Q: I was a bit surprised to see SPB in your answer to a question about your top 5 utility companies to buy today. Why are you so positive about this company?
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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: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.
Thanks
Phil
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.
Thanks
Phil
Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?
Q: i think this is the stock you are asked more questions than any other, pretty impressive stuff with 4 insiders including
ceo buying fairly large positions in their stock at the end of november at prices 5 dollars higher than where we are today. your comments. dave
ceo buying fairly large positions in their stock at the end of november at prices 5 dollars higher than where we are today. your comments. dave
Q: So much noise !!! Could you please provide your assessment of the results ? Thanks
Q: Down considerably with this stock. I notice that it is not one of your top picks going forward. Your thoughts
- Kinaxis Inc. (KXS)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.
Buy,sell,hold?
Your recommendations please.
Q: Can you see why ENGH is up in such a volatile market?
Thanks
Sheldon
Thanks
Sheldon
Q: Moody’s withdraws all ratings of Great Canadian following redemption of rated debt. What does that mean? Is that bad, good, neutral? I don’t understand what that means for GC Or ME—the investor!
Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you
Q: GC--Any reason for recent decline? CLIQ--what's u take now after termination of div resulting in a big drop(some 22%) in a day.In my opinion,management is terrible. Thanks for u usualngreat services & views
Q: Further to my question and that of Marios, I tend to agree that when a stock continues to fall as it has, one does get concerned that something is happening that we do not know about. Perhaps poker popularity is diminishing or perhaps debt reduction is not being taken seriously enough?
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!
Q: Has Sylogist indicated what its guidance is for 2019?
Q: in the globe today an insider spent 24 million buyin stock at
35.00, is. that a typo,and what does this tell you about nfi, i do not own but seeing this is impressive. dave
35.00, is. that a typo,and what does this tell you about nfi, i do not own but seeing this is impressive. dave
Q: Perhaps the relentless selling down of tsgi is a result of an unpleasant ruling on the Kentucky lawsuit forth coming?? How does your evaluation work based on worse case senario??
Regards.
Regards.
Q: With the recent results of KXS - how do you feel about the company?? - better to take a tax loss now and look at it again in the future?? - thanks
Q: TOY has dropped much more than market averages. It appears 5i still likes the company. Of course, at a much lower multiple, it makes itself more to be liked. But how does 5i really feel about TOY? Is is a sell, hold or buy. You last indicated ... it is not one we would be truly worried about. Please explain.
Q: Not really a question but more of a ‘ feet on the street ‘ observation. The Americans are CRAZY about their sports and like to gamble.
Am going to buy some TSGI with next year’s TFSA contribution.
Am going to buy some TSGI with next year’s TFSA contribution.
- Stars Group Inc. (The) (TSGI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Great Canadian Gaming Corporation (GC)
Q: Which of the above three stocks would you recommend purchasing for a three year investment? I hold DOO and am down substantially. Thank You.
Q: Hi, Thanks for attaching the link to Amazon-Toys media post of Dec 10. Looks like the news did cause some ripples among toy stocks like Hasbro, Mattel and to some extent Spin Master on Dec 10. But as you pointed out, this could be another reason why TOY has been trading down for some time. TOY actually has lost about $15 or over 25-30% since release of last quarterly results. Toys'r us bankruptcy was perceived to be the primary reason for the softness. Holiday season and announcement of some new products has also failed to reverse the precipitous decline of past two months. Now there is this Amazon news to worry about (probably could be more serious one). I know that TOY has somewhat of a distinguished status among toys companies, due to Spin Master's innovation capabilities and high tech and interactive nature of its products. But, in your view, how insulated company will be if Amazon decides to seriously expand in this lucrative market ? TOY has been owned in most of our family accounts, as its been a favourite of yours for a long time and we are happy to see stock has do well over years. But the recent trend with no sign of reversal is concerning, to say the least. Do you see any catalysts and strong reasons to continue to own this co ? Thanks