Q: Hi Peter,
Points International (PTS) announced earnings last night and results beat estimates on both eps and revenues. Company had revenue YOY growth of 68% and seem to be executing quite nicely on their strategy in the loyalty market. What are your thoughts on their results? Do you believe this investment would require a longer term horizon (2-4 years)? And do you believe this company has room for further growth in terms of company performance and shareholder value?
Hello, I bought Counsel corp a few months ago and it has not done much. What do you think of the company and do you have any comments on what their next quarter might be like?
Thanks
Q: Could you please give your assessment of Catamaran (CCT) and how you think the future is shaping up for them.
Do you anticipate that at some point they may consider a dividend?
Many thanks.
Q: Do you have any opinion on the venture oil company Quattro Exploration and Production on the the Venture Exchange (QXP.V)? I look forward to your response.
Q: symbol: CXR
Hi Peter & Team,
Pls give your outlook on Concordia Healthcare. Any growth in the future and is it buyable at this level?
Thanks as always.
Pui
Q: I read this morning that CGI was able to generate 1.1 billion of cash flow, surprising analysts positively. They reduced their debt by 500 million. Earnings per share met expectations. Valuation is at 16.5x trailing earnings. Now that the debt and cash flow concerns are gone, it seems to be the perfect time to buy. What do you think about earnings?
Q: Hi Peter and Team, regarding Macro Enterprises, MCR, do you see an up-tick in share volume over recent week(s)? Good or not so good? Any rumours? Thanks!
Q: Hi 5i team, I have held HNZ Group (HNZ.A) for a long time now and at the time of purchase the company was trading at a low valuation, paid a nice dividend and had little or no debt. Here we are several years later, it still seems cheap, still pays a good dividend, still little or no debt but the share price has gone nowhere. Can I have your opinion on this company and what do you feel is needed to see a "nice" share price increase. Finally do you see the share increasing over the next few years or am I only going to collect the dividends. If you see it going nowhere can you suggest a good replacement. I already own most of the companies in both your model and income portfolios. Thanks. Mario.