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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: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?




Read Answer Asked on December 29, 2017
Q: As you likely recall, Owen Moore's Grey Island Systems was bought out by BSM (via WebTech Wireless) a few years ago. Moore stayed around for a while before leaving to found BeWhere, again in the same general field.

What are the chances of BSM repeating history and buying up BeWhere to further its growth?

P.S. - appreciate your service so much!
Read Answer Asked by Richard on December 19, 2017
Q: I have been watching CZO CLR GUD NLN PLI and GPS for some time and I am considering buying into some of these Companies at these current low prices. I have 2 questions. a) Are the fundamentals sound?? and b) How would you rank them for mid term growth. Thanks for your considered opinion
Read Answer Asked by Bob on December 08, 2017
Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul
Read Answer Asked by Paul on November 23, 2017
Q: I am getting tired of waiting on these to show some positive moves. Please give me your opinion if I should hold on or move on. Thanks in advance.
Read Answer Asked by Richard on November 21, 2017
Q: Good Morning Peter and Team, great job on the site ! The above are our laggers (vs a much longer list of out performers; thank you !). I'm assuming that unless they have strong news they will struggle into next year with tax loss selling. In what order would you part with them if you wanted to move on ? Which one or 2 do you think have the best potential that you would even add to them ? Thank you.
Read Answer Asked by Paul on November 03, 2017
Q: Good morning doing some house cleaning pre-tax loss season. I had half positions in the above firms and sold same this morning. Original investment $10K. 44% loss in CRH, 20% loss in GPS &26% approx. loss in ITC. I have full positions in GUD,TOY,SIS,GSY, PBH,NFI,KXS,1/2 position in PHO. My question do I wait and buy back the 3 sold or allocate the cash to the above names with momentum; and if so how would you suggest I allocate the funds.Thanks in advance david P.S. 15 blue chip names back up these small caps; banks ;utilities; pipelines and telecoms.
Read Answer Asked by David on October 19, 2017
Q: Gps declined 4.5% today & the news of immediate leave of COO & Chief Sales Officer(fired?) plus Mobi earn-out agreement.Please briefly comment on above apreement.Any other news to cause drop.Is it a good time to established a position & if so,what percentage?.Thanks for u normal great services & views.Looking forward to see Peter on BNN market call on Oct 19.
Read Answer Asked by Peter on October 17, 2017
Q: Hello,

Do you see any averaging down opportunities or deals adding positions to any of these stocks that are currently negative in my portfolio?

CLS down 20% with 1/3 position
PTE down 15% with 1/3 position
BYD.UN down 10% with 1/2 position
GPS down 15% with 1/3 position
KWH.UN down 10% with 1/2 position
Read Answer Asked by Thomas on October 10, 2017