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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: My understanding is that this company generates its revenue from the sale of fuel, beverages, pass by restaurants, car washes, ... leading to a diversified source of revenue. It is also my belief that most of these sales are generated when people stop to get gaz. While filling up their tank they get a car wash, they buy an ice cream... As a long term investor, I really question the viability of their future. I think that in 5 years, there will be more cars on the road; however, I also believe that hybrids/electrical vehicles will start to steal some of their market share. A loss of one customer not buying fuel (I feel) has rippling effects. That customer may not stop to eat at their restaurant, may not stop to buy an ice cream... impacting their entire revenue stream. In 10 (15) years, I think the problem will multiply, eventually questioning their entire business model.

This past quarter was great as recent acquisitions demonstrated benefits, such as savings due to synergies but the pain has yet to start. In contrast to competitive forces trying to push them out, they are about to experience an industry shift, which may slowly make them somewhat irrelevant.

Your thoughts are appreciated. Thank You.
Read Answer Asked by Walter on August 07, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for income and/or possible capital gains in one year, and which should be sold now with the intention of investing the proceeds in some of your recommendations? I do not need the cash nor tax losses. AT &T(US) CPG FLI G SSF.UN H . Thank you
Read Answer Asked by Harold on August 07, 2018
Q: I recently took over a portfolio of mine managed by a regular at BNN with so so results. Five of the worst performers I would like to know if any of them have a chance of recovery within the next year,
BDX - Cost 280.1
FDX - Cost 274.9
FRU - Cost 15.00
ORCL - Cost 62.3
XLP - Cost 72.6
Thanks for making me confident to take over something like this on my own. Dennis
Read Answer Asked by Dennis on August 07, 2018
Q: This is a follow up question to Dorothy‘s question yesterday where she asked:
BNS is down 4.70%, ENB is down 9.22% and KWH.UN is down 38.20% ... Buy a new stock and if so can you give me some suggestions.

My feeling is that if a company is strong (eg ENB in the latest report) and the price is low, it is a good buy. If the company is questionable (KWH.UN for some reason recently) and possibly faltering, it is a risky buy. But your answer was “We don't like adding to stocks on a decline.”

Could you please clarify what you mean? I find the answer quite confusing, whereas your answers are usually very helpful.

Thanks.
Read Answer Asked by Federico on August 07, 2018
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