Q: Comments and analysis please on ATZ's results just released. I have a small position. Would you add to it based on these results up to a maximum of 2.5% of total portfolio?
Thanks, Tim.
Thanks, Tim.
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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: Now that both companies are in public, if you are to pick which one you will buy and why?
Q: What are your thoughts on this company and buying stock now or wait for a quarter?
Q: Your comments re earnings. Still a good long term growth story?
Q: Please comment on latest results. Is this a good entry point for a longer term hold (5 years +)
Q: can you comment on the latest results. Looks like a miss all round?
k,
k,
Q: I have a question about Morguard Corporation
Do you like the REIT to the degree you like the Corp? Do you think its distribution is sustainable?
Do you like the REIT to the degree you like the Corp? Do you think its distribution is sustainable?
Q: PKI reported a fairly nice Q1 result on 5/01 and yet the stock failed to gain any traction. Did I read the Q1 results too optimistically or there are other reasons? Please help. Thanks.
Q: Would appreciate your thoughts on Roku Inc.
Q: HI Team,
Could you please comment on Medipharm's recent Q1 earnings. The market reaction appears flat with a run up beforehand. Growth looks good and I like the model, though have a hard time wrapping my head around the current valuation of around 700M, having only a couple small properties (one in Barrie and one in Australia) with apprx 60 employees. I know this market is inflated, however I believe the extract business is a good play. Is Medipharm a strong front runner in Canada in its field? What do you think of its valuation compared to its potential growth as well as its current earnings?
Cheers,
Could you please comment on Medipharm's recent Q1 earnings. The market reaction appears flat with a run up beforehand. Growth looks good and I like the model, though have a hard time wrapping my head around the current valuation of around 700M, having only a couple small properties (one in Barrie and one in Australia) with apprx 60 employees. I know this market is inflated, however I believe the extract business is a good play. Is Medipharm a strong front runner in Canada in its field? What do you think of its valuation compared to its potential growth as well as its current earnings?
Cheers,
Q: Please comment on the latest quarterly report from SIA. Do you recommend or do you prefer something else in the sector?
Thanks
Rob
Thanks
Rob
Q: Thanks for your prompt answer on FSZ this morning, agree overall results and the transaction are a net positive. As a followup, I see that Mr. Desjardins (DJM Capital) has sold close to $30 mill. of FSZ shares as part of the transaction. Any concerns regarding this divestiture?
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Q: Hello,
I heard the argument that LNF real estate is not reflected in the stock price ($250M in book value of assets excluding other items as of Dec-2018). Can you share your thoughts on this. Thank you!
I heard the argument that LNF real estate is not reflected in the stock price ($250M in book value of assets excluding other items as of Dec-2018). Can you share your thoughts on this. Thank you!
Q: Hi 5i,
GH seems to have had a positive earnings report. Any color commentary you could add to about the company and continued growth? Is now still a good time to buy? I like that it is doing well today in a down market.
TiA!
GH seems to have had a positive earnings report. Any color commentary you could add to about the company and continued growth? Is now still a good time to buy? I like that it is doing well today in a down market.
TiA!
Q: Hello, would appreciate your opinion on Timber Creek Financial. My advisor is recommending it for income as it has a yield of 7%.
Thanks,
Perry
Thanks,
Perry
Q: Hi Team,,
what do you think of LLL?
a good buy at this point?
Thanks!
what do you think of LLL?
a good buy at this point?
Thanks!
Q: png has been halted for several days for not filing financial documents as required... assuming they file sometime soon, do you consider this action as detrimental to future trading??
edward in montreal
edward in montreal
Q: What do you think of their latest results and do you think their dividend is safe.
Q: I dont understand when PHO says ""The industry is witnessing significantly curtailed investments in the memory sector, which are expected to persist for the foreseeable future" , then I look at the chart of SOXX that until recently has been straight up year to date. Was SOXX oversold that bad and investors are ahead of the curve or is PHO making excuses? Just a point on the comment from PHO, I appreciate companies not being over promotional, but using a phrase like " foreseeable future" seems to me the opposite of promotional.
Q: Good Morning 5i Team
Just read the quarterly results for DR. Looks like a pretty poor quarter. What alarms me the most is the payout ratio of 166%. This is based on a company defined "Cash available for distributions". Looking back at the FY2017 and FY2018 reports, the payout ratio was around 67% (for the full year).
I'm trying to decide whether to keep this one or bail out. Do you see the payout ratio this quarter as an anomaly with it returning to a healthier 67% range or is there danger here?
Thanks as always
Peter
Just read the quarterly results for DR. Looks like a pretty poor quarter. What alarms me the most is the payout ratio of 166%. This is based on a company defined "Cash available for distributions". Looking back at the FY2017 and FY2018 reports, the payout ratio was around 67% (for the full year).
I'm trying to decide whether to keep this one or bail out. Do you see the payout ratio this quarter as an anomaly with it returning to a healthier 67% range or is there danger here?
Thanks as always
Peter