Q: The bank just reported. Your analysis will be appreciated. That doesn't look good to me, not a huge miss but still. Any positive?
Thanks
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 have held Park Lawn for a while and it has been a decent performer. However, I note that over the last month it has been very strong, almost, relatively, parabolic and without a “down” day for some while. Ie. from around $25.50 on May 1 to over $29 today. Do you have any information on why this security may be acting so?
Q: would you initiate a position in Magna today?
Q: Would it be a good time to add GC to my TFSA? How is its debt level?
Q: Can you comment on the latest earnings for COV.
Thank You, Peter
Thank You, Peter
Q: hi folks:
as a followup to my earlier query on savaria's accounting i would like your further comment
sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half
today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.
their accounting is unnecessarily complicated which always concerns me
if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward
in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth
comments?
thanks
as a followup to my earlier query on savaria's accounting i would like your further comment
sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half
today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.
their accounting is unnecessarily complicated which always concerns me
if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward
in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth
comments?
thanks
Q: Has Great Canadian Gaming bought back shares since Q1 (last quarter)? Has there been any insider buying/selling?
Q: Have SIS closes the $14.55 financing?Thought it closed last week,but see no news.Please update.Thanks for u usual great services & views
Q: What is your assessment of SYZ? Last earnings were a little light. What does your crystal ball see for the company? It's backed off 10% or so and now has been stuck in a range for a long time.
Q: Hi Peter
every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line
profit is flat
what is wrong with the company, that growth never comes out the bottom line?
also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge
most quarters (except last one) those hedges are a drag on profits
and now they hedge interest rates too !!
thx in advance
every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line
profit is flat
what is wrong with the company, that growth never comes out the bottom line?
also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge
most quarters (except last one) those hedges are a drag on profits
and now they hedge interest rates too !!
thx in advance
Q: Can I have your view on the takeover that happen today. It appears that investors quite like the deal with the stock up this morning on a down day across the market. Many tnx for the great service.
Q: You seemed happy with ENB's last quarter. I notice it is one of the more shorted stocks. (Recent G&M article).Do you have thoughts on what the short argument would be?
Q: Should Savaria shareholders be concerned that in the recent Directors election J-M Bourassa had 30 % votes and S Bourassa 20% votes withheld?
Q: Hi,
If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.
If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.
Q: I own a small position in HLF (775 shares). Would you suggest dumping them even if at small loss to get that money working somewhere smarter or is there hope for a share price recovery in the near-term (next 12 months)? My take is that there have been some decisions made to correct the course but I am not super optimistic. Any thoughts appreciated.
Thx,
M.
Thx,
M.
Q: What are your views on PBH given the investment to be made by CPPIB and other investors?
Q: Is the eps # of .36 for the quarter from bloomberg that you gave?? most sites I look at have consensus eps of .10. Thx
Q: Hi,
Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.
Thoughts?
Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.
Thoughts?
Q: Hi, I'm considering a swap of PBH for GIL in my RRSP. I know you like both but could I get your opinion and why. Thanks
Q: Can you please comment on the deal between. PBH and CPPIB? Good for shareholders?