Q: I noticed from GUD.TO's quarterly results that it does a lot of financing ativity, which make me wonder whether this is a pharmaceutical company or rather a financial firm. Don't know why its debt financing interest is so high (15%). Also please comment on its quarterly results.
Q: Can I have your thoughts on their quarterly results. Is there a reason this stock can seem to get out of the trading range it has been in for 6 months?
Q: Q1 2015 results compare nicely to prior year due to their deferred unit compensation plan. This plan would seem to place a call on future cash flow if the stock price increases.
Q: Could I have your thoughts on CPH Q1 earnings today? Stock was initially up 5% at opening, and is now in the negative. Not sure what to make of this volatility....
Q: You mentioned this before that you were investors in Ebix Inc. and have met management (and liked them) in the past.
There has been some recent positive news in the company on the verge of some major ventures/partnerships/contracts. On the latest quarterly meeting call, the CEO Robin Raina was very optimistic that significant and material wins are in the pipeline. With your experience with management in the past, can you speak about what was it about the CEO or Executive team that made you confident in their abilities (at that time)? And in general, what type of qualities do you look for management for you to feel good about investing in a company?
Q: You frequently recommend CDZ for dividend growth. CDZ certainly contains quality dividend growth stocks but it has a very irregular dividend growth history, unlike it's holdings. The following are the annual dividend growth rates for CDZ vs the Canadian Dividend All Stars (average of 65 stocks):
Year CDZ CDAS65
2008 21.2% 35.1%
2009 6.2% 10.8%
2010 6.0% 24.2%
2011 -25.1% 19.2%
2012 1.7% 14.4%
2013 8.2% 14.4%
2014 -9.1% 13.6%
Q: I am looking for an addition to my US portfolio in the financial sector. I am inclined to add AIG for its valuation and positive outlook if and when interest rates come down. But also KKR looks interesting and got a rich dividend. I will appreciate your expert advise as to the best choice.
Thank you as usual for your excellent service.
Raouf
Q: Would you please give me your thoughts about this US ETF. (It makes up about 3% of my portfolio, and about 20% of my financial services sector.)
Thanks for your great service!!
Q: i was looking to get into the stock on a pull back after it's big run. it has pull back quite a bite does this make it a good buying opportunity or is there something else going on with the stock