Q: Hi folks,wondering what your thoughts were on Altus aif/t purchasing Australian Property Management Software Provider. Is this their 1st venture in Australia,etc and will this be accretive to earnings right away or down the road. Fair purchase price?? and thoughts on company going forward. I bought on the selloff of Q results, thanks, jb
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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: A guest on BNN today said the CSH.un isn't quite as defensive as one might think and that the payout ratio is too high. Do you have a different interpretation of the metrics? Is CSH.un still in good shape and stable, long-term, dividend-paying investment? Thanks!
Q: Hi Peter and Team,
Is AVO a good buy now based on the quarter result and outlook? Is it expensive at current price?
Thanks
Is AVO a good buy now based on the quarter result and outlook? Is it expensive at current price?
Thanks
Q: Bos has moved up nicely from its 52 week low and is coming close to a golden cross.
I got burned previously on BOS but am not averse to taking another run at.
Would this be a good move or am I better off deploying spare "higher risk" cash into one of your other favourites? I have just added to SHOP, KXS and SIS. Any suggestions would be appreciated. Thank you.
I got burned previously on BOS but am not averse to taking another run at.
Would this be a good move or am I better off deploying spare "higher risk" cash into one of your other favourites? I have just added to SHOP, KXS and SIS. Any suggestions would be appreciated. Thank you.
Q: I currently hold about 13% of my portfolio in financials. FFH, IFC, GSY and FSZ in Canada and the XLF and BLX in the US. I am planning on topping up to 15% financials. FSZ is my smallest holding. Would you add to it at this time? The stock has been performing very poorly in the last two weeks while the others have done much better. It would be added because of its high dividend.
Q: Your report on Altus Group stated “One of the noteworthy risks at AIF is that 42% of the Canadian cost practice is from rental and condominiums in the multi-residential segment. Impairment in this sector could hurt the Canadian revenues as could a general decline in the Canadian housing markets.”
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?
Q: Gentlemen, in your latest Company Report regarding CSU you state that the Debt/Equity "Value" is 0.86. I am assuming this is based on CSU's Third Quarter ended September 30, 2016 report. My understanding is that Debt/Equity "Ratio" at that point in time was 3.36.
Are you using Value to mean Ratio or are these two different factors. In either case (yes or no) how did you arrive at your value of .086. My understanding is that a ratio of 3.36 is a very red flag.
I used this for my math: Total Liabilities = 1,425,952 Shareholder's Equity = 457,509
Thank you very much,
David Brandon
Are you using Value to mean Ratio or are these two different factors. In either case (yes or no) how did you arrive at your value of .086. My understanding is that a ratio of 3.36 is a very red flag.
I used this for my math: Total Liabilities = 1,425,952 Shareholder's Equity = 457,509
Thank you very much,
David Brandon
Q: I am negative on MDA but not greatly so. MDA represents 2.3% weighting in my portfolio. I have owned MDA for years - likely from when you first reported on the stock so I guess you might call me a patient investor.
I believe you are against averaging down and you seem to be suggesting a share issue is likely. Right now MDA seems to be yielding 2.25%. Three questions...
1) Looking into your crystal ball do you think the dividend is safe?
2) Do you think the probability of the share dilution is priced into the current share price?
3) I am thinking of buying more shares now to increase my weighting to 3.3%. Should I wait until the new shares are issued?
Thanks
Jim
I believe you are against averaging down and you seem to be suggesting a share issue is likely. Right now MDA seems to be yielding 2.25%. Three questions...
1) Looking into your crystal ball do you think the dividend is safe?
2) Do you think the probability of the share dilution is priced into the current share price?
3) I am thinking of buying more shares now to increase my weighting to 3.3%. Should I wait until the new shares are issued?
Thanks
Jim
Q: After the close today a legal firm put out a warning that Tricon had not paid a fair price for their latest acquisition. Would these pertain to tricon or more to do with the management of the company that they acquired? How can this be unfair, don't the share holders have to vote on the deal for it to go through?
Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)
Q: I was wondering if you could expand on exactly what it is Tricon does. Apparently, their new deal will mean that they are primarily in the rental home business. Does this mean that they own thousands of actual stand-alone houses that they rent for the long term and earn rental and perhaps management fees on? Are these houses rent to own or does the term "house" also mean apartment buildings and/or condos? Is there a comparable Candian company that would help me to understand their business model better or is large scale home rental more applicable only to the US?
Paul F.
Paul F.
Q: I read your review of 2/23/17 which explains the financial fundamentals; ergo, would you consider this a good, safe, long-term buy & hold? I am thinking of buying for my wife's account. She currently holds FTS in one of her accounts. This would, by comparison, be a small holding vs the size of her total portfolios.
Q: Dont own this yet.Buy today ??
Q: Endo reported today and took a $276 writedown on Paladin due to end of drug patents amid lower sales. Does this help Knight's case to purchase this company and considering the shape Paladin seems to be in, should they really wantit?
Thanks.
Thanks.
Q: Hello,
is it a good time to buy some Syz ? Half position or full position ? I am in for the long term. Thank you.
is it a good time to buy some Syz ? Half position or full position ? I am in for the long term. Thank you.
Q: I was wondering if you could shed some light on why trade was halted on this stock. Thank you.
Q: can you give me your comment on the result of AVO
Q: Is the pullback we are seeing today a good buying opportunity? Do you see further weakness to come at least shorter term
Q: comments on earnings please ... thanks
Q: I'm looking to increase my exposure to the infrastructure sector. Current fundamentals are an important consideration but I'm most interested in the company's future prospects and its ability to take advantage of infrastructure spending that is necessary and promised by many present governments. I would appreciate it if you could suggest 3-4 companies that you feel are the most capable of taking advantage of opportunities as they develop in Canada and globally in the next 1-2 years. A safe and increasing dividend is always a plus. As always, thanks in advance for your advice.