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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: Hi,
I am wondering what to do with CCL.B now that it has fallen quite dramatically. I trimmed an oversized position last August, leaving a normal weighting for the holding. With the decline I am now underweight. My question is should I top it up to bring it back to a normal weight, sell it since it is a small holding, or do nothing and live with the underweight position (it is my smallest holding at around 2% of equities).
Thank you, Michael
Read Answer Asked by Michael on February 24, 2020
Q: Do you see the current Coronavirus concern as a potential roadblock for stock prices in general and, in particular, for Lightspeed (lspd) as increased fear could - most likely would - seriously damage the restaurant business. I realize many businesses would be damaged but restaurants are an optional and vulnerable expense. Is the market too complacent towards this spreading danger?
Thanks.
Read Answer Asked by Steven on February 24, 2020
Q: Hi Peter, Ryan, and Team,

James Hodgins commented on Savaria recently: "There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside."

This stock is a loser in my wife's RRIF, and would like your opinion regarding his negative opinion of the car lift sector, and if you concur that it's the main reason for recent under performance.

Would you be OK with classifying Savaria in the Healthcare sector instead of Industrial?

Thanks as always for your advice and insight.
Read Answer Asked by Jerry on February 21, 2020
Q: The stock is down about 13% after the release of their quarterly results
- overreaction or about right? Is M&A activity the only thing that will move this stock or is there some other catalyst(s)? While the longer-term dividend growth has been nice would you expect an upswing in the next two years? I have held this a long time but wondering if its best days are behind it.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 21, 2020
Q: Hi group what is going on with AEM (always thought of it as a blue chip in the gold space. I have owned it for over 1 yr and am down 25%. It not acting well even today with gold up considerably. Should I sell or hold on > what it going to take to recover after the horrible quarterly results. Thinking of selling and moving FNV . Your thoughts are appreciated
Read Answer Asked by Terence on February 20, 2020
Q: Hi, great job my portfolio is up, thanks.
I bought GUD for sector, management, cash position, growth (safety) etc.
They finally made an acquisition which looks ok.(no homerun?) still down ,bought at $8.50
Looks like an important quarter in March,if it is good all should be ok, if not ,it will not have the big cash backstop that it did in the past. Won’t this be a problem?
Getting a little impatient, if it is only a so-so or down quarter, is it not time to seriously consider an alternative? Or would you give it “another”3-5 years?
Thanks,
Read Answer Asked by Brad on February 19, 2020
Q: I was surprised to see Park Lawn go down over 5 percent today on the announcement of the ceo's departure. When i looked into it a little closer, i saw that Mr. Clark had taken a small company worth 30 million to one evaluated at over 900 million in just seven years. I see Mr. Paul Smith is filling in as chairman while they search for a new ceo. Is it odd that in that time they did not hire someone and groome them for the post? I can see the importance of leadership! Should we be worried with this transition?
Read Answer Asked by joseph on February 18, 2020
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