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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: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on February 03, 2020
Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.
Read Answer Asked by Rod on February 03, 2020
Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -
Read Answer Asked by Aleem on January 31, 2020
Q: I am trying to understand these 2 stocks in your portfolios.
We have DOO which is growing at 20-25% , future earnings expected around $4.40/year with a forward PE of 15.
On the other hand, we have DSG growing the same but with a forward PE of 80 and future earnings expected around $.80/year.

Why is DOO not valued like DSG and/or vice versa?
Why does DSG have a ridiculous multiple of DOO?
Every Q DSG does .11 and the stock price is $60!!

Remember, they are both growing at 20-25% / year.
Does DSG merit such valuation just because they are in tech?
Really doesn't make sense to me.
Thanks
Read Answer Asked by Herm on January 30, 2020
Q: Hi there. I was looking at your CAE report, and I was curious about how you develop your Peer Based Target Price which appears to be a weighted blend of the Fwd P/E, EV/EBITDA, FWD EV/EBITDA, P/B Ratio, Price to Sales Ratio, Fwd Price to Sales Ratio, Dividend Yield and possibly the historical relative averages. How do you determine the best metrics to place weight on? Does this view change depending on the subindustry?

Thank you!
Read Answer Asked by Liam on January 30, 2020
Q: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton
Read Answer Asked by Clayton on January 30, 2020
Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.
Read Answer Asked by Ozzie on January 30, 2020
Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?
Read Answer Asked by gary on January 30, 2020
Q: I am thinking of purchasing one. Which do you think has the most potential going forward?
Read Answer Asked by sean on January 29, 2020
Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.
Read Answer Asked by Rob on January 28, 2020
Q: I want to start a new position in one of the above for a TFSA. Which has the best growth prospect?
Thanks
Read Answer Asked by Curtis on January 27, 2020
Q: I am thinking about buying FSZ. Can you please shed some light on its current and future estimated P/E, debt level, return on investment, and other fundamentals? Can you please explain why you think the stock is currently cheap? What are the chances of dividend cut over the next couple of years in the case of weaker overall market?
Read Answer Asked by Mahdi on January 27, 2020
Q: Recent reports on PBH suggest that while there is progress on the Asian Swine flu epidemic it is going to take some years to recover from - and pork prices in the local stores are still prohibitive. At the same time PBH has supposedly invested in several productive moves which should come into play in the first half of this year. Yet share price progress is modest, the shares are well priced and share price expectations do not encourage the idea that significant progress is anticipated. What is your take on these issues and do you know and have an opinion on the "meaningful moves" that this company has made? Thank you.
Read Answer Asked by Mike on January 27, 2020
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