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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: 10:34 AM 11/7/2018
In this morning's answer to Grant you said ; "TRP debt is about 7X cash flow; PPL about 3.5%.[I presume you meant 3.5X].

In any event when I look at the Companies search pages for these companies which metrics should I look at to find out the level of debt for each. I see no numbers that might correspond to 7X for TRP or 3.5X for PPL.

Thanks........... Paul K
Read Answer Asked by Paul on November 08, 2018
Q: Good day, I know it has been like quicksand, but I'm already in (at slightly a higher price) and am wondering if there is some value in GE around this price? For short-term (tax-loss bounce) and longer-term. Your insights are much appreciated. Thanks.
Read Answer Asked by Michael on November 08, 2018
Q: I have noted your critical comments from time to time about PLI management. We who have held this stock patiently for years and years share your frustration. But I think those who study the amazing product they are trying to licence realize it could well be a game changer for the sick people yearning for a cure. Anyone who buys into the drug field knows the process is long and tedious but if successful the prize is huge. So I am not sure it is fair to blame management for the delays; I think the system is what it is and we who believe in the product must sit and wait. I would appreciate your thoughts on my observations.
Thank you, Peter
Read Answer Asked by Peter on November 08, 2018
Q: Hello,

Now that markets have certainty and are digesting the US mid-term election results, what sectors do you believe will benefit? Im looking for a few opportunistic US ETF investments to take advantage of areas that got beat up in (Red) October and are most likely to recover/outperform.

Thanks,

Kuldar
Read Answer Asked by Kuldar on November 08, 2018
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.

D
Read Answer Asked by Don on November 08, 2018
Q: SPB's Q3 looks good in terms of trending upwards in most respects. However, the market measures a stock's results based on expectations, In that case did the results meet those expectations for Q3 and the future? Also, is there any chance SPB will increase its dividends? It has been stuck at $0.06 a month for years. Thank you.
Read Answer Asked by Victor on November 08, 2018
Q: I would appreciate your comments about Etrion.
Thanks!
Read Answer Asked by Gregory on November 08, 2018
Q: Did TSG screw up with their purchase of Sky Betting?

I ask because I wonder if the money would have been better spent partnering with major North American Sport Leagues instead? I can see a future (I hear this is the case with European football) where watching sports becomes more interactive with in-game betting or fantasy sports that is integrated and live as I watch. This could be through an enhanced subscription. How awesome would it be from my television remote to bet how many home runs will be scored in a game, inning, player, etc? With other gaming companies signing exclusive agreements I'm sure such scenarios will be channeled through their gaming products as opposed to The Stars Group.
Read Answer Asked by Gooding on November 08, 2018
Q: salut 5i! I have just sold my WEED holdings (at a nice profit .. also own small amounts of APHA and HEXO) and am contemplating buying either STZ or VOO .. with the general objective of further diversifying an already quite well diversified portfolio (stocks and etfs) .. I also hold VGG, VDU, FDN, XHY, and ZUH .. your thoughts? thanks!
Read Answer Asked by Patrik on November 08, 2018
Q: What were the main factors that drove TSGI's stock price from April to its high in June? And what has now been the main reason for its decline? Has anything fundamentally changed? I see that Poker, its largest revenue source actually declined in comparison to Q3 2017. Is this a big concern, or is most of it's expected growth to come from gaming/betting? Is there hope that when/if most States legalize online gambling that TSGI will earn more much revenue from this?
Read Answer Asked by Michael on November 08, 2018
Q: in my portfolio , I have bns 20%,bce20% ipl10% enb10% ad10% and 30% cash. after this pullback , should I invest more in these holdings or go into a different sector , I need income as retirement is coming . thx Jack.
Read Answer Asked by Jack on November 08, 2018
Q: Your thoughts on GSY recent quarter? This seems to be an extremely well run company...
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001

Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.
Read Answer Asked by Michael on November 08, 2018
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