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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: Who will be interested in buying REAL? If the real estate is strong and this company can't get a bid what will happen when the real estate (and market for that matter) tanks?
Read Answer Asked by Marios on September 24, 2021
Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm
Read Answer Asked by Gord on September 24, 2021
Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!
Read Answer Asked by Nhung on September 24, 2021
Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.
Read Answer Asked by Lotar on September 23, 2021
Q: Hey Team,

I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.

Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?

This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?

Read Answer Asked by JAIME on September 23, 2021
Q: It appears that Mg is no longer one of your top favourites.It has a great run to reach $126 ATH in early June,2021,but since has declined to current $96.86.Is this a good entry point? Or U prefer one of U current favourites? Txs for u usual great services& views As a aside,I cannot find Acq in the Summary of accounts covered.It was on u previous list some time ago
Read Answer Asked by Peter on September 23, 2021
Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?
Read Answer Asked by Ziaad on September 21, 2021
Q: With another qtr in the books, what is your current ranking of these three and why?
Appreciate your work.
Read Answer Asked by Arthur on September 21, 2021