Q: Hi Peter,
What do you think of the action in NTR ? It had strong earnings and is in a solid position globally in the current environment. Desite this the chart looks toppy. Thanks.
Q: A few years ago I read Benjamin Graham's The Intelligent Investor. To make money in the stock market, one simple axiom he proposed was to buy a dollar's worth of a company for less than a dollar. Sangoma now has a P/B ratio of .43 so it would appear to be a perfect candidate to put Graham's axiom to work given a long enough time horizon. Notwithstanding the current poor market conditions for small-cap tech stocks, would you agree that today an investor can buy a dollar's worth of Sangoma for 43 cents?
Q: I have held TVE since about the beginning of the year, and its perfomance over that time has lagged many other competitors in its space. TVE is about a 2% position, and my total energy exposure is somewhere around 12% at this point. I read an earlier comment on this forum that TVE is slated to double its revenues in the upcoming year, which would make a strong case for hanging onto shares of this company.
Do you feel that remaining patient with TVE is the prudent measure, or is there another name with analogous characteristics within the energy producer space which would potentially be a more suitable vehicle in which to invest?
Q: These companies all seem to be at a premium to P/B ratios and have similar dividend yields and WSP is likely the company that is not a direct comparison within the group but all would be industrial based in my mind. Would you please rank your order of preference of the three for a three to five year timeframe. Thank you!
Q: I have a bit of cash to invest in my RRSP which (of course) has taken a beating but I am not losing sleep. I was going to add to BAM.A but then see that I am down 70% on SHOP. In my view SHOP has more upside but is there anything smelly there? If not should there be some insider buying at SHOP? Is there? What would you do?
Q: Hi All at 5i!!! DND has always been a confusing stock for me. I held it for a while and it got a vast amount of negative sentiment from the market , so I sold it. I have read a lot of conflicting opinions on it. So here I am seeking out your opinion. The straight goods....is it a good, stable stock to hold, well positioned for good future growth? Or are it’s prospects nebulous , dependent on (metaphorically speaking ) many stars aligning??? Looking forward to your reply, Cheers, Tamara
Q: I plan to sell these stocks for a tax loss and then buy them back after 30 days. Could you suggest a proxy stock that I could buy as a replacement for the 30 days
Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!
Q: I'm wondering what other retailers may have issues like WMT and TGT. Can you comment on any other retailers that are likely to have similar issues and in particular I am wondering about Dollarama which has a P/E in the 30s.
Thank you.
Q: Any comments or opinions about today's announced bought deal of new shares of Well? The offering price seems low, it looks as though they waited for a dip to make the offering. Are we existing shareholders getting a raw deal?