Q: Great article on Constellation Software CSU and its founder, published in April 2014. In case anyone's wondering whether CSU is going to run out of possible acquisitions, the article notes, "...the company says it has a database of 10,000 acquisition targets."
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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: Hi Peter & team, Would you pls. comment on ACQ's earnings.
Thank you!
Thank you!
Q: Hi, Magna's results looks like a slight beat on EPS and Sales, despite FX impact of strong USD. Could you please comment on the quarterly earnings release and 2015 outlook? Thanks
Q: On your great advice I picked up Constellation Software last year. I made it a full position, and it has now reached 6% including all my portfolios. I am not risk adverse and I don't mind holding winners, but at what total % level should I start to take some profits.
Do you think letting it move up to 10% is ok, or way to risky.
Cheers, Colin.
Do you think letting it move up to 10% is ok, or way to risky.
Cheers, Colin.
Q: Hello.
I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.
Thanks
M
I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.
Thanks
M
Q: Good Morning,
Would you continue to give CSH.UN a B grading, given the recent changes in thia company related to the health care sector? Do you view the divident save; and consider it a growth stock, as well? Thank you
Would you continue to give CSH.UN a B grading, given the recent changes in thia company related to the health care sector? Do you view the divident save; and consider it a growth stock, as well? Thank you
Q: Hi, could you please share your analysis of Parkland earnings release of Thursday evening and estimates. Also, I would appreciate your comments on Cash flow and Dividend pay out Ratio. Thanks
Q: WSP beat earnings whereas Stanec (STN) missed. Safe to assume that you would prefer WSP right now and that it is still ok to initiate a position?
Q: What are your thoughts on the month slide of MCB (aside from oil price)? Is it a buying opportunity?
Q: Peter and Team,
It looks like Sunlife absolutely destroyed out there last quarter. They had big beat on earnings and it looks like big growth in net income.
With the 4.5% pop today, its now 6.5% of my portfolio. Should I start trimming this a bit to rebalance other names>?
It looks like Sunlife absolutely destroyed out there last quarter. They had big beat on earnings and it looks like big growth in net income.
With the 4.5% pop today, its now 6.5% of my portfolio. Should I start trimming this a bit to rebalance other names>?
Q: Please comment on STN's earnings and the subsequent drop in share price. Thank you. Don.
Q: Hi,
I do not understand why you include BEP.UN in your income portfolio.
This is what I read on Disnat :
P/E Ratio 145.27
Earnings/Share $ 0.26
Dividend/Share $ 1.66
The income is great, but the payout ratio seems unsustainable. Is the capital safe? Can you comment?
Thanks
I do not understand why you include BEP.UN in your income portfolio.
This is what I read on Disnat :
P/E Ratio 145.27
Earnings/Share $ 0.26
Dividend/Share $ 1.66
The income is great, but the payout ratio seems unsustainable. Is the capital safe? Can you comment?
Thanks
Q: I cannot find any information on Home Capital's site about the geographical breakdown of their mortgages. Finally I found a Seeking Alpha article suggesting that about 3% of their loans are oil patch related and that the majority of their loans are in Southern Ontario and in the GTA specifically. Is this correct and where might this information come from so I can get more detail? Thank-you.
Q: Are you there, Peter? Its me, John.
Sorry, I had to start off with the Judy Blume reference for a laugh to prevent myself from crying over High Liner's quarterly results. Did you get a chance to listen to HLF's conference call? If so, any further insights?
Do you see anything in the report that potentially jeopardizes the business, or was it simply just a bad quarter. I have held HLF for years now and am use to them missing estimates (5 out of the last 6 reports have missed) but cant remember a time when you started an answer with "yikes", as you did with the last HLF question,(LOL).
Lastly, do you think there was any use for High Liner management to halt the stock for three minutes before issuing the earnings report?
Thanks, again. Looking forward to resubscribing with 5i soon.
John
Sorry, I had to start off with the Judy Blume reference for a laugh to prevent myself from crying over High Liner's quarterly results. Did you get a chance to listen to HLF's conference call? If so, any further insights?
Do you see anything in the report that potentially jeopardizes the business, or was it simply just a bad quarter. I have held HLF for years now and am use to them missing estimates (5 out of the last 6 reports have missed) but cant remember a time when you started an answer with "yikes", as you did with the last HLF question,(LOL).
Lastly, do you think there was any use for High Liner management to halt the stock for three minutes before issuing the earnings report?
Thanks, again. Looking forward to resubscribing with 5i soon.
John
Q: Seems to trade at a fairly low volume though it seems a decent stock with USA business,why the lack of interest here you think ?
Q: Any thoughts on earnings? Thank-you, once again.
Q: The stock price has spiked in last week and was wondering if you feel it is a bit ahead of itself...perhaps finding a bid due to weakness in other sectors? I have owned it since the high $90's.
Many thanks as always!
Many thanks as always!
Q: Hello Peter & team, Both AYA and IT are not feeling too well today! Should we worry?
Thank you!
Thank you!
Q: Hello Peter & Co,
There are obviously a variety of metrics to measure the valuation of the stock. I usually look at the ratio ROE/forward PE which should be above 1; you mention in your report on BIN that, due to its capital structure, EV/Sales and EV/EBITDA are better metrics. Could you please explain? How does the average retail investor parse the various ways of measuring valuations?
Thanks,
Antoine
There are obviously a variety of metrics to measure the valuation of the stock. I usually look at the ratio ROE/forward PE which should be above 1; you mention in your report on BIN that, due to its capital structure, EV/Sales and EV/EBITDA are better metrics. Could you please explain? How does the average retail investor parse the various ways of measuring valuations?
Thanks,
Antoine
Q: Dear Agent. Is ACU.TO stock worth holding in my Portfolio. Eddie.