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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: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco
Read Answer Asked by Marco on November 08, 2017
Q: I am trying to replicate the Growth as well as the Balanced Portfolios. I have funds to add two half positions and the 7 stocks listed are the only stocks I currently do not hold. Which would be your top 2 picks and what is the rationale.

Many thanks

Scott
Read Answer Asked by Scott on October 11, 2017
Q: please rate these companies and are they all investible today?
Read Answer Asked by Maurice on September 06, 2017
Q: Hi
I have small position in PIH in my tfsa. I thought I might sell it now instead of wait for the takeover. Could you please make some suggestions of what to replace it with.
Thank you.
Read Answer Asked by maida on August 25, 2017
Q: I have held CXI for a long time and am willing to hold longer. However, I am intrigued by PEO, particularly because of Peter's continued interest in it. The question is, do I cash CXI in and buy PEO? Does PEO present a better growth option than CXI or if/when CXI comes out of its doldrums would you expect CXI to show better growth over the next few years? Given I have held CXI this long and consider myself a long term investor, I am wondering if I would be "betraying" my philosophy if I sell or am I just being unreasonably fearful that I would miss out on CXI?

I am looking at exchanging these two as it would maintain my financial sector holdings.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 24, 2017
Q: I don't own PEO however, I'm interested in your positive comments as to its financial condition. Firstly, PEO has about 80% of its assets in Goodwill & Intangibles. Its' NET asset value is really only equal to its debt which would indicate a NAV or Book of approx .75c. Maybe I'm too old or just too conservative. Your comments. Thank you.
Read Answer Asked by Robert on August 17, 2017
Q: your answer to a lot of the questions ends with something like this
" we do not see it as a must own small cap"
so my question is what are your 5 favorite small caps, i assume gud and savaria and pho are in your top five but not sure.dave
Read Answer Asked by david on August 11, 2017
Q: I'm looking to add 3 small cap stocks to my non RRSP/TFSA investments. Which above stocks would you recommend? Thanks for your great service.
Read Answer Asked by David on August 11, 2017
Q: Hello,
There seems to be not much information or coverage of PEO. Can you give some details of the company. It seems to be performing well and you have it in the growth portfolio. What are your thoughts about initiating a position at these levels. Are stocks listed in the venture exchange inherently more risky than those listed in the TSX? Thanks.

Shyam
Read Answer Asked by Shyam on August 10, 2017
Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.
Read Answer Asked by Lucinda on August 04, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
Q: Stocks in your model portfolios. TNC - when is this takeover going to be completed? It seems like it is taking a long time.
ITC - this stock is the majority of the time under $2.00 and for the short period of time that it goes above $2.00, everyone hits the sell button and it goes back below $2.00. Should I be hitting the sell button the next time it gets over $2.00 because it is the worst performing stock in my portfolio. PEO - also has over the last two months been another under-performer and so should I get out of it? Thank you for your good service Dennis.
Read Answer Asked by Dennis on July 04, 2017
Q: A friend worked at PEO a few years back and mentioned the stock to me at .30 saying in conversation the CEO - who she had a great respect for - suggested he was building this company to a $10.00 share price. After watching the company, I took an initial position, then added to it when 5i came on board. I am overweight now and it continues to rise. I'm curious why he would pick $10.00, would that be a market cap where bidders would step in, an exit point perhaps? I realize you cant read minds, but after seeing companies built and sold, any thoughts here? What would be the main risks with this company?
Read Answer Asked by Charles on May 26, 2017
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