Investment Q&A

Q: Hi Peter & Team;

I have been looking at the Clarke Inc Company website, Sedar, and your site on this Company. I see a small investment mgmt Company with an ROE of around 30, 5 yr CAGR in the 40's, ttm diluted eps, just from continuing ops of $3/sh...total ca of $77M (close to $4/sh)...debt of only $2.7M...buying back shares...but a P/E of only about 3? Yes, the eps (continuing ops only) prior to the ttm was variable, and the portfolio is a dog's breakfast...but the new CEO seems to be cleaning up the portfolio. Shouldn't this stock command a little more respect than PE=3?
Q: Have (any of) you personally met the current CEO, and the Exec Chairman...and, if so, what is your opinion of them?
Q: In your opinion, is their a missing piece...or misfit, on the mgmt team?
Q: If you had to put an intrinsic value on CKI right now, what would that be?

Thanks for your input;
BRGDS
Brian

Q: Peter any news with RBI is this worth while getting into.

Thanks
Jim.

Q: Peter: On an attempt to buy 100 shares CNR I hit the wrong button & bought in NY with Cdn dollars. To sell now would mean taking a hit on the exchange rate. It has kept pace with the TSE since. Does NYC & TSE usually keep pace when stocks are on both exchanges? Please advise (All Thumbs) Thanks

Q: Wondring if you were going to update Amaya's report. A lot has changed since April. Cheers.

Q: Peter and crew , news has come out on win and I think it is good but it dose show in the stock , It is down to- day . ????

What is your thought.

Jim.

Q: Your thoughts on Winpak recent results please. Would you recommend a switch to CCL.B for better growth potential with the same type of stability? Thanks!

Q: I have held a one-third position in this ETF for a few months and am down 17%. Should I hold or sell and perhaps but First Quantum. It is my only stock in the metals/mining.

Ray

Q: What are our thoughts on Trinity's latest earnings? Your thoughts also regarding their recent trial loss and the fact that they have been ordered to mediation. Should I sell here and take my 25% loss? Thanks for the great service.

Q: Hi Peter,
this is just a comment, yesterday i was sent a chart regarding the price of oil
in the last 5 years . if you have a chance look it up, i found it very interesting in that we have witnessed these low prices per barrel on several occasions.

Q: What has happened to ELK - Elkwater Resources

Q: Could you please comment what is going on with BDI.
Thanks, Zoran

Q: I realize you aren't crazy about this company but I'm wondering if you would recommend it for a short term hold given that it's really beaten up today.

Q: Were the HNL earnings bad enough to justify the big drop. Would you buy here?

Q: Hold CF and wondering with a long term view (5+years) would you recommend continue holding?

Q: How do you rate this company in terms of A&W and future prospects?

Q: Hello team - I see that FSV also trades in New York. Does their dividend payout get favourable tax treatment here in Canada? Is FSV a good buy now? It appears expensive.

Q: Hi Peter, first please let me say you are the best. I have been a member since day 1 and you and your team never disappoint. Thank you for this amazing service.
Could you please comment on wilan's earning? I am still hanging on waiting for this company to start moving up.

Q: I am looking at setting up an educational fund for our 1 year old grandson with an initial
5k investment. Are there any tax implications when an RESP is set up by a grandparent and if so, would an investment account in trust be more appropriate?
Either way, which holdings would you suggest I start with.

Thanks for taking the agony out of some these decisions!

Q: WE HAVE HELD THIS STOCK FOR SOME TIME BUT ARE NOW BACK BELOW ACB, SHOULD WE HOLD OR MOVE ON? THANK YOU

Q: I am interested in the water space generally. I consider it to be one of the best longer term plays out there. Can you tell me your views on PUR. They have some very interesting water pipe technologies which measure flow and leakage, but would like your input on their prospects overall. Thanks.