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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: I understand that OSB would drop by $4.50 when it paid out the special dividend but do not understand why it has continued to fall in share price. Do you have some knowledge of what is happening? Also, if there is no good reason, would it be a good time to add some to my portfolio?
Read Answer Asked by Thomas on September 05, 2018
Q: I have read all of the answers regarding Namaste and it does not seem that you find it very attractive;however, given the latest announcements on the medical and the recreational side, do you now feel it has good potential from here. The company seems to be landing good agreements for distribution and their medical side seems interesting. My only concern is what stops the big players from replicating their model? Thanks
Read Answer Asked by umedali on September 05, 2018
Q: There is only cash available in a LIRA, aka no cash in a non-registered account or TFSA.
At the same time, I would like to invest in three new positions - MG, TFII and WSP for a balanced portfolio. I have read in the past 5iR thought it preferable to hold MG in a non-registered account because of the cyclicality of the business but that if held in a registered account, then might want to trade around the cycles. I would like your take of holding these three companies in a LIRA that will start to be drawn down in about 2 years but will span, hopefully with good ageing, many years.....Thanks....Tom
Read Answer Asked by Tom on September 05, 2018
Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!
Read Answer Asked by richard on September 04, 2018
Q: Hi
I'm a bit confused over how to assess growth companies on a valuation basis. I understand you can use a PEG ratio to factor in future growth, but a lot of the growth companies out there have PEG ratios that are far above one. How then would I know whether a company is "undervalued"? Would you compare to peers in the same sector or compare to historical values? Is there a PEG ratio that you have in mind above which you would never invest?
Thanks!
Read Answer Asked by Jason on August 28, 2018