Investing

What did you buy? What might you buy??

  • Last Updated:
  • Oct 23rd, 2017 2:50 pm
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Jr. Member
Jun 28, 2016
197 posts
83 upvotes
RolandCouch wrote:
Aug 10th, 2017 5:36 pm
I wasn't impressed after a quick glance...
On a closer look, earnings were basically fine besides the NGL segment, which was down to about a third of its first quarter FFO due to a month of scheduled maintenance each at two different facilities. Apparently, this maintenance is only needed every 3 years or so, so the results look worse at first glance than they actually are. All the other three segments are either stronger than in the first quarter (which was a pretty good quarter) or only very slightly worse in the case of the bulk liquid storage business in Europe.
Deal Fanatic
Jun 26, 2011
9915 posts
876 upvotes
Markham
Wavelet wrote:
Aug 10th, 2017 11:50 pm
On a closer look, earnings were basically fine besides the NGL segment, which was down to about a third of its first quarter FFO due to a month of scheduled maintenance each at two different facilities. Apparently, this maintenance is only needed every 3 years or so, so the results look worse at first glance than they actually are. All the other three segments are either stronger than in the first quarter (which was a pretty good quarter) or only very slightly worse in the case of the bulk liquid storage business in Europe.
I haven't had a chance to read through in depth yet (will do later tonight or tomorrow) but I bet tomorrow will be another down day. I'll still hold though (and possibly add if the market overreacts).
Deal Addict
Nov 9, 2013
1852 posts
640 upvotes
Edmonton, AB
Telus missed it's earnings today, despite growing revenues and adding subscribers. Is it too much to hope this triggers a sell off?
Member
Feb 26, 2017
246 posts
62 upvotes
treva84 wrote:
Aug 11th, 2017 7:13 am
Telus missed it's earnings today, despite growing revenues and adding subscribers. Is it too much to hope this triggers a sell off?
Down 2%. Not a bad entry point. T It's my favorite of the Canadian telecoms.

Rough Q for the stocks I own. Misses by BAM.a, T, AQN, ITP, KEY and IPL.
Deal Addict
Jun 27, 2007
3130 posts
497 upvotes
sold NVDA Oct 130/190 strangle for $4.65 CR
bot back SNAP Aug 15 calls for 5c
After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: it never was my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight!
Deal Addict
Nov 9, 2013
1852 posts
640 upvotes
Edmonton, AB
Chance7652 wrote:
Aug 11th, 2017 9:46 am
Down 2%. Not a bad entry point. T It's my favorite of the Canadian telecoms.

Rough Q for the stocks I own. Misses by BAM.a, T, AQN, ITP, KEY and IPL.
2% - meh. I'm just going to sit on my position and see what happens.
Deal Addict
May 22, 2003
2262 posts
1022 upvotes
Vancouver
Yeah, miss by BAM.A, still long though.

Have a buy order for ENB at $49.95
Deal Fanatic
Jun 26, 2011
9915 posts
876 upvotes
Markham
Can't believe I missed DR.to 2 days ago. Has been on fire and even if it just holds now the dividend is still nice. Looks like investors really liked the recent results.
Sr. Member
Feb 7, 2012
580 posts
121 upvotes
SCARBOROUGH
Is it a good time to play volatility reversal? Tempted to buy HVI.
Member
User avatar
Nov 30, 2010
403 posts
127 upvotes
Coquitlam
afiglee wrote:
Aug 11th, 2017 3:00 pm
Is it a good time to play volatility reversal? Tempted to buy HVI.
I've been trickling in. ACB at 13.25
Jr. Member
Apr 8, 2017
104 posts
25 upvotes
Tempted to add to BNS, ENB, AQN and T in my DRIP account
Chance7652 wrote:
Aug 11th, 2017 9:46 am
Down 2%. Not a bad entry point. T It's my favorite of the Canadian telecoms.

Rough Q for the stocks I own. Misses by BAM.a, T, AQN, ITP, KEY and IPL.
What was the EPS estimate for AQN?
Member
Feb 26, 2017
246 posts
62 upvotes
ShuttleBoy wrote:
Aug 11th, 2017 3:44 pm
Tempted to add to BNS, ENB, AQN and T in my DRIP account



What was the EPS estimate for AQN?
AQN has a 5% discount on their drip. Its a slight miss for the quarter. Below is from TD who have a price target of 15.

Q2/17 adjusted EBITDA of $197.6 million was modestly below our estimate
of $207.1 million and the consensus forecast of $200.3 million. Empire
District (acquired on January 1) contributed $75.7 million of EBITDA and
recently commissioned renewable power facilities contributed an incremental
$13.9 million.
■ Q2/17 adjusted EPS of $0.13 compares with our forecast of $0.15 and the
consensus estimate of $0.14. This excludes currency gains, a modest gain
related to the Mountain Water sale, and related taxes.
Sr. Member
Nov 28, 2010
874 posts
118 upvotes
Brampton
Bought some more minimum units for tdb 900 902 911. Contemplated buying more VXC for a larger position but will hold off for larger purchases as usually with a day like yesterday it lasts a lot longer than that and today was more of the same and next week I don't expect things to suddenly come back up
Sr. Member
Feb 1, 2015
603 posts
131 upvotes
MB
afiglee wrote:
Aug 11th, 2017 3:00 pm
Is it a good time to play volatility reversal? Tempted to buy HVI.
For a short-term play, yes. However and due to the severity of the drop, a likely scenario would be a rebound early this week followed with another drop.

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