Investment Q&A

Q: HI Peter,
Any idea why Currency Exchange is dropping every day? Also, I thought Fairfax had mechanisms in place to ensure it does well if there are market corrections, but the stock is stagnant. Any comments please

Q: I have a question about C-COM Satellite Systems.
I have noticed that the stock has dropped to $0.95 with a 5% yield. However, there seems to be alot of insider buying. Is CMI a good buy at these levels.

Thanks, Alan

Q: I noticed reference to some portfolio changes being done but I don't seem to be seeing where this information is posted on your website? Ian

Q: Do you think the Bank Licence is Baked in the current price? Any idea
why the stock is being beaten up? Thanks

Q: Hi Peter & Team,

For a company that has held up fairly well during the various market meltdowns the past month, CXI has taken quite a beating in the past week or so. Is there any reason you know of? Are the fundamentals still solid on this company? And if so, would you recommend picking up some more at these prices? I already have a full position, but would like to get a bit aggressive and concentrate a bit more on what might be my highest potential holdings.

Thanks,

Jordan

Q: Is there any reason for the recent drop in CXI (I can't find any news) or is it just market noise. If so do you feel it's safe to add more. I have a very small position at present

Q: Missed Phm conference call yesterday,very interested in your impressions and organic growth. Does company have sufficient cash to continue growing without an equity raise? Many thanks

Q: Did you happen to listen to the conference call? If so what are your thoughts going forward?

Q: Hi All,

I would like to add an engineering firm to my portfolio. is this a good time to do so? If so, which would you recommend?

Thanks so much.

Dennis

Q: Hi Folks: Does ESP have any involvement with the Internet Of Things? If no, does it have any potential for future involvement? Aside from Sierra Wireless, are there any other Canadian listed companies that have any involvement with the IOT?

Q: What is your take on Martin Armstrong and his Economic Confidence model?
Thanks for all you do

Q: RPC has taken quite a hit since highs in June but recent results included the announcement that they have been awarded patents. How does this affect the outlook for this stock? Has it touched bottom?

Q: Could I please have your thoughts on cpx?
Thank you

Q: Hi,

I have some First Quantum (FM) in my portfolio that is down significantly. I am thinking about selling it for the tax loss and replacing with Glencore.

What are your thoughts on Glencore? What is the difference between GLNCY and GLCNF?

Thanks,
Michael.

Q: Hi gang, I have had a decent run with Disney but with the recent drop, AND the move of Dreamworks out of Disney Studios, I wonder if I should take my precious USD somewhere more lucrative? Would love your thoughts - thanks!

Q: Hi, I'm looking for some recommendations for low risk, slow, steady medium growth stocks? I'm considering CTC for a 3% position in my portfolio. What do you think of CTC now and are there other alternatives you like better?

Q: Hi, I'd like to follow up on Alex's question regarding an NDP election victory. Among their election promises is to treat all capital gains as income, and tax it 100%, not as is present, at a 50% rate. Would you expect this, if implemented, to result in a large outflow from small caps, especially high growth companies which don't give dividends, into dividend paying stocks?

Q: My question has to do with selling shares due to the "opportunity cost" of continuing to own them. As we go through tumultuous times, we are being coached by you (and many others) to stay the course, maintain a diversified portfolio and remain with companies that have not experienced fundamental changes to their businesses. Supporting this thesis is that you can't time the market and a good company is a good company - until it is not.

But then on the other side we seem to have situations where stocks go down for no apparent reason, other than investor irrationality, and they then seem like excellent buys. This is where the question of opportunity cost arises. I own BDI, SYZ, BAD, AVO to name a few stocks that are down but continue to be largely viewed as good companies (ok, maybe we should have left AVO out of this). But are we investors suppose to contemplate selling these stocks because it appears that it may take a year or two for them to come back, hence the opportunity cost, to buy things we think will rebound faster? If so, isn't that then trying to time the market? It seems to me that while I am eager to buy up some "bargains", I am fully invested and am not adding to my savings and therefore I do not have the cash, so I will just have to sit and wait for this market to rise again. Or am I being too doctrinaire and making the amateur mistake of not selling my losers?

Sign me a little confused! Appreciate your insight.

Paul F.

Q: Good afternoon:
I would appreciate your view of Romarco Minerals in light of the proposed takeover by Oceanagold. Do you consider an existing position worth holding?
Thank you.

Q: With reference to Bryron's question, I am also very concerned with deflation as opposed to inflation. There is way too much debt worldwide. As an experienced money manager and I know you don't have a crystal ball, would you lean towards deflation as opposed to inflation? I can't see how inflation can rear its head in this environment and is deflation in a short period of time a real risk to the stock market?