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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I know you generally recommend that anyone who is worried about the market move to cash, but I am curious as to how a professional hedges. When Prem Watsa says that Fairfax is 100% hedged what does that mean? If Fairfax’s market holdings drop 30% does it mean that their hedge will earn them the equivalent amount so that the net will be neutral? Does it work the same if their holdings increase in value? (i.e. any gains would be offset by losses in the hedge) What investment vehicle would Prem Watsa likely be using to hedge and what would the cost likely be in terms of percentage of total holdings?
Read Answer Asked by Steven on March 17, 2016
Q: BXE could you comment on the results, conference call and POSSIBLE survival.
they seem to be optimistic ????
Read Answer Asked by JOSEPH on March 17, 2016
Q: Could you please comment on BXE results.
Thanks.
Read Answer Asked by Anne on March 17, 2016
Q: Your opinion please,along with your evaluation of the risk factor. Thank you.
Read Answer Asked by WILLIAM on March 17, 2016
Q: Please provide an opinion on Libbey. I noticed that they have a negative tangible book value and significant debt. The analysts like the stock.
Read Answer Asked by george on March 17, 2016
Q: U has dropped a lot and from what I can see is trading at a big discount to book. I realize the fees are high, but what do you think of it for a trader.
Read Answer Asked by Doug on March 17, 2016
Q: Airboss (BOS) is taking a beating today. Is this simply normal volatility for a company of this size for news of not meeting forecasts/estimates?
Read Answer Asked by Chad on March 17, 2016
Q: For someone who is looking to get some more small/mid exposure in their portfolio, how do you feel about a switch of CGX for BOS at these levels? Besides the portfolio reason stated, main rationale is that CGX looks a little pricey and BOS looks like a good value. Also want to stay in the Consumer Disc. space with this change to keep balanced.
Read Answer Asked by JONAS on March 17, 2016
Q: Hi Peter, I listened 2 hours conference call yesterday and went through the presentation and it seems like to me that their 2016 estimate is lowered because of some headwinds and also some because they want to be conservatives on their estimate. Did you feel the same from their call? Also I don't understand why could not they file 10-K before March 15? Cannot they ask their board committee to work extra hours for review? Or cannot they pay more to PWC to audit it faster? I don't understand the reason? With their lower earnings estimate it seems like they have 3 times 2016 earnings now? Do you think it is a contrarian buy now? What else can be other negative catalyst to take it more down from here? would you suggest to buy for 3 years hold?
Read Answer Asked by Sridip on March 17, 2016
Q: Do you,or any of your staff attend any agm I find it very informative a few years ago I attended the agm of PBh and I expanded my position as a result
Just a comment
Regards Stan
Read Answer Asked by Stan on March 17, 2016
Q: Hello, I am considering switching from BIN to NFI within a diversified portfolio, long term hold being the goal balancing dividend with growth. NFI has done very well, too pricey?? Any other suggestions? Thanks, Lavern
Read Answer Asked by Lavern on March 16, 2016
Q: Can you help describe for us how a sitting CEO, also be involved with buying that company? Doesn't the CEO have privileged information that most other shareholders don't and also isn't there a conflict of interest to float a potential offer as it can artificially manipulate the short term stock price? It's very confusing to me that he can do this without undue influence.
Read Answer Asked by Eugene on March 16, 2016
Q: IN lite of the VRX situation and impending doom////liquidation does this present any opportunities for GUD in terms of acquiring certain divisions///assets. As always thank you for the service.
Read Answer Asked by roland on March 16, 2016
Q: Did you mix up the Airboss and Noblis question answered earlier today? .The same guidance numbers were quoted for both. Also just wanted to confirm your statement that Airboss is NOT your favourite name in the sector?
Thank you
Read Answer Asked by Marty on March 16, 2016
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