Q: Can you provide comments/your take on what happened with the voting results. Does anything really change or is it the same slow approach going forward? I am even on the stock but have held it quite a while and it's been dead money. Time to move on?
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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: GSY is reporting record 1st Q earnings. How did you find the earnings compared to estimates?
Thank you
Thank you
Q: Hi, could you plesae post earning estimates for the results expected on May 8. Thanks
Q: In response to Cam's comments about Stella Jones and concrete ties and poles taking their market share.... A couple months ago across the street from me a line of concrete poles was being replaced with wood. I chatted to one of the guys and he said the wood poles last way longer and that there is more maintenance required with concrete poles (cracking, rusting metal hardware were two of his examples). Judging by the trucks and team of people present there I would speculate the labor to maintain and replace a pole would be much higher then the pole itself. Cheers
Q: If one was not a shareholder in GUD would you be a small buyer before tomorrows meeting?
Q: I continue be interested in SJ, but on a recent drive in BC I saw some work being done to replace railway ties...they were not wood, they were concrete. This struck me as being a problem for SJ but I'm hoping you can elaborate. Does SJ make mention of how concrete ties are affecting their business? Do you have any idea what the price point difference is between wooden ties and concrete?
Cam
Cam
Q: Quarter looked good. Would you put back in portfolio?
Q: Your comment on the attached Bloomberg news item, please. GC took a near 8% 'hit' today. This skiers mi.
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474
Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.
Q: Is this company a buy at current price as it plans to convert to a REIT this year? Thank you Jack.
Q: I read the report that you just published on MRC and am very intrigued.
What strategies are available to Morguard in order for their stock price to realize their NAV or book value?
Do you see them taking any of these actions in order unlock their value?
What strategies are available to Morguard in order for their stock price to realize their NAV or book value?
Do you see them taking any of these actions in order unlock their value?
Q: What are your thoughts regarding Medison's open letter today to GUD shareholders? their campaign seams to have gathered quite a bit of momentum if we believe all that is written. Is this necessarily a bad thing? I have been here from the start and i'm not sure what to do. Not much reaction in the stock today. Your comments would be much appreciated as always.
thanks,
John
thanks,
John
Q: What are the 1Q estimates for Cineplex? Thank you.
Q: Please commit on their latest earnings and what you think of this company going forward.
Q: comments please on the quarter?
Q: Savaria has continued to drop in price over the past few months. What do you see as the outlook for this stock, is it time to sell or is there upside over the next year? Thanks, Anne.
Q: It was noted in the recent quarterly release that Constellation has "lowered the hurdle rate for deals of $100m or more". Does this mean that the company will accept/expect lower rates of return on these larger deals? If so, will this not reduce the profitability of those deals and finally, does this imply that CSU has indeed started to "hit the wall" in terms of growth? I hope I am wrong as this has been (thanks to 5i) one of my best investments!
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Please comment on earnings
Thank you
Thank you
Q: ..you like PHO mgmt, what is your expectation for their 2019Q1 earnings announcement on May 9th? Thanks, great service.
Q: Re Knight. When do you expect the results of the vote to be announced.
Thanks
John
Thanks
John