Q: Hi, would appreciate to share comments on CSU earnings. Looks like a beat on Revenue and EBITDA bur short on EPS. Organic growth is positive.Your insight is much appreciated. Thanks
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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: I know you do not follow this company in depth but I was hoping you might do some digging. I have held this company for a while trading around it. Do you see any issues with growth or profit. Recent announcements seem to be positive going forward. I am looking to reload at current levels as winter months seem to be the time to lighten up.
Virtu Financial Inc.. symbol VIRT
Thank you again
Jason N
Virtu Financial Inc.. symbol VIRT
Thank you again
Jason N
Q: Hi, Where in the market would you store cash in the short term (3-6 months) so that a small return can still be achieved while waiting to get back into the stock market?
Q: Could you please give me your overview on CXV-T. This stock has been a dog to say the least. Is there a problem with the balance sheet or the company overall. After speaking with the company they seem to relate that things are progressing but slower than anticipated.
Jason
Jason
Q: The share price of PPL has been dropping in 10 of the last 11 trading days (about 5% so far). Any reason for this daily SP walk down?
Q: Air Methods / Nasdag
Does the recent pullback for this stock appear to be a good entry level in your eyes ?
Does the recent pullback for this stock appear to be a good entry level in your eyes ?
Q: Hi, I'm thinking about selling WSP and replacing it with NFI. What are your thoughts on this?
Q: A recent negative article in Seeking Alpha by Timberwolf Equity Research raised a few points that I hope you can comment on. The company was not calling for a short on the stock so the article does not appear to be self serving, although that in itself is not much proof. So while the article appears to be based "on facts", it does not agree with your recent review of the company.
The article as best as I can understand it raises 4 points.
1. That Starbucks accounts for 35% of the company's sales (23% of revenue). They acknowledge the company does not state this but that they have figured it out.
2. Inside ownership. and therefore an alignment of management interests with that of other shareholders, is a mirage because the company has provided these particular shareholders with low interest loans that require the value of the stock as collateral and for the dividends to cover the principle repayment costs. Therefore, the company's management has an incentive to raise the dividend whether warranted or not.
3. Cash flow is miss-stated because the company excludes working capital changes as it only includes replacement capital expenditures and leaves out expansion capital expenditures (I won't pretend that I understand this). The upshot is that the company's cash flow is closer to $28 million rather than the $81 million stated by the company.
4. Share count is ever increasing because the company finances its takeovers with low interest convertible debentures which almost assuredly means that the debenture holders convert their holdings into stock. The authors estimate that this resulted in a 22% dilution in 2015.
Appreciate your insight into these matters.
Paul F.
The article as best as I can understand it raises 4 points.
1. That Starbucks accounts for 35% of the company's sales (23% of revenue). They acknowledge the company does not state this but that they have figured it out.
2. Inside ownership. and therefore an alignment of management interests with that of other shareholders, is a mirage because the company has provided these particular shareholders with low interest loans that require the value of the stock as collateral and for the dividends to cover the principle repayment costs. Therefore, the company's management has an incentive to raise the dividend whether warranted or not.
3. Cash flow is miss-stated because the company excludes working capital changes as it only includes replacement capital expenditures and leaves out expansion capital expenditures (I won't pretend that I understand this). The upshot is that the company's cash flow is closer to $28 million rather than the $81 million stated by the company.
4. Share count is ever increasing because the company finances its takeovers with low interest convertible debentures which almost assuredly means that the debenture holders convert their holdings into stock. The authors estimate that this resulted in a 22% dilution in 2015.
Appreciate your insight into these matters.
Paul F.
Q: what are your thoughts on buy into NYX at these levels? I know this stock has been unduly punished however what do you believe is the fair value of this stock?
Q: What percentage of KXS would you be willing to hold before trimming in an TFSA account?
Thanks
Dolores
Thanks
Dolores
Q: Hello team,
Any reason why share price of CGX is going in the wrong direction?
Thx!
Any reason why share price of CGX is going in the wrong direction?
Thx!
Q: PHM is up 34 % today. Any news. CXR continues to drop. Any news explaining the weakness. Thanks
Q: Any reason why PHM is up 30% today?
Q: What is Binary Trading. Is it very risky?
Q: I would like to cut my losses on BAD and buy something with more potential. My portfolio is balanced and this would be in my RSP account. What would you suggest?
So reassuring to be able to consult with you!
Ellen
So reassuring to be able to consult with you!
Ellen
Q: What is the consensus for Q2 sales and eps in US$?
Q: peter what do you of ts.b after cutting their dividend
Q: Could you please comment on Alaris Q2 results - the stock has dropped 10 to 11% and would this be a good entry point ?
Q: kinaxis keeps hitting 52 week highs on reasonable volume, is this in anticipation of earnings or sonething else. dave
Q: Presently, I own 5000 shares of Element Financial. When the split is completed, will I then own a predetermined portion of each new entity? Thanks.