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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: Here is a Podcast of some people who went to all of Aphria's business locations and what they found out through their investigations about Aphria. This is somewhat disturbing and destructive information about Aphria.
Here is the link: https://seekingalpha.com/article/4225889-investigating-aphria-gabriel-grego-hindenburg-research
Read Answer Asked by Christopher on December 03, 2018
Q: Hi guys
I have held Saputo for a very long time and done very well on it and appreciate its relative stability. However it has not done much the last few years except gradually trend lower, plus it would appear the milk/cheese market is always affected by trade/tariff issues out of control of the company. I have to say when I listen to Lino Saputo on conference calls he is very impressive how he knows the most intricate details about what drives his operations. What do you think would be a catalyst for Saputo to move forward in the next few years. A 2nd question relates to Premium Brands and given its drop in price over the last while would it make sense to sell my Saputo and bus Premium Brands as a replacement. I always worry that with a loss of a big contract like Starbucks the stock price might just fall away and that has kept me out of it, but of course they have continued to do well.

Thanks

Stuart
Read Answer Asked by Stuart on December 03, 2018
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon
Read Answer Asked by mary on November 29, 2018
Q: Hi Peter/Ryan
Your opinion on below statement on Nutrien please. Is this positive for NTR and will support slide ? What will be the impact?

Canadian fertilizer giant Nutrien will auction its 23.77-per-cent share in Chile´s SQM on Dec. 3, the Chilean stock exchange said on Wednesday, a final step toward completing the sale of a coveted stake in the world´s No. 2 lithium producer to China´s Tianqi.
In a statement, the local stock exchange said the minimum bid would be set at $65 per share, for a total package price of $4.066 billion.

Thanks
Read Answer Asked by S on November 29, 2018
Q: Hi Guys - I am looking for 2-3 "core" ideas to invest in for the next 3-5 years to provide solid gains but also a couple of potential "home runs" - ideas that can go up 2-5x (but obviously have risk associated). Which names are you most excited about?

Thanks in advance,

Dave
Read Answer Asked by David on November 28, 2018
Q: Hello Peter and Team,
I hold these three securities in my RIF account with over 20% loss.
I am thinking of selling specially MAXR and PHO to replace them with two other securities with more potential upside when and if the market recover.
Please give your opinion and potential replacements.
Raouf
Read Answer Asked by Raoul on November 26, 2018
Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike
Read Answer Asked by mike on November 26, 2018
Q: Peter and Ryan.
The recent gyrations of the market have left me somewhat shell-shocked because of the severe punishment some companies take for slightly missing quarterly reports. I don't think I'm alone. I've decided to try to identify a number of Canadian companies that are managed so well and have such excellent prospects for the future that they will enable me to buy and hold them through thick and thin, for a long time (10 years).
I'm seeking your guidance to enable me to disregard the extreme volatility and hold these "Canadian Superstars" for many years to come. I realize I'm presenting you with a difficult task but hope that your experience and professionalism, which I've come to respect, will enable you to identify some 'long term investments'.
So that being said, could you suggest a number of Canadian companies from a variety of sectors that I could buy and use as my core holdings. As time passes, I will add many of the growth companies you support to round out my portfolio.
Again, I thank you for your guidance.

Read Answer Asked by Les on November 26, 2018