Q: Good morning. I'm wondering if you would consider this a good entry point for KBL? Its RSI at 28 seems like this might be a good time to jump in but I wanted your take on its valuation. Is the forward P/E of 22.8 (according to Globeinvestor) reasonable for this company? After the excitement of DH this week, I'm thinking a "boring" stock like KBL might be a nice addition to my holdings. 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: I have already read all the Q&A and understand your opinion. As an investor I am trying to learn from this mess. With that in mind and looking for past experience guidance to making a decision on my holdings, I am looking for a similar "case study" stock.
A stock that is highly respected, good track record over time, solid management, etc, but in more of a "sunset" business than a sunrise business - but trying hard to change.
The one that quickly comes to mind is Yellow Pages, and we know that did not turn out well for investors - unless they bought the depreciated and restructured company and have seen a nice profit since then.
Any parallels here or other foreseeable surprises ahead?
Your thoughts, please.
Thanks.
A stock that is highly respected, good track record over time, solid management, etc, but in more of a "sunset" business than a sunrise business - but trying hard to change.
The one that quickly comes to mind is Yellow Pages, and we know that did not turn out well for investors - unless they bought the depreciated and restructured company and have seen a nice profit since then.
Any parallels here or other foreseeable surprises ahead?
Your thoughts, please.
Thanks.
Q: Please comment on quarter and outlook. It appears they are serious about reverting to profits and growth. Is there bona fide progress, or just a case of 'managing expectations' as new management transitions in?
Q: Hi there,
How confident are you in DH management to get us through the bad news and grow the business?
How does DH stack up against competition in the fintech space? What is their competitive advantage? Is their acquisition last year helping or was it a drain on capital?
What is the short position today - do you expect short covering?
Thanks!
How confident are you in DH management to get us through the bad news and grow the business?
How does DH stack up against competition in the fintech space? What is their competitive advantage? Is their acquisition last year helping or was it a drain on capital?
What is the short position today - do you expect short covering?
Thanks!
Q: This is a new one on me. I have been investing for 30+ years and have never suffered a 40+% loss in one day in a stock and my investments have included microcaps, junior golds, etc; 40% gains in one day - yes. Question is: is this a new world? or Is something else happening? The answers you gave for the crash isn't enough to explain such a big drop. It would require a chance in the next year of major collapse or big fraud or official investigation. The company is making money, paying down debt and a dividend. So, is it possible that we are in a world where hedge funds and short-sellers can engineer such a crash in a relatively small (by U S standards) company? or is someone hiding something? Thanks again Henry
Q: For information purposes.Today DH downgraded by many firms with a range of $22 to $33 target price
Q: What's your thoughts on the quarterly results released this afternoon? EPS looks to be quite solid with revenue in-line with expectations.
Q: Hi Peter what you thought of picking up a half position at around the $15 mark and how safe do you think the div is?
Kind regards
Stan
Kind regards
Stan
Q: I am by no means an expert, but I certainly am an observer of circumstances.
Since joining 5i one of my key observations is, when one of your companies is under a short attack, be amongst the first to leave.
If the ship stays afloat, you're still safe, having abandoned ship. If it sinks you're off and alive to fight another day.
My observations are based on CXR, HCG and of course today's DH. Certainly this strategy would have worked on all of these.
Perhaps a good strategy for those investors with a risk averse bent.
On to fight another day!!
Sheldon
Since joining 5i one of my key observations is, when one of your companies is under a short attack, be amongst the first to leave.
If the ship stays afloat, you're still safe, having abandoned ship. If it sinks you're off and alive to fight another day.
My observations are based on CXR, HCG and of course today's DH. Certainly this strategy would have worked on all of these.
Perhaps a good strategy for those investors with a risk averse bent.
On to fight another day!!
Sheldon
Q: Concerning the DH previously asked about. Can you provide a source where maturity dates and coupons are shown? My Bmo investor line account shows neither
Thx
KR
Thx
KR
Q: Do you think that taking a stab at the convertible debentures in DH (2016's and 2018's) makes sense here?
Thanks
Thanks
Q: On top of the 789 other DH questions here is mine. -45% is not a haircut, it's not an overreaction it is a wholesale evacuation. So what gives? What has the market smelled that isn't in the newswires?
Q: The extreme sell-off in DH shares seems really overdone. Is DH now a "Buy"?
Thank you, Peter
Thank you, Peter
Q: Good morning,
Could you please comment on the viability of the dividend of DH- if it is within a reasonable payout ratio, it seems like the stock could be well supported by its yield at these levels - your thoughts are appreciated.
Thank you,
Brad
Could you please comment on the viability of the dividend of DH- if it is within a reasonable payout ratio, it seems like the stock could be well supported by its yield at these levels - your thoughts are appreciated.
Thank you,
Brad
Q: Thanks for your quick response to my question regarding what to do now with the shares. The other part of my question had to do with the dividend and whether you felt the dividend would be maintained or cut. The yield is now very high and that often is a danger signal. What is your sense regarding the dividend?
Q: Could you please comment on today's earnings report and would you consider this to be a good entry point for an RRSP account.
Thanks
Thanks
Q: Hi Peter I sold my position in DH in Apr/16 to buy a new home .
Would you jump in at todays price?
Kind Regards
Stan
Would you jump in at todays price?
Kind Regards
Stan
Q: Well the stock is getting hit really hard today. Is a 40% drop justified in your opinion? Unfortunately I still hold a small position having sold most of my shares earlier this year when the shorts were pounding the table on this company. What is your sense about continuing to hold the shares? The other concern has to do with the dividend. Do you believe that it will be maintained or is a cut probable?
Q: Hi what's your take on the quarterly results ? Was hoping to see some improvement, specially on lending solutions...did n't seem to happen. Is the stock worth holding on or move on ? Thanks
Q: Perhaps you would comment on DH results. To my unpracticed eyes they don't look too promising.
Thank you and kind regards
G
Thank you and kind regards
G