Investment Q&A

Q: When does reliq report their earnings.

Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks

Q: Your comments on PHO's new arrangement with Crown Photonics, thanks

Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

Q: What companies you would consider as value in your balanced model portfolio ?

Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

Q: Looking at mirroring your beport for a 5-10 year hold. Do you remain comfortable with stock choices? Are you looking at making changes.

Thanks for the service

Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

Q: Thoughts on Q?

Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

Q: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil

Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

Q: Any particular reason for the activity on Ecn

Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

Q: Please comment on CSU's Q2.

Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

Q: Comments please on MX's earnings/ outlook. Would you add to a 1/2 position here?
Thank you

Q: Could you please discuss their latest quarter. Thanks

Q: Favorite pick between these two in the health/tech space and why?

Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks