Investment Q&A

Q: TCN has been trading down since their strong Q1 result.
I would like to have your insight on the future of the company.
Is this a good stock to hold for long term?

Q:
Please comment on BUS eps and sales yesterday

Q: Hello 5i,
Like many here, I have , according to the portfolio analytics program, far too much in Canadian and far too little in the rest of the world. I am trying to remedy this but I am finding reducing Canadian holdings a bit difficult. I know that you like to see each holding equaling five percent. Although, I guess you qualify this when you say that you are testing the waters on some stocks, then you go at about two and half percent.

I am wondering whether one might consider very similar companies, such as BNS and TD or CP and Cn, almost as one stock? That is, rather than hold five percent in each as maximum, hold 2.5 percent in each as maximum, allowing the two to equal five percent? thanks

Q: What likelihood is there for a competing at this point?

Q: Hi guys

I have held this for quite a while and while I have enjoyed collecting about a 6% dividend off my cost basis the preferred price has been falling lately after being up quite a bit at one point.
I am coming up to the end of a 5 year term so the interest rate will be set again by March 2010. ENB.PF.C currently provides an annual dividend of $1.10 and I am wondering given the current interest rates, if it reset today, would that payment go up or down?
This is my only preferred. My thoughts are maybe, if the payment is looking to be going down, then sooner, rather than later, I should sell this preferred and buy a dividend grower stock , like a Fortis, and get both a descent dividend, and some capital appreciation.

I bought the preferred with the idea of stability, but as you know in the last few years this has not been the case.

All the best

Stuart

Q: What are your thoughts on yesterday's earnings results. Revenue growth seemed quite strong, but the share price is dropping today after a brief rise.

Q: please give me your views on manulife as a longer term hold

Q: Any thoughts on Canada Goose's earnings? Looks like they reported earnings of 9 cents for the Q and $1.36 for 2019 against 6 cents and $1.30 expected (from the consensus info I have on iTrade).

Premarket, as of now, show the shares down 12%. Did GOOS miss on revenue or any other metric that is initially concerning the market? And if so, how do you feel about that miss?

In your opinion, what differentiates GOOS from becoming a Roots?

Thanks.

John

Q: Riocan was droping fast today, today we knew the anouncements of the elections of new directors. Were these results (one item noted : Paul Godfrey had 24% of the votes withheld) the reason for the drop ?. Volume jumped from 35k to 650k in the last minute of the session (3.59 pm) , are these real transactions ?, done by whom ?
Thanks !!!. take the credits you feel fair.

Q: Hi guys
In regard to Northwest Company I have held it for quite sometime as a steady eady income stock. My feeling were it was fairly safe because of NWC stores remote geography. This provided a fairly large moat around it. I am hearing that people in the north are now also ordering through Amazon and I guess because, like everywhere, this is cheaper. Do you have any thoughts or have come across information/questions during earning conference calls in regard to this manner from NWC? Will Amazon sales eat into NWC profits over time?

Thanks

Stuart

Q: Do you have any pulse producers or processors on your radar at all? Or an ETF that covers this space? Thank-you.

Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

Q: What do you think of Tsgi news this morning?

Q: Any reason eit.un is falling lately?

Q: Re special dividend question. Corby pays generous special dividends (unless there has been a policy change!).

Q: Is there any issue with potentially doubling up on dividends in any one month? If an investor times it right, you could purchase a stock that pays quarterly just before the x date and then sell it after the record date. You could then purchase another dividend payer before its X date and assuming this all happens in the same month you would collect two dividends in the next month from two different companies-do you see any flaws in this strategy?

Q: Could I get your thoughts/interpretation on latest news release from SYZ.
"Sylogist was not, at this time, selected for a master service agreement with the state of North Carolina Department of Public Instruction. To date, two larger organizations have been awarded agreements to compete in the North Carolina market once they pass a number of hurdles, including state compliance. The Department of Public instruction has, however, agreed to fund customer upgrades for the modern K12 certified solution. Given the lengthy process ahead for the new entrants' certification, testing and piloting of new system offerings, the timeline for selection and early implementation of replacement systems has been extended by 4 years or more from the original plan. The current plan leaves Sylogist with a much longer runway of continued support for its legacy system and funding for upgrades to its modern K12 system. The Company has adjusted the forward operating parameters in the business to address the current situation and these changes result in projected increased profitability over an extended period of time. On a financial basis the Company is very pleased with the developments in this market to date."

Q: I would like to start a position in Boyd and I know you guys are positive on its growth. My question is do you think this valuation is ok for a 3-5 year hold tyo get in at?

Thanks, Doug

Q: Does the TSE nolonger produce a bi-weekly short report.

Q: Hi Folks
is it time to move on or is there still hope. Down 21% since I bought it a year ago. Can you give me a possible replacement if you think it's time to sell.
thanks