Q: Hi Peter & Ryan,
Good luck to Peter on his ride; I have just made a donation both for the cause itself and to support Peter as a way of saying "thanks" for 5i. The weather here in the Lower Mainland is improving and it looks like the sun will be shining for at least the first leg of Peter's ride.
Best of luck and safe journey!!!
Cheers,
Mike
Q: Canexus is down hard on the NR regarding a dispute with MEG. Do you have anymore insight into the dispute? Why would MEG refuse the tie in? I do not own it but follow it.
Q: Could you please provide me with a list of the Three sectors that got hit the hardest during the two recessions , and also the three that managed to escape with just a mild set back.
I have a few questions about RedKnee Solutions (RKN). I had a position in it last year and made a great return. I'm considering getting back in if the stock goes cheap enough for the risk/reward. I understand the risks and it would be only a small position.
What PE multiple are they trading at now?
How is their free cash flow?
What's their ROE?
I understand their balance sheet is still good.
Any other important info would be greatly appreciated.
Also I'm thinking of "doubling down" on EngHouse (ESL) one of my core positions. Is it a good idea at the current price? When is the next earnings report? I doubled down earlier this year on OTC and last year on CSU which both worked out nicely.
Q: It is my understanding,at this point, that there are 11 cannabis related stocks listed on Cdn. exchanges and that two more are to be added shortly. I would appreciate knowing the names of these stocks if you could provide them. So far I had not had great success in making any discoveries.
I recently sold my Tim Hortons stock and made a 45% return in just a few short months. I'm looking to replace the holding with another similar stock with high growth/high ROE for a core holding. What would you suggest?
Q: Hi Peter,
Any opinion on WAG as it has dipped as a result of their not going ahead with a tax inversion strategy? Also do you have a preference between WAG and CVS?
Many thanks
Q: Hi Peter. There have been some negative articles regarding Surge energy. Are you still comfortable with it. I'm up over 30%. Is it time to sell?
Thanks. Cam