Q: Hello,
Would you view today’s decline in LSPD as a buying opportunity? Or would you let the stock settle a bit before stepping in. Your comments on earnings seemed positive today.
Thank you
Q: SHOP announced a change in management personnel yesterday. They have replaced their marketing chief. CEO stated marketing direction wasn't right. Is there anything to make of this? Reason for concern?
Q: The Earnings section of the Company information is blank. Can you get your data provider to add this...thanks for trying.
Do you have the most recent analysts estimate of the target price? Roughly a month ago Royal Bank had a target price of $45.00. Now, they don't have any target information on AW anymore.
Q: Given the announcement of US Commerce Dept of Monday, re reduction of duty on softwood lumber, do you expect that SJ
fortunes will improve on the US market and so also the stock price
Art
I need some clarification on your view of Syz. On Jan 29 a question from Rod on Syz top up yielded a "hold" response, and same type of question asked by Pierre on Jan 28 yielded a cryptic "fine" response. I too am looking at adding to my position (within target %) and came across an article in today's Globe stating CEO bought over $300k of shares in January. It would be great if your answer could delve into the potential of adding too/holding this company for 5+ years.
Q: Looking thru your Q&A on NFI you appear to be cautious wrt its prospects, While in recent days NFI has announced several contracts - two on 30/01 and one 21/01. Your notes precede the last two. What impact do you expect these contracts to have on NFI earnings and outlook and is their announcement is indicative of a trend? Thank you
Most recently, Peter, you're quoted in the StockChase website as follows:
"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."
Two even more negative sentiments were recently expressed on the same website:
"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."
"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."
We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.
Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.
Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.