Investment Q&A

Q: Hi,

For the "buy and hold" investor, what jumps out at you as good buys right now. I'd like to make a few last-minute purchases before the RRSP deadline.

Thanks,
Robert

Q: Reading the question and answers I know which stocks you favour. Two of them TNC (TIO) and DSG and ESP one that isn't a favourite of yours, seem to be lagging the pack on this recovery. In the case of TNC and ESP, the minute the markets get a bit weak they sell off a lot more than the rest of them. Are there any of these I should get out of the next time there is a bit of a run up? Thanks for your good advice. Dennis

Q: How do you feel about adding some NYX at this price level? Management appear to be delivering and the value be unlocked based on guidance. I own NYX and believe it's undervalued here but i know you folks assess that much better than I. I think NYX gets too caught up in the negativity associated with companies like AYA and IT but it's really quite a different business. Would you agree?
Thank you as usual for your kind reply

Q: Lots of changes. They seem to be raising a lot of liquidity; selling assets, cutting dividend, stopping DRIP, and increasing credit facility. Doesn't seem to make sense. Do you think there are skeletons in the closet that are not apparent that they are preparing for? Could things be worse than they look? Or are they eyeing opportunities? Would you be a buyer?

Q: Recently Citi’s chief US equity analyst, Tobias Levkovich, responded to the current no growth school of thought by suggesting, that virtual and augmented reality will be a very strong driver of growth over the next decade. His estimate is for $650 billion invested over that period. He expects it to be transformational and to impact all sectors of the economy.
He suggests that “ current infrastructures will require major upgrades to handle the virtual world given more limited installed computing and graphics capabilities versus the new technology’s requirements”

I am wondering what Canadian companies you think will be able to take advantage of this?

Also, it suggests major expenditures by the telecoms, and I would appreciate your opinion on which of the “homegrowns” are best positioned to take advantage?

Many thanks
Mike

Q: Hi Peter

What is take on Shopify after the numbers this morning

Good job people

Thanks Mike B

Q: Could you please comment on today's quarterly report. How concerning is the significant increase in the cost of revenue? Thanks.

Q: Hi I am looking to find the latest results from Spin Master. Can you tell me when they report and if they have recently can you comment on it. Can you let me know where you found it as I am having no luck. Thanks

Q: Hi- can you compare EIF vs RNW for income and growth. Which would you choose to hold for the next 3-5 years? thanks

Q: How do you interpret the recent initiatives and analysts interest in XAU in terms of adoption of this platform.When do you think profits should reasonably be expected?

Q: I see that TD announced the opening of a Currency Exchange branch in BC. The same day, CXI's price dropped significantly. Is there a connection and what are the implications of TD's move for other banks and the future for CXI's business?

Q: could you explain the Dutch Auction ?

Q: Your thoughts on the earnings and should I keep holding.

Q: Your comments on Syz'results announced this morning. PHM-Have not seen the posted results promised @ its announcement on Feb 11 to be followed by conference call @ 4pm et Feb 11.If available,p;ease comment.Appreciate your usual great comments & services

Q: Hi,team thanks for all your great insight. I would like your views on Linamar and would you expect this company to benefit more than Magna from the low dollar.

Q: Let's revisit Shopify. It's trading below the IPO price from last year, but it seems like a great cloud-based software that keeps growing and is "sticky". What is your opinion on this company and when will they be able to stand on their own feet (i.e. profitable)?

Q: Hi Peter and Ryan,

Nevsun has a lot of cash in the bank. Seems to be trading close to cash value. Are there any other similar companies, which have high cash levels, which you think may be good buys in this market. I remenber you providing a list several months ago, whicn included Wi-Lan, so I'm asking for an updated list.

Thanks

Dave

Q: What is you opinion on this stock? Is it a but here or has most of the upside been realized in the run-up since last fall?

Q: Good afternoon,

ITP, is coming down lately, and I been looking into it for a possible long term investment for about 5% of my holdings. My investment brokerage have it at 15.6x time earnings and undervalued. It pays a US dividend which is approximatelly 40% of cashflow (I could be wrong here) which seems safe and they have been increasing it. Do you recommend it? If yes or no can you tell me why?

Thanks

Paul

Q: your thoughts