Q: Hi Guys, could you please comment on today’s earnings release?
Thanks and good day to all
Thanks and good day to all
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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,
With recent takeovers, and recent numbers which were okay, I would have expected Enthusiast Gaming to have surged . Any idea why this company is taking a hit (down today over 5 percent)? Would you consider this is a long term hold with possibility of takeover or its positioning in the industry? Thanks
With recent takeovers, and recent numbers which were okay, I would have expected Enthusiast Gaming to have surged . Any idea why this company is taking a hit (down today over 5 percent)? Would you consider this is a long term hold with possibility of takeover or its positioning in the industry? Thanks
Q: If you were considering a purchase of either Magna or ATS today for a three-year hold, what would be your preference? Thank you!
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CAE Inc. (CAE $37.69)
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ATS Corporation (ATS $35.57)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.93)
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Boyd Group Services Inc. (BYD $235.43)
Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.
JaneN
JaneN
Q: At this time, are you recommending holding TOI? It is up quite a bit - wondering whether there is still runway or whether it is sell time. Thanks!
Q: After hearing the conference call do you have any further comments on WELL.
Q: In your answer to Colin's questions about ECN on Aug 12th, your answer included this statement - "The sold division was the fastest growing, by far".
I had a look at the quarterly financials just released on Sedar, and in the notes to the financials there is the segmented information, and in there it shows the current Q2 and last year's Q2. The revenue for the sold division was up by 42.9% year over year, and for the 2 remaining divisions, Triad had revenue growth of 72.5% and KG had 30.6% growth. It looks to me like there is excellent growth in the 2 remaining divisions. Am I missing something?
It seems to me there is a very substantial, rapidly growing business remaining after the sale of the Home Improvement Loans division, and in the BNN interview with Steve Hudson he was very optimistic about the future growth of the 2 remaining divisions.
I had a look at the quarterly financials just released on Sedar, and in the notes to the financials there is the segmented information, and in there it shows the current Q2 and last year's Q2. The revenue for the sold division was up by 42.9% year over year, and for the 2 remaining divisions, Triad had revenue growth of 72.5% and KG had 30.6% growth. It looks to me like there is excellent growth in the 2 remaining divisions. Am I missing something?
It seems to me there is a very substantial, rapidly growing business remaining after the sale of the Home Improvement Loans division, and in the BNN interview with Steve Hudson he was very optimistic about the future growth of the 2 remaining divisions.
Q: thoughts on the quarter? Thx
Q: Your thoughts on Brookfield's quarter please?
Q: So LNF is putting up growth numbers similar to a hi flying tech company and has a PE ratio of what 11?
Help me understand why it isn't north of $30. Is there anything in the Q report you could see holding it back? What is needed to raise its valuation?
Help me understand why it isn't north of $30. Is there anything in the Q report you could see holding it back? What is needed to raise its valuation?
Q: Thoughts on the quarter from Leon's. Do you like the special dividend or would you prefer to see the funds reinvested in growth or put towards a sustained quarterly dividend increase?
Q: i do not ask many questions, i am a seasoned investor but ecn has me stumped.
hudson did an amazing deal-will close within 4.5 months from now and payout 7.50 a share to shareholders-the stock should be at 15-16, i saw the interview with hudson on bnn -he is a shrewd as they come-he said they will only do tuck in acquisitions for now because prices are to high.the market is valuing ecn like after deal closes the stock is worth 2.50 -is this the greatest opportunity to buy this stock or am i just wrong. dave
hudson did an amazing deal-will close within 4.5 months from now and payout 7.50 a share to shareholders-the stock should be at 15-16, i saw the interview with hudson on bnn -he is a shrewd as they come-he said they will only do tuck in acquisitions for now because prices are to high.the market is valuing ecn like after deal closes the stock is worth 2.50 -is this the greatest opportunity to buy this stock or am i just wrong. dave
Q: Can you comment on XBC results? Is it worth holding on to with today's drop?
Q: Please comment on earnings
Q: Great job in identifying this business. Another excellent pick by 5i. I have a great deal of faith in ATA’s business model and believe more factories/businesses will become automated for years to come. Do you believe ATA has the potential to grow organically into a behemoth or will eventually look to be taken out?
Thanks
Thanks
Q: Hi 5i,
I own the Preferred shares of ECN. They have just sold a major part of the business and are going to pay a special $7.50 dividend to the common shareholders. The way I see it, are they not taking away a lot of the security of the preferred shareholders by paying such a large common share dividend? Do the preferred shareholders have a voice in this matter? Can the company just dividend out everything leaving the preferred shareholders holding a worthless piece of paper?
Your thoughts on this are appreciated.
I own the Preferred shares of ECN. They have just sold a major part of the business and are going to pay a special $7.50 dividend to the common shareholders. The way I see it, are they not taking away a lot of the security of the preferred shareholders by paying such a large common share dividend? Do the preferred shareholders have a voice in this matter? Can the company just dividend out everything leaving the preferred shareholders holding a worthless piece of paper?
Your thoughts on this are appreciated.
Q: A follow up question to your earlier response. If the company is paying such a high special dividend does that mean that Mr Hudson and the board did see better uses for the proceeds? After the sale the company will be much smaller, slower growing (from what I can tell but I may be wrong) and without the cash available to grow meaningfully by acquisition. Do you think this is the start of the end game for ECN where the rest of the company eventually gets sold?
Q: Hi there, regarding ATA record earnings reporting yesterday and stock
Price run up today do you feel stock price has further upside over the next 6-12 months?
Thanks!
Price run up today do you feel stock price has further upside over the next 6-12 months?
Thanks!
Q: I am sure you are tired of ECN questions by now, but I have to ask;)
Do you have a good way to evaluate what the leftover divisions of ECN will be worth on a per share basis?
I assume one can't simply equate the amount of revenue left over.
I am not skilled enough to figure that out, but I am sure someone is.
Is there a bit of a disconnect here or are the left over segments only worth ~$3.5 a share.
As always, thanks for the great service.
Do you have a good way to evaluate what the leftover divisions of ECN will be worth on a per share basis?
I assume one can't simply equate the amount of revenue left over.
I am not skilled enough to figure that out, but I am sure someone is.
Is there a bit of a disconnect here or are the left over segments only worth ~$3.5 a share.
As always, thanks for the great service.
Q: I'm thinking that I want to remain invested in ECN because I like how they think and their results. I'm thinking of buying more shares in the coming days which ended the day barely up from the day before and I expect it will not fall the full $7.50 when it goes ex-dividend which would give me the post-dividend shares at a cheaper price than buying later. I would do this in my RIF and TFSA so there is no resulting tax. What do you think of this idea?