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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: You recently dropped coverage of NFI at $11.34 after initiating coverage with an A- rating at $54.51 in November 2017, for a loss of ~80%. When you reflect, are there any lessons you take away from the experience? Did you miss something in your initial analysis? I'm curious to hear how you reflect on what in hindsight was a poor investment and if you have any new insights or changes to your approach moving forward to try and avoid similar results in the future. Looking at the company snapshot from November. 2017, would you still agree with your A- rating with the information that was known at that time?

Thanks!
Read Answer Asked by Adam on August 11, 2023
Q: What do you think of the latest quarterly earnings for Martinrea ?
I used your Interactive Chart feature to compare the % share price increase over time of Martinrea and Magna - for 10 to 20 years Magna is the clear winner , but Martinrea is far better over the last 3 years . Do you think this better performance will continue over the next 2-3 years , or is a switch to Magna appropriate ?
Read Answer Asked by Thomas A.J. on August 11, 2023
Q: I have LSPD at a loss in my TFSA. A two year chart suggest both NVEI and LSPD have dropped about 75% from their highs. With no tax loss benefit, is it worth switching to NVEI. (I am in no particular need of cash from this account for many years, if ever.)
Read Answer Asked by Dave on August 11, 2023
Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks
Read Answer Asked by Greg on August 11, 2023
Q: Ecn is reporting soon. What are expectations? I am holding with a small loss which I fear is going to turn into a big loss when financials are released and results of review are revealed. The stock is acting very much like CTS leading up to the completion of their strategic review. Thoughts ?
Read Answer Asked by Andre on August 11, 2023
Q: hi,
can I get your opinion on the Aug. 9th Globe and Mail article by David Rosenberg and Bhawana Chhabra, "...It's time for investors to revisit their asset mix." And are you able to provide a few Canadian dollar ETF's to buy ( US treasury index? other? ), if you would in fact recommend that?
thanks, Chris
Read Answer Asked by chris on August 11, 2023