Q: Could I have your take on earnings. The CEO says good things to come... would you consider this a buy today?
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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: Your thoughts on their 1/4ly report please.
Q: WELL had a nice pop after their results came out followed today with significant drop.
Is this just normal small cap fluctuation? Not concerned unless there is something to be concerned about.
Thanks
John
Is this just normal small cap fluctuation? Not concerned unless there is something to be concerned about.
Thanks
John
Q: SJ: Organic growth in infrastructure related biz's seems to have slowed from 27% to 10% in Q2 which was not as robust as Q1. Inventory and receivables seriously gobbled up cash flow, down substantially in Q2 and negative in half. Hence shares were down 4% yesterday (after indicating up).
What do you make of this?
What do you make of this?
Q: Could you please comment on CCL Industries latest quarter results?
Thanks
Roy
Thanks
Roy
Q: According to the July 18 news release from CSU:
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
Q: Can you please comment on earnings.
Q: Hi Team,
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!
Shane.
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!
Shane.
Q: Please comment on earnings from GSY, SIS, KXS Thanks.
Q: Savaria missed on revs and EPS so it is weak on the open. Things seem to be moving in the right direction; org growth in North America Accessibility up 12%, Patient care also strong growth. Does this look like a company ready to accelerate profits in the next 12 months?
Q: Long time holder of KXS. They reported recently. Just your thoughts on results and future. Thanks.
Robert
Robert
Q: Market seemed to like the great Q2 results for Stella Jones. The press release mentioned the 2023-2025 financial objects from the inaugural Investor Day in May and I noticed the plan included a >$500M cumulative return to shareholders. The current $0.92 dividend payout is roughly $54M/yr which is well short of the goal objective. Any insight into dividend raises or special dividends.
Q: What does the market expect from CSU this quarter?
Thx
Thx
Q: Is PBH add/hold or sell today? Breaking even today in a small TFSA after a long hold.
Q: What is your opinion on Precision Drilling for the next few years. Its been on a tear recently
Q: WSP global recently reported earnings. Your thoughts on their recent quarter. Thanks.
Robert
Robert
Q: Hi Team,
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?
Shane.
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?
Shane.
Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.
Q: WSP sold Berger Services yesterday. Is this material? Why was it sold?
Q: I'm curious about your support for Atco. Is it because it's inexpensive or is there something else going on here?