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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: Hi, could you please comment on DH earnings. At the first glance, Revenue, EBITDA and FCF, all seem to have meet or beat estimates. Laser Pro renewals are still weak (as expected) but organic growth in other areas appear to be decent. Debt reduction seems to be a priority. How do you read their commentary on outlook ? DH stock has gone thro' quite a roller coaster, after past two quarterly reports. Any thoughts on reducing or adding to present position. Thanks
Read Answer Asked by rajeev on July 27, 2016
Q: Peter and His Wonder Team
I realize this is not your "cup of tea". However ...please give your current assessment. The new phone, winning the law suit and more demand for security...may this create a small catalyst? I have held it for a while...The stock has moved up slightly...please give your opinion. Do these positive developments support "holding" for a while or best to sell in this little upswing?
Thanks for your thoughts!
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 27, 2016
Q: I'm puzzled by the enthusiasm for this sector. Besides Government regulation, what are the barriers to entry ? What makes medical marijuana farming any different than regulated tomato farming?

I have serious reservations regarding this sector. Companies with the "hope" of producing earnings at a future point in time but with very little certainty. It looks like an arms race. Get as big as you can as fast as you can, and use other people's money because they don't know what the price of their product will be when the market becomes saturated.

What will stop people from getting a bucket of soil and seeds to grow their own?

So why would shareholders pay six-figure salaries to glorified tomato farmers who have yet to prove that they can generate steady cash-flows?


This sector reminds me of the TSX-V in 2007, people mortgaging their principal residence to buy penny stocks of jr mining companies with names they couldn't pronounce. It's like investment fantasy land, drawing novice investors in hordes. When you start to receive marijuana stock tips from cab drivers and hotdog vendors, you'll know it's time to exit.

Anyone looking to buy these stocks should really evaluate what type of investor they are before committing to the weed sector. Fast money can produce fast crashes when the money runs out.
Read Answer Asked by malcolm on July 27, 2016
Q: With the announced deal with Infor how does 1 play this going forward ? Elf is to become 2 entities terms of split unknown to a retail investors , throw this into the mix and it sounds good but how does 1 determine if 1 wants both new firms or 1 over the other?
David
Read Answer Asked by David on July 26, 2016
Q: Hi Peter & Ryan, not many companies report earnings on Fridays after the markets are closed for the weekend. Fiera Capital has just indicated their earnings release will be on Friday August 5th after the close with their conference call being held 3 days later on Monday August the 8th. I don't recall many companies reporting after the close on Friday but the few I remember doing so did not release good results. Am I being paranoid or do we holders of Fiera Capital have reason to be nervous? Your thoughts... Thanks. Mario.
Read Answer Asked by Mario on July 26, 2016