Investment Q&A

Q: With Trump at the controls, would this not be a good time to pick up some Shawcor?

Q: Having just lost a pile of dough on Cipher (moved on as suggested) And having averaged down my cost on BOS a month ago, I am now down 48 per cent on BOS. I can hold for four more years if you think the company has merit. I don't need to sell am sitting on a lot of cash. But I am not mentally prepared for a 75 per cent loss. Do you think it can have a better 2017 or take my loss. Thanks for your sage advice.

Q: Hi Peter
Well is it time to let these 2 go ? I have been patient . What to replace with with is the question .

Q: I am down on both of these companies since the split.Can you give me your outlook on possible recovery.Thank You
Garry

Q: Your thoughts on EXE earnings and how they compare to SIA. Thank you.

Q: Hi Peter,

I'm just curious ... Who are your heroes are in the investment world that have shaped your investment philosphy? Are there any books or insights that describe your investment process?

5i, thanks for the great work that you do. You're doing a great service to Canadian investors.

Elliott

Q: Your thoughts on their earnings - seems like a pretty cheap stock when looking at FFO. Thank you.

Q: I have a question about Onex. The stock price has been increasing recently and I wondered the reason for this rise. What do you think of adding to my shares here?
Thank you 5i for a great job!

Q: I was encouraged by Avigilon's quarterly performance until I compared profits with history and looked at actual earnings per share rather than the adjusted earnings per share shown. Actual was only $0.08. I questioned to myself the adjustments which increased the earnings to $0.21. Also, compared to history, there was nothing outstanding solely in terms of earnings per share. The only positive I see is record revenue but to me a huge revenue is not worth a lot unless it translates into profits. Perhaps I am missing something but I see no reason to continue to hold my shares in this company. I did not follow your advice and did average down with an average purchase price of $21.38 per share. Do you share my thoughts on this company? Thank you
Ed

Q: Hi Peter /group I presently have around $300,000 cash (in a tradable business account)I do not want to take any /little risk with this hard earned $. What should I invest in with Capital preservation being the #1 focus. Thanks for your valued advise

Q: Hi Peter & team
Now that the camp is in place and power lines to be completed this 4th quarter. What are your thoughts on PVG and a half position at this time?

Q: Hi Peter and Team,
Could you please comment on KBL's Q3, its futer growth and its valuation. Is it a buy at current price? Thanks

Q: Please comment on $SAP for a long term hold, thanks Valter

Q: We have sold cottage and have 600,000$ to invest. Looking for 12 safe(!!!) or safest dividend paying stocks with an understanding that stocks can go down but good companies usually come back.
Thanks
Jean

Q: Hi I have some money that I want to park for a few years in a couple of stocks that are considered conservative. I am thinking of ALA and Chemtrade. They both seem reasonably priced. I will be reinvesting the dividends. Are these good choices and can you recommend a couple of others? I have considered SLF but it sure moves quickly based on interest rate news or rumours. Thanks, Bill.

Q: What is happening with COTY.us i got it from the PG stock but now its down by 25%..

Q: Does this marijuana related company has any reason to rise about 50 percent today. Is there more room to run for speculation. It is traded on CNSX. Thank you.

Q: What is your current opinion of Winpak? Would you continue to be okay with it as a long term hold?
Mary

Q: Could I have you opinion on FFH at this time
Thanks Johann

Q: Could you rank these as your number 1, 2 and 3 picks for growth, and provide some rationale. I am looking at one of these for a long-term hold of perhaps 5 years or more.
Thank-you