Investment Q&A

Q: UrtheCast Corp released their third quarter results this week. Would you please provide your comments. Did the meet expectations and would you recommend continuing to hold this stock? Thanks

Q: Hey Peter & Team,

Trying to get a handle on Merus. I bought a full position @ $1.94 in Jan 2015. Sold 50% at $3.26 in July. Today it is trading @ $1.55.

The street sentiments appear to be fluctuating quite a bit... Early Oct it carried a Strong Buy recommendation from multiple sources with target prices ranging between $3.25 & $4.25. 3 weeks later Mackie & Scotia reduced their targets from $4.25 - $2.70.

Are you able to shed any light on MSL and what we could expect moving forward?

Thanks for all you do

Gord

Q: Hi Team,
I decided to take on a position in Input Capital today with the recent pullback. Do you think this is a good entry point? The company cancelled 3 contracts in their latest news release.

Thanks,
Erick

Q: Hello Peter and All,
What is you "take" on today's development with INP ?
Thanks,
Bill.

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: Appreciate your views on results and the announcement of a stategic review.
Thanks
john

Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.

Q: What is your opinion about Mogo finance? Is it a good price to take a position for a 2 to 3 year hold?

Q: Would you ascribe the significant recent weakness in SCL primarily to company fundamentals or to tax-loss selling? In other words, would this be a good entry point for a speculative position?

Thanks!

Q: I would like to add international stocks to my portfolio for diversity. My current mix is 90% Canadian stocks and 10% US. I know I should not be so heavily weighted towards Canada therefore I am considering 50% Canada, 30% US and 20% International. Many of my Canadian companies have US and global business. My US exposure is through two low cost ETFs with Vanguard, namely VFV and VUN. Although VFV is comprised of US companies, more than half of those companies have international exposure. Although I am hesitant to buy mutual funds because of their high fees, I note that Mawer funds have lower fees than others plus their performance is much better than passive ETFs. I would appreciate your comments on my goals for diversification, and any other mutual fund companies or actively managed ETFs that you would recommend for international exposure.

Q: I would appreciate your comments on their most recent earnings.

Thanks!

Q: Do you think this stock be sold or is it worthwhile holding?

Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?

Q: Peter & Team. Would you take a 40%+ profit on NFI following the jump today on news of the acquisition of MCI? I must say this looks like a stunning deal for NFI. In its own back yard (Winnipeg), MCI is complementary, immediately accretive and at 6X EBITDA, cheap - and a nice dividend increase too!!. But the low ROI in NFI has also been less attractive on what I regards as the Tesla of the commuter bus industry. Would you sell on this good news?

Q: Can you comment on the recent earnings release? Also what do you think of the company going forward?

Q: RBC has a decent rating on this company. What are your thoughts ?

Q: This small cap has dropped to a 12 month low. I thought they had good potential and were flying high some months ago.Any insights here?

Q: They just issued their 3rd q results. I am not very good at determining if this is still undervalued. The results did not blow me away but they did increase the dividend by 10%. They are not in a growth industry however I thought Davis +Henderson was not either yet that stock has done well,long term. Your views of evaluation of SXP would be appreciated.

Q: Hi Peter
Worth taking a gamble on this stock with a 3% weighting.Can you comment on the knew acquisition and if you know management
Thanks Gord

Q: No questions on this one since Feb 2014. I note your concerns expressed at that time. While still not much in the way of financial results, I cannot help but wonder why Clive Beddoe would assume the role of chairman of the board (April 2015). I also note Wilmot Mathews, also on the board of WestJet, is a board member. You wouldn't think that these guys would get involved with a 25m market cap company unless they saw something in it. Your thoughts would be appreciated.