Investment Q&A

Q: Can you please comment on $CRH recent earnings and do you see an investment opportunity here.

Thanks Valter

Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?

Q: May I please have your comments on BIP’s results.
Thank you very much

Q: While FB was plummeting I sold my shares and locked in some gains. I used the money to buy shares in Constellation Software. I believe CSU will recover faster and keep growing. I feel that with the news of a slower growing user base and users being on FB for less time, it will take the market a long time to regain it's confidence in the company. Do you agree. Or should I just get back in at this lower price?

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: My ECI shares are held in an RRSP and thus there are no tax issues to worry about. I am content to sit back and collect the 3.45% dividend until the deal closes in several months. So if I do nothing (IE not tender to the offer) am I correct that my shares will be
bought by BIP for cash ($29.00) upon closing?
Scot

Q: please comment on the latest Q.l

Q: hey just wondering about the weakness in both the names, any reasons why, and is it a good time to take a position in either of them?

Q: My last 2 questions show up as private but when I sent them they showed as public on my ipad

Q: What was the Q2 concensus for eps?

Q: What impact do you expect the World Cup will have on quarterly earnings? Is this priced in?

Q: Is this USA fund worth buying?

Q: Which one is a better buy at the current price after the recent weakness of the PBH stock price for long term hold ? Thank you. Bill.

Q: Your take on the new 2 contracts.Txs for u usual great services & views

Q: Comments on recent numbers please,, deduct appropriately.

Q: More of a comment than a question, but I would appreciate your view. The knock on the old MDA was that revenues were "lumpy" and margins low. Looking at the most recent financials, that still seems to be the case for the satellite business, which generates EBITDA margin of only12% if I read things correctly. Conversely, the newly-acquired Digital Globe imaging business has an EBITDA margin over 60% and happily this is the part of the business that is forecast to grow. This can make up for the weakness of the legacy business, which I presume they will not get rid of because of a desire to offer integrated "space" services. But it stuns me that the satellite business runs on what must be a less than break-even basis. I have a now slighly underwater half position and plan to stick with it.

Q: Appreciate so fast reply.Please state it has beaten 6 of (??) estimatesThanks

Q: Hello,

I currently own SRU.UN (SmartCentres REIT). I like the dividend but I am interested in capital growth as well.

Do you recommend keeping SRU.UN or to switch to CHR (Chorus Aviation) or EFN (Element Fleet Management) ?

Or, do you have a better recommendation for a stock which has has a good income, dividend growth and capital growth?

I have over a 5 year time horizon.

Thank you as always for the financial insights.

Q: There have been a number of news releases on marketing partnerships and potential sales lately? Is there something hers or is this a replay of past? comments?

Q: I don't understand why PHO report good earnings but share price down but other companies report good earnings their share price up a lot, could you please explain why, thanks always.