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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: Hi Peter, Ryan, and Team,

Sorry for another A&W question, but do you think the Ontario government's plan to raise the minimum wage to $15.00 will hurt this stock (as well as others in this space)? I suppose that A&W could raise their prices, but they already seem to be at the high end pricing of the quick-service-restaurant space.

Thanks as always for the pertinent advice.
Read Answer Asked by Jerry on May 31, 2017
Q: i agree with stevens question on knight.
i owned 40,000 shares of knight, i have been in since 6.00, now i have only 12,000 shares.i did well but honestly i expected more.
it is unlikely that jonathan goodman will do anything with his 760 million stash in 2017 , he is looking to buy something for almost nothing and what bothers me more than anything, is he raised money 4 times diluted the stock each time and then did nothing with the money and he clearly states it is a stock for your grandkids, so we could be waiting a decade or more and he also says paladin took 19 years to payoff.
my question is do you think maybe you are being too optimistic on this company especially since you have it in 2 portfolios.dave
Read Answer Asked by david on May 30, 2017
Q: Knight Therapeutics (GUD) is my largest holding. Each morning, I get up and while doing the usual ten minute standing ab routine to get going, I wonder what Johnathan Goodman is doing. Unlike me, he has about $760M in cash in his pockets and, again unlike me, he seems unwilling to part with it. I completely understand this is a long term investment and I look at it as a form of security for our future but if he were to go out and buy "someone big" with a product line and a sales force, I can't help but dream that this stock will multiply significantly. Can you send him a message and tell him to start doing those ab exercises. He needs to get moving.
Am I being a little impatient and do you see any signs of activity that might be remotely encouraging?
Thanks.
Read Answer Asked by Steven on May 30, 2017
Q: 5i Team,

How similar are these 2 companies? I have 2.5% positions in both (at a healthy profit - thank you).

Should I sell one? I own DSG in a cash account at +100% - hence have to pay cap gains, and KXS in my TFSA. I know KXS is a top pick of yours..

I'm fine with risk.

Thanks,
Read Answer Asked by Ray on May 29, 2017
Q: Hi, could you please provide your comments on today's news of the large acquisition by Boyd Group. Boyd has been growing in US lately. This is a major expansion in Canadian market, Ontario. How is it different than the US, where insurance companies like to mostly deal with established repair chains like Boyd ? Do you see possible equity issue, near term ? Thanks
Read Answer Asked by rajeev on May 29, 2017
Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.
Read Answer Asked by Elizabeth on May 26, 2017
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