Q: Could I have your latest thoughts on CWL please. I am holding a small position. Since they eliminated the dividend it seldom trades. What is your opinion is it worth holding? Is there potential in the future/
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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: I've been holding CWL for a few years. The dividend has been nice but the share price has remained pretty much static. Do you see any particular reason to continue to hold this company or is it time to move on to something with more upside potential?
Q: I have held CWL for a few years. The dividend has been nice but the share price has remained relatively static. Other than for income, do you see much reason to continue to hold this stock or is it time to move on to something with more upside potential? Do you foresee any catalysts that might warrant continuing to hang on to the stock?
Q: What is 5i's opinion about Caldwell Partners fiscal Q1 results and outlook. The Company continues to grow its revenues and is posting profits. Would it be realistic that this Company could fetch 1X revenues on a takeover, merge or going private transaction which would imply big upside from the current stock price?
Q: What is the payout ratio? The site I was using says cash flow has been negative for the past 3, 6, and 9 month periods. How safe would you expect the div to be? Thanks.
Q: What is 5i thoughts about the additions to Caldwell Partners' board of directors? This news coupled with Ewing Morris acquiring a 20% stake in CWL last year maybe a signal for change at CWL in terms of better utilizing the capital markets. Do you agree?
Q: What is 5i thoughts of Caldwell Partners' all-time record-breaking quarterly results. It seems that they have recovered nicely from a slow start to this fiscal-year. They also suggest in their outlook that fiscal Q4 could be just as strong (or stronger) than Q3 which could lead to a record-breaking year for the Company. If anything the results and outlook is great bell-weather indicator of the strength of US economy for which a large portion Caldwell's revenues are generated from.
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People Corporation (PEO)
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Caldwell Partners International Inc. (The) (CWL)
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Morneau Shepell Inc. (MSI)
Q: Hi 5i,
I looked on the MSI web site and it looks like they do not offer Career Management Services (ie job loss displacement servces). Can you confirm this please?
This service seems to be offered by PEO. Can you also confirm this please?
In my opinion, this is a key service to have if there is a significant downturn in our economy and there is a great deal of job loss. Can you suggest any CDN listed stocks which may provide this service?
thanks
I looked on the MSI web site and it looks like they do not offer Career Management Services (ie job loss displacement servces). Can you confirm this please?
This service seems to be offered by PEO. Can you also confirm this please?
In my opinion, this is a key service to have if there is a significant downturn in our economy and there is a great deal of job loss. Can you suggest any CDN listed stocks which may provide this service?
thanks
Q: Thank you for your prior answer. Of note pre-tax earnings for fiscal 2018 was up significantly over 2017. A $654,000 adjustment in deferred tax expense (0.03 per share) caused the EPS to be flat. Can you please clarify your last comment, "the worry but the outlook and dividend increase", both of which seem very positive?
Q: After market close Caldwell Partners released their fiscal 2018 results reporting a record year. They also raised their quarterly dividend rate to $0.0225 and gave a positive outlook for fiscal 2019. What do you think of the results relative to the current stock price? I notice that the stock trades less than 50% of its annual revenue run rate with revenues growing at a double digit rate.
Q: Caldwell Partners' stock price has been trending higher with trading volumes slightly higher too. I believe this is anticipation to fiscal 2018 results most likely due out next week and maybe a dividend increase too. Given the Company's strong balance sheet should the stock not trade at dividend yield of 5% or less implying a stock price of $1.75 prior to any dividend increase with more upside potential thereafter based on results and outlook for fiscal 2019?
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Sangoma Technologies Corporation (STC)
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Questor Technology Inc. (QST)
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Caldwell Partners International Inc. (The) (CWL)
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Intrinsyc Technologies Corporation (ITC)
Q: I noticed 5i has dropped Reliq a growth stock from your portfolio. Would STC, QST, ITC & CWL be good growth stock replacements given their current value?
Q: CWL has moved up almost 30% in less than two months - what are your current thoughts at this price - is there still value here? Thanks for your service.
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Sangoma Technologies Corporation (STC)
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Avante Corp. (XX)
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Questor Technology Inc. (QST)
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Caldwell Partners International Inc. (The) (CWL)
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Intrinsyc Technologies Corporation (ITC)
Q: I have complied a list of what I believe are all high quality microcap stocks with current market valuations that are still very attractive and have good upside potential over the next 12 months. How does 5i ranks these stocks and am I missing some obvious microcap stocks with similar traits?
Q: Mr. Darcy Morris, founder and CEO of Ewing Morris & Co. Investment Partners, has just joined the board of Caldwell Partners. In the director filing, Ewing Morris a Toronto-based investment manager, has acquired over 2 million shares of Caldwell stock through its managed funds. Could this appointment and share ownership lead to a future dividend increase or other shareholder value enhancing events considering the stock is so cheap by many metrics?
Q: What is your opinion on Caldwell Partners' fiscal Q3 results. They look very strong and so does the future outlook comments by Management. Very cheap small cap stock that pays a 7% dividend. Do you agree?
Q: yesterday Caldwell traded an abnormal amount of stock. it is a big hold for me because of the dividend. there is no new news and I can,t find who the shareholders are. where is this info available and what do you think about this stock. thanks bill
Q: Request 5is view on Caldwell Partners.
How is the company's business model, quality of management and profitability?
The gross margins seem to be good but net margins seem too thin and not sustainable.
How big can they grow? Currently they are at $58 million revenue. Can they scale up or will they remain small company forever?
Does it have potential to attract institutional investors?
Too many questions but Im trying to understand the company because the stocks liquidity and trading is nothing much to speak of. My concern on trading is will this remain a penny stock and later get in to restricted list or get delisted?
How is the company's business model, quality of management and profitability?
The gross margins seem to be good but net margins seem too thin and not sustainable.
How big can they grow? Currently they are at $58 million revenue. Can they scale up or will they remain small company forever?
Does it have potential to attract institutional investors?
Too many questions but Im trying to understand the company because the stocks liquidity and trading is nothing much to speak of. My concern on trading is will this remain a penny stock and later get in to restricted list or get delisted?
Q: I was just wondering if your opinion on Caldwell has changed since april. I love the dividend and it seems to stay cheap. thanks bill
Q: What are thoughts on Q1 results for Caldwell Partners? It seems cost are more in line to deliver stronger profits going forward and a sustainable dividend. The Company maintains a very good balance sheet and management and directors have been buying stock. Do you think the stock price today is very inexpensive?