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Gluskin Shefff Associates Inc. GLUSF



GREY:GLUSF - Post by User

Comment by Magliteon Nov 14, 2017 4:31pm
146 Views
Post# 26962787

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Earnings

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:EarningsYou need to undrstand this share has low free float, and as a result, is highly volatile. As long as the fundamentals are sound, and the technicals are favourable, as I think they are right now, you should keep adding on the dip.

In addition, whether earnings are posted on a Friday P.M. or Wednesday morning before the bell, it does not change anything, especially in the era of speed light electronic communication. You might even attract added scrutiny when earning are posted on Friday P.M.. So I think the CEO chose to do so in order to allow investor to digest the report during the w-e. If you look carefully, the cash EBITDA is almost identical as it was last year same quarter. In order words, share price movement is unwarranted as company intrinsic value remains unchanged.

Third, from my own perspective, I believe former CEO, high profile portfolio manager and her assistant are not leaving voluntarily. Don't you find it odd that they are all leaving almost at the same time? B of D must have shown them the door. AUM stagnating due to underperforming the market might be a rationale explanation. Again, just my honest opinion, as I am not privvy to any insider information.

Finally, during last earnings telecon, CEO pointed out that ''things will pick up again''. I think this is his informed view about the future of the firm. As this company is a cyclical financial, and understanding we are still in a robust economical expansion, I can foresee lots of positive for GS. 


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