Investment Q&A

Q: Hello

I am a huge cyclist but Dorel is seemingly having problems with Cannondale business.

Can you comment on earnings? Should focus go to GAP adjusted earnings.


Lastly could you comment on KPT earnings?

Thank you very much
Stephane

Q: Would you please give your thoughts on this company

Q: based on the results just reported. Would you continue to hold Dorel, buy more or sell?

Q: Dorel wins customer service award and shares jump 4 %.

Clarabridge, Inc., the leading provider of intelligent Customer Experience Management solutions for the world’ s top brands, today announced the winners of its Customer Experience Champion Awards for the North America region. Clarabridge found that Dorel demonstrated innovation, leadership and measurable results with their customer experience programs. Driven by a powerful cultural shift to become a consumer-focused organization, Dorel Juvenile has made data-driven decisions to improve the consumer experience and drive product innovation. As a result, Amazon.com sales have increased year-over-year, consumer sentiment is on the rise and Net Promoter Scores are consistently high compared to industry benchmarks. Additionally, Dorel Industries was recognized as the 2015 Walmart Supplier of the Year in the omni-channel category

Q: Dorel has recently shown some positive momentum. While this is welcome, is there anything to account for this? Since it has been a while since your last report on DII.B, I'm wondering if your opinion has evolved at all.

Q: I notice there haven't been reports or comments on this company you cover for tha last year or so.

Has your opinion changed on it or is it basically the same as the 2014 report?

Do you think that the Dorel Convertible Debenture would be a sound addition to one's US fixed income portfolio?

Thanks

Q: Not sure if it is just me, but I've noticed a lot of people having or expecting babies lately. Many investor typically talk about investing in companies that cater to the baby boomer (ie. aging) generation, but can you list a few opportunities that could benefit from an influx of newborns? I was thinking DHX could be one, but not sure if your team had any other ideas. Thanks!

Q: Hi Peter and Team
Do you think long term holders should panic and sell even after the big nosedive this morning due to the announcement on foreign exchange cost increases or ride it out and expect it to bounce back?
Thanks for all your help

Q: Hello,

Dorel was recently recommended as a pick of the year in another service I subscribe to (sorry). Do you have any new thoughts on this company since the last report? I'd particularly appreciate a comment on currency exposure.

Thanks,

Cam.

Q: Hi Peter and the Team,
Could you give me your view on Dorel DDI.B. After disapointing results the stock is down. I am under 7% should I hold or sell. Could you recommend a replacement in the same sector.
Thanks

Q: Hi Peter, I saw that Dorel's share price dropped significantly after earnings announcement. Do you think the market has punished the company too much, and now would be a good entry point? Thanks, Bill.

Q: Hi 5iTeam,

Would you please give me your opinion on Dorel (DII.B). Your last comment in May was positive, since then the stock has dropped a fair bit and I notice that Dorel is not part of your Model Portfolio any more. Many thanks. Catharine

Q: Thank you Peter and Team. Just sent my renewal. I have been very happy with Dorel, is it time to take some money off the the table. It is now over 10% of my account.
Upon advice of an advisor, I bought Summit industrial Reit for a registered account. My cost is over 7. I wonder if I should keep it, is it safe?

Q: DII.B

Your current thoughts on Dorel please.

Q: Hello Peter. I really like the advice. What do you think of Dorel, years ago it was on every analyst radar. Now not a word, the company seems to make constantly better results, and also over the years the number of shares have been reduced, the only drawback is the too conservative dividend. May be you are working a report on it? Looking forward to your answer.