Q: Noticed the special dividend of $20/share and read the companies brief comment that while still seeing an attractive acquisition pipeline they have excess capital requirements for 2019 hence the dividend. Managements track record is pretty impeccable and their reputation as capital allocators is second to none but is this a small cause for concern going forward, especially as they rely on acquisitions for most of their growth? I'll gladly take the $20/share but would have thought there were more acquisitions out there or maybe even some debt could have been paid down? Maybe I'll pose this question to CSU on their Q&A site as well but what are your thoughts?
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Investment Q&A
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Q: Please comment on earnings. Thank you.
Q: Please comment on CSU's Q4, including your thoughts on the normalized accounting effects of the bargain puchase gain.
Also, the $20 special dividend, about $400 million total, is 5 years of the usual regular quarterly dividend.
Do you see this as a sign their acquisition plans are slowing down or are they just reaping some rewards?
Also, the $20 special dividend, about $400 million total, is 5 years of the usual regular quarterly dividend.
Do you see this as a sign their acquisition plans are slowing down or are they just reaping some rewards?
Q: The balanced model portfolio report has the wrong jan 31 closing prices ccl sis pbh gc are only ones i checked.
Q: SIS looks to be running quite flat recently. Do you think they might be poised to run up (or down) soon, and if so, why?
Q: Which company/companies would make a good takeover by Shopify? In other words, if you had to name a few potential takeover targets for Shopify $2B, who would you list?
Q: SHOP: can you provide an update after conference call -- any surprises?
Q: In response to Dave and his question regarding The Stars Group you used a phrase that you have sometimes used before; i.e. "The relentless selling may indicate something more". Perhaps you could elaborate. On the face of it you seem to suggest some investors have information not generally available to the rest of us and I'm not sure that's what you meant.
Thanks
Mike
Thanks
Mike
Q: What is the estimated Rev & Eps of the above 3 companies. More important,what is 5I's opinions.Thanks for u usual great services & views
Q: Do you have the next reporting date for COVALON?
Q: Hi 5i,
There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.
What would you need to see happen before we'd say "something isn't right here and it's time to move on."
Thanks!
Dave
There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.
What would you need to see happen before we'd say "something isn't right here and it's time to move on."
Thanks!
Dave
Q: Please comment on the quarter.
Thanks!
Thanks!
Q: This company didn’t participate in the recent market bounce, usually not a good sign. Approaching recent lows. Is the market ancipating a weak quarter? When do they report next? Thank-you.
Q: Peter; With all the terrible blizzards across the continent wouldn’t this pump up Boyd’s earnings nicely? Rod
Q: Yahoo shows 14 analysts est. for 2019 earnings as;
LOW-$1.90 HI-$3.27 AVG-$2.48
This seems very strange for such a big Co. & a decline for 2019?
Pls. adv. what your sources show for 2019.
Thanks
LOW-$1.90 HI-$3.27 AVG-$2.48
This seems very strange for such a big Co. & a decline for 2019?
Pls. adv. what your sources show for 2019.
Thanks
Q: When does Great Canadian Gaming report it's next earnings? Would you initiate a position before or after the next earnings report? I can say the GC Element Casinos in BC are always packed, with line ups for loyalty cards, the buffet, and free gifts.
Q: Any insight with management at SYZ? I can not find any reason behind the precipice drop over the last few days. I totally got it wrong and bought recently only to watch it fall off a cliff. I am out now too wild a ride for me. I am questioning whether your small caps are worth holding in these markets, no one gets them all right but this is getting painful.
Still listening but wondering if some of your response should take what seems to be a terrible space for cdn small caps into consideration and few more get out while can responses would be in order. lol ..sort of...rant is over.
Bob
Still listening but wondering if some of your response should take what seems to be a terrible space for cdn small caps into consideration and few more get out while can responses would be in order. lol ..sort of...rant is over.
Bob
Q: Why is it that you have not filed portfolio updates as of the end of January?
Q: Insider buying a good sign ?
Q: Hi there, I just saw this segment on BNN. Does this pose any risks for a company like GC?
https://www.bnnbloomberg.ca/video/biggest-money-laundering-investigation-taking-place-in-b-c~1607517
Thanks!
https://www.bnnbloomberg.ca/video/biggest-money-laundering-investigation-taking-place-in-b-c~1607517
Thanks!