Q: Q1 results - revs up in north America but down internationally, net earnings up but sales down, backlog is about the same as last year. What is your take on the report and recommendation?
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Investment Q&A
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Q: BRP has retracted somewhat and I think could fall further to $59 or $60 range. Considering that "BRP competes with some formidable brand names, such as Polaris and Honda in the snowmobile and ATV sectors, which have higher sales and deeper pockets for advertising and promotional spending." Also as a consumer cyclical and with the present uncertainties around NAFTA, do you think this is a possible volatile stock along the lines of TSGI, The Stars Group ( personally now down 36% and have learned some painful lessons)? Or does it's position as part of a conglomerate give it some protection?
Thanks Always. Stephen
Thanks Always. Stephen
Q: Any reason for PBH to be up 3.3%?
I can't find any news?
I can't find any news?
Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.
In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.
In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"
Q: Hi, what do you think about today's news release? Is it a good news to the long term perspective? And why the stock price acted so negatively today?
Thanks
Thanks
Q: Hi guys,
Do you see further downside for Great Canadian Gaming (GC). The technicals don't look good. Would you buy at the present price ? When does it reports ?
Arte they any US stocks more interesting in this sector ?
Thank you for your assistance,
J.D.
Do you see further downside for Great Canadian Gaming (GC). The technicals don't look good. Would you buy at the present price ? When does it reports ?
Arte they any US stocks more interesting in this sector ?
Thank you for your assistance,
J.D.
Q: Should I be patient with CLS or move to something else? Thanks
Q: Hi team, this year For tax purposes I want to sell open text, PBH, Go Easy and Methanex and repurchase them in 30 days. I own most of the growth portfolio. My question is: what is a suitable time to do this? Should I wait after a possible nafta deal? Thank you!
Q: Thinking of a switch from CLIQ to DOO to claim a 15% loss.
Do you think CLIQ is going to move much in 30 days ?
If I am right DOO should bounce back on a very short term.
Short term overdone move in the stock price ?
Thanks,
Denis
Do you think CLIQ is going to move much in 30 days ?
If I am right DOO should bounce back on a very short term.
Short term overdone move in the stock price ?
Thanks,
Denis
Q: Good Morning 5i,
Sorry to ask another question on TSGI but my question is regarding the debt. I believe the debt/EBITDA is just over 6x. Is this not concerning? Why would you not be concerned by this?
Thanks!
Sorry to ask another question on TSGI but my question is regarding the debt. I believe the debt/EBITDA is just over 6x. Is this not concerning? Why would you not be concerned by this?
Thanks!
Q: The Saudi/Canada conflict definitely will have a bearing on the contract with COV. What are your thoughts on this. Is it still a hold or Sell
Q: Regarding your comments to Kuldar this morning, while my inclination is that the shares should normalize at some point, would you hold or seek other opportunities? (I invest with a focus on momentum, safety, earnings / sales, management, etc.)
Thank you
Thank you
Q: Hello, Is this a good time to start picking on DOO if so what would be a reasonable price? Thanks.
Shyam
Shyam
Q: Im news that did not DOO too goot for the share price.
Why does the market not like this news?
announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering
Why does the market not like this news?
announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering
Q: Would you be a buyer of gold stocks right now and if so which ones?
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Premium Brands Holdings Corporation (PBH)
Q: Both these have been a little sideways lately. Who should i cut to make another acquisition?
Thanks for all your insight
Mark
Thanks for all your insight
Mark
Q: Hi, could you please provide Dollarama's earnings estimates. Thanks
Q: After close today TSGI stated it is reporting on acquisition of Sky Betting on Sep 17Your take please..Hope it is good news as it has dropped from some $50 to current $31.72 in a short period.Iam down 30%. Thanks for u usual great services & views On a aside looking forward to Ryan on BNN on Sep 13
Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%
CASH 3,59 %
Total 100,00
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%
CASH 3,59 %
Total 100,00
Q: I do not see any REIT in the Income and Balanced portfolios. I would like to know why.
Thank you
Thank you