Q: SunOpta seems to be in growing market segment (healthy foods) within a good sector right now (Consumer Staples). What are your thoughts on the prospects for this company?
Q: In an earlier answer I believed you commented that TPK has a net cash position with zero debt. Can you let us know how much cash per share TPK is sitting on?
Q: Can you comment on this company please and whether or not this company is vulnerable to competition notwithstanding their patents in digital imaging.
Q: CXI has been on a tear over the last month while banks have not performed well. Do you have any explanation that would enlighten me? Thank you for sharing your expertise.
Q: Hi Peter and team, with AYA wanting to privatize is there any chance of it going to $30 or near $30 in the mean time or is there no way of it going past $21 until something is settled. Thanks, Nick
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Asked by William J on February 23, 2016
Q: How valuable in your opinion is their "Swiss water" decaffeination process? I think they also supply Tim Horton's and McDonald's, I imagine these contracts are more longer term? Could you please give a brief balance sheet and cash flow opinion on ten peaks. To me it looks good but I'd like to pay a "reasonable" price for it.
Thanks guys
Q: Just a comment. Their last financials list NET Intangibles & Goodwill at close to 29bn. Is this at all realistic in view of the huge amount of damage to their name as well as the actual value of the Company today. Forecasts by 2 US funds estimate current value at between $65 - 70/ per share.
Q: I am looking into dipping my fingers in some marijuana stocks.
I have a few in mind e.g. OVI.A, OGI, CGC, APH, MT, ACB, GLH. Which ones should I buy?
Q: Cubic has had a bad year and its share price has tumbled to the point where the company is now so ugly that it seems rather pretty today. 5i likes momentum, which of course works in both up and down directions. Cubic thus has momentum going against it. But in my dumb emotional reptilian brain, I can’t help but be attracted to it. I like its business model. Perhaps I didn't get the biz model (?) (My history has some litter of past mistakes)
Before I back up the wheel borrow and fill it up with Cubic stock , I seek your opinion , hoping it shall be based on substance , on some depth of data , combined with your own thoughts. Trailing data on Cubic is off-putting. But I believe you use data , both trailing type, and forward looking. I expect to have to wait two or more years before any positive movement occurs on Cubic share price. The near noise is inevitable and is not an important factor provided you agree the business model is sound. Cubic would be for a TFSA.
In your opinion what are Cubic’s prospects? I seek an opinion based on your own thoughts plus analyses by reliable types working at the more reputable sources.
Q: I actually own TDB3099, the new series D version of TDB976 with a much lower MER.
Question 1 = Over the longer term this fund has outperformed. Do you like the underlying securities?
Question 2 = I can't find any reference to the fund being hedged or not. Now that oil and the related Canadian $ are no longer plummeting, hedging is more of an issue. Will this fund be impacted by the exchange rate?
Q: just did a deal with suimitomo for $1 billion for a 13 %interest in a US copper mine.(morenci).
according to the talking heads this deal values copper at a minimum $3 per pound and has moved FCX stock nicely.
my question is with FM. this announcement seems to have moved the stock.would a small position be advisable 1 or 2% As I have learned these stocks move quickly in both directions.If you believe the sky is not falling ,there should be a bid for copper as this deal indicates.
Thx Blake