Q: Hello 5i
Please comment on Canadian Tires results. They seem good plus a 38% increase to the dividend and a share buyback. Your comments?
Thanks
Dave
Q: I am looking for an ETF with a high percentage of sand and gravel [aggregate] companies. I don't think there is a specific ETF for aggregate companies but there are ETF's which include them. Could you also recommend the best aggregate company in the world?
Q: Hello Peter,
Is it correct to say that the time to buy cyclical stocks are around the peak of the cycle? Where do you see the auto sector in the cycle and would you recommend adding to stocks such as LNR/MG/XTC?
Also, if you heard the CEO on the conference call or BNN; is the intent to diversify into Agricultural equipment sector a show of bravado w.r.t nafta or is it a sign of full steam ahead ?
Regards
It seems that many of your members have noticed the decline in TEVA and are optmistic for its recovery. This situtation reminds me a bit of TECK from 2015. I never purchased TECK back in 2015 when it was sub $5 because you cautioned about its debt level. TECK has since gained to $27. Do you have more concerns about TEVA now than you did about TECK two years ago? There is certainly upside to TEVA, but a cheap stock can always get cheaper.
Even now, the short interest (according to my RBC account is less than 7%). Have the short sellers moved on from this one?
What is the probability of bankruptcy? If this isn't likely, how much worse can it really get?
Q: Please comment on the latest quarter. Buy, sell or hold? Can you suggest a same sector replacement with stronger momentum but pays a dividend? Thanks
Q: Please comment on ALC's latest earnings. Revenue appears to be up but earnings lower possibly due to one time items which boosted earnings in 2016.
Thank you,
Jim
Q: Congrats on the new web site. Most definitely a big step in the right direction. Excellent work! Thank You. Greatly appreciated.
Few questions re web site or web site related.
I recently saw that somebody asked you for the consensus estimates for AVO. You stated "$0.22 EPS; $107.7M revenue".
- Looking at your web site (assuming I properly understand) it shows current estimate (and for last 2 months) "$0.20 EPS". Are you using the same source for your data? I am hoping to be in sync.
- Does the web site provide consensus numbers for Revenue, Net Income in addition to EPS?
- Side question. Analyst consensus numbers - are these #s based on the top line and bottom line numbers or "adjusted" top line and adjusted bottom line or "adjusted diluted".... or can it vary from one company to another (as I feel I have seen situations of the latter)?
When referencing the company section, are there restrictions to which companies you have in your database. I tried to access Amedisys (AMED on Nasdaq). No luck. Same challenge with CNI (on NYSE) but CNR present.
On multiple occasions there are questions pertaining to P/E in the Q&A. You always mention that you use forward looking P/E. Is the web site providing the forward P/E or other? Hoping to be in sync.
What is the update frequency for the "News and Media" section in the Company section?
Q: I purchased ITP in Sep 2016 just below $23. It has been a "rocky road" since then, especially sine late July of this year. I hold about a 6% position in a reasonable well diversified RRSP account. I am looking to continue this RRSP for another 5 years or so. I suppose I am looking for some reassurance that the company will still be in business by the time I divest. I would appreciate your thoughts about the company over the next 5 years or so (as much as that is possible for anyone to provide). Thank you.