Q: I understand that one of the tests for the suitability of a dividend stock is the distribution rate. For some industries e.g. REITS one should calculate based on cash flow not earnings. Which industries does this theory apply to and why? Is the theory that, for example, depreciation can be ignored due to value increase in assets? Non comprendo.
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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: SLW - with continuous drop and volatile stock price ., is this is good candidate for a conservative / income portfolio. Is there a better or smooth ride way to achieve similar objective as SLW, is supposed to do. Thanks
Q: Hi,
I know this is a busy time for you. When you have a moment, could you comment on ESN, as it just released its earnings on May 6, which were lower than expected. My view is that ESN is fine in the long term and that the dividend is safe, but I would naturally appreciate your view.
Thank you for your service,
I know this is a busy time for you. When you have a moment, could you comment on ESN, as it just released its earnings on May 6, which were lower than expected. My view is that ESN is fine in the long term and that the dividend is safe, but I would naturally appreciate your view.
Thank you for your service,
Q: Hi Peter and Team,
What are your thoughts on Crawford & Company, CRD.B. Firstly to me, they seem complicated with having two classes of shares where they distribute different dividends to. Anyhow, i await your thoughts.
What are your thoughts on Crawford & Company, CRD.B. Firstly to me, they seem complicated with having two classes of shares where they distribute different dividends to. Anyhow, i await your thoughts.
Q: Hello,
What do you think of Easyhome's q1reslts they just released? Looks to me that it was a nice quarter.
Greg
What do you think of Easyhome's q1reslts they just released? Looks to me that it was a nice quarter.
Greg
Q: Would you buy Tim Hortons now ? Thank you
Q: ENB - Enbridge
up 15% in 60 days... what do you see moving forward say 6 months - 1 yr?
Thanks for all you do
Gord
up 15% in 60 days... what do you see moving forward say 6 months - 1 yr?
Thanks for all you do
Gord
Q: What are your thoughts on the Q1 report of FRC? Given its run since February would it be a buy, sell or hold?
Q: Hi Peter: I'm curious about the the reasonably good review on CNE on May 7th. Using BMO Investorline I see the following
June 30 2013. June 30 2012
Revenue. 144. 192
Profit/loss. -120. +18
This doesn't look like a company I would invest in. Less revenue and less profit. Perhaps BMO is not using the latest financials, if so where's the best place to see good financials.
Thanks as always
June 30 2013. June 30 2012
Revenue. 144. 192
Profit/loss. -120. +18
This doesn't look like a company I would invest in. Less revenue and less profit. Perhaps BMO is not using the latest financials, if so where's the best place to see good financials.
Thanks as always
Q: Hi,
Any comments on Home Capital Group's latest quarter? Looks like EPS beat estimates by a couple of cents, but originations were down slightly due to seasonality and a rather harsh winter. I view the results positively and think it'll make for a strong second quarter. Do you agree?
Thanks again,
Jason
Any comments on Home Capital Group's latest quarter? Looks like EPS beat estimates by a couple of cents, but originations were down slightly due to seasonality and a rather harsh winter. I view the results positively and think it'll make for a strong second quarter. Do you agree?
Thanks again,
Jason
Q: Avigilon AVO
I recall the same comments being said about another fantastic growth stock, Poseidon Concepts.
-market leading technology
-high multiple growth stock
-huge earnings growth
The timing is way too coincidental having the CFO resign right before releasing earnings. Unless he`s dead, health reasons is a bunch of BS.
Peter, is your team able to dig deeper and recognize any red flags for accounting irregularities? I noticed inventories have increased and they also recently did a share issue. Could the share issue have been one final grasp for cash?
The market is rarely wrong, over the longer term. CFO departures alone should not drop a stock 20% after the announcement.
I recall the same comments being said about another fantastic growth stock, Poseidon Concepts.
-market leading technology
-high multiple growth stock
-huge earnings growth
The timing is way too coincidental having the CFO resign right before releasing earnings. Unless he`s dead, health reasons is a bunch of BS.
Peter, is your team able to dig deeper and recognize any red flags for accounting irregularities? I noticed inventories have increased and they also recently did a share issue. Could the share issue have been one final grasp for cash?
The market is rarely wrong, over the longer term. CFO departures alone should not drop a stock 20% after the announcement.
Q: Are AVO and HYG a hold, sell, or average down? In the case of AVO, how did they hide what appears to me to be ongoing problem? The stock was highly talked about and recommended in the media. In the case of HYG, I had a stop limit in at 4.12 - 4.06, which went through and continued down May 7th.
Your thoughts.
Dennis
Your thoughts.
Dennis
Q: Maybe management at AVO are not so naive at all. Maybe they wanted the stock to go down such that insiders could buy at cheaper prices. Just thinking.
Q: Hi Peter and Team, I would appreciate your assessment of SW. I have been watching this stock for the past few months and noticed it has fallen by about 20 percent. Are growth stocks in general taking a hit? Thanks
Q: SW-T Sierra Wireless
Looks like Investors didn't like 2Q guidance and are carrying some concerns as you said regarding lighter than expected margins.
I still like SW and the Sector plus am looking for some opportunities to buy low and sell high... which tends to be the opposite of what most of us do... who knows why...
Could you give me an idea if you were going to add a 2% portfolio position in SW, what price you would target - be comfortable with?
Thanks for all you do.
Gord
Looks like Investors didn't like 2Q guidance and are carrying some concerns as you said regarding lighter than expected margins.
I still like SW and the Sector plus am looking for some opportunities to buy low and sell high... which tends to be the opposite of what most of us do... who knows why...
Could you give me an idea if you were going to add a 2% portfolio position in SW, what price you would target - be comfortable with?
Thanks for all you do.
Gord
Q: AVIGILON - AVIGILON - go figure!! But, look at the fantastic 1st quarter to March 31/2014. Records & even better!!!???
Peter, maybe you could tutor them for a little while on corporate governance, shareholder relations, etc. Do you think this was planned with a rollover of nearly 2.5 million shares?
Peter, maybe you could tutor them for a little while on corporate governance, shareholder relations, etc. Do you think this was planned with a rollover of nearly 2.5 million shares?
Q: Ridley (RCL) continues to power ahead on low volume... Any updated thoughts? The market may expect another special dividend announcement tomorrow but the stock move seems extended. Also, Fairfax owns more than 90% of RCL. Why do you think they do not buy the few shares outstanding and purchase the company outright?
Q: Hello team,
FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.
Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?
Thank you for all your calming insights....investment is not easy but it would be impossible without you.
FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.
Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?
Thank you for all your calming insights....investment is not easy but it would be impossible without you.
Q: Hi Peter and group. Can you comment on LNR performance of late. Some are saying sell?
Q: Hello,
I'd like to say thanks to Peter and Avrom for the webinar yesterday. It was very interesting and I learned a great deal from it. I would also like to ask your opinion on the following 3 dividend paying stocks as a 3-5 year hold.
sirius xm canada holdings
AGF management
Timber Creek Mortgage Investment
Thank you,
Dave
I'd like to say thanks to Peter and Avrom for the webinar yesterday. It was very interesting and I learned a great deal from it. I would also like to ask your opinion on the following 3 dividend paying stocks as a 3-5 year hold.
sirius xm canada holdings
AGF management
Timber Creek Mortgage Investment
Thank you,
Dave