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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: Recently I asked a question about Crius "Where are the earnings?"

You replied on April 19th that "Crius made 44 million last year." I had hoped for something more detailed but I obviously should have asked a more detailed question.

To that end, Crius lost 74.9 million the year before (2015) although part of it was one time. If you combined the two years, the payout is hardly 60% of earnings.

My questions are:

1) Has Crius had positive earnings in years prior to 2016? I understand it's a relatively new company and a series of losses aren't that unusual.
2) I feel that you think Crius has turned a corner at this point and 2016 will be more typical than 2015. If so, could you explain your reasoning. I'm considering an investment.
Read Answer Asked by Larry on April 24, 2017
Q: Peter, in the past you've indicated that you want to like this stock more. It's finally moved over this past half year, or so, as it's finally getting noticed again.

Can you get past the fees, etc., which you've objected to previously? To me, the fees are relatively modest, considering the discount to NAV, private holdings, astute management, overall long term decisions made by the company, etc.

They have a good sized stake in Real Matters, which will have its IPO in early May.

And, would you consider it ever for a spot in one of your coveted portfolios?

Thanks,
David
Read Answer Asked by David on April 24, 2017
Q: Hi Folks,

I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.

Many thanks,

Dennis
Read Answer Asked by Dennis on April 24, 2017
Q: Hello

Do you have an opinion on Senvest capital or Sec.

Is it a good buy for valueinvesting and there is a good marge of safety or is it too risky

By the way, dou think you will find a company who will deserve A+ one time or it couldnt happen because the perfectionis not in this world

Thanks and I appreciate your opinions
Thanks
Read Answer Asked by Alexandre on April 21, 2017
Q: Hi,
I would like your thoughts on these 2 companies, StorageVaultCanada Inc. SVI.V & Park Lawn Corp. PLC.TO.
It would be a small % in our portfolio.
The current price for : SVI.V $2.33 & PLC.TO $18.45 Are they worth buying at this price? if not what will be their entry price.
Thanks,
Rosina
Read Answer Asked by Rosina on April 20, 2017