for TSGI and I am seeing more buyers than sellers. Is that true or do you follow any other website which shows net buyers or sellers for a stock.
Thanks
Ninad
Morningstar shows the ownership data for funds/institutions and net change in terms of buyers and sellers. I checked the details for TSGI and I am seeing more buyers than sellers. Is that true or do you follow any other website which shows net buyers or sellers for a stock.
Thanks
Ninad
Q: Did TSG screw up with their purchase of Sky Betting?
I ask because I wonder if the money would have been better spent partnering with major North American Sport Leagues instead? I can see a future (I hear this is the case with European football) where watching sports becomes more interactive with in-game betting or fantasy sports that is integrated and live as I watch. This could be through an enhanced subscription. How awesome would it be from my television remote to bet how many home runs will be scored in a game, inning, player, etc? With other gaming companies signing exclusive agreements I'm sure such scenarios will be channeled through their gaming products as opposed to The Stars Group.
I ask because I wonder if the money would have been better spent partnering with major North American Sport Leagues instead? I can see a future (I hear this is the case with European football) where watching sports becomes more interactive with in-game betting or fantasy sports that is integrated and live as I watch. This could be through an enhanced subscription. How awesome would it be from my television remote to bet how many home runs will be scored in a game, inning, player, etc? With other gaming companies signing exclusive agreements I'm sure such scenarios will be channeled through their gaming products as opposed to The Stars Group.
Q: What were the main factors that drove TSGI's stock price from April to its high in June? And what has now been the main reason for its decline? Has anything fundamentally changed? I see that Poker, its largest revenue source actually declined in comparison to Q3 2017. Is this a big concern, or is most of it's expected growth to come from gaming/betting? Is there hope that when/if most States legalize online gambling that TSGI will earn more much revenue from this?
Q: Your thoughts on GSY recent quarter? This seems to be an extremely well run company...
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001
Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001
Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.
Q: Concerning reply to recent CCL.B question you state: we will review everything in more detail but are comfortable after the conference call.
What does this mean 'comfortable' and when will you release your review?
What does this mean 'comfortable' and when will you release your review?
Q: Any comments on quarterly results? Buy, hold, or sell? Thank you!
Q: anything further on the cc ??? markets continue to sell this down. Thx
Q: https://whalewisdom.com/stock/amygf
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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NFI Group Inc. (NFI)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?
Q: Please provide your thoughts on quarterly results vs expectations and do you maintain your position that TSGI should be a very good long term growth hold?
Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?
Q: Evertz acquired a private company but the news release was without details. Can you add anything here; price, size, number of employees? What about the acquired technology? Is this what the stock needs to move?
Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.
Q: Please comment on TOY results. Thanks
Q: Any significant points come out of the CC in addition to the Q3 press release?
Q: thoughts on what the newest developments in Russia's market will have on TSGI?
Q: alaris just reported could i have your thoughts.
Q: I am writing to following up on some of your recent comments regarding this stock after the release of the Spruce Point report. To what extent are you concerned with accounting irregularities regarding Dol's opaque arrangement with Dollar City? Could Dol be using sales to Dollar City as a way of hiding loses or artificially inflating the books? Are you also concerned with the patent infringement lawsuits, including the one mentioned about the pencils that have been sold since 2002? How do you react to the allegations that the market is saturated and may face increasing competition from Amazon and hence, Dol does not deserve it's lofty valuation? Thank you.
Jason
Jason