Q: avo
do you know management, and trust them ?
do you believe health issues as a cause for the departure of the CFO?
do think there may have been disagreements causing the departure?
has the recent equity together with the departure raise a red flag?
I am interested in buying more but want to know if you feel all is honest and management has integrity. The market seemed to believed in management and positively assess the results for an hour or so when the stock went up 10%ish but then it lost 6.7% at the close.
your advise would be appreciated
thanks as always .
Yossi
Q: I got lucky and sold 1/2 my position in Fission (FCU) around $1.60. Have been watching it come down and am considering picking up some more. I don't see any bad news (just lack of news and a dropping uranium price). Am I missing something, i feel this is a fabulous future mine which will be bought out by one of the big players. I don't see how uranium can't be a good investment looking out a couple years. Thanks
Q: Peter, great job on BNN Market Call yesterday ! Your knowledge of all the companies you are asked about is really humbling. Add that you are such a gentleman, and it was a very enjoyable hour to spend. All subscribed here should watch the show. Re: Surge; is it appropriate for a modest allocation in an RESP ? Thank you for all your hard work and services. Paul
Q: Hello Peter and company,
I have a small position in LULU and am down about 30% - bad move. Any thoughts on this company? Should I just move on or hold? Thank you for you incredible insight. Heaather
Q: Linamar is up 12% today on good earnings. It received a sell downgrade recently from a Canaccord Genuity analyst very recently. My question is when an analyst make such poor calls, is there any consequence for him or her. Do they get fired? How should retail investors react to these upgrades and downgrades. Can we be sure they are not manipulating a stock?
Also who is behind Seeking Alpha,giving out all kinds of free information on stocks when we know that nothing in this world is free. Thank you very much for your comments.
Q: Just wondering Peter why your appearance on BNN would affect the response to questions. Does Ryan Modesto not also reply to questions? By the way it was a very good Market Call segment on BNN! Are you the only one of the 5iResearch Team that replies to questions?
Q: Could you please comment on black diamonds results and if you think conditions look favourable for the company going forward. Is there any other company is a similar space that looks good right now?
Q: While I thought that Home Capital's results looked reasonably good, the market does not appear to be overly impressed given the drop in the share price today, What is it about the results that the market does not like?
Can you please post your thoughts on Magna's earnings. Things look ok to me... not a "blow out" quarter but looks good. The stock sold off on the open and then moved back up towards yesterday's close.
Q: CGX
I hold Cineplex in my RRSP. I don't quite understand why the stock is down so much based on its recent quarterly report. Report doesn't look bad to me but perhaps I'm missing something. I like the yield on this stock and don't mind holding it for the long term but don't want to get caught in a long term yield trap. Should I be concerned with its lagtest quarterly report?
Q: Find below your last take on Yellow Media. Any updated view, or endorsement coming?
Yellow made $1.51 per share in the last quarter, and analysts estiimate more than $4.70 per share in 2014, so it is a very low P/E ratio, but not quite as low as RBC indicates. 2013 estimates for the full year when reported are above $6. We have not liked the company much, but need to give it some credit. Online revenue has grown, and was $101 mm in the last quarter. Total revenue is still falling fast, however, with print essentially set to disappear over time. Y still has $600 million in debt, even after eliminating more than $1 bb in debt in its restructuring. As a highly-leveraged, high-risk recovery play it has some merit for aggressive investors. But we cannot endorse it just yet.
Q: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
Do you have an updated view on CEIBA? They recently announced their quarterly results and mommentum seems to be picking up in the name? Do you know much about the large shareholder John Hooks from your prior dealings in the hedge fund space (currently Chairman of CEU as an example)?