Q: I recently took a position in PHX. I like that their debt is low, good history of buying back shares, major capital expenditures for the most part seem to be behind them. Seems like management knows what they are doing despite them being in what could be a volatile industry. The high dividend doesn’t hurt either (maybe). What are your thoughts on this company and their latest earnings report. Thank you
Q: Now that the Republicans have claimed a clean sweep, how does that bode for the continued electrification and greening of the economy. Do you think that this will slow down growth of such companies as Hammond Power Solutions? Or do you think that things will continue as they have the last few years?
Q: Could you comment on earnings. What are the key metrics for a company structure such as this?
Finally, am I correct that in the last 18 months Alaris has considerably de-risked this equity as an income investment?
Q: Retired with a longterm (10+ years) investing horizon and a solid pension. My TFSA is primarily growth and all Canadian with some US exposure (WSP, PRL). I’ve got some $US I want to put to work in my new unregistered $US account. I realize you don’t want to get personal but if it were your money and you were looking to start a new US based portfolio with solid companies a bit on the growthy side what 6-8 companies would you consider?
Thanks so much.
Q: Please provide comments on their latest results and their current debt vs equity position. With a 17% drop after reporting their results, do you think the drop is overdone? Would you continue to hold or sell for tax loss?
If not already asked can you please comment on the most recent Well acquisition and the potential to the revenue and EPS increases going forward, ie accretion with the acquisition.
Is the Walmart Canada mention in this same news release a pilot project where if successful it will get rolled out to multiple Walmart Canada sites or is it already implemented in multiple sites (via the acquisition) and if so how many stores, 25, 50, 75, 100% of all Walmart Canada in store pharmacies?
Just trying to gauge the impact of the news release. The stock did not move much so assumption is that it is not that material.
Q: Thank you for your prompt response Peter. My take on the stock’s recent trading history….10 weeks ago Simply Wall Street comments that the stock’s Q2 revenue was boosted by one time items. We get closer to Q3 release date and there is selling as some investors fear the numbers will be weak, thinking that revenue will not match the previous quarter. No more one time items. Eric Sprott sees that as a buying opportunity as he is a longer term investor. The shares are tightly held and so hard for Eric to acquire unless there is selling pressure. I’m assuming Eric is buying on the open market, not through a private placement. Do you agree?
Thanks,
Jim
Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary
Q: Do you have any thoughts on APM? If I understand correctly the California mine produces gold using heap leaching which can be problematic. The Bolivian mine produces silver primarily. I believe Eric Sprott is increasing his share count but not sure how much that means. They report on Nov 11th.
Thanks,
Jim
Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?