Investment Q&A

Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?

Q: PIH seems to be getting some traction. Volume is up as is price. Would you buy now or wait for quarterly release in early Feb?

Q: as I told you previously, I bought in for multiple shares of freshii's ipo in 5 different account and received you got it-nada, squat, zero.
the price it is being sold at is the high end 11.50.dave

Q: Could you give me your thoughts on Polaris Infrastructure? I like that it pays a US dividend of 11 cents per share per quarter.

Q: AcuityAds (AT.V) release today re their "ultraintuitive marketing platform" sounds very leading edge, if not unique in the industry.

Just hype or is there really something to it for marketers?

Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .

Kindest Regards

Claudio

Q: Hi. Ceapro is , I believe, a company that is making inroads into the cosmetics industry with natural grains etc and NO animal testing. Do you folks know much about this company. Also, as I do not invest in companies I consider to be ethically questionable, do you have ideas about ethical companies with good growth or income outlooks? Thanks.

Q: Hi everyone,

Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?

Thanks in advance for your insight!

Q: I have 1/2 a position in EIF in my income portfolio. Since I bought it stayed flat. Should I sell, hold or increase my position? If you suggest to sell what should I buy instead.
Regards,
Jacob

Q: What is your current opinion of Altus Group?
Many thanks.

Q: 10:47 AM 1/18/2017
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.

Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.

We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.

The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?

Thank you......... Paul K

Q: I bought AcuityAds not too long ago for about $1.30. It has had a nice run up recently to around $3.40. What is driving the increase? Should I buy more? Or should I take a half position off the table and then repurchase more if it comes back down?

Q: Can you please give me your opinion on Founders Advantage Capital Corp.? Thank you rose

Q: Have you posted your comments on Feeshii and you opinion? I am trying to figure out its intrinsic value with the filings they have made. It looks very compelling (even though valuation seems pressed out of the shoot).

Q: Hi and would appreciate your opinion on holding RCH as a full position in a well diversified investment account oriented for long term growth. Essentially is this money well-placed, or are there more attractive risk/ reward offerings that you would identify. Thanks kindly.

Q: Hey Guys, can you tell me why you recommend PBH over MTY. I know that a few managers have recommended MTY over the last couple years and I'm looking at the fundamentals of both and see positives to both. The stand out positive to MTY being the ROE. I like the better div with PBH and like its growth outlook. So I'd like to understand why you see PBH being better. Trying to expand my analysis abilities. Thanks!

Q: Crius just raised its distribution again, and implied it will be raised regularly. Do you still consider it "an income stock primarily but with some growth potential"?
Any other thoughts on this name?
Thanks.

Q: Hi team, I have read the article from Ryan in the globe and was wondering when the IPO will be going on the market? And do you think a small position ( 3%) would be adequate to complement the growth portfolio which I own 90% of stocks in it?
Thanks as always for the excellent service!

Q: Is your report out on Freshii - where do we find it? thx

Q: Since your last comment on this company, they have updated their capital deployment and instituted a quarterly dividend. Don't you have a favorable bias to companies which implement a divi? If one looks at the presentation put up on their website - projections for capital, revenues and net profits they are quiet impressive. I have owned this for awhile and am very tempted to buy more. Would you play devils advocate and tell me why this company is not proving they are in-fact scaling their model. They are presenting at an investor conference today and I am expecting the stock to reflect the analysts view.