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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: SJ: Organic growth in infrastructure related biz's seems to have slowed from 27% to 10% in Q2 which was not as robust as Q1. Inventory and receivables seriously gobbled up cash flow, down substantially in Q2 and negative in half. Hence shares were down 4% yesterday (after indicating up).
What do you make of this?
Read Answer Asked by Keith on August 11, 2023
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 David on August 11, 2023
Q: Is there any estimate with respect to a percentage of income derived from Walmart for this REIT ?
Do you think the REIT is a risky investment if there is a great dependence on one key tenant such as Walmart ?
I always appreciate your insight.
Read Answer Asked by Terry 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: What is the effect on WELL and VMD with Amazon introducing Amazon Clinic, a virtual health service that delivers convenient, affordable care for common conditions? Thanks
Read Answer Asked by Mark on August 11, 2023
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