Investment Q&A

Q: Hi, I bought this when it looked cheap, and it's dropped about 40% since! Part of me wants to hold on, but I also feel that selling at a loss would let me invest the money into better stocks. How would you view the growth of this company over the next one or two years, please? Thank you.

Q: Could I have your thoughts on K-Bro’s acquisition of Star Mayan in the U.K. - the largest in the company’s history and described by the CEO as “ transformative “.
Thank-you.

Q: What do you think of Timber Creek Financial?

Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Q: Peter and His Wonder Team
There quarterly results look strong...Please give me your prognosis for MATR:CA. In other words is it a good buy in terms of growth and valuation or am I missing something?
Thanks for your objective and professional opinion which is always helpful.

Q: Seems more and more Trump is trying to muscle in on the decision making of US companies especially Large ones. i.e. telling Apple to reduce footprint in India n threatening Mattel CEO when he suggested its unlikely to manufacture toys in the US.

We are into this only a few months n there is no certainty the power base will change any time soon.

So far seems the best performance continues to be with the larger companies and frankly he has been helpful to some like Boeing but do I need to start making investment decisions more strategically trying to sidestep areas where the Gov’t is likely to have an ability to impact the decision making of my investments?

Areas like Gov’t plan to reduce drug pricing have really drove down Drug stocks. Will the midterm impact of Trump trying to micromanage larger companies create opportunity for mid caps which may sidestep Trumps ire?

Craig



Have we ever had a

Q: Archer Aviation appears to be breaking out with new orders for the LA Olympics for instance. Would you agree that it’s a good time to invest in this ev technology?

Q: Hey everyone, this 1b dollar company looks amazing to me. What am I missing? They have over 300 million in cash and are cash flow positive. This type of drug has been acknowledged recently as part of a drug regime that helps people with lupus nephritis its a calcinurin inhibitor.

How would you value this company? the market doesn’t like it even though it’s making 260million a year going forward with no debt. Is there an issue with the IP?

Q: Any thoughts on where these two stocks are at currently, and their prospects for the future?

Q: Last week Robinhood announced they will be acquiring Wonderfi Technologies for $0.36 per share. Do you believe there could be any meaningful risk of this deal not closing or the potential for the company to receive a competing offer?

Q: This seems like a very cheap company. Would you recommend a small holding in a diversified portfolio?

Q: What is your opinion of Fresh Factory Q1 results, growth profile and relative valuation as they report in US Dollars but the stock trades in CAD dollars?

Q: Can you provide an updated view / outlook got this name?

Q: Can you give your thoughts on the TGH acquisition. Do you like the deal. Did they overpay? Do you like the business, value proposition and would you buy the stock.

Thanks

Q: Can you comment on the bought deal financing. Seems like a lot of dilution. Thanks

Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.

Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.

Q: What do you think of today's results/announcement?

Q: I know these types of questions are asked a lot, but I always enjoy your responses to them....

With a 5-10 year outlook, what small to medium Canadian companies do you see being able to achieve compounder status? I'm thinking stocks along the lines of LMN, PRL, TVK....any others?

Thanks in advance. - Jeff

Q: Hi 5i, thoughts on quarter pls, and is the long term growth still good? They mention reinstatement of share buyback, but no details. Also, if you have a chance to listen in on CC before replying it would be great. Thx.