Investment Q&A

Q: In your answer dated April 19, 2021 to a question on CRM vs. PINS you write
“ ...[we] and would see PINS as having more potential [than CRM] today”. That is a rather odd thing to say, and you have me baffled. SO baffled that I started to make enquiries about what might have been added to your water supply.
I would be thankful if you would confirm—or correct me— on the following:
1. CRM has a wider moat.
2. CRM’s customer base is much bigger and customers are better able to pay CRM (and certainly less fickle).
3. CRM’s business model is sturdier (superior, stronger) and customers tend to be sticky.
4. CRM has a MUCH LARGER total addressable market.

A concern I do have is if CRM is able to close its proposed acquisition of Slack , integration is costly and will be a risk. AND CRM is unlikely to compete well with MSFT post-acquisition of SLACK.

Although CRM has been trading in a flat range and has been underperforming for almost a year, I was thinking of adding to my position in CRM . I would be happy if you corrected me, so I do not make one of my unfortunate and classic mistakes .

Q: There are a lot of prices outside of Tech, that are higher today than 2 - 5 Yrs ago. The ratings on a lot of these individual stocks, can also vary from "strong buy" to "overvalued". Given what we are going through with Covid, this has me concerned.
I really just want the dividend's and the original investment back, in say 15 Years. How ill advised would I be, to drop down to the above and maybe a few more like them. I will not out live hydrocarbons.
Thanks

Q: Do you think SKILLZ is a buy at around $12? Thank you so much.

Q: I have a small position with MO,with the news "Biden Administration Plans Nicotine Reduction", would you still hold the stock? If no, what other stock I can switch to? Not necessary in the same category. Thank you!

Q: Attention turned to industrials earlier this year and many have already done well. Is it a late to buy 3M ? If no, do you believe 3M to be a good investment assuming we are going to see a healthy recovery in major developed economies. In particular:
1. Do you think there is a high probability of further US$ weakness or is that mostly done now? If the US$ weakens further, would I be correct in thinking that that in itself would make little impact on 3M’s prospects, given that 3M has global facilities?
2. Would you consider 3M to be fairly priced today? I cannot tell if it is GARP or overvalued. (The Dr Dooms are getting to me).
3. Have the most recent quarters been meaningfully good for 3M sales due to Covid ( ventilators, medical supplies?) Or do you believe 3M still has great sales prospects going forward or are comparisons going forward going to depress share price?
4. What is 3M’s PEG ? I see conflicting numbers.
5. I thought 3M had a good MOAT , a business model that is hard to replicate EASILY. Am I correct?
6. Any reason to wonder about management strength?

(Disclosure : I am biased in favor of 3M for reasons that I myself find unfathomable)

Q: Hi Peter
which three Forest Product Companies would you buy at this time and do you think they still have room to grow?
I am thinking of buying equal shares in each of the following companies:
- WFG
- IFP
-CFP
Do you think this is a good strategy?
Thanks Ron

Q: I bought a stock and sold it 15 days later at a lower price. Can I take a capital loss on this?

Q: What are your thoughts on Mistras Group? Is it worth buying?

Q: can you provide an updated opinion on this company and its technology...please and thank you

Q: Greetings All:
Would you kindly provide me with all the info you can from The Bloomberg Terminal on this company. I originally bought Inspira financial on the perpetual bad advice of Mr Fabrice Taylor and his President's sucker club. It was then changed to Brattle Creek, and then Salona got involved. Thanks as always for your help.
Ben.

Q: Hi Peter and Team:
I need some help with the above equity. It took over Alabama Graphite. They seem to spin a good story just like their predecessor did, however, their doesn't seem to be any fruitful results so far. I thought graphite was important in the composition of electric car batteries?
Thanks,
BEN.

Q: Would LIF’s payout be considered eligible dividends?
Thank you

Q: Can you give me your current view on chesswood after the run up. Would u continue to hold? Ty Clare
If this is a duplicate question please ignore

Q: what's up with todays almost 7% decline??

Q: Top 5 CDN and top 5 US small caps gauged on anticipated growth with 5-year minimum hold, ranked in one list, 1st-10th.
Thank you,
Ian.

Q: Hi Gang
Great job you guys do
Been with you guys a long time
Can you give me your top 5 small caps with good future upside for next two yrs all Canadian
Thanks Mike B

Q: I have small positions in each; both underwater for a long time. Any point in hanging on?

Q: Article today about TouchBistro and Toast- sound like competitors to LSPD-
what is the competitive landscape for this - anyone the leader and anyone a likely
takeout?

Q: MRS looks interesting. Can you paint 2 different scenarios for the company going forward. First is a positive one where things go as the company hopes they will and the second where things don't pan out. What might be expected in each - revenue and earnings-wise and what impact might it have on stock price. I'm trying to assess the best and worst case scenarios.

Q: What is your recommendation on this company as a infrastructure investment. Would it be a good company to invest in?

Thank you.