Q: Could I have your thoughts on CPH Q1 earnings today? Stock was initially up 5% at opening, and is now in the negative. Not sure what to make of this volatility....
TCN reported today first quarter at 4 pm. Looks like they had a small loss due to a loss in the derivative market. Overall, on an adjusted basis the company made money. From what you see, do you think the company is growing and intact and a buy? Thank you
Q: Peter,
Any additional insight into FirstService's trading over the last month? Had a big run into mid-April but then has corrected about 15% from the high. Possibly investors looking to exit before the split into 2 separate entities in June?
Thanks.
Q: In an answer posted today, you stated that you thought AVO qualified as one of the more unfairly beaten up companies that you follow.
However,today we see that the EVP of Engineering has now resigned, continuing the revolving door policy at the company. As much as you, and other analysts I respect, still extol AVO's virtues, is it yet time to say enough is enough and for me to sell at a substantial loss and move on? Or is this the price you pay to get in on a high growth company?
Q: Hello team, Your comments pls. on 1Q results and your outlook going forward. Also, how does NPI differ from BEP.UN (which I know you like very much)? Would you advise owning both or one would be enough in this industry? I own NPI only.
Thank you!
Q: Q1 2015. There appears to be material non-cash charges based on various share incentive and convertible debs. Now would these plans result in a future material issuance of shares and dilution of CFPS in your view?
Q: Hi, Can you please comment on Boyd Group earnings released this morning? It appears to me that Boyd continued to perform well and exceeded the Revenue and EBITDA estimates. How is the outlook for rest of 2015? Thanks
Q: I have a problem sometimes with the "HOLD" part of the buy,sell or hold question. In my mind in business, if you do not sell something,you are effectively buying it as you could have sold it and bought something else. I realize part of it is the fee we give our brokers for buying/selling and not jumping on or off the wagon too often. Having said that , three of my holdings ,AIM,CJR.B and DII.B have not done me well and I would appreciate your thoughts as to whether any of them should be dumped in favour of WB. If so, which one
Thanks for all you do
Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.