skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ENGH....Earnings flat, enterprise value flat, no juice from the board or leadership, earnings misses for a year now, and no increase in business or value in two years
what is there to like about this Co. ?
you seem to be favorable about ENGH.
Between Syz,Engh,Abst,what would be your preference and why?

Read Answer Asked by Josh on November 09, 2021
Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.
Read Answer Asked by John on November 08, 2021
Q: Hi Guys
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord
Read Answer Asked by Gordon on November 06, 2021
Q: Hi Peter, Ryan, and Team,

Quite a positive 5i report on TCS. Would you be OK with either a full switch or a partial switch from KXS (which has seemed to have 'stalled' somewhat) to TCS, which has a better one-year chart? I realize that KXS is a much larger company. I do like the fact that TCS pays a dividend (albeit a small one). What would you aim for as a good entry price for TCS, or would you just enter a market order? Thanks in advance for your continued help and advice.
Read Answer Asked by Jerry on November 05, 2021
Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter
Read Answer Asked by Peter on November 05, 2021
Q: Good day ,
Most of your answers when people ask about your top growth stocks was this name .. after this debacle are you in the same mindset .. I own this and am feeling the pain this morning .. that being said I hold stocks for the long term .. so in 3 to 5 years time will this beat down even matter?
Thx
Mark
Read Answer Asked by Mark on November 05, 2021
Q: Hi Peter,

Upon reviewing the quarterly results, I am surprised at the irrationality of the market.

Growth is still intact as far as I can see. The only "issue " that I can see might be the weak guidance for next quarter. However, the full year guidance has been raised.

Am I missing something?

Thanks,
Read Answer Asked by ilie on November 05, 2021
Q: No specific question, just a thank you.
I have been a member for 7 years and always look at your various resources before making any buy/hold or the more difficult sell decisions. I have always been disciplined in your suggested sector diversification and portfolio weighting. LSPD proof of portfolio weighting. Initial purchase at $35.00 and trimmed 1/3 at $150.00 (It still went up to $165.00. Oh well still slept better). After the short attack I trimmed again at $110.00 and it went back up. Today I still feel good holding a stock up 142% with a big payout on the trimming and a portfolio weighting of 3.5%. The decline was not as dramatic as it could have been. It was very hard to trim a stock on such an upward trajectory (still looking for that 10 bager). Thank you for the continued reminder of portfolio weighting and being able to sleep at night.
Roy
Read Answer Asked by Roy on November 04, 2021