Investment Q&A

Q: I am curious as to what criteria is used for selecting companies for the various portfolios.
I realize that the criteria will be different with each portfolio and its purpose but my curiosity has been peaked by a stock that has never made any of your lists.
I realize that there are a limited number of spots with a limited number of portfolios and as such you must make choices as we all do.
In my case the curiosity was peaked by NFI which I have owned going back to the good old trust unit days and while my portfolio shows that I am up 260% all of the shares that I own are really free as I have taken all of my costs off the table, so to speak and I won't be trimming my holdings of it any more.
Since I have owned and followed the company for many years other than a very brief period of concern over the lack of American municipal finding for public transit, the company has had a full order book, been profitable, increased dividends and increased in value.
Never made your reports or portfolios hence my curiosity.
I has even survived being recommended by Gordon Pape although that effect may still linger!
So why wouldn't a company like that make a portfolio?
Thanks for the great service.

Q: Hi Peter,
The results out today from GRC look quite spectacular, at least on the surface. I have a small position, and added some more today. I wanted to get your thoughts on 2 things: the sustainability of the 10% dividend, and method(s) to estimate fair value for the shares, given that revenue and earnings will likely be quite volatile and unpredictable over the next months/years.
Thanks for your excellent service!

Q: Can you give your thoughts on their most recent 1/4 and the company in general, buy,hold, or sell.

Thanks

Q: Can I get your opinion on the quarter? If you were to rate using your A B C system, what rating would you give this stock.

Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.

Q: What is your opinion about Mogo finance? Is it a good price to take a position for a 2 to 3 year hold?

Q: Hi Peter PBH had a bang up Q any thoughts on covering this company
kind regards Stan

Q: What are your thoughts on their earnings?

Q: Despite posting encouraging figures, IT is down 8% today (in light of AYA's quarterly report?).

Would you expect IT to rebound better than AYA and over what time period?

Thanks as always.

Q: please estimate the 2 year future for this stock

Q: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord

Q: As of the news regarding the purchase of MCI today, I hold approximately a half position in NFI. Of course, I wish I was holding more. As the acquisition looks to be a good addition for NFI, is it too late to bump up to a full position for a long-term hold? You've mentioned previously about buying momentum, and I'm wondering if this would be a good example for doing that, especially given the increased dividend and likely increased investor interest.

Thanks!

Q: This one dipped on good earnings. Please advise re the next 2 years.

Q: Hello team, Is IT dropping in sympathy with AYA or is there something we don't know?
Thank you!

Q: With all the market craziness out there and the huge share price drops on missed earnings, regardless if the stock is cheap or not, I was thinking of using some of my CDV (Com Dev) proceeds to buy a name like Andrew Peller (ADW.A). Low beta, 5% - 10% growing eps, decent and growing dividend, reasonable valuation, sounds pretty good to me. Are there any red flags in the story that I am not aware of (regulatory issues, unfavourable debt?).

What are the potential holes in Andrew Peller that can hinder share price growth?

Lastly, any news on when ADW.A will announce earnings? The best I can come up with is before November 30

Thanks again.

John

Q: Good afternoon
I believe IT reported last week. If so, may I have your comments please. If they did not report, when are they scheduled to do so. Many thanks

Q: I would appreciate an update on your views of TPK. I currently have a 125% profit of it and I'm wondering if I should continue to hold.

Q: Good morning, I am considering adding either IT or AYA do you have a preference looking at risk/reward and potential for future growth and dividend potential.
thanks as always.

Q: Hi,
Thank you for your comments on IT's latest quarter. With a market cap of ~$1 billion and good results, I am surprised the stock price is not higher. Do you have any idea why the share price is so depressed and do you think IT is on the cusp of renewed interest from investors?
Michael

Q: Can I get your thoughts on SH? Ebay, Amazon have released great quarters and expect SH will too when it reports on Nov 4th. Thinking of initiating a position. Thanks.