Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales
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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: How was the earning call by CAE on Nov 10?
Thanks
Thanks
Q: May we have your opinion on HWO's earnings and prospects going forward, and any other related or unrelated thoughts?
Thanks, Peter
Thanks, Peter
Q: Hi, can you comment on HWO's quarterly results? The stock seems to be selling off.
Q: Do you still like ITC? Is it a good time to add to a position?
Q: When does COV report?
Q: Market seems to be giving NFI a good beat down, do you feel it is justified?
Q: Comments on earnings please?
Q: I know you don't have a crystal ball but GUD keeps going down while patience is advised. At what point (price) does the stock hit a bottom if no acquisition occurs. I've never seen a stock like this one.
How do you feel after latest earnings?
How do you feel after latest earnings?
Q: Which of these two companies present the better buying opportunity at this time?
I already have a 1/2 position in CCL.B, and no position in BYD.UN.
I already have a 1/2 position in CCL.B, and no position in BYD.UN.
Q: When do expect GC will start to benefit from its deal with Ontario government??
Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Q: Any reason for the price increase? When do they report?
Q: comments please on the quarter?
Q: I have just started a position in PHO and what maximum weight would you recommend? I noticed it your monthly report your holding in PHO is 6.18%.
Thanks
Thanks
Q: Based on what metrics the stock is cheap? Globe and Mail indicates a trailing PE 56.66.
Q: Hi Peter and team
you recently commented to reduce TOY which reported strong results. NFI just took a large hit after their results.
Would you adjust NFI as well??
thanks, Peter
you recently commented to reduce TOY which reported strong results. NFI just took a large hit after their results.
Would you adjust NFI as well??
thanks, Peter
Q: Comment on earnings? The market certainly didn't like them. Down more than 4% now.
Q: Good Afternoon,
Are you guys satisfied with their results? Looks like EPS was flat but they have a good 5 year average growth rate of about 25%. Do you expect this EPS growth rate to continue? If they earn $0.08/share this year and grow earnings at 25%/year for the next 5 years they will earn say $0.25/share apply a multiple of 25-30 gets us to $6.25-$7.50. I'm just trying to quantify where your expectations are for this company over the next few years. They have a good cash position so hopefully won't have the need to issue equity over the next few years.
Thank-you
Are you guys satisfied with their results? Looks like EPS was flat but they have a good 5 year average growth rate of about 25%. Do you expect this EPS growth rate to continue? If they earn $0.08/share this year and grow earnings at 25%/year for the next 5 years they will earn say $0.25/share apply a multiple of 25-30 gets us to $6.25-$7.50. I'm just trying to quantify where your expectations are for this company over the next few years. They have a good cash position so hopefully won't have the need to issue equity over the next few years.
Thank-you
Q: I am curious when CSU was acquired into the Balanced Equity portfolio. You show it as having a return of 508.75% since inception, the highest of all holdings. I have held it since April 28, 2015 and have a return of 51.67%. I try to mimic the Balanced Equity portfolio as much as I can but I know it can hardly be quite the same.