Q: Did TOY's conference call shed light on how they will manage the Toys R' Us bankrupcty? Thanks.
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Investment Q&A
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Q: any news of value on the cc that you can share? Thx
Q: Hi 5i! What is your take on the weakness after what seemed to be good Q4 results. Could it be the results were already priced in? Disappointing 2018 guidance? Multiple contraction? General market conditions?
Thank you!
Thank you!
Q: I read the news release and liked their last Quarter also. However the outlook has me considering selling this stock on valuation versus go-forward growth potential.
From the outlook: "they expect gross product sales to be in the mid to high single digits in the next year ". So they now expect growth going forward to be less than 10%? This is a company that has been growing revenues of over 30% and I expected that they still had enough new regions to grow into to keep revenue growth high.
So if they now expect growth to be less than 10% per annum, can we assume they are transitioning from a growth company to a more stable income generating company? Nothing wrong with this of course, but it does then bring into question the current valuation: at about $1/share in earnings the current PE is about 60. If growth is 10% wouldn't a PEG of 6 be considered very high, even for a high quality company?
From the outlook: "they expect gross product sales to be in the mid to high single digits in the next year ". So they now expect growth going forward to be less than 10%? This is a company that has been growing revenues of over 30% and I expected that they still had enough new regions to grow into to keep revenue growth high.
So if they now expect growth to be less than 10% per annum, can we assume they are transitioning from a growth company to a more stable income generating company? Nothing wrong with this of course, but it does then bring into question the current valuation: at about $1/share in earnings the current PE is about 60. If growth is 10% wouldn't a PEG of 6 be considered very high, even for a high quality company?
Q: Please comment on the quarterly results just released.
Thanks, Tim.
Thanks, Tim.
Q: Are you still keen on Photon control??
Q: Hi 5i,
I am so pleased with your service and of course, a rating system which directed me to invest in CSU.
The equity continues to rise to new all time highs. I am NOT complaining, but there must be some point at which it is overvalued and you would, I assume, reduce your rating. Or, could it move to 900, 1,300, 8,000, 1,000,000 on us. Not to be to far out with my question, but are there limits to growth with CSU ?
I am so pleased with your service and of course, a rating system which directed me to invest in CSU.
The equity continues to rise to new all time highs. I am NOT complaining, but there must be some point at which it is overvalued and you would, I assume, reduce your rating. Or, could it move to 900, 1,300, 8,000, 1,000,000 on us. Not to be to far out with my question, but are there limits to growth with CSU ?
Q: Can you please comment on the Earnings for Savaria. Thanks Valter
Q: How do you see CCL.B fare with the trade issues and if there would be tariffs?
Thank you.
Thank you.
Q: Just wandering what you thought of Enercares numbers didn't seem too bad and they raised their dividend 4% but yet the stock hit a 52 week low.Would you consider this a good entry point for a 3/4 position....thoughts,thanks for professional service
Q: Can you tell me the short interest on GUD? Also, when is their next quarterly reporting date? Thanks.
Q: I have a 1.5% position in Stars group. With the latest news, would now be a good time to add to this position.
Q: Please comment on earnings.
Thank you,
Karim
Thank you,
Karim
Q: Boyd seems to be on quite a run here but i have seen no news and they don't report till later this month. given the impacts from the hurricanes, my understanding is that Boyd was anticipating a softer quarter here. Have i missed something - generally this one does run up prior to announcing and then tends to sell off after earnings. Given your views of the company, is this what is happening here.?
Q: Comment on earnings please. Thanks.
Q: I have watched BEP slide over the last 3 months and am now down on it. Do I continue to hold it or is there a reason for it losing ground? Thanks!
Q: Hi Ryan any news on sis results they were supposed to be out on the fifth march?
Regards stan
Regards stan
Q: Hi, Would appreciate any comments on Enercare earnings, please. Thanks
Q: I would appreciate your comments regarding the Stars Group press release announcing agreements to increase ownership in CrownBet and acquire William Hill in Australia. The share issue seems worrisome.
Thank you, Peter
Thank you, Peter
Q: when does engh report and what are estimates? Thx