Q: Q3 report. Comment please.
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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: Your comments on their 3rd quarter results please. Looks like they continue to forge ahead. I have most of the balanced portfolio with full positions, and half of the growth at 3% positions or less for a total of 60% per your suggestion. Re your philosophy of adding to a winning position, and considering Kinaxis performance to date would you bring it up to a full position.
Thanks Peter
Thanks Peter
Q: Hi Peter and Team,
I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).
Jordan
I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).
Jordan
Q: ATD is getting hammered this morning on apparently no news. I have a small position initiated (like 1%) and was planning on building over a period of months. Is there a reason not to add on this pull back?
Q: Peter and Team,
What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
Q: Hello Peter and Team. Could you please provide any insight or views? Shares continue to gap down with every passing month since its summer highs. EFN has been a darling in the CDN financial space. Is there expectation for soft earnings?
Thanks
Thanks
Q: Hello team, Any reason for the big drop? Any chance EFN can also be a target of the "short sharks" due to it's big debt?
Thank you!
Thank you!
Q: Is EFN about to be the next company hit by a short sellers report. Price action is not indicative of any other related market events other than the next Canadian company in line.
Q: A report I read on IT says the short float raised from 2.58% to 5.38% in a month. Should this be cause for concern or are these numbers not unusual. Given the recent short attacks, I am nervous with this market. Thanks
Q: What is your opinion on cpd?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Q: Hi,
It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.
Do you perceive any risk in the dividend?
Thanks,
IF
It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.
Do you perceive any risk in the dividend?
Thanks,
IF
Q: Drt-Please advise when it reports.Yahoo finance states Nov 4-9,& Eps of .04 & $58.51m revenue. Gxi-On Bnn today,B Campbell of Stone Castle states that the new CEO cut $6m - $6.5m costs resulting in increase of EBITDA from $6.5m to $12m on $65m revenue.It reports on Nov 12.Given its record of overpromising & underdelivering,albeit a new Ceo,it is an entry point now.As always,appreciate your usual great services & views.
Q: I see a number of very positive comments about TNC. Is this a name that could be added to your Growth Portfolio? If yes - what name, if any, would you drop to make room? Thanks
Q: Any news/reason for the 5% pullback in EFN today? I would like to add to my position and was wondering if this is a good opportunity? Thanks!
Q: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Kim
Q: Hi,
Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Q: Would appreciate your opinion on this company and if you consider it
a "buy" at todays price.Thank you.
a "buy" at todays price.Thank you.
Q: I have seen PHM beaten down from $1.50 to approximately $.50 over some recent controversy. It appears that management is good and their results remain very good so no fundamental change in the companyto warrant such a large drop in valuation. I'm I missing something
Q: I have held this company for some time and I'm down significantly on it. I lost money on it back in the day when it really was a tech company. I'm a slow learner. The stock hasn't done anything in the last 5 years except loose value. Over the last month it is down almost 8%, 16% over the last 6 months and 26.5% over the last year. In 5 years it has lost 45% of its value.
I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.
I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.
I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.
I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.