Investment Q&A

Q: Thoughts on Q?

Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

Q: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil

Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

Q: Any particular reason for the activity on Ecn

Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

Q: Please comment on CSU's Q2.

Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

Q: Comments please on MX's earnings/ outlook. Would you add to a 1/2 position here?
Thank you

Q: Could you please discuss their latest quarter. Thanks

Q: Favorite pick between these two in the health/tech space and why?

Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks

Q: GC has been on a downtrend since some $55.85 on 6/12 to current $45.73.After market close on 7/23 it announced that the union members of Hard Rock casino,vancouver is returning to work on7/25.Any other news?.Have a 2.5% position @ $51.05,so it is time to add? Txs for u usual great services & views

Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?

Q: 3rd quarter record increase revenue increased adjusted income but decrease in net income.
Would appreciate your opinion on results and can you explain if we should disregard net income and focus on adjusted income?
Thanks
John

Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.

Q: As getting closer to the estimated reporting date of 7/25,did you hear of any "whisper"numbers on top of the estimated $0.28 EPS & $1.61b revenue.Txs for U usual great services & views

Q: I think that self directed medical care is the inevitable future of medicine for a number of reasons. Would you be inclined to bless RHT?

Q: Hi, Ive owned PBH for several years now. Its down almost 10% from its highs and keeps getting lower. Buy, sell or hold?