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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: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?
Read Answer Asked by Joel on July 06, 2018
Q: Good day...I have great respect for your management of the balanced portfolio..my question is the addition of tsgi at a 4% position...this seems out of the ordinary for the way you run this portfolio...generally I have noticed that you start with a 2% position and then allow it to grow...I know you have a valid reason and I am asking to advance my knowledge of trading...thanks for your expert management....Gene
Read Answer Asked by gene on July 06, 2018
Q: What are your top picks in CD and CS
Thanks
Read Answer Asked by James on July 04, 2018
Q: Hi
I refer to Stuart's question concerning PLC.

When Arbour Memorial went private, I made very good money.

PLC was the only opinion available in Canada so in April 2015 I first purchased at $12.90, then at $13,.9 in 2016 and 2017 at $18.98 .

One of my kids is in the funeral business and speaks very highly of what they are doing.

Hope this helps.

All the best
Read Answer Asked by Mike on July 03, 2018
Q: Hi Peter/Ryan
I owned Park Lawn for about a year and did quite well on it before selling. Interested in getting back into it. One reason I got out was bad memories of the Loewen ( https://en.m.wikipedia.org/wiki/Raymond_Loewen ) group which I am sure you remember. I assume Park Lawn is more conservative with dept? Obviously Service Corporation is much bigger but in terms of valuation how do they compare?

Much thanks

Stuart
Read Answer Asked by Stuart on July 03, 2018
Q: Stantec continues to show little growth as it has over the past five years. At 1.63% it also has a meager dividend. It compares poorly to WSP over five years. Is it that WSP has better management, better mix of business, better geographical locations or some other factors? Since WSP has dropped somewhat recently, would you recommend a switch from STN to WSP at this stage or stay the course with STN? Thank you.
Read Answer Asked by mitchell on July 03, 2018
Q: Hi 5i! This question is for an educational purposes, as I'm always trying to better my humble valuation skills. Unfortunately, I can't find the quote in the question to confirm my saying but here goes anyway: You have recently (I'm pretty sure!?!) qualified the shares of TSGI as being cheap. On what metrics do you base your evaluation. I see that a PE of 18ish for a growth stock like TSGI is on the cheap side. Are there any other metrics?

Many thanks!

PS.: I already own a full position in TSGI that I bought a couple of years ago. No intention to buy more or sell any time soon.
Read Answer Asked by Stéphane on June 29, 2018
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