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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: DCM was a top pick on BNN. I had never heard of it so did a quick peak at the management presentation and the numbers on TD web broker. Not a big fan of the print business but the numbers looked amazing. According to web broker its barely trading at 1x cashflow or earnings. Does that seem right? How much cashflow are they actually generating and what is the total level of debt?
What are you current thoughts on the company?
Read Answer Asked by Rob on October 21, 2016
Q: Reko just announced year end results and had an excellent year.
The company has recorded its 20th consecutive profitable quarter and has paid down debt to a much more manageable level.
The Reko family controls approx. 2/3 of the company.
With a hard book value at 6.51 how would you assess an investment in Reko given their successful transformation to factory automation.
Read Answer Asked by Charles on October 11, 2016
Q: In a question ask by Victor on Sept 19 you characterized PIH's quarterly results as "mildly disappointing" and that "we did do think earnings were so bad, but it is not a name to own for 3 months". Now in a question asked by Klaus yesterday your response is that PIH "is the only one we would see of any real concern due to very big disappointment in its last quarter". Why has your view changed of their recent results changed?
Thanks.
Read Answer Asked by Brad on October 07, 2016