Q: On the US side, we've owned TOT, CSCO, MO and PM for some time now and they have languished. Is patience merited or should I sell these positions and replace them with other US stocks? We're retired and want to preserve capital but do like dividend income. thanks
Q: Spruce Point Capital has issued a report against Cintas. Can you give any comment on the reputation of Spruce Point or how seriously we should take their report?
Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?
Q: What do you like of this company it had quite a drop recently I’m guessing earning had something to do with that .Would you buy this company
Thanks for the help
Q: Please give insight on the business model that CPSI follows. It just reported reasonable results. Hares gapped up for only a day before falling back down. This could be due profit taking in this thinly traded security. What insight please on :
1. MOAT
2.PEG
3. Debt (manageable?)
4. Sufficient insider ownership ? (Considering its tiny size and negative price history)
5. Price to free cash flow;
PLEASE any information (of *substance* ) you can provide from your expert sources would be very helpful.
I don't expect you to know whether or not this is a candidate for a buy out by a larger company. Nevertheless , do you think CPSI is a better than average candidate for a consolidator in its industry?
Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.
Q: FDA apparently has positive views on AMARIN's new drug Vascepa so approval for broad use seems likely; hence the recent pop. How much more upside does the stock have in the medium term.
Thanks for your insight.
Ian
Q: Hi Group recently I have taken a hit on ZTS (poor quarter results + SYK (acquisition another company) I was up 15% + 20% respectively presently breaking even or slightly up > to date. Should I sell one or both or keep one or both and why ? thanks for your advise.
Q: Can I get your updated opinion on Copart? It seems like an amazing compounder, which has had a very strong last 2.5 years. Definitely expensive but is it one of those growth companies where you have to pay up for quality?