Q: I have held both of these stocks for a long time but beginning to feel that they will not be doing much for a while. Can you see either returning to growth this year?
Thank You
Peter
Thank You
Peter
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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: Do you have a preference between BYD and ATS today?
Q: HI Guys
I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "
Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."
So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?
By the way I am a long time holder of this stock.
Thanks so much
Stuart
I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "
Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."
So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?
By the way I am a long time holder of this stock.
Thanks so much
Stuart
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: any particular reason for the recent run up in Shopify?
Q: Why does XPO have such out performance over TFII, is TFII undervalued?
Thanks Again
Thanks Again
Q: Comments on recent quarter? Are things turning around here?
Thanks
Thanks
Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter
Q: Hi, Any comments/read between the lines, on the US$ 1 Billion Private Offering of Senior Notes, announced by the company, Today ? Could this be the reason for the weakness in the stock this week ? Thank You
Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?
Thanks,
Brent
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?
Thanks,
Brent
Q: Thoughts on latest quarter for ATS please?
Thank you
Thank you
Q: Hi, Constellation Software stock has been in an uptrend and rising steadily to new highs, recently, without any significant resistance along the way. After a $200 pullback this week with no news, do you consider it a good opportunity to add to an existing position ? Thanks
Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks
Q: Any news for the big price surge today ( Tuesday) ? Thanks a million.
Q: Can you comment on FSV earnings. Slight miss on earnings but a beat on revenue. market is down of news. what are your thoughts going forward
Q: hi,
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
Q: Any reason for the 100+ point drop?
Sheldon
Sheldon
Q: Looking for your latest view on this stock looking at replacing it with WELL but GUD did very good on its last earning report but market doesn't appear to be to impressed,wondering if you would hold until their next earning report or just move on.
Q: Lumine has been growing revenue at a good pace. Is this primarily organic or acquisition based
Q: comment please on ecn news today re blackstone 1.14 bln investment