Q: I know photon is a cyclical and will come and go with the semi sector, but at an EV of 70million making almost 2 million in interest alone, the company would trade at 50x earnings without even their core business. would you still expect them to remain profitable, even with a very weak sector?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter
Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?
Thanks,
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?
Thanks,
Q: This stock has dropped in the last 10 days , after rising on the release of the Quarterly Report on 31 st. October . is there any particular reason for this ? Thomas A
Q: Please provide your opinion of GH's Q3 release. Gross revenue growth did not materialize while costs rose.
Company announced the proposed vend-in of CEO, VP and COO's Grande Prairie hotel for $12.5mm. Property looks appealing completed in 2017 with exceptional customer feedback and a 2 minute walk from Great Northern Casino. Guessing this asset could add approximately $4mm in gross revenues to GH's annual earnings, it's in one of the few areas of Alberta that has shown above-average growth and may continue as gas liquids are being developed in the Montney.
Not a game-changing transaction for the company but if they suggest that the hotel can be acquired and provide accretion for shareholders, what's good for the goose is good for the gander and gaggle of little retail investors.
GH stated that they have increased their LOC by $7mm. Do you think the company will issue common shares as part of the capital paid to Peace Country Hospitality?
I am offering up three 5-i doubloons for this in-depth query. Thank you
Company announced the proposed vend-in of CEO, VP and COO's Grande Prairie hotel for $12.5mm. Property looks appealing completed in 2017 with exceptional customer feedback and a 2 minute walk from Great Northern Casino. Guessing this asset could add approximately $4mm in gross revenues to GH's annual earnings, it's in one of the few areas of Alberta that has shown above-average growth and may continue as gas liquids are being developed in the Montney.
Not a game-changing transaction for the company but if they suggest that the hotel can be acquired and provide accretion for shareholders, what's good for the goose is good for the gander and gaggle of little retail investors.
GH stated that they have increased their LOC by $7mm. Do you think the company will issue common shares as part of the capital paid to Peace Country Hospitality?
I am offering up three 5-i doubloons for this in-depth query. Thank you
Q: What is your take on leons earnings. Is it business usual.
Thank you
Thank you
Q: Hi 5i
What do you think of K-bro as an investment now? Thank you.
What do you think of K-bro as an investment now? Thank you.
Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
Q: Why is wpm down today
Q: I , as an investor, agree with you that no company shall be judged by its single quarter performance unless it is extremely bad . SIS after an improved performance in the last quarter compared to last year ,has been beaten to ground . The stock price has slided back to its level in Jan2017. So , in nutshell, it appears that all aquisitions and imprved performance that SIS boasts in the last 2 years at all fronts including dividend increase have no relevance. It looks as if the market and values do not follow any logic/science. Do you still think it is worth holding this stock?
Q: As a logistics company largely relying on international trade and the movement of goods, I'm surprised you did not comment specifically on the potential impact of US/China tarrifs on DSG (you did mention changes in global trade).
While obviously negative to DSG, are you able to quantify what the impacts of the tariffs might be?
Thx.
While obviously negative to DSG, are you able to quantify what the impacts of the tariffs might be?
Thx.
Q: What’s the book value of tsgi?
Q: Good morning team,
What are your thoughts on the 3 acquisitions announced today? Would you add today?
Thx!
What are your thoughts on the 3 acquisitions announced today? Would you add today?
Thx!
Q: I am missing something with Savaria
Where is the big miss in the quarter. is it not expected with the acquisition of Garaventa, that the EBITDA would be affected. there 9 month numbers are up substantially, With the sell off today would you be a buyer now?
With Crius the sell seems warranted as they continue to disappoint. Are you willing to hold?
Where is the big miss in the quarter. is it not expected with the acquisition of Garaventa, that the EBITDA would be affected. there 9 month numbers are up substantially, With the sell off today would you be a buyer now?
With Crius the sell seems warranted as they continue to disappoint. Are you willing to hold?
Q: Please comment in Badger's earning and outlook. Is it expensive and would you start a position here?
Q: what is your outlook for this company?
Larry
Larry
Q: My investment strategy has been 1st to buy good companies. I accept that there will be volatility in the short term but believe that in the long term good companies will perform well. I am retired and this has worked well for me and your advices have helped to direct me to good stocks that I would not have found on my own.
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
The last 6 weeks have been challenging from an emotional investing standpoint. But I have been through this before and the best action for me has been to stay the course.
Often I like to take some opportunity in this down market and I find I often jump in too early.
I like PBH, hold 2 % and think it would be a good long term hold and am considering topping it up 1%. I hear this “capitulation” term used when a stock has hit the end of its fall. With a specific stock is there a “formula” that defines this capitulation point. If possible can you reference PBH as an example?
Thanks John
Q: If Kinaxis reported some sales slipped outside of Q3, have analysts adjusted these numbers into Q4? I'm probably simplifying things here but in the next quarter if the market has settled and the results affirm this slippage then would the stock price increase? I like this company and can't help to think this price dip is a huge opportunity for those who can wait?
Q: Please comment on earnings and Revenue. Revenue for both Companies was up.
CAE the need for training pilots over the next ten years is very high. Company should do well.
SIS aging population A good story. Should I buy more of both companies ? RAK .
CAE the need for training pilots over the next ten years is very high. Company should do well.
SIS aging population A good story. Should I buy more of both companies ? RAK .
Q: Looks like savaria missed big time is this company worth holding.