Investment Q&A

Q: Hi guys
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?

Thanks
Stuart

Q: Hi guys,

I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).

Can you suggest 5-10 more debt-free companies that screen well to you guys?

Thanks!

Q: With the recent volatility, several companies on my watchlist have seen their multiples fall to more reasonable levels compared to the last 2-3 years. In the current climate, I find low debt, strong management and overall quality to be more important than ever.

Considering these criteria, RCH, ADW.A and SJ are starting to stand out. The main issue I have is, growth might not be as high/steady as it was in previous years, so in the end they might not be that much of a bargain; maybe they are just more fairly valued, not "mispriced".

What would be your take on this? Is a 15-16 forward P\E for 8-10 % EPS growth and overall quality a reasonable price to pay? Or is this a case by case basis? What are the main points of reference, aside from industry, competition, company history, etc.?

I understand there are many other factors, but still, am trying to get my head around valuation. Thank you!

Q: What do think of buying RCH as a potential tax-loss play?
It seems to have good fundamentals but maybe some headwinds from US trade uncertainty and housing market slowdown.

Q: What is your view of Richelieu latest quarterly results?

Q: Could I have your comments on Richelieu's earnings.
Thank-you

Q: What has caused RCH to drop? Is this a good time to buy?

Q: Your thoughts on Richelieu's last results ?

Thank you

Q: Listed above are the stocks i currently have in my TFSA Would you suggest selling any of those listed and what would you suggest adding for 2018? All are approximately equal weight in my portfolio?
Thks for all that you do

Marcel

Q: Rch as a nice upward trend technically. I has come down lately. Would consider it a buy?

Thanks
Paul

Q: Which of the above stocks would you consider having the greatest growth potential within the next one to two years with the least amount of downside risk? Can you please provide your rationale for your choice.
Thanks

Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L

Q: Can you please comment on recent earnings. The stock was up nicely today so the market seems to like the results. This company seems to just roll on year after year. Would you continue to hold or add to a position?

Thanks

Q: I own MG and MTY in consumer cyclicals and contemplating adding another name among GIL, RCH, ZZZ or CTC.A. Please order them from best to worst as a solid complement to the two I already have, as part of an RRSP account with a 15+ years time frame. Please give a brief rationale and suggest another company if there is an obvious better choice. I note that the stock value of RCH is surprisingly stable on multi-year charts for a c. cyclical.

Q: Have your feelings changed regarding Richelieu since January when it last came up?

Thanks,

David

Q: Hi and would appreciate your opinion on holding RCH as a full position in a well diversified investment account oriented for long term growth. Essentially is this money well-placed, or are there more attractive risk/ reward offerings that you would identify. Thanks kindly.

Q: Could I please have your opinion of RCH. It has great 5yr and 10 yr charts and doesn't seem to be followed by many analyst's.

Thank you

Q: Hello,

RCH has moved up nicely, presumably in anticipation of recent earnings. Can you please comment on their numbers and provide thoughts on the company going forward. You have considered it to be somewhat expensive in the past and wondered if this is still the case. I own it and plan to hold. Would you agree?

Thanks

Q: Like to get your opinion on this for a long term hold