Investment Q&A

Q: Hi, just to add to your response to Rory's question on large trading volume, it was part of NCIB buy back of 97,900 shares on November 3, per TMX. Thanks

Q: Your thoughts on results and dividend cut. Thanks

Q: I would like to increase my Health Care section - right now I only hold GUD. Looking for help in finding something fairly solid with a moderate growth record and reasonable divi and not subject to being affected by stuff like the recent Valeant thingy. Thx guys.

Q: Hello team, Your cmments pls. on their quarterly results.
Thank you!

Q: May I have your opinion on their earnings release.

Ed

Q: Hi- results look very impressive and guidance was good for 2016. what are the key takeaways ? Any thoughts to covering this one?

Q: For a beginner:
As do many Q reports, AVO mentions 3 EPS figures
1. Basic Earnings per share
2. Diluted Earnings per share
3. Fully Diluted Adjusted Earnings per share.
I would appreciate information as to which of these are the earnings I should pay attention to. When 5i says the "expected" EPS is .18, which of the above type of earnings are being referred to?

Also, a learned gentleman, a business college professor, said on BNN the other day that ebitda is CRAP, and when pressed he said it was always, in all cases, pure CRAP, and has little if any meaning. What do you guys and gals think?
Thanks.

Q: Hi,

In one of your previous responses about CXI, you mentioned that "the banking license still provides some significant upside potential". Can you please elaborate on why and what business opportunities you see from the banking license? Being a bank draws significant regulatory supervision and requires substantial amount of capital. The Canadian banking market is dominated by the big 5 or 6 so I am wondering what areas of banking CXI intends to expand into, and the expected margins on such businesses. Thank you,

Q: The results today look very good for Avigilon. Is this a good time to buy?

Q: your opion on 3rd quarter please thanks donald

Q: I hold CSU and have gained nicely to date. Last earnings report beat almost all analysts estimates, yet the stock continues to edge lower. The growth by acquisition model appears to be a negative influence in the market currently. What will be required for a fine enterprises such as CSU to distinguish itself going forward and not be painted with the same brush as VRX or CXR etc... Do you see further downdraft in the stock in the near term as a result of recent events and out of favor growth by acquisition companies. Where should one expect this stock to be 6 to 12 months from now.

Q: Big, moves in the stock today, are you picking up any news etc.
Thanks

Q: Q3 results - comment please.

Q: When you look at the quality of a company, how important is looking at Return on Average Equity?

And can you please tell us what the ROE for CSU is in the latest quarter they announced?

Q: The price has fallen to the $5 range and to about .5 of book value. Appears to be oversold. Time to buy?

Q: I have owned this company's shares for some time but am now questioning the rationale for keeping in my portfolio. Earnings growth appears to be slowing and below the industry average and it has one of the higher PE ratios in the investment services industry. Technically the shares have been an a steady decline since mid year. Expectations of getting a banking license may have moved the stock up but the apparent market consensus seems to indicate otherwise. The company is in your model portfolio. Why? Is it speculation that the licence will be approved because fundamentals may not be supporting the current price. As you review the companies in your model portfolio is this a keeper or one that could be replaced with another more attractive holding?

Q: Hi Peter and team, How important are Moody's ratings? What are your thoughts and do you agree?

"Moody's Places Bank of Nova Scotia's Ratings Under Review"

https://www.moodys.com/research/Moodys-Places-Bank-of-Nova-Scotias-Ratings-Under-Review--PR_337955?WT.mc_id=AM~WWFob29fRmluYW5jZV9TQl9SYXRpbmcgTmV3c19BbGxfRW5n~20151102_PR_337955

Thank you!

Q: what are anys. est. of avo,it seems if there is a hint of a miss this stock plunges as i've held thru past reports tkx pat

Q: Q3 results are out; smaller dividend and a lot less debt. The company is doing the right things. Is this a good entry point for a small position?
Thank you.

Q: Hi guys, I still hold both First Service and Collier and would like to reduce the real estate portion of my overall portfolio. I would like to sell only one and would like your opinion on which of the two you feel has the best outlook going forward. Which of these two would you let go? Thanks, Mario.