Q: When trying to evaluate the earnings per share and growth rate for a high tech co., do you look at the EPS, the Net Income/sh, the EBITDA/sh or perhaps something else? Would this apply to most other sectors as well? I'm under the impression that for O&G producers Funds From Operations is more important and perhaps for other sectors Free Cash Flow?
Thank you.
Q: PAR.UN - Partners REIT. Its quarterly report stated: "This year over year decline can be attributed to provisions made during the quarter for uncollectible debts and adjustments to recovery revenues related to prior years". Has the market over-reacted to the adjustments? Banks seem to regularly adjust their NOI by jigging uncollectable debts.
Appreciate your comments.
Thanks,
Ronald
Q: MSFT- I held this one for a while and sold at $32 due to poor Q results and negative street view. It has steadily moved up to over $38 on what news? Announced to-day a deal to share software code through another tech company the ramifications of which I have no idea going fwd as it pertains to MSFT's EPS. I'd like to own a software stock and I am wondering if I should wait on this one as it pays a decent dividend with room to go higher??
Q: The market seems to be negative on recent results of Western One Inc (WEQ.) Would appreciate your thoughts and is this a good entry point?.
Thanks
John
Q: Hi,
I have a double-weighting in Goldcorp (G) and notice it is relatively volatile in price. Does it make sense to try to hold something to counter-balance this in my portfolio? Or should I just accept a bit of volatility in 10% of my stock portfolio? If it makes sense to counter-balance what would you recommend? The rest of my portfolio consists of 5i model portfolio stocks (except the B or lower rated ones). Thanks! Michael
Q: Confused with questions asked about EFN. Is this the symbol for Element, Enfield or Enbridge Income Fund Holdings? I have seen reference to all three.
Q: Hi Peter and Team,
I came across a company that reminds me of Wilan, its called Vringo, VRNG. They have a couple patent cases which could turn out good for them leading to potential one time rewards and also royalty revenue streams. At current prices would the risk reward be favourable if at all?
Q: Hi Peter and group .I am holding cus and liq in my rrsp acct.Iam down approx. 20% on both.Last reports from both were less than stellar and the near term does not look great.Is the bad news baked in or can we expect more downside. Iam 65 and hold for the income.Do you consider the dividends to be safe at these levels. Thanks for your excellent service !