I have looked at metrics (beta, market cap, p/cash flow ratio, p/e ratio, dividend rate) for the above 3 mentioned IT/tech companies and feel that OTEX seems to have the best metrics among them. Would you please comments on these companies and rank them accordingly.
Q: Can you please provide your analysis re: current valuation of this company. Is it a good time to buy this stock at current levels? Do you see any specific company initiatives / acquisition opportunities that will drive growth in short to mid term? Thank you.
Q: TD is showing a p/e ratio of -94.57 for bep.un, I know you are not concerned with this company but I am wondering how a company with a negative P/E is in good shape. I have a lot to learn, thank you. Peter
Q: I'm long CRH but I'm trying to consider all the negative outcomes that could take place. We are aware of the proposed code changes that will effect the reimbursement rate to CRH. But I keep hearing that private insurers will likely follow suit and cut back their reimbursement rate. If only the gov rate cut is factored into this big pull back could there possibly not be another big pull back if they cut back as well? I know CRH came out and stated what the hit to earnings would roughly be from GOV cuts but aren't the private insurers the majority of their income. Thanks
Q: Why is BNS and the other banks shares price decreasing lately? With the positive economic news and increase of interest rates, I would have thought that the bank shares would be moving higher.
With increasing interest rates and banks at attractive valuations, would it be a good time to go overweight in banks for an income investor who is attracted to the 3.7%+ yields and possible capital gains.
Q: Hi. This is my first time posting a question, or rather three questions. Why would a small-cap company like ABT want to issue dividends? Is there any benefit for them to do so? Is there dividend in more danger of being cut, because they are a small-cap company?
Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?
Q: hello 5i:
I'm looking at adding to my OTEX holding (conservative investor, underweight tech and financials). Open Text is not rated. What approximate grade would you give it today, and do you consider it buyable at the present price?
thanks
Paul L
Q: Hello Peter et al,
I have a half position in both Enghouse and Open Text and want to consolidate into one position. Which would you keep for growth and why?
Thanks for your help
Dave