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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 tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Read Answer Asked by Ray on March 28, 2022
Q: Hi gang, my question has to do with Costco's valuation. Can you please give me your quick and dirty evaluation for a long term hold? Also I'm seeing different p/e numbers, your page shows 27 while G&M shows 44. As for dividend, they seem to do a special dividend every few years, what is your view of a pending one soon.

Thx.
Read Answer Asked by Christopher on March 25, 2022
Q: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,
Read Answer Asked by Stephen R. on March 24, 2022
Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.
Read Answer Asked by Michael on March 22, 2022
Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry
Read Answer Asked by HARRY on March 21, 2022
Q: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
Read Answer Asked by Karim on March 18, 2022
Q: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.

However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
Read Answer Asked by James on March 18, 2022
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