Investment Q&A

Q: CSU still under 600$ ?

Q: There was a brief mention on a news channel last evening about a class action suit concerning the malfunctioning of some of Spin Master's Hatchimals. Any comments? Perhaps this was just a slow news night....!

Q: Morningstar has placed H&R within its "Dangerous Portfolio", "that looks for companies with undesirable fundamental characteristics. The strategy itself is designed to underperform the market."

How to you rate H&R among Canadian REITS in general and among those focusing on commercial properties?

Q: Hi Peter and Team

Do you have any further thoughts on how Magna will be affected by Trump's "Made in America" policies now that he has been inaugurated and started to hold meetings with car manufacturers?

Thanks so much for your opinion

Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.

Q: Hello 5i
With pur price decline would you consider this a good time to buy or is managements own underwhelming commentary on their business performance (Q3 webcast) enough to create a wait and see status?

Looking for sustainable growth investment. Is it pur or do you suggest alternative at this time?

Thanks
Dave

Q: Could you update on where you think Liq is at this point.

Q: Your thoughts on WSP and Stantec please... they seem to be on a continuous slide the last couple of months...is there anything behind the scenes that your average retail investor is not seeing?

Q: Is it a good time to invest in FSZ or is the trend to ETF's going to harm it ?

Q: Last week you suggested we wait to see how things settles out over a few days. What indicators are you looking for? - have they panned out. Can you comment on the reasons for the slow down and if it could a trend. My son and I own SJ - should we sell? We are on a 2 year timeline and 10 year timeline.
Thanks for your great work!

Q: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!

Q: I've held ADN for a couple of years and am underwater about 10%, but have enjoyed the 5% dividend along the way. I don't mind hanging onto it other than I'd sure like to see it break water one of these days. But is there another company in the same sector that I could replace it with that pays a dividend but has better growth prospects?

Q: Could I get your thoughts on PUR, it has been declining recently and was wondering if there are any catalysts for growth this year.

Q: Hi Peter and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis

Q: Savaria peaked in October and has been going down since then. With today's loss it's reached the -10% mark where I usually think about selling stocks (I was stung by nortel and JDS uniphase during the dot com days and vowed not to ever again follow a stock down too far). I know this stock is a favorite of yours so could you tell me what might reverse this steady downward momentum?

Q: Good day!

With the recent misstep by McDonald's in allowing nuts in their restaurants and no longer claiming nut free space, do you think this may have a positive impact on A&W which is nut free? Could the impact be significant in store sales? McDonald's seems to be receiving a lot of backlash from this.

Q: Since some time, GUD looks blocked at 10$ ?
Also CSU seems to not move much.

Q: Hi, DH Corp is down over 4% today with heavy volume but I don't see any news. Is this just simply profit taking from the lucky people who bought it a few months ago.

Q: Is there some news in DHs strategic review which would account for the lathe drop yesterday and today? Is it worth holding any longer and if you had to sell Dh or Xtc which would you let go first and why?
Thank you.
Maggie
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Q: Would it be wise to sell my MDA position and replace with increased positions in your Balanced Portfolio?