Q: Please comment on earnings of REAL and more importantly what you may have learned from the conference call . I'm doing some portfolio cleanup and trying to decide whether to hang around or not ...... Thanks for your terrific service Garth ......
Q: I believe these stocks that I own all report this week. Could you please give the consensus for each. Also could you rank them in order of preference. Deduct credits as needed Thanks
Q: Hi, How is the Recent Earnings History of the company ? Does it usually beat estimates? Stock price has shot up, over past 6 months. Is this because of Co. producing stellar results and projecting high growth in the sub-prime sector, or the Co. received recognition/got discovered by retail investors/portfolio Managers, after flying under the radar for so long. Besides 48% Insider Ownership, are there any institutional holders ?
What are street estimates and your expectations, when Co reports next week ?
We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.
Q: What are your thoughts on the most recent quarter? It's interesting that you mentioned shareholders being frustrated with a stock in response to an earlier question today. I am certainly frustrated with this stock and I'm sure there are others as well. Based on your stock profile, the future earnings looks better so I intend to hold and I hope that today's release is the catalyst to an improved stock price. Do you foresee any change in expected future earnings?
Q: What is your opinion of North American Construction Group (NOA)? Results out last night indicated they are forecasting adjusted EBITDA of $450 million for the year, at the mid point of their guidance. Trading at only 1.7 times that, which looks quite cheap, although the debt does look a bit higher than you would like to see, at about 2 times the adjusted EBITDA forecast. I'm thinking the acquisition of McKellar should give them some good future growth.