Q: Please comment on earning. Thanks a lot.
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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: Hi,
Any surprises here on the earnings release?
Any surprises here on the earnings release?
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Q: Any reason why the stock is down 9% in a week?
Q: Given the apparent push by gov't towards increased home construction, which companies do you see as best positioned to for a buy and hold investor ?
Thank you and happy holidays to the team
Thank you and happy holidays to the team
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Richelieu Hardware Ltd. (RCH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Pet Valu Holdings Ltd. (PET)
Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?
I suspect some C Discretionary CO’s might have some momentum here as well.
I suspect some C Discretionary CO’s might have some momentum here as well.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Richelieu Hardware Ltd. (RCH)
Q: Within the 3 5iR portfolios, what are the stocks that would be considered "dividend growers"?...Thanks.... Tom
- Canadian National Railway Company (CNR)
- CAE Inc. (CAE)
- Russel Metals Inc. (RUS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve
Thanks Steve
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- Exco Technologies Limited (XTC)
- Leon's Furniture Limited (LNF)
- Tamarack Valley Energy Ltd. (TVE)
- Chesswood Group Limited (CHW)
- Reitmans (Canada) Limited (RET.A)
- Cardinal Energy Ltd. (CJ)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Data Communications Management Corp. (DCM)
- Geodrill Limited Ordinary Shares (GEO)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- Atlas Engineered Products Ltd. (AEP)
- WELL Health Technologies Corp. (WELL)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Quipt Home Medical Corp. (QIPT)
- Propel Holdings Inc. (PRL)
- ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
- FirstService Corporation (FSV)
- North West Company Inc. (The) (NWC)
- Exchange Income Corporation (EIF)
- Richelieu Hardware Ltd. (RCH)
Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.
Thanks.
Q: Their 3rd q numbers look like a beat, however what concerns me is that their inventory jumped 52%. Any thoughts?
Q: Peter; I thought their numbers were excellent- what am I missing ? Thanks. Rod
Q: Peter; Would RCH be a takeover candidate- not sure of there is a controlling shareholder? Thanks, Rod
Q: RCH has come down lately after a good run since the summer. What are your thoughts on the company’s prospects going forward and do you think now is a good time to step in for a long-term hold.? Or, are there other more interesting cdn industrials? Thank you.
Q: I have owned this company for a few years and right now I am under water on it. Should I continue to hold, buy more or sell?
Sean
Sean
Q: Hi guys
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
- Enghouse Systems Limited (ENGH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Richelieu Hardware Ltd. (RCH)
Q: Hi guys,
I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).
Can you suggest 5-10 more debt-free companies that screen well to you guys?
Thanks!
I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).
Can you suggest 5-10 more debt-free companies that screen well to you guys?
Thanks!
- Stella-Jones Inc. (SJ)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Richelieu Hardware Ltd. (RCH)
Q: With the recent volatility, several companies on my watchlist have seen their multiples fall to more reasonable levels compared to the last 2-3 years. In the current climate, I find low debt, strong management and overall quality to be more important than ever.
Considering these criteria, RCH, ADW.A and SJ are starting to stand out. The main issue I have is, growth might not be as high/steady as it was in previous years, so in the end they might not be that much of a bargain; maybe they are just more fairly valued, not "mispriced".
What would be your take on this? Is a 15-16 forward P\E for 8-10 % EPS growth and overall quality a reasonable price to pay? Or is this a case by case basis? What are the main points of reference, aside from industry, competition, company history, etc.?
I understand there are many other factors, but still, am trying to get my head around valuation. Thank you!
Considering these criteria, RCH, ADW.A and SJ are starting to stand out. The main issue I have is, growth might not be as high/steady as it was in previous years, so in the end they might not be that much of a bargain; maybe they are just more fairly valued, not "mispriced".
What would be your take on this? Is a 15-16 forward P\E for 8-10 % EPS growth and overall quality a reasonable price to pay? Or is this a case by case basis? What are the main points of reference, aside from industry, competition, company history, etc.?
I understand there are many other factors, but still, am trying to get my head around valuation. Thank you!
Q: What do think of buying RCH as a potential tax-loss play?
It seems to have good fundamentals but maybe some headwinds from US trade uncertainty and housing market slowdown.
It seems to have good fundamentals but maybe some headwinds from US trade uncertainty and housing market slowdown.
Q: What is your view of Richelieu latest quarterly results?