Investment Q&A

Q: Trying to get a better read on Premium Brands, is there negative news that relates to the recent continuous sell off? Does the $102.00 range represent a good entry point in your opinion?

Q: In your report from May 2017 on PHO you conclude with "We expect to be increasing
the rating in the next six to nine months".

Has this expectation held up? Is an updated report in the pipeline? Your general comments on the performance of the company over the last ~15 months would be appreciated. Thanks.

Q: Stock is down over 15 % since July high.

Looks like a loser. Is it time to sell ?

Are there good reasons to keep it ?

Q: Hello Team ,
Is it time to add to Pho in my TFSA- how big was their last earnings miss and how significant is their China contract?

Q: How long will TSGI remain in the dog house, apparently due to weak earnings reported by its competitor and other industry issues ? From $50 to $43 is quite a drop, with consistent decline every single day for past 2 weeks. I have noted your comments that stock is cheap, but is it for a reason ? Do you believe that upcoming TSGI earnings might help ? This one has been really volatile !! Thanks

Q: I added a bit of CGX about three months ago on a "bottom fishing" basis. My intention was to see if this stock can gain some traction and then decide if I should buy more, just hold, or simply sell.

Do you know when CGX reports? What are the street expectations of the top and bottom lines, as well as the EPS? Thanks.

Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

Q: Hi,

5i is positive on GSY (As I do). How would you respond to Benj Gallander's argument that it is a risky stock due to its high debt load (https://www.bnnbloomberg.ca/market-call/benj-gallander-discusses-goeasy~1453874)

Thanks,
IF

Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John

Q: Can I have your comments on q2
Kind regards
Stan

Q: Why is Photon being crushed for past 2 days, with large volume ? Is it the guidance for the 2nd half or some other issues ? We thought, after the China deal, it was Blue Skies !!. Thanks

Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: My ECI shares are held in an RRSP and thus there are no tax issues to worry about. I am content to sit back and collect the 3.45% dividend until the deal closes in several months. So if I do nothing (IE not tender to the offer) am I correct that my shares will be
bought by BIP for cash ($29.00) upon closing?
Scot

Q: What was the Q2 concensus for eps?

Q: More of a comment than a question, but I would appreciate your view. The knock on the old MDA was that revenues were "lumpy" and margins low. Looking at the most recent financials, that still seems to be the case for the satellite business, which generates EBITDA margin of only12% if I read things correctly. Conversely, the newly-acquired Digital Globe imaging business has an EBITDA margin over 60% and happily this is the part of the business that is forecast to grow. This can make up for the weakness of the legacy business, which I presume they will not get rid of because of a desire to offer integrated "space" services. But it stuns me that the satellite business runs on what must be a less than break-even basis. I have a now slighly underwater half position and plan to stick with it.

Q: I don't understand why PHO report good earnings but share price down but other companies report good earnings their share price up a lot, could you please explain why, thanks always.