Q: Do you feel Stars Group is a worthwhile add to my portfolio at it's current price?
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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: Morning guys:
Please comment on this story’s latest results
Thx mark
Please comment on this story’s latest results
Thx mark
Q: Hi, Could you provide your analysis of the results. Revenue seems to be solid but any reasons for EBITDA/EPS below estimates ? Thanks
Q: PBH beat expected Rev.& eps resulting in initial $96 H(vs $91.33 c 8/12),$90.03 L & $90.92 C.Why the reversal? Is it timely to initial a position?or you prefer others like AQN.Thanks for u usual great services & views
Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?
If this is the case, shouldn’t that make GUD more valuable?
Q: Hi there,
I recently reduced my positioning in Shopify and was thinking to move some of it into LSPD position. I currently already hold a smaller position in LSPD and was wondering how much a percentage weighting of a portfolio you be comfortable with in LSPD.
Thanks!
I recently reduced my positioning in Shopify and was thinking to move some of it into LSPD position. I currently already hold a smaller position in LSPD and was wondering how much a percentage weighting of a portfolio you be comfortable with in LSPD.
Thanks!
Q: LSPD down 8.63%. Buying opportunity?
Q: Is now is a good time to average down on TSGI, either in general or for my specific case? I.E. is the likelihood of a turn-around for TSGI good enough to invest a little more at a time of high pessimism for this stock (buy low)?
Context for my case:
o I hold TSGI in my RSP,
o it is currently 1.1% of all our portfolios (which are up 20.7% YTD),
o it is down 56% since I bought in July 2018,
o I don't need the money from TSGI for a few years (I'm under 60).
Thanks.
Here is the summary of the 5i report from June of 2018:
"It is hard to not be impressed by what TSGI has accomplished. Over just five years, the company has grown from a market-cap of $500 million to $7.2 billion. While it has been a messy story, this is another case of a great Canadian company that no one ever talks about. Even if TSGI is trading at a premium to peers (we do not think it is materially more expensive), the valuation is cheap with respect to the growth and cash flow the company has. Meanwhile, we think the SBG purchase has a lot of potential over the long-term but this of course could lead to a few mixed quarters as costs related to the purchase work their way through results. We are upgrading TSGI one notch to ‘A-’."
Context for my case:
o I hold TSGI in my RSP,
o it is currently 1.1% of all our portfolios (which are up 20.7% YTD),
o it is down 56% since I bought in July 2018,
o I don't need the money from TSGI for a few years (I'm under 60).
Thanks.
Here is the summary of the 5i report from June of 2018:
"It is hard to not be impressed by what TSGI has accomplished. Over just five years, the company has grown from a market-cap of $500 million to $7.2 billion. While it has been a messy story, this is another case of a great Canadian company that no one ever talks about. Even if TSGI is trading at a premium to peers (we do not think it is materially more expensive), the valuation is cheap with respect to the growth and cash flow the company has. Meanwhile, we think the SBG purchase has a lot of potential over the long-term but this of course could lead to a few mixed quarters as costs related to the purchase work their way through results. We are upgrading TSGI one notch to ‘A-’."
Q: Morning guys:
This name is reporting this week and I’m down over 20 percent with a pretty significant weighting . Are you still as optimistic as you have been in the past to hold for the long term ?
Thx
Mark
This name is reporting this week and I’m down over 20 percent with a pretty significant weighting . Are you still as optimistic as you have been in the past to hold for the long term ?
Thx
Mark
Q: You had recommend these stocks back in March when I had asked for some growth names for 2-3 year old. Unfortunately I did not pull the trigger and Both stocks have run up a fair bit. Is this still a good entry point or perhaps wait for a general market correction for go easy and BOYD. Also thoughts on Spinmaster to initiate a position. Thx
Q: Hi 5I,
After listening to the call today, it appears that the lowered forecast is due to the capex spending in the US in order to ramp up their business in PA, NJ and 2/4 other jurisdictions would this not be considered a reasonable expenditure to open up a nascent marketplace such as the US?
Do you view the call any differently, and has the business fundamentals changed that much to warrant the beating in the stock. If anything, I am looking at taking another bite at this low valuation.
Your thoughts?
After listening to the call today, it appears that the lowered forecast is due to the capex spending in the US in order to ramp up their business in PA, NJ and 2/4 other jurisdictions would this not be considered a reasonable expenditure to open up a nascent marketplace such as the US?
Do you view the call any differently, and has the business fundamentals changed that much to warrant the beating in the stock. If anything, I am looking at taking another bite at this low valuation.
Your thoughts?
Q: What are your thoughts regarding Park Lawn's earnings, growth profile and debt levels?
Thanks again.
John
Thanks again.
John
Q: Is this stock now trading below book value? Is this usual for this type of stock?
Is it worth picking at?
If they are successfully reducing debt, will one "good quarter / earning surprise" finally turn this thing around?
Is it worth picking at?
If they are successfully reducing debt, will one "good quarter / earning surprise" finally turn this thing around?
Q: Hello, Any idea, when would they announce pricing for the secondary ? Thanks
Q: Hi,
Can you please comment on the Q2 results of KXS? How they compared to street consensus estimates? How to explain the market reaction today: down 3% on a volume only slightly above average? thanks.
Martin
Can you please comment on the Q2 results of KXS? How they compared to street consensus estimates? How to explain the market reaction today: down 3% on a volume only slightly above average? thanks.
Martin
Q: What do you make of lightspeeds latest news.
Q: How low could it go??
Q: GUD is having a good day after Medison came out swinging on Friday. Can you explain why GUD is up today? Is there other news I'm missing?
Q: I mean post quarter earnings estimate, thanks
Q: Medison came out with another negative statement after Knights earnings.
Is this just noise or does Medison have a game plan here.
Would like your thoughts on this.
Thanks John
Is this just noise or does Medison have a game plan here.
Would like your thoughts on this.
Thanks John