Q: Could I get your take on PLC please. Growth by acquisition seems to be a natural here or has there been a competitor that has already scooped up the small town family owned funeral service players across Canada? I think of Service Corp out of Houston as perhaps the role model for the future of PLC???
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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.
- Park Lawn Corporation (PLC)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: Greetings.
Can I get you guys to comment on Andrew Peller and Park Lawn earnings? It looks like Park Lawn would have been a significant beat excluding the "one time" costs, and Andrew Peller fairly solid results?
Any red flags regarding earnings, and would you consider adding to a 3% position on ADW.a and a 2% position on PLC?
Thanks again. Please feel free to charge 2 question credits for the above 2 questions.
Can I get you guys to comment on Andrew Peller and Park Lawn earnings? It looks like Park Lawn would have been a significant beat excluding the "one time" costs, and Andrew Peller fairly solid results?
Any red flags regarding earnings, and would you consider adding to a 3% position on ADW.a and a 2% position on PLC?
Thanks again. Please feel free to charge 2 question credits for the above 2 questions.
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Knight Therapeutics Inc. (GUD)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Intertape Polymer Group Inc. (ITP)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: Hi, can you rank the following companies as long term hold potential taking into account current valuations. I am looking to start positions in all companies I am just not sure which ones to start with.
Also, I feel like there is so much noise about moving away from oil that buying ENB long term can be a bad portfolio decision. Can you also comment on this. I am 30 and don't plan on selling anything any time soon.
Also, I feel like there is so much noise about moving away from oil that buying ENB long term can be a bad portfolio decision. Can you also comment on this. I am 30 and don't plan on selling anything any time soon.
Q: Hi there I am an existing shareholder and wondering your thoughts on Park Lawns new acquisition. Would you add to a position here to bring it up to 4%.
Q: Would you agree the latest acquisition of a business to business provider could reduce costs of their funeral home operations, thus increasing margins long term?
If so, can it be seen as an excellent strategic fit to the growth platform, and thus support current share price momentum?
If so, can it be seen as an excellent strategic fit to the growth platform, and thus support current share price momentum?
Q: Hi,
I would like your thoughts on these 2 companies, StorageVaultCanada Inc. SVI.V & Park Lawn Corp. PLC.TO.
It would be a small % in our portfolio.
The current price for : SVI.V $2.33 & PLC.TO $18.45 Are they worth buying at this price? if not what will be their entry price.
Thanks,
Rosina
I would like your thoughts on these 2 companies, StorageVaultCanada Inc. SVI.V & Park Lawn Corp. PLC.TO.
It would be a small % in our portfolio.
The current price for : SVI.V $2.33 & PLC.TO $18.45 Are they worth buying at this price? if not what will be their entry price.
Thanks,
Rosina
Q: The stock is on the move since they reported.
You had expressed concerns about valuation.
What would you make of it now?
Thanks,
Daniel
You had expressed concerns about valuation.
What would you make of it now?
Thanks,
Daniel
- Sylogist Ltd. (SYZ)
- Marksmen Energy Inc. (MAH)
- Park Lawn Corporation (PLC)
- Stella-Jones Inc. (SJ)
- AutoCanada Inc. (ACQ)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Winpak Ltd. (WPK)
- Currency Exchange International Corp. (CXI)
- Exco Technologies Limited (XTC)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel
Q: Hi there
Best of the holidays to you and staff in the office. I have really enjoyed being a member the last 3 years, learned a whole lot, adjusted my investing approach accordingly, and thus become a much more effective investor.
Wondering about Park Lawn. I own a part position now and am looking to increase my stake somewhat. Just wondering if you could give a breakdown on its valuation. Do you see good value there or would you wait for a lower entry point?
Much thanks
Stuart
Best of the holidays to you and staff in the office. I have really enjoyed being a member the last 3 years, learned a whole lot, adjusted my investing approach accordingly, and thus become a much more effective investor.
