Q: Intertain gets hit again. What do the shorts know that I don't? Of course I know about AYA's troubles, and the usual regulatory risks. But the earnings and guidance seemed good. Still the shorts pile on, and they are right again, just like with CXR. I added a bit on the earnings news but am about to get stopped out again. It seems to be a real losing battle to go up against a high short position on any stock. These guys just seem to be more powerful and perhaps have better info. Opinion?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you please shed some light on why CXR is down 8% since the call this morning? I thought the call was positive and it helped to break the correlation to Valeant's business issues. What on the call is being interpreted so negatively by the markets? This doesn't impact my decision to hold long term as I got in at a very high price, just trying to educate myself on market moves. Thanks again and again...John C.
Q: What are your thoughts on Cxr's earning call? Have you noticed any red flags/ or view this company a strong buy. Please also comment on their debt management plans.
Thanks
Febin
Thanks
Febin
Q: DRT had a good pop(some 13% high & closed @ $5.95 up .32) the day after released of good results.But dropped everyday this week to close @ $5.57,which is lower than its price $5.63 the day prior to release.Do you know any reasons.Thanks for your usual great services & opinions
Q: Based on Ryan's blog concerning the Federal Governments allocation of 43% to water infrastructure; do you think Pure Technologies has an opportunity to receive some direct benefits based of course on their ability to compete.
Q: Peter et al.
What do you make of their earnings results released today? Did they beat estimates? They showed a loss in earnings due to acquisition charges. Was this expected? EBIDTA was good from what I see ($120M). Revenue was good as well as far as I can see. Is this still a long term hold?
Regards,
Brendan
What do you make of their earnings results released today? Did they beat estimates? They showed a loss in earnings due to acquisition charges. Was this expected? EBIDTA was good from what I see ($120M). Revenue was good as well as far as I can see. Is this still a long term hold?
Regards,
Brendan
Q: Please comment on their latest quarter.
Include debt/adjusted ebitda ratio.
Include debt/adjusted ebitda ratio.
Q: ATD.B announced the sale of assets this morning. Is there more to this than just the disposition of unproductive assets ?
Thanks, Nancy
Thanks, Nancy
Q: In light of the news of AYA.TO, do you think IT.TO can be bought today?
Q: Peter and team,
I have holdings largely in line with the balanced equity portfolio. I've been considering adding some US stocks like SBUX, APPL, etc., but I have a question. If one holds the BE portfolio, is there really a need to add more US/global names? It seems the names in the BE portfolio have well diversified earnings sources and do business all over the world. Are we really adding anything with the out-of-Canada stocks?
Thanks
I have holdings largely in line with the balanced equity portfolio. I've been considering adding some US stocks like SBUX, APPL, etc., but I have a question. If one holds the BE portfolio, is there really a need to add more US/global names? It seems the names in the BE portfolio have well diversified earnings sources and do business all over the world. Are we really adding anything with the out-of-Canada stocks?
Thanks
Q: Would like your view on pli after today's news,
sounds promising. Expensive here?
Thanks
sounds promising. Expensive here?
Thanks
Q: Hi recently CPD has dropped so much, so my first concern is why. Secondly, since it is a preferred shares ETF, I thought it is very low-risk (dividends paid before common shares)and I suggest my parents to use their line of credit (interest rate lower than 3% annually) to buy it for retirement (use the monthly distribution to pay off monthly payment). Simply put, borrow money to invest in CPD. Let me know your views on my thinking and please be specific. Thank you very very much !!! Tony
Q: Are there one or two stocks in your Balanced Equity and Income portfolios that could be considered trading stocks? That is they go up $5 sell and and then down $5 and buy back on a fairly regular basis or is this just the inherant volatility of the market and we could get left out if they go for a good run. Your opinions are greatly appreciated.
Thank you
Thank you
Q: On the balance sheet November 2015 I note 4.7B in Equity. I note 7.3B in Goodwill and Intangible assets. The new acquisition will probably increase this significantly. Can I get your take on this. Also can you explain tax treatment when you write off Goodwill and Intangibles. Regards
Q: I'm thinking about establishing a long-term position in DRT. What do you think of the company and its current valuation/growth potential? Do you see DRT benefiting from the Federal governments infrastructure spending?
Thanks
Thanks
Q: Another inquiry, this one related to oil stocks.
Oil has improved significantly with some stocks appreciating more than others. While there is doubt that the oil rally would continue, would any (or all) of the stocks mentioned be investable, or would it be best to wait.
Thanks!
Oil has improved significantly with some stocks appreciating more than others. While there is doubt that the oil rally would continue, would any (or all) of the stocks mentioned be investable, or would it be best to wait.
Thanks!
Q: Can you update Bci since earnings came out
Thanks
Thanks
Q: Would this be a safe investment for my income portfolio. SPB.DB
Thanks Phil.
Thanks Phil.
Q: i am curious as to the pullback in the stock, is it earnings related, or rise in cdn. dollar or price of oil. dave
Q: I was wondering if you could give me your expectation for Concordia's Q4 2015 report scheduled for Mar. 24. I'm interested in how much of their debt you think they will be able to pay off and what the resulting debt ratio (currently 5.5 I believe) might be. Thx Scott