Q: Can you please comment on dh revenue sustainability and client concentration. Do they sign long term contracts ? Would you be confortable with a full position at current price? Thank you
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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: Hello, on your recommendation I bought Enghouse and am very pleased. It seems like a perfect investment in that there is very little news, it kind of flies under the radar and you look at it a year later and it has had a nice move. Although in a very different business, Winpak's stock behaves similarly. I would like to add Winpak's to my Tfsa. Your thoughts would be most appreciated. Bill
Q: Hello,
What do you think of the level of ACQ now? ... Still the effect of crude ?and the high concentration of dealer alberta...the history of the conflict of interest?
I do not think it is a value trap ... but do you think it's a $ 35.50 entry point?
thank you
What do you think of the level of ACQ now? ... Still the effect of crude ?and the high concentration of dealer alberta...the history of the conflict of interest?
I do not think it is a value trap ... but do you think it's a $ 35.50 entry point?
thank you
Q: Hi Peter, your thoughts on Exco's latest results please. Ignore if already asked and in the queue. Thanks!
Q: Do you think that there is going to be much more share price appreciation in view of lower oil. Thanks
Q: Any thoughts on the month long price slide?
Thank you as always
Thank you as always
Q: Hi Peter and Team
Do you think long term holders should panic and sell even after the big nosedive this morning due to the announcement on foreign exchange cost increases or ride it out and expect it to bounce back?
Thanks for all your help
Do you think long term holders should panic and sell even after the big nosedive this morning due to the announcement on foreign exchange cost increases or ride it out and expect it to bounce back?
Thanks for all your help
Q: Good morning team, Your thoughts please on 4Q results and future for the company. Would you still recommend the company.
Thank you!
Thank you!
Q: Results good. However the stock opened down 8 %. What did I miss???
Thank you
Steve
Thank you
Steve
Q: I have a question about InterRent REIT - your comments on the recent deal and would it be higher than a B- given growth and
results over 2014. thanks
results over 2014. thanks
Q: What is your opinion of Aurora Spine and IFabric? I am currently underwater in both and was considering swapping one or both for CXI.
Thank you
Thank you
Q: Hello, should we begin to worry a bit about CSU exploding to P/E at 64 and P/B at 24? Is this a bubble waiting to burst or is it within the acceptable range for the sector? I am considering taking some profit to reduce my exposure, although CSU represents less than 5% of my portfolio. Thank you for your advice.
Q: Since September, AHF has lost over half its value, for no obvious reason other than, perhaps, being connected to insider trading in Amaya. In a previous answer (Jan 12), after weighing the pros and cons, you thought the stock was still 'buyable'; given the price depreciation, mustn't it be even more 'buyable' now?
Q: Hello,
What is your current analysis of AHF's ability to sustain it's dividend? Has there been any changes to it's dividend in past few weeks that have been announced?
It's is difficult to find accurate info on payout ratio and debt level for this smaller cap stock. Could you provide from Bloomberg if available please?
It appears there is little downside from current price and some upside (eventually) while being paid to wait - thoughts on idea?
Thanks,
What is your current analysis of AHF's ability to sustain it's dividend? Has there been any changes to it's dividend in past few weeks that have been announced?
It's is difficult to find accurate info on payout ratio and debt level for this smaller cap stock. Could you provide from Bloomberg if available please?
It appears there is little downside from current price and some upside (eventually) while being paid to wait - thoughts on idea?
Thanks,
Q: What is your opinion re possibility of a stock split?
Current price keeps many investors on the sidelines.
Thanks
Joe
Current price keeps many investors on the sidelines.
Thanks
Joe
Q: Do you have any idea why there is downward pressure on Constellation Software today?
Q: Good Morning Peter,
When the Bank of Canada cut it's interest rate by a quarter point last week and a good posibility of another cut coming soon, will this change your thought on holding SLF. I thought that the one reason to hold this stock was because interest rates were going to go up a bit this year. It now seems interest rates are not going to raise for a long time now in Canada nor in the U.S. as the strong dollar is causing problems for the U.S. as well and if they raise interest rates it will cause the U.S. dollar to go even higher.
So I would appreciate your thoughts on sunlife these days.
Thanks Charlie
When the Bank of Canada cut it's interest rate by a quarter point last week and a good posibility of another cut coming soon, will this change your thought on holding SLF. I thought that the one reason to hold this stock was because interest rates were going to go up a bit this year. It now seems interest rates are not going to raise for a long time now in Canada nor in the U.S. as the strong dollar is causing problems for the U.S. as well and if they raise interest rates it will cause the U.S. dollar to go even higher.
So I would appreciate your thoughts on sunlife these days.
Thanks Charlie
Q: You lean towards HLF more than CLR but I think both have slightly different businesses in the same industry. Would you own 2.5% position in both as CLR looks like it is breaking through while HLF is languishing or it would be good to hold just one of them and if so which one.
Q: After the dismal outlook from ITP, are CCL and Winpack in the same predicament? Are all three made equal, how do the three compare in terms of product mix?
Q: Hi Peter and Ryan,
Sorry to ask another Sylogist question.
Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?
Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.
Thanks,
J.
Sorry to ask another Sylogist question.
Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?
Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.
Thanks,
J.