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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: Your recent comments on DOO:
We think DOO is still good. Solid earnings growth is still expected, and at only 12X earnings investors are not expecting much. As rates rose investors shied away from the stock, but as rates peak (as long as jobs remain strong) we would expect confidence to return here. It has beaten estimates 8 quarters in a row and the last quarter's EPS beat by 6%.

My question:
Your comments don't suggest that the company has done anything wrong (quite the opposite really) and yet the stock has gone down by 50%. Unlike KXS, NFI, SIS, TSGI and others that had announcements that drove significant temporary declines, I can't see anything like that here. Is this stock therefore not being punished unfairly and ripe for rebound? To what do you attribute the wholesale abandonment of the stock? It would not seem that such strong selling pressure is warranted. What is the case against buying vs FOR buying?
Read Answer Asked by Tim on February 21, 2019
Q: Good Evening

My wife a while back made a small spec play on BVO. It was converted to ZENA and she was also issued the same number of shares in CUBICFARM SYS COM 4 MONTH. They are currently not trading and are valued at zero. What are they and will they start trading? Also since its such a small position should she just hang on to ZENA or take her profits and move on?

Jimmy
Read Answer Asked by Jimmy on February 21, 2019
Q: tiffPlease comment 1)SIS's preliminary results announced after market closed today, 2)TFII's acquisition of Toronto Tank lines. 3)RAY.A's Distribution agreement with Telus for 5 new music TV channels. Subsequent 2.49% drop in price today, Thanks foru usualgreatservices & views
Read Answer Asked by Peter on February 20, 2019
Q: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.

Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Read Answer Asked by justin on February 20, 2019
Q: my portfolio is levreraged with about 80 %in equity more than half in growth I understand this is contrary to all good financial planning principles. late last year the correction was scary.
I like to sell 4 or 5stocks for starters.
I am grouping them and would like you to tag which one or two is weakest link in each grouping over say two year time frame.
One( blue chip )growth amzn coog fb msft sq aap
two midcap?shop pho nvda


three small cap tsgi nft tfii brp tcl,a dol gc toy sj
I have not included stocks are more solid like bam constellation and or pay reasonable (over 2 %)dividends
Read Answer Asked by thambirajah on February 20, 2019
Q: Thankyou very much for recommendation of CSU. Your unwavering conviction in this stock enabled me to keep it and add to it on declines, which can be difficult to do for a conservative ETF investor. Do you have another favorite Canadian stock , or stocks, with nearly identical qualities, that you would suggest ? Sector is not a concern. If more than one, please list in order of preference. P.S. my wife says thankyou. I sold some shares to buy her a very special Valentine gift.
Read Answer Asked by Allan on February 15, 2019
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