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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 have a full 5% position in NFI. I understand the market likes to react to expectations and I’m ok with this. A 13% drop today was too much in my opinion so I picked up a few shares.
My question is about volume. NFI is a 2.4 billion market cap company and approx. 1 million shares traded today being roughly $39 million.
Such a small % of market cap I see the drop today as irrelevant to the real share value.
So back to my question, is there a point where volume as a % of market value is something to guide us in either a down or up market? And I’m looking not as a trader but a long term investor.
I hope you understand the question.
Thanks
John
Read Answer Asked by John on November 09, 2018
Q: In regards to High Liners earnings results they seemed exceedingly bad and the conference call did not outline much chance for a recovery before 2020. Did I miss any positive points? There was not really any discussion of a dividend cut other than a statement about "a review of its capital structure to determine the most prudent use of capital." Do you think a dividend cut is likely? In your opinion would private equity ever be interested in this company in a turn around situation?

Thanks
Read Answer Asked by Stuart on November 09, 2018
Q: Hi,

I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.

Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX

CELG is at a better value currently. Would you buy that instead of ABBV ?

Appreciate your service.

Thanks
Ninad
Read Answer Asked by Ninad on November 08, 2018
Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.

Value your opinion. Thanks


Read Answer Asked by S on November 08, 2018
Q: In the conference call the guidance discussed was $2.13-2.68 (although someonelse suggested $2.16-2.71). The analyst estimate from your website shows $2.88 for 2018 and an estimate of $3.24 90 days ago. This seems to be a considerable downward trend although management seemed quite upbeat and insisted there are no structural changes to account for the weakness. Given this context I have two questions. Are there other metrics to suggest management is executing well? Are you comfortable with the potential such that you would take a new position at this price or would you wait for next quarter?
Mike
Read Answer Asked by michael on November 08, 2018
Q: Hello, do you still consider TOY a good stock for future growth? With revenue growth slowing last quarter to 12.6 % ( vs 37.4 % Aug 2017) and further declining to 2.3% this quarter (vs 27.6 % Nov 2017) and outlook of mid-single digit Gross Product Sales growth for full year 2018.
Does that not seem to be an extremely low revenue growth outlook for a stock like this? I understand the Toys "R" Us issues are a big driver of this low revenue growth but do you have confidence they can return to 20 % plus growth ? I know I am focusing on revenue growth but it seems so low... maybe they have a more positive view for 2019, did you gain any further insights from the conference call?
Read Answer Asked by Michael on November 08, 2018
Q: The share prices of both TSGI and NFI have recorded significant declines recently. However, I feel the growth prospects for both companies are solid and, as such, consider this to be a good buying opportunity for a 3-5 year hold. Do you agree and, if so, would you ease in with 1/2 positions at this time or take full positions and simply put them away for a few years?
Read Answer Asked by Richard on November 08, 2018
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