Investment Q&A

Q: Re Descartes Systems Group (T.DSG). Is there a logical explanation for the significant short positions that were taken in the latter part of May and then again the latter part of June?

Even now, the short position still stands at over 12%.

Q: Peter: Can you comment on lumber securities as related to housing starts? I am interested in Canfor CFP and West Fraser. How would you rate them or are there others I might consider? Thank you.

Q: Hi Peter,
I am interested in platinum, what are your thoughts and is there a stock or ETF that you would recommend? thanks Clare

Q: I'm wondering if you've had a chance to look at Espial (T.ESP) yet. With the trend towards cutting traditional cable in favour of video on demand plus the advent of smart TVs, they may be very well positioned to do well.

Thanks for a most invaluable service.

Q: Hi Peter and Team,

What are your thoughts on Ares Capital, ARCC.

Q: Good day! I have a full position in Crombie (CRR.UN), and am considering selling at least half to purchase Healthlease (HLP.UN)for more US exposure, and for less "commercial" risk (versus the better risk as I see it from long-term-care facilities). I can foresee more growth from HLP.UN
I also prefer the multi-res risk profile to commercial, and would consider purchasing Morguard (MRG.UN)instead of HLP.UN, again for additional US exposure (currently almost 0 in my portfolio).Perhaps I should look at replacing CRR.UN altogether with a half position in each? If I retain half, Crombie would then be my only commercial industrial exposure. I also have a half position in Capreit (CAR.UN).
Your comments as to the wisdom (or lack of same!) of this change would be appreciated. Thanks!

Q: HI,

Do you have any insight as to why TRZ.B is falling like a rock. It has fallen 21% in the last month. Thanks

Q: Peter and staff
would like to know your outlook on (cdi) canelson ? In my area of S.E. Sask. they have every rig drilling. looks positive here .
Thanks
Cal

Q: I have a small position in Denison (DML) but am thinking of increasing it. In the past you have been cautious on uranium sector. There are only a few DML questions asked and not many recent. Can you please provide your opinion on DML as an investment that I plan to hold for at least 5 years or an alternative equity/ETF in this sector. Thanks again and again!

Q: How would you compare cdz.a and xtr as income etf funds ?

Q: Peter and staff
would (sum) be a buy after its impressive rise in share price? What continues to be your outlook on (sum) in the coming year?
Thanks
Cal

Q: Hi Peter,
Is ACQ is still a good buy at $40

Q: Hi Peter and Team,

Thoughts on Medley Capital Corp, MCC.

Q: Hi Peter and Team,

Thoughts on HealthStream, HSTM.

Q: I am considering buying 2 smaller companies--Input Financial (INP on venture)and Sandvine (SVC). I did a search on previous answers and found them most useful.
However I also use technicals and find that both right now have some extreme readings which normally would indicated they are trading at an unsustainable high.
Is it a reasonable time to take a position, given caveats (especial on Input Financial) which you mentioned in your early January answers?
Bryon in Elmira

Q: Hi Peter

I am a new subscriber and I am not sure if I understand the letter grades in a the reports. Do the "A" and "B" grades mean a good time to buy where the "C" grades mean hold, etc?

Is it reasonable to think the higher the grade the more attractive the value to "buy first"? Thanks. Greg

Q: Peter - That new picture of you on the homepage - says - "BOSS"
I like it - :) - Keep up the great work.

Q: Could I please have your updated opinion on VET, It has done well, what do you think about it now?...........THANKS

Q: What is your opinion on "BB" blackberry. I am thinking of buying just one stock, either "BB" or "DCK" Donnycreek energy Inc. Thank you.

Q: Could you update on Rogers Sugar. Thanks