Q: Premium Brands is down over .10%, is it time to Sell now?
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Investment Q&A
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- Stella-Jones Inc. (SJ)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: Cuple of companies that came up in Steopen Tackazy on market call
Stella Jones I owned this before was good. appears owners sold out and the management is sound . the stock close to year low.
the other is Andrew peller the positives is that wine is gaining more market share and the othere is Ontario is on track to provide more sales outlets .
Would you recommend eiher one or bothand if yes which one is more reliable
Stella Jones I owned this before was good. appears owners sold out and the management is sound . the stock close to year low.
the other is Andrew peller the positives is that wine is gaining more market share and the othere is Ontario is on track to provide more sales outlets .
Would you recommend eiher one or bothand if yes which one is more reliable
Q: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks
Reasonable scenario or trying to be too cute ?
Thanks
Q: What are your thought s on Keith Richards analysis of the directions of this stock?
How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.
How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.
Q: Why GSY is dropping today?
Q: Having read the report from Sprucepoint about MAXR, one of the concerns they raise in addition to the aggressive debt level, is their management, specifically their CEO Lance. Have you looked at this, and is this factored into your opinion about MAXR?
Q: Would the stock price of GSY drop if the yield curve flattens? If so, would this be a serious correction? Would all companies in the financial sector be affected ? Thank you.
Q: I sold BDI at a sizable loss years ago and fully appreciate how extremely cyclical this companies earnings are, for good or bad. Waiting patiently for an opportunity to catch a high beta cyclical upswing in the companies earnings. Can you advice as to how to approach this investment thesis? Start building a position now even thought its early or wait till there is clearly an upswing in earnings while trying to avoid false starts? I cant help but think that after years of terrible government policy there is blood in the streets now.
Q: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John
Q: Why are they hitting these 2 market darlings,TOY(especially today.Smell of poor Q to be announced on Nov 6?) & PBH recently.See no negative news.,,Are they affect by NAFTA as very likely that Trudeau will not signed by Sep 30 due to Quebec election on Oct 1.where Supply Management is highest.Please provide reasons for weakness.Is it time to start a position?Thank for U usual great services & views.
Q: Hello,
Long time holder of PKI and SPB. In the past I have watched PKI bounce around and jump up in price and then back down because earnings were weather related (good or bad) and/or input related (ie. contract spreads). Now with the recent price increase (very happy) is it because of their move into convenience stores or is their underlying profit seen to be more "permanent" than "transitory"? Does SPB carry similar characteristics as PKI so that under the right circumstances, they could see a large price increase as well?
Thanks,
Robert
Long time holder of PKI and SPB. In the past I have watched PKI bounce around and jump up in price and then back down because earnings were weather related (good or bad) and/or input related (ie. contract spreads). Now with the recent price increase (very happy) is it because of their move into convenience stores or is their underlying profit seen to be more "permanent" than "transitory"? Does SPB carry similar characteristics as PKI so that under the right circumstances, they could see a large price increase as well?
Thanks,
Robert
Q: Why does PBH keep sliding down. It is close to 52 week low.
Q: Hi 5i,
Toy has been sliding as of late. A guest on bnn yesterday has said that he blames "trade war" fears. Do you think that the current trade war fears, or tariffs that are happening right now will affect Toy in any meaningful manner? Or are investors selling off for no reason. I realize the old Toys R Us bankruptcy likely kept the stock sideways for a while. But now, that seems to be mostly behind us (is it not?) Leading up to holiday season I would have expected Toy to take another leg up here, especially after last earnings release was showing that they are still into record results despite Toys R Us. Is this setting up to be a great buying opp? Your opinion, thanks.
Toy has been sliding as of late. A guest on bnn yesterday has said that he blames "trade war" fears. Do you think that the current trade war fears, or tariffs that are happening right now will affect Toy in any meaningful manner? Or are investors selling off for no reason. I realize the old Toys R Us bankruptcy likely kept the stock sideways for a while. But now, that seems to be mostly behind us (is it not?) Leading up to holiday season I would have expected Toy to take another leg up here, especially after last earnings release was showing that they are still into record results despite Toys R Us. Is this setting up to be a great buying opp? Your opinion, thanks.
Q: This stock has been flat for two years but it seems safe because of its cash/debt positions. However is there any catalyst to propel it higher in the next year or two? Would you recommend I sell? Thanks. Bill
Q: Any news out there that would account for Spin Master's drop, today?
Thanks.
John
Thanks.
John
Q: Any reason why MG is dropping today? Don't see any news on it.
Q: Awesome ride yesterday for Cliq,on high volume.
Finally catching up with other stocks in the cannabis sector,or you see other reasons?
Aurora bought stock for $15 I believe....do you think that's were we are heading?
Also could you give me some insight on the metrics here?
Thanks for your pick here
Finally catching up with other stocks in the cannabis sector,or you see other reasons?
Aurora bought stock for $15 I believe....do you think that's were we are heading?
Also could you give me some insight on the metrics here?
Thanks for your pick here
Q: Can you please comment on the news out today RE Jaguar Health and it’s impact?
Thanks
Thanks
Q: Afternoon guys:
This name seems to be stagnant for awhile, and pulling back recently. I like this name for the long term. What is your opinion?
Thanks
Mark.
This name seems to be stagnant for awhile, and pulling back recently. I like this name for the long term. What is your opinion?
Thanks
Mark.
Q: WRT your recent DHX report, I think it leaves out some significant assets: Cash, short term investments, and the Peanuts sale cash. Can you check these numbers:
1) Net debt = $760M - $246M Cash/short term investments - $237M Peanuts sale = $277M
2) I think Current median EV/sales multiples for the media content assets is around 1.8x (confirm?). I believe peanuts sold to Sony closer to 3x (confirm?). I'm not sure the exact net revenue Peanuts brings to DHX?
3) If we assume the 49% sold peanuts stake contributed ~$100M in revenue, the DHX projected revenue would drop to say around $350M. So we are looking at $350M x 1.8 = $630M of content assets.
4) Margin of safety: $630M = $277M net debt + Equity;
Equity = $353M, compared to under $200M current market cap.
This company is certainly a cigar butt, which I picked up close to $1. Seems to have a couple puffs left?
1) Net debt = $760M - $246M Cash/short term investments - $237M Peanuts sale = $277M
2) I think Current median EV/sales multiples for the media content assets is around 1.8x (confirm?). I believe peanuts sold to Sony closer to 3x (confirm?). I'm not sure the exact net revenue Peanuts brings to DHX?
3) If we assume the 49% sold peanuts stake contributed ~$100M in revenue, the DHX projected revenue would drop to say around $350M. So we are looking at $350M x 1.8 = $630M of content assets.
4) Margin of safety: $630M = $277M net debt + Equity;
Equity = $353M, compared to under $200M current market cap.
This company is certainly a cigar butt, which I picked up close to $1. Seems to have a couple puffs left?