Q: Hi, Could you please comment on Stella-Jones preliminary results for 2016 released on Friday evening. 4th quarter was soft as expected due to lower railway ties demand. Guidance for 2017 is same as 2016 level. How do you see the stock prospects during this year ? Thanks
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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: Hey Guys, can you tell me why you recommend PBH over MTY. I know that a few managers have recommended MTY over the last couple years and I'm looking at the fundamentals of both and see positives to both. The stand out positive to MTY being the ROE. I like the better div with PBH and like its growth outlook. So I'd like to understand why you see PBH being better. Trying to expand my analysis abilities. Thanks!
Q: I'm considering purchasing First Services. What do you think?
Q: IS EVERYTHING STILL FINE WITH CSU ?
Q: This stock has had a great run (up 30 percent in a month). Where does it go in the short term from here? I presume you still like it longer term. THANKYOU
Q: Hello team,
When does CSU reports and what do you expect?
Where do I look for this information so I won't bother you next time.
Thanks!
When does CSU reports and what do you expect?
Where do I look for this information so I won't bother you next time.
Thanks!
Q: CXI missed earnings and the stock is being hurt for it. Did anything surprise you in their latest reporting? The stock was rated B- a couple of months ago. Would it still be rated at this level now?
Q: Does your January12 answer to " John" re BPF.UN AW.UN and PZA imply a negative view of BPF.UN? What growth do you see for it ?
Q: Report on Business in the Globe and Mail had an article entitled "How lenders skirt Canada' mortgage rules" in today's paper (January 12, 2017). The first two sentences of the artilce state: Canada’s subprime mortgage providers are increasingly teaming up with unregulated rivals to sidestep rules designed to clamp down on risky lending.
The results of these partnerships are so-called "bundled" loans, which pair a primary mortgage with a second loan from unregulated groups called mortgage investment corporations (MICs).
It later states that HCG uses this bundling technique.
Do you think this article is being fair to HCG? Could HCG be at risk if it is following this practice? Will the shorts find this another reason to put HCG in a negative light?
The results of these partnerships are so-called "bundled" loans, which pair a primary mortgage with a second loan from unregulated groups called mortgage investment corporations (MICs).
It later states that HCG uses this bundling technique.
Do you think this article is being fair to HCG? Could HCG be at risk if it is following this practice? Will the shorts find this another reason to put HCG in a negative light?
Q: A recent question on the 3 restaurant royalty stocks about future growth covers your expectations for 2 of the 3 but omits BPF.UN. In your last report Dec. 2015 when the stock was at $17 states "we think BPF looks slightly undervalued but not by a great deal."
Does this imply that BPF at $23 is now fully valued or even overvalued and that holders can expect no further future growth? Thanks, J.
Does this imply that BPF at $23 is now fully valued or even overvalued and that holders can expect no further future growth? Thanks, J.
Q: Hi, i'am thinking of selling Bep.un, I read an article saying it has a $33 target,and is paying out over 100% on AFFO,it also goes on to say because of its unique structure it has numerous conflicts of intrest ,therefore is a weak position for its unit holders.
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad
Q: Hello,
Any particular reason why GIL is going down every day, for the last two weeks?
Thanks
M
Any particular reason why GIL is going down every day, for the last two weeks?
Thanks
M
Q: Hi team, AFN has been soaring in price the last couple of days. I can't find any recent news on why. An ideas?
Thanks
Thanks
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Q: Would these be your top two picks for growth without undue risk? What is your current estimate of 2017 and 2018 p/e for each of them?
Q: Greetings!
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
Q: Hi,
On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?
Thanks
M
On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?
Thanks
M
Q: Is CCL in danger of being penalized by the possible US import tax that may loom in Canada's future?
Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank
Q: Have you any comments on the article in Grant's Interest Rate Observer, Dec 9, 2016 which is not very complimentary about Constellations management practices?
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf