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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: It seems agriculture companies are doing well in the current and probably future environment. NTR looks good but has already moved up a lot. Appreciate your opinion on whether it is still wise to take a new position. Also, do you know of other companies that should benefit from the current dynamics. I'm open to Canadian or other ideas.

Read Answer Asked by Les on March 01, 2022

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Read Answer Asked by Jerry on November 19, 2021

Q: In reviewing Sunopta results this morning, they reported strong results yet the stock price has had a negative reaction. May I have your thoughts?

* Revenues of $205.6 million for Q4 2020 compared to $186.1 million in Q4 2019, an increase of 10.4%.
* Gross margin increased 360 basis points to 15.5% from 11.9% in the prior year.
* Earnings were $70.2 million or $0.78 per share in Q4 2020, compared to a loss of $7.6 million or $0.09 per share in Q4 2019. This includes earnings from continuing and discontinued operations.
* Adjusted earnings attributable to common shareholders were $1.2 million or $0.01 per diluted common share in Q4 2020, vs a loss of $5.6 million or $0.06 per diluted common share in Q4 2019. This includes earnings from continuing and discontinued operations.
Adjusted EBITDA¹ from continuing operations of $20.6 million, or 10.0% of revenues for Q4 2020, versus $11.2 million or 6.0% of revenues in Q4 2019.

Thank you

Read Answer Asked by Martin on March 04, 2021

Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille

Read Answer Asked by Camille on May 13, 2020

Q: Hi Peter
RE: reducing weight in Financials and adjusting to non dividend companies.
I am very overweight in Financials and well balanced otherwise in other sectors except Gold and Energy. I would like to trim the former into opportunities for growth.
Can you suggest 3 companies that have been had some "correction" but remain good picks for future growth ? (prefer non-dividend)
Thanks,
Peter

Read Answer Asked by Linda on March 06, 2018