Q: Hi Peter!!! First, I would like to thank you for a great seminar on Saturday!! Looking forward to more in the future...My Question...I am looking to add an entertainment stock to my portfolio. I am eyeing Corus (CJR.B) and Cineplex...Which is my better pic in your opinion for a long term hold? Or do you have another suggestion? Regards, Tamara
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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 own PKI and they reported today. They raised the dividend slightly but the 3 month payout ratio shows at 117%. What are your comments on the results? Thanks for all your help.
Q: Comments on their results please. Thanks
Q: Is there a good possibility that Western based companies are subject to a discount simply due to the fact they aren't high on the analysts (mainly in the centre of the universe) radar every day? The big discount is hard to justify but certainly AVO does not seem to grasp the significance of "selling" their story to investors. They diverted attention with the announcement of building purchase this quarter and mismanaged a personnel manner in a recent quarter.
Phil
Phil
Q: Have been a shareholder of Enercare for a while now and have been rewarded handsomely. While the thesis for buying this stock for the longer term is for the income, it's grown to be a bigger portion of my portfolio. Because of that, I've been devling into their financial statements for any risks to their income.
This is when I found this in their latest annual report -- ECI has said that the annual dividend is $0.72 and their EPS is $0.34, yet their payout ratio given is 80%. Shouldn't it instead be 200%+?
This is when I found this in their latest annual report -- ECI has said that the annual dividend is $0.72 and their EPS is $0.34, yet their payout ratio given is 80%. Shouldn't it instead be 200%+?
Q: Should I be concerned about the 125% payout ratio?
Q: CSU has run very well. I was thinking of lightening up but I like the sector quite a bit. Is there anything in the sector cheaper with good growth to trade over to? Small cap is fine.
TIA
TIA
Q: Hi Peter and Team,
I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.
Thanks
Jordan
I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.
Thanks
Jordan
Q: Avigilon's EPS beat estimates but had a slight miss on revenue.With a 14% drop in share price this a.m.,do you think this drop is overdone?
Q: Avigilon is down 15% this morning, and is probably due to several firms downgraded this company. It's Q4 earning looks pretty in line with expectations. Doesn't look like a good entry price here? Thanks!
Q: AVO opened down 12% after a RBC downgrade. I thought the quarterly results were solid. What does the company have to do? Please comment.
Q: Enghouse and Descarte will report earnings tomorrow. Could you please provide their revenue and earnings per share expectations? Thank you, Peter
Q: Your expert opinion on the Q4 results of AVO released today, & Hold,Buy or Sell.I have a small holding bought @ $25.25 in 8/14.Appreciate your usual great advice & opinion
Q: Your thoughts on latest earnings please. Would you be comfortable with a new purchase today? Feel free to ignore if already asked. Thanks!
Q: Hello Peter & Co,
I sold KBL in early 2014 for $40 and watched it muddle along for quite a while; in a matter of a few months it moved up to around $50.
It is now way in overbought territory (upper limits of RSI) and with an ROE of around 15% and forward P/E ratio of between 25 and 30 (depending on the data source), the ratio profitability/PE being much lower than 1 (0.5 to 0.6).
Is it too early (or maybe too late) to get back in?
By the way; I own most of your holdings in the Model Portfolio, but because I do not invest in Smoking and Gambling related stocks my returns are slightly lower but still quite respectable. It takes all kinds of people to make a market, right?
Thanks,
Antoine
Antoine
I sold KBL in early 2014 for $40 and watched it muddle along for quite a while; in a matter of a few months it moved up to around $50.
It is now way in overbought territory (upper limits of RSI) and with an ROE of around 15% and forward P/E ratio of between 25 and 30 (depending on the data source), the ratio profitability/PE being much lower than 1 (0.5 to 0.6).
Is it too early (or maybe too late) to get back in?
By the way; I own most of your holdings in the Model Portfolio, but because I do not invest in Smoking and Gambling related stocks my returns are slightly lower but still quite respectable. It takes all kinds of people to make a market, right?
Thanks,
Antoine
Antoine
Q: I was all set to sell my ECI holdings because I thought the company was just for income with little in the way of growth prospects. Given today's results should I be reassessing my commitment to this company?
Thank you.
Paul F.
Thank you.
Paul F.
Q: Nice to see some significant insider buying on the open market last week along with some exercising of options.
Q: I would like to add one position in my RRSP and would like you to rank in order of preference Cineplex, Home Capital Group, A and W Royal Income Fund. I have read your reports and I know you like them all but would appreciate your input in making this decision. It's for a 10 year hold. 5i is AWESOME! Thanks
Q: Hi Peter.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.
Q: Do you think the weakness in MacDonald Dettwiler (MDA) recently could have anything to do with the US Homeland Security funding uncertainty?
I have here 2015 eps estimates at $6.36 giving MDA a p/e of just over 15, which looks pretty attractive to me considering eps growth is supposed to be well over 10% a year for the next few years, at least.
I have here 2015 eps estimates at $6.36 giving MDA a p/e of just over 15, which looks pretty attractive to me considering eps growth is supposed to be well over 10% a year for the next few years, at least.