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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: Peter and His Wonder Team
I have read your previous comments about BB and agree it is a unique puzzle and enigma! Ha!Ha! Currently it is only $1.00 above Book Value and approaching it's annual low. Could I please have your current opinion on this stock? Does the low price justify the risk? Could they be eventually bought out for there patients and security features? Does this qualify as a reasonable contrarian play?
Your opinions are always thought provoking and invaluable.
With respect...
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 04, 2016
Q: Hi 5i - I have enjoyed the run up on WIN (now only down 6%) - I was considering taking the small loss and investing the cash in KXS (since its pulled back) - would you endorse the switch? I understand that KXS is still a risky investment, but sounds like a much better company overall? Thanks, Neil
Read Answer Asked by Neil on May 03, 2016
Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?

If you had to pick 1 or 2 of them to put money in now what would you choose?

Thank you.
Read Answer Asked by Arthur on May 01, 2016
Q: Hello Peter and Ryan
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)
Read Answer Asked by Gary on April 21, 2016
Q: Hello,

I had a portfolio with 40 Canadian stocks and it was just too many. For one thing it was too hard to follow them all and because my canadian equities only represent 60% of my portfolio, I didn't benefit much when one of the stocks did well. I've been working towards 25-28 names, selling the ones I don't want as they recover and adding them to the other positions.

I have one too many tech stocks and am trying to figure out which one to drop. I'm starting think it should be CSU as it seems to have topped out and doesn't have much organic growth. What are your thoughts on this?

My current tech stocks are OTC, ESL, CSU, SYZ, GIB, SH and TNC. Yesterday I added to OTC, ESL and SH.



Carla
Read Answer Asked by Carla on April 20, 2016
Q: In the tech space I own OTC, ESL, CSU, SYZ, GiB, SH and TNC.

I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
Read Answer Asked by Carla on April 18, 2016
Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:

A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.

I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.

My questions are:
1) How would you recommend voting for this resolution?

2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?

3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?

Thank you.
Read Answer Asked by Karen on April 15, 2016
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