Investment Q&A

Q: Why is the consensus for Q3 much lower than the last few Q's?

thanks

Q: Hi, could you please comment on New Flyer earnings release. There has been a lot of skepticism in the market, as seen in the stagnating stock price lately, despite reinstatement of New Jersey transit order. After market sales are also lower. Do you see sentiment improving in near future ? Thanks

Q: What is the consensus for Q3 revenue, adjusted ebitda and eps?

thanks

Q: I need to add two full positions in the Industrial Sector to my portfolio. What would you recommend?
Thanks for a great service!

Q: Is there some news that I am missing? What's happening with New Flyer?

Q: Share Rajeev's concerns.Stocks like NFI which are priced to perfection will drop on negative news.2 guests on BNN recently stated that there is strong support @ $34 to $36. In Sept.at least 3 other guests on BNN recommended to buy on pullback.Note that state of Washington recently exercised options for 100 buses for $56m.$39.18 today.

Q: Hi, this stock was recently added to Balanced Portfolio has dropped sharply from its recent highs.

New Flyer today closed at $37.83, which is off by about 15% from its recent high of $44.87, reached just after quarterly results. When Marco Polo decided to sell about half of its stake @ $40.40, the secondary issue was oversubscribed 3/4 times. In one of your recent comments also, this weakness was again attributed to one large seller.

It has been widely believed that lately NJ issue has been responsible for the depressed stock price. Today's weak backlog numbers and sequential decline in ECU deliveries besides lower after market sales have caused market to press the panick button resulting in another sharp drop.

My concern is that stock may not recover in near term and is even at the risk of losing more value. Should I bail and find better use of my capital? Thanks

Q: Any comment about NFI's update on their backlog? It seems like the market didn't like this as the stock is currently down over 5%. Anything to be concerned about here?

Q: Hi Guys,

Please comment on today's results. Still a "buy"?

thanks,

Jim

Q: Hello,

The following 5 companies are on my buy list to complete my portfolio:

PBH
TOY
NFI
BCE
CAR.UN

I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?

My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?

Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.

Q: I own all three and would like to increase my weightings up to a maximum 3-5% position in each name. What do you guys think of these names currently? Will the recent news about tempur-pedic affect sleep country much?
Good job on bnn Ryan.

Q: Would you buy this stock at $39.41? (Friday's closing price.) I recently and a bit reluctantly sold my position at $42.81 as I had noted numerous sales by insiders while looking at INK Insider Selling on TD's Webroker sight. In a previous question I asked, you replied you were not aware of any selling. Am I missing something here? Thanks, Bill

Q: I am trying to find your last research report on this company under the report section. I am not having much luck - am I doing this correctly. I see all your comments of the questions from subscribers. Thanks AJD

Q: this is a comment not a question, I just read your response on nfi about it's share price drop. last nite i received a notice from td that nfi is issuing a prospectus secondary offering on a bought deal basis at $40.40 expecting to close sept 27. I assume these will be the shares from the said seller. why kick investors in the teeth to the tune of 5% when the stock has been averaging higher prices.

Q: NFI fell very substantially this morning. We have well over 100% profit in our joint portfolio, and even more in our TFSAs. Hold on, or time to trim? - Ted

Q: Hi, Can you please comment on Marco Polo sale of 4.5 mln shares on a privately arranged bought deal. (Any idea of the price?) I understand that they still will own 6.5 mln shares. This is the 1st and largest shareholder deciding to monetize a sizable portion of their holding on the heels of the company's 2nd largest private equity shareholder slowly and contantly offloading large blocks of their shares over past 6-9 months. Is there a theme here? New Jersey issue is still an overhang. What are your thoughts ? Thanks

Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores

Q: I own this stock and I am concerned about the number of insiders selling this stock. Would appreciate your comments. With thanks, Bill

Q: I was wondering about the coming or on-set of the drive-less buses. Are they going to be producing the drive-less buses? Do they have the knowledge to produce the drive-less buses? And, what about the the present production of buses, and how it would affect the change-over of production?