Investment Q&A

Q: can you comment on their first quarter earning? If owned what % would be the maximum you would hold?
Thanks

Q: In your comments you thought the year over year comparisons would start to look better in 2019 as money laundering switched focus to housing. However analysts estimates have come down from $3.00 a share 90 days ago to $1.50 for 2020.
Do you consider the estimates low or were you considering something else in your earlier response?
Thanks Mike

Q: Is there a bottom for this company ?

Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?

Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?

Q: Thoughts on DOO earnings release?

Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

Q: Since announcement of acquisition of 28 bankrupt Solo liquor stores + inventory before market opened on 5/27,it has risen sharply ($5.32 on 5/26,currently $6.18-yes it is up 0.27 in this poor N.A.markets). Is it on a recovery path & time to buy some?Thanks for u usual great services & views

Q: Anything to comment regarding the conference call?

Q: Are these companies still a hold or is it time to move on?

Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

Q: What do you think of Tsgi news this morning?

Q: I would like to start a position in Boyd and I know you guys are positive on its growth. My question is do you think this valuation is ok for a 3-5 year hold tyo get in at?

Thanks, Doug

Q: Please comment on earnings. Thanks

Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you

Q: The bank just reported. Your analysis will be appreciated. That doesn't look good to me, not a huge miss but still. Any positive?
Thanks

Q: Could you please give me an update on your thoughts on CAE Inc? It has been on run lately, is it still a buy rating? Thank you, Peter

Q: Would it be a good time to add GC to my TFSA? How is its debt level?

Q: Good day,

I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?

Q: hi folks:

as a followup to my earlier query on savaria's accounting i would like your further comment

sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half

today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.

their accounting is unnecessarily complicated which always concerns me

if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward

in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth

comments?

thanks