Q: Given the soft 4th quarter, a record 2012 for the company, and positive 2013 outlook combined with much lower finance costs are you still constructive on Petrowest(PRW)?
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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: Peter; After today's TBE earnings is it time to get back in? Thanks.Rod
Q: Have you any info on CHR.B
The dividend seems to be a red flag.
Thanks
John.
The dividend seems to be a red flag.
Thanks
John.
Q: Is the BAM.A special dividend of a new company BPY LP a good thing? With the lower share price of BAM now, would buying more in order to receive more BPY be in order or wait and possibly buy more BPY when it is listed. I prefer to have LP's in my RSP and BAM is not so I am conflicted as I would normally add to BAM in this price range. Any insight will be much appreciated.
Q: CLC has high debt, high P/B and only rated C+ but it is in one of the few sectors in Canada that appear to have some life. What are your thoughts on CLC for the longer term?
Q: Do you see the sell-off in the banks having further to run or would you recommend accumulating at these levels? Thanks.
Q: Hi Folks, any idea why gwg is taking a beating lately?
Q: What do you think of the numbers from nfi. thaks m.r
Q: Hello,
Could you let me know the value of 100 points of
The Dow
The Nasdaq
The S&P
the TSX
Also their respective P/E and their yield.
Thank you very much in advance
CDJ
Could you let me know the value of 100 points of
The Dow
The Nasdaq
The S&P
the TSX
Also their respective P/E and their yield.
Thank you very much in advance
CDJ
Q: MRE
I wish to get your opinion on MRE Q4. LNR also missed recently. AM was OK. MG missed but was positive on outlook so went higher.
Scotia says:
■ MRE reported Q4/12 adjusted EPS of $0.15 (excluding $0.23 in severance costs, restructuring charges, and customer chargebacks), which was below our estimate of $0.19
and consensus of $0.17.
Implications
■ The miss vs. our forecast was on sales (largely North America). D&A was also higher than we expected, resulting in a lower gross margin (including D&A) vs. our forecast. The miss
vs. consensus was on margins, partially offset by better-than-expected sales.
■ Q1/13 guidance a bit light. MRE expects sales (excluding tooling) of $700M-$720M and EPS of $0.22-$0.26. This compares to our estimates of $782M and $0.26, respectively. Q1/13 consensus EPS is $0.25.
■ Operational update. Shelbyville is experiencing improved throughput with less overhead and labour. The facility was profitable in February and cash flow positive in January.
Continued operating improvements are expected. Hopkinsville is improving but not yet profitable.
■ Our take. We are encouraged that operations in Kentucky are improving. Overall, we do not anticipate material changes to our investment thesis.
I wish to get your opinion on MRE Q4. LNR also missed recently. AM was OK. MG missed but was positive on outlook so went higher.
Scotia says:
■ MRE reported Q4/12 adjusted EPS of $0.15 (excluding $0.23 in severance costs, restructuring charges, and customer chargebacks), which was below our estimate of $0.19
and consensus of $0.17.
Implications
■ The miss vs. our forecast was on sales (largely North America). D&A was also higher than we expected, resulting in a lower gross margin (including D&A) vs. our forecast. The miss
vs. consensus was on margins, partially offset by better-than-expected sales.
■ Q1/13 guidance a bit light. MRE expects sales (excluding tooling) of $700M-$720M and EPS of $0.22-$0.26. This compares to our estimates of $782M and $0.26, respectively. Q1/13 consensus EPS is $0.25.
■ Operational update. Shelbyville is experiencing improved throughput with less overhead and labour. The facility was profitable in February and cash flow positive in January.
Continued operating improvements are expected. Hopkinsville is improving but not yet profitable.
■ Our take. We are encouraged that operations in Kentucky are improving. Overall, we do not anticipate material changes to our investment thesis.
Q: hi team,i want to add mcb to my portfolio, is today as good a time as any to jump in. any new info. you would like to add before i do ? tkx. as always pat
Q: I've already asked about BEP.UN earlier this week however, it keeps dropping & with little or no support base. Also, their Balance Sheet & overall debt, adjusted for the Western Wind purchase is very high, maybe too high for any mid-term profit!? Your thoughts! Thanks.
Q: Hi Gang, BEP.UN (Brookfield Renewable Energy took a hit after the report (denied) about BAM bribing officials in Brazil. Is the a concern to BEP.UN shareholders and it possibly the first cockroach
Q: Hello Peter and team can I get your outlook and opinion on "RNX" is there a reason for this stock not being higher I thought the management team was good? Would it be worth averaging down my cost being 1.76. Thanks, Nick
Q: Southern Investigative Reporting Foundation recently issued a report that questioned Brookfield Asset management 's corporate structure and accounting methods, This. it seems, has prompted a sell-off in the shares and a number of their subsidiaries. BEP.un is currently included in your Model Portfolio.The shares continue to trend down and in view of the recent report are you still comfortable with keeping these shares in your Model Portfolio?
Q: Would you swap ECA for ENB, Why.
PB
PB
Q: at this point i am more royal bank than any other, would appreciate your thoughts of what banks to be in(if any) and which offer least problematic exposure to outside influence
thanks
thanks
Q: Peter,
I know CCB is a small company, but do you having any suggestions on buying or avoiding it as it is in graphite exploration just as ZEN? Is graphite something in demand?
I know CCB is a small company, but do you having any suggestions on buying or avoiding it as it is in graphite exploration just as ZEN? Is graphite something in demand?
Q: Renegade Petroleum Ltd RPL:TSXV - the above stock plunged 6.5% any comments. Is their pay out ratio out of line or has some company related event triggered the selling ???
Thanks
Yossi
Thanks
Yossi
Q: Hi Peter,
Fortuna silver declared its results today. Could you pls comment on their results.
Thanks
Paul
Fortuna silver declared its results today. Could you pls comment on their results.
Thanks
Paul