Q: Can you comment on the p/e, ev/ebitda for Amaya? How does this compare to competitors? And how does this compare to the future growth in earnings? I'm trying to ignore the recent theatrics and just look at it from pure valuation in terms of it's growth. Don't own it yet. Thanks.
Q: P Shoiry(ceo to v.chairman) on BNN,3/16 stated that 20% of its revenue is from Canada,& the co.has done well the last 10 years & its price is determined by the market.No wonder it has missed estimates in EPS 9 out of 14 Q.since 3rd Q,2012 as per Thomson/Reuters.Hopefully,new Ceo will do a better job in this aspect. Will the Federal expected infrastrutal spending have a material effect on WSP? Always appreciate your usual great services & views
Q: Hello Peter,
Do you still like alimentation couche-tard and auto canada after their earnings announcement and would you consider paramount resources as a risky play compared to tourmaline or birch energy? thanks very much
Q: The stronger canadian dollar seems to be having a negative effect on USA or Global mutual funds invested in Canadian even when market upticks.Could you explain this. /
Q: In light of the expected infrastructure spending in the upcoming federal budget, which of Aecon, SNC Lavelin, or WSP Global is best positioned to benefit? Are there other companies that you would prefer?
Q: Of these 4, which 2 do you rate highest? Do any other similar
non-mining Au and Ag operators come to mind? I am staying away
from Sprott Physicals because any increase in the metals may be offset by the drop in the US dollar.
Q: I have held this for a while, and regrettably let it slide to the point where I am barely even, including dividends (all ROC). My initial thought was that as rates rise and their loans mature, they will roll over at higher rates, thus protecting or even enhancing the dividend. Now, rates don't appear ready to move by any substantial amount any time soon. Is there a danger that they will issue new loans at lower rates and reduce the dividend? Do you know what their current payout percentage is? This is held solely for income - would you hold for now or sell?
Thank-you
Q: ACQ announced results at market close yesterday Same store results were ugly:
Same store revenue decreased by 5.9% in 2015, compared to 2014. Same store gross profit decreased by 11.7% in 2015, compared to 2014.
Free cash flow decreased to $38.7 million in 2015 or $1.57 per share as compared to $63.7 million or $2.70 per share in 2014.
Adjusted free cash flow decreased to $38.8 million in 2015 or $1.59 per share as compared to $62.1 million or $2.67 per share in 2014.
Same store new vehicle retail revenue decreased by 14.2%, or $119.7 million, to $722.0 million in 2015 from $841.7 million in 2014.
Same store used vehicle retail revenue increased by 10.4%, or $27.5 million, to $292.3 million in 2015 from $264.8 million in 2014.
On a more Same store parts, service and collision repair revenue increased by 2.8%, or $4.9 million, to $177.3 million in 2015 from $172.4 million in 2014.
Pre market bid/ask looks weak. Is this a buying opportunity? or a time to run. or hold tight?
Q: Hi there, I am currently holding about 65% in cash and am looking to add a few names from the BE portfolio. I currently own ATD.B, CXI, ESL and DSG from the BE portfolio and CRH, CXR and FRU. Which names from the BE portfolio would you be adding at this time. Are there any specific names that seem more like screaming buys than others? Thanks!