Q: Please comment on earnings please
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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: Good Afternoon 5i,
Can you comment on the news out of Savaria? I'm guessing there is no real baseline for what was expected?
Thanks
Can you comment on the news out of Savaria? I'm guessing there is no real baseline for what was expected?
Thanks
Q: Agreed with comments by Evan & u response today.Playing devil's advocate,maybe there is something untoward that management is not disclosing.Is this an entry point for new position? Thanks for u usual great services & opinions.
Q: David Baskin's negative comments of GS -
participation fee + fee, decline of wealthy clients, lawsuit by founders of GS, etc.
Brian, please explain. Thank you
participation fee + fee, decline of wealthy clients, lawsuit by founders of GS, etc.
Brian, please explain. Thank you
Q: Gentlemen,
I have a 1.3% position in GS (-8%) , and 15% in financial sector.
Except GYS (1%) as small cap all others are blue ship .
Don't need income, but like the security
Your opinion to averaging down by adding 1% in GS now or wait ?
Thanks
Best Regards
I have a 1.3% position in GS (-8%) , and 15% in financial sector.
Except GYS (1%) as small cap all others are blue ship .
Don't need income, but like the security
Your opinion to averaging down by adding 1% in GS now or wait ?
Thanks
Best Regards
Q: Hi,
When you respond "We will have to revisit our thesis" about ABT, what does this mean more specifically? Does it mean it may get dropped from the portfolio? Should we be moving on from this one. Thanks. Marco
When you respond "We will have to revisit our thesis" about ABT, what does this mean more specifically? Does it mean it may get dropped from the portfolio? Should we be moving on from this one. Thanks. Marco
Q: I've never owned Premium Brands and wonder if you feel the earnings miss and 7.5% drop in price are a buying opportunity.
Thanks
Thanks
Q: Hi team, you just answered my question, (very quickly, thanks), I'm unclear as to what "for a bit" means. Are you talking about a timeline, or a partial position?
Q: With results lower than expected, but outlook okay, is this a good time to step into PBH? Thanks.
Q: Hi, could you please comment on Enercare earnings. Thanks
Q: Hi Can you comment on Q3 results
Stan
Stan
Q: Following up on recent questions about PTE.
I am also very surprised by the share price weakness. Since hitting a high of $1.50 it has continued its growth path, paid off debt, signed record sales deals, had coverage initiated, been featured on several subscription services, and been subject of discussion on market call numerous times. Yet the stock seems to have lost its steam.
I realize being discussed on BNN shouldn't be a metric but it seems like PTE was on the brink of being 'discovered' only to have the stock price decline while the company continues to perform.
Are you able to comment on any recent institutional or insider buying/selling?
Thanks.
I am also very surprised by the share price weakness. Since hitting a high of $1.50 it has continued its growth path, paid off debt, signed record sales deals, had coverage initiated, been featured on several subscription services, and been subject of discussion on market call numerous times. Yet the stock seems to have lost its steam.
I realize being discussed on BNN shouldn't be a metric but it seems like PTE was on the brink of being 'discovered' only to have the stock price decline while the company continues to perform.
Are you able to comment on any recent institutional or insider buying/selling?
Thanks.
Q: ENB's xd is Nov 14.If I sell on Nov 14,I still get the dividend.Please advise Thanks for u usual great services & views
Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob
Thanks,
Rob
Q: Can you please comment on PTE. Is it worth holding on to. If not, can you suggest a couple stocks to replace it. Thanks
Q: What is your view about its recent earning report. would it be a good time to enter in for a small position for a time frame of min 2 yrs.
Q: As part of a diversified stock portfolio, I own all all of the stocks in the B E model with approx 2.5% position in each. I want to rebalance my fixed income to stock percentage. Because I have done well following your advice( thankyou, ) I have enough cash to either add 1 % to each stock in the B E model, or would you suggest a higher weighting in some favorite names in the B E model that you like at this time?
Q: Hi,
Can you please give me your take on ECN.TO-do you see much upside with this stock? It seems to be trading below NAV and I was wondering what are upcoming catalysts?
Thank you.
Can you please give me your take on ECN.TO-do you see much upside with this stock? It seems to be trading below NAV and I was wondering what are upcoming catalysts?
Thank you.
Q: Does the deal have implications for TOY?
Q: Regarding the asset allocation of the income portfolio, what does N/A at 7.86% represent? In addition, generally speaking, where have you included CPD,CVD and XHY? If I excluded CPD, CVD and XHY and recalculated the remaining sector %'s, would the adjusted asset allocation work by substituting larger companies for some of the smaller cap names to decrease the volatility? Thanks