Investment Q&A

Q: Hello Peter and Team

Reading an article regarding Warren Buffett recommending this company.. Can you please provide your opinion and your insights as to whether this is a sell hold or buy and why.

Thanks for all you do

Gord

Q: CSU has been an amzing investment and thank you for your long standing recommendation. What would you consider the next most "CSU-like" company in terms of management and growth in any sector? Could you please provide one in Canada and one in US? Thanks so much. Please do not include TOI in your answer.

Q: Will be the first to ask about this micro cap. Would you buy shares?

Q: Thoughts/preferences regarding these stocks?
Thanks...

Q: Acuityads is down for the last 9 days (it seems the highest number of down days). Any news that will justify the relentless sale?

Q: Hello your current thoughts on this company? What do they do? Insider ownership? Debt?

Q: MTY Food Group reported excellent earnings today, and the stock climbed 17% as a result. This was despite the fact that there were still 359 of their locations closed at the close of the quarter due to covid. That number is now down to 258, as reopening continues. The eps was 93 cents for the quarter, which would be a run rate of $3.72 for a year, a p/e of about 17, which seems quite reasonable for a growing business. I'm thinking that the results should be significantly better once more of the locations are open, but it is hard to quantify that. How much better do you think the results might look once virtually all of the locations are open? If they are going to be making say, $5.00 a share, the stock looks quite cheap. Do you think this is a good buy at this price?

Q: Is Cielo Waste solutions Corp. business model stable or profitable now or in the future? Is it negative or positive Cash Flow now, if negative could it be Cash Flow positive in the future?

Q: With this news - GFL Environmental Inc. has launched a bid to exert more influence over Ontario’s planned privatized blue-box regime - is the time right for me to take an opening position in GFL?.......Keen to get your take......Tom

Q: I'm looking for small caps to replace the nice win with PHO and want to increase my exposure to Healthcare. Do you have any thoughts on these names for exposure in this space? Thank you.

Q: There has been a lot of banter and discussion about this CMC and its potential on other websites and forums. I think the concept and technology is interesting and would present a great opportunity to utilize waste materials. They are pre revenue and debt is a concern, but wondering your thoughts on its long term prospect.

Q: This company has announced two significant relationships in the past few weeks and Martinrea owns over 22% of the shares. Have there been any recent upgrades to price targets by analysts? Thanks.

Q: Recently, the group that bought a bunch of dental practices all over Canada and put them under the corporate umbrella of Dental Corp had an IPO on TSX.

I see dentists are generally affluent and high income earners.

So buying 400+ practices and making it a big business sounds like a good idea except for the part that there is a half a billion dollar debt or so on the balance sheet.

What is your long term opinion of Dental Corp? Maybe a slow burn winner?

Thanks.

Q: In the Canadian stock universe, including the Canadian companies you follow, which would you say could be takeover candidates over the next year or two?

Q: What are your thoughts? Is it time to buy? Dropped another 8%

Q: Would appreciate your assessment of their Q1 earnings that were released this morning. At first glance, they look to be pretty reasonable.

Thanks as always

Q: Well I love a good mattress and more recently impressed with the Waterloo beer products. thoughts on these two companies going forward and thanks.....

Q: Softchoice went public today. It was priced at the high end $20. Closed at $20.30
I am thinking of taking a half position. Your thoughts please.
Thanks

Q: Your thoughts on the q announced today would be appreciated. What stock would be a good comparable? Thanks guys.

Q: What Canadian stocks would you recommend for exposure to agriculture?