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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: Could i please have your opinion and ranking on the following gas weighted companies. Would this be a realistic time for an investment in one or two of these companies or is there still alot of downside risk. Thanks
Read Answer Asked by cal on May 13, 2016
Q: Much has been written about Mr. Fernandes and his "unique" management style. I am wondering if you know him and the company well enough to answer this question. It is starting to look to me like this company may be a vanity project for him. I am all in favour of sepnding on R & D but is there any way of knowing the type of projects they are working on and whether all this research might yield profitable results one day? Is he integal to the company to the extent that his absence would leave an unfillable void? The bottom has fallen out on this stock despite a less than stellar quarter which suggest there are still a lot of believers out there.

Paul F.


Read Answer Asked by Paul on May 13, 2016
Q: What do you think of the earnings? They seem to never be consistant!?
They reiterated 2016 guidance of $1.31 FCFPS, that's a 16% FCF yield, pretty rare, no? They bought 11M shares last yr and are planning to buy another 11M in 2016. The market is obviously currently valuing it as a value trap, could it be wrong? Thanks
Read Answer Asked by Eric on May 13, 2016
Q: Hi there

I have held Shawcor through the downturn and have a long term view on my investments - I can wait a few years for recovery. Just wondering given the poor outlook from the company for the next year and the poor outlook on the sector whether its valuation reflects this. Would it be a hold here or would you move on. I do think they have a bit of a unique boring business - a bit like Stella which I also hold.

Thanks

Stuart
Read Answer Asked by Stuart on May 13, 2016
Q: The president stated in its press release that the first quarter results were "right on plan". Although I realize this is only one quarter and record results at that, my concern lies in EPS being almost 20% below street consensus and a lower number than any I could find. This seems like very poor communication between the company and the street especially after the recent money raise and only adds to unnecessary volatility. Do you agree?
Read Answer Asked by Gary on May 13, 2016