Q: GC has been on a downtrend since some $55.85 on 6/12 to current $45.73.After market close on 7/23 it announced that the union members of Hard Rock casino,vancouver is returning to work on7/25.Any other news?.Have a 2.5% position @ $51.05,so it is time to add? Txs for u usual great services & views
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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: Since your last comment on HighLiner on July 3, the stock has gone down another approx 12%. I am very tempted to purchase a small position, but am a bit afraid that this is a "falling knife", with perhaps a dividend cut in the works.
I would appreciate your opinion as to the risk / reward at this point.
Thanks!
I would appreciate your opinion as to the risk / reward at this point.
Thanks!
Q: When is PHO expected to report its next quarter results?
Q: This offering looks like a great buying opportunity to me. Why would Stella International sell their shares at such a large discount? The sneak peek at earnings looks good to me... do you agree?
Q: The secondary offering today is at a large discount. Do you know why? Will the share price move all the way to $40.63 in the short-term?
How do the preliminary numbers for Q2 issued today looks for SJ?
Thanks.
How do the preliminary numbers for Q2 issued today looks for SJ?
Thanks.
Q: Hello I have been watching PBH slowly go down every day for the last little while and was wondering what news is out there causing this? I have found none. I own this in a well diversified RRSP account and have a 40+% gain on my position and I am wondering if I should sell to take the gains and move onto something else?. How do the earnings estimates look for August 13th? Thank you for the great service and advice.
Q: Any news on PBH drop today?
Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?
Q: In the globe today there was a somewhat negative article about GSY and cash flow.
No need to reprint the entire article, I am sure you have read it with your morning coffee.
What is your take on this should investors be concerned
A portion below
At the behest of the Ontario Securities Commission, which was looking over the company's filings as part of a "continuous disclosure review," goeasy moved a couple of line items out of one portion of the cash-flow statement and into another. As the company noted in a news release, the change had no impact on the company's net income, earnings per share, cash position or balance sheet.
The change in the company's operating cash flow - a measure of cash the company generates in the ordinary course of business - was massive, however.
The company had told shareholders that it had $153-million in operating cash flow (OCF) in 2016; the reclassification turned the number to negative $21-million. For 2017, $179-million in OCF became negative $89-million. Over two years, that's a swing of $445-million (OCF figures are rounded).
And yet, the markets shrugged. The stock has not moved. Analysts covering the company did not put out notes. This was not "material," the word for what a reasonable investor would find important, a couple of analysts told me via email.
I think there's something wrong here, though, when a primary measure of how a company generates cash from its business can swing that much, and no one seems to care. Are we looking at the wrong things - or do financial statements that are compliant with generally accepted accounting principles - GAAP - not matter?
No need to reprint the entire article, I am sure you have read it with your morning coffee.
What is your take on this should investors be concerned
A portion below
At the behest of the Ontario Securities Commission, which was looking over the company's filings as part of a "continuous disclosure review," goeasy moved a couple of line items out of one portion of the cash-flow statement and into another. As the company noted in a news release, the change had no impact on the company's net income, earnings per share, cash position or balance sheet.
The change in the company's operating cash flow - a measure of cash the company generates in the ordinary course of business - was massive, however.
The company had told shareholders that it had $153-million in operating cash flow (OCF) in 2016; the reclassification turned the number to negative $21-million. For 2017, $179-million in OCF became negative $89-million. Over two years, that's a swing of $445-million (OCF figures are rounded).
And yet, the markets shrugged. The stock has not moved. Analysts covering the company did not put out notes. This was not "material," the word for what a reasonable investor would find important, a couple of analysts told me via email.
I think there's something wrong here, though, when a primary measure of how a company generates cash from its business can swing that much, and no one seems to care. Are we looking at the wrong things - or do financial statements that are compliant with generally accepted accounting principles - GAAP - not matter?
Q: Hi 5i - whats your take on BPF.UN at the current price? I have a 1.5% position and was thinking of adding. Thanks, Neil
Q: Hi 5i research team,
What could be the impacts of this news « Canadian banks at risk of losing access to key European currency exchange platform » in monday’s Globe and Mail on CXI? Could you also comment on their recent acquisition from Laurentian bank? Is it good diversification of operations or are they speading their activities (because growth is lacking?)? Thank you for your collaboration, Eric
What could be the impacts of this news « Canadian banks at risk of losing access to key European currency exchange platform » in monday’s Globe and Mail on CXI? Could you also comment on their recent acquisition from Laurentian bank? Is it good diversification of operations or are they speading their activities (because growth is lacking?)? Thank you for your collaboration, Eric
Q: Hi Peter & Ryan,
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.
Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks
Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.
Q: Hi, Ive owned PBH for several years now. Its down almost 10% from its highs and keeps getting lower. Buy, sell or hold?
Q: Hi, How does Alcanna look at this stock price ? Would you wait for a couple of quarters for results, once legalization takes place or buy a position before October ?
Q: Hello
Can you see how much stock or debt ClearWater Captital Management own of ACQ?
An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?
Can you guess a possible scenario here?
Thank you
Stephane
Can you see how much stock or debt ClearWater Captital Management own of ACQ?
An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?
Can you guess a possible scenario here?
Thank you
Stephane
Q: Good Morning,
Please comment on this morning announcement on second quarter 2018, deliveries and Backlog?
Thanks
Paul
Please comment on this morning announcement on second quarter 2018, deliveries and Backlog?
Thanks
Paul
Q: What is your opinion on Morguard as a REIT play? Thinking of buying income property, but someone suggested this stock instead.
Q: Regarding your comment on GUD this morning, I think Canaccord raised their price estimate from $7.90 to $10.75 which could account for the price bump.