Investment Q&A

Q: What is the consensus for Q2 revenue and adjusted ebitda , all in US$?

Q: This headline was in the Financial Times today - do u agree with it?
"Great-West Lifeco Inc downgraded to sell as Brexit weighs on earnings"
Thanks

Q: What is the consensus for sales and eps?

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

Q: Good Morning Guys,
I'm looking to add to my AW.un here at $34.61 however, I have read you recent comments on this company and you suggest it is still a buy up to $33.50? Are you suggesting it's to high now to add more?
Thank-you.

Q: I feel as if I have owned Apple forever! I am now down 20% on the stock and just about ready to throw in the towel. Can you suggest a replacement in the same space with more growth potential? SIMO perhaps, which you have recommended before?

Q: Where Gilead's earnings bad enough to justify the drubbing they are Taking? Hold on to shares at this point or has something fundamentally changed?

Q: As a position in a TFSA or RSP with a minimum 12 month hold could you see IT getting a better valuation after dual listing

Thanks
David

Q: Why is RDY down more than 10%. Any news?

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.

Q: Hello,

What are your thoughts about AWK stock? I have read numerous investing articles illustrating the water will be the new "oil" in 20-30 years. Is it a good time to start investing in this sector?

Q: IN MY 41 YEARS IN Canada yours is the best contact i am fortunate to have.
Iam benefiting very much from your advice.
I also TRADE CURRENCY do you know which place for me to look for advice i know you want to be independent but two or three contacts does solve that issue.

Q: Can you tell me what looks good and bad about this co?

Q: I'm looking at these two ETFs for the short term, as they are near a 52 week low and have fairly good liquidity. Which one would you recommend the most, or would have a better suggestion ? Thanks

Q: Further to your earlier answer yesterday, you referred to the payout ratio as still being high. My impression is that they have been lowering it over the last 2 or 3 years. I seem to recall it is in the 70's percent-wise, having been in the 90's. If my memory is correct (no guarantees here!), this shows very positive improvement, in line with the targets espoused by their CEO in previous calls.
Would you be able to tell me what the payout ratio is currently (based on cash flow, I assume), and also indicate how you are calculating it from the numbers off of the statements? I am particularly interested in knowing the adjustments you make, and your reasoning.
(This, I hope, falls into the category of not just giving me fish, but teaching me HOW to fish!)
Also, at least one other analyst doesn't get the seasonality of their quarterly statements (they have a slow period - the summer - when the kids aren't on the bus)and keeps referring to the falling profitability without due consideration. Do you refer to yearly stats when calculating payout ratios and such, or if not, what adjustments do you make to the statements regarding seasonality?
Thanks!
paul

Q: Your thoughts on 3M would be appreciated.
Thanks so much.

Q: What would you expect as to the possibility of a positive return by purchasing a Jan 20 2017 CXR call with a $29.00 strike price.

Thanks for your insight.

Q: The TSX has been on a tear since the beginning of the year and US Markets have hit all-time highs. Do you think the TSX is poised to make new record highs as well? I haven't been reading the financial news a lot lately, so I'm not sure if there is an irrational exuberance that is occurring right now. Would like 5i's thoughts on general market conditions.

Q: I am thinking of rebalancing the weighting of my holdings of common stock among the five large Canadian Banks. The banks represent 20% of my stock portfolio, more or less in equal parts, except for TD (of which I hold less). I'm looking for yield and quality, with a bias towards "hold" not "trade". I consider capital growth a bonus not a goal. I'm retired. I spend my investment income but retain capital. Do you have particular preferences? Do you think that a 20% allocation to financial services is in an acceptable range?

Q: Hi
With CXR stock now under $24.00, would this be a good entry point, or do you think it can still go lower in the short term.
Thanks as always
Guy R.