Wondering about Park Lawn. I own a part position now and am looking to increase my stake somewhat. Just wondering if you could give a breakdown on its valuation. Do you see good value there or would you wait for a lower entry point?
Much thanks
Stuart
- Park Lawn Corporation (PLC)
- Savaria Corporation (SIS)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Morneau Shepell Inc. (MSI)
- Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN)
Q: Hallo I5, my cash position is over 25% and would like to buy one or more of the above stocks with div. income in mind and some growth. I would appreciate your help in my selection, perhaps suggest better ones. I like the chart of MFR.un but can not find any information MER, holdings, etc. I also own MAW104 and Maw105 in my portfolio and I am up 25% on both, should I take profit? Many thanks for your advise. J.A.P.Burlington
Q: This company appears to follow the growth by acquisition model with its most recent acquisition, a US funeral home operator, having been a success based on their sales and earning improvement. It is also trading at all time highs. What is your assessment of this company and if it could be a long-term position, would you look for a lower entry point. I have no position in it at this time though regret not having bought some at $15 when I first came across it.
Q: PARK LAWN CORP have contracts with 2 companies namely Edgemark Developments and Nine To Seven Limited with both controlled by directors of Park Lawn. This seems like a conflict of interest to me since the Directors will be biased to use their companies and not shop around.
Secondly Park Lawn lends money to these 2 companies to buy PLC shares at a low interest rate payable on maturity far in the future. I think this practice is hurting share holders. Not only are they giving our money away but at the same time are diluting our shares.
I would appreciate your view on my objections.
Secondly Park Lawn lends money to these 2 companies to buy PLC shares at a low interest rate payable on maturity far in the future. I think this practice is hurting share holders. Not only are they giving our money away but at the same time are diluting our shares.
I would appreciate your view on my objections.
- Park Lawn Corporation (PLC)
- Keyera Corp. (KEY)
- NFI Group Inc. (NFI)
- Winpak Ltd. (WPK)
- Premium Brands Holdings Corporation (PBH)
Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much
THKS much
Q: I would appreciate your opinion on Park Lawn's most recent results.
Thanks!
Thanks!
Q: What is your opinion on Park Lawn Corp, a cemetery and funeral home operator that is growing by acquisition?
I currently hold a 2.0% weighting of this company in my portfolio. Considering that this is a small company and that I am a risk tolerant investor, does this weighting seem appropriate. In light of a recent acquisition in Michigan, I have been considering bumping it up to 3-4%.
Thanks.
I currently hold a 2.0% weighting of this company in my portfolio. Considering that this is a small company and that I am a risk tolerant investor, does this weighting seem appropriate. In light of a recent acquisition in Michigan, I have been considering bumping it up to 3-4%.
Thanks.
Q: I am putting together and will manage a small TFSA for my daughter. It will be made up of 5 income stocks and 5 growth stocks. The plan would be to review it annually. Do you have any cautions on these selections? Or recommended substitutes?
Income: CSH.UN. ENB, MFC, PLC, WCP
Growth: AYA, CGC, CXI, DRT, GUD
Thank you.
David
Income: CSH.UN. ENB, MFC, PLC, WCP
Growth: AYA, CGC, CXI, DRT, GUD
Thank you.
David
Q: What is your view on PLC?
It's in recession-proof sector, been around for a while and pays a dividend.
Are you familiar with management and do you think this a growth story?
Thank you.
It's in recession-proof sector, been around for a while and pays a dividend.
Are you familiar with management and do you think this a growth story?
Thank you.
Q: This firm is in an interesting space from a demographic perspective. Their numbers seem solid. However, although apparently an o.k. firm, are they a good investment? I am otherwise 90% invested in blue chip, dividend paying equities. Thanks!
Q: Can I get your updated views on Park Lawn Corp (PLC-V)? It has risen quite significantly lately, am I'm wondering if I'm too late to initiate a position.
Thanks!
Thanks!