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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 - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).
Read Answer Asked by Doug on March 17, 2023
Q: I am considering purchasing CDNS, although it is quite high right now. Also considering either SQ or Nuvei. Wondering what your thoughts might be on these stocks and if I should hold off on purchasing?
Thanks.
Read Answer Asked by Catherine Ann on March 17, 2023
Q: I wonder if any of the big six own any US or CAN MBS or CMBS ? Thanks a lot .
Read Answer Asked by Lai Kuen on March 17, 2023
Q: Hi Atz will report within four weeks approximately. How many new stores have they opened since last report? Are there any new stores set to open before summer? What is your intuition as to surplus inventory reported last quarter? If one wants to invest would you advise waiting until they report? I know you favour the company and it’s share have fallen 20 percent since last report. Spring is almost here and new shoots are sprouting.
Thanks and good day
Read Answer Asked by Alan on March 17, 2023
Q: Hi 5i,
A couple of somewhat related questions:
I'm curious about the 'expression of interest' someone (or some thing) may have made known to CTS management in the past while. Would a potential purchaser be allowed a peek at the quarterly numbers before they were released yesterday in furtherance of its due diligence research, or have to await the release like the rest of us? My guess is the former, tied to a confidentiality agreement, but I'm not sure if that's the case with a publicly traded company.
And, also wondering: if the numbers were decent - as I thought they were - and no purchase deal gets announced quite soon, is it safe to assume there's likely nothing brewing? Or is it all just a black box until something - anything - is formally announced?
Thanks!
Peter
Read Answer Asked by Peter on March 17, 2023
Q: In a prior question you mentioned that Goeasy's "funding may slow down or cost more if investors get nervous in general, but it can't really experience a 'run' on current funding like a small bank can". I am trying to understand why Goeasy can't experience a 'run'. What is different with this company? You had also mentioned that it has a different funding base. Thank You.
Read Answer Asked by Walter on March 15, 2023
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
Read Answer Asked by D on March 14, 2023
Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.
Read Answer Asked by Dustin on March 14, 2023
Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam
Read Answer Asked by Shyam on March 13, 2023
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