Investment Q&A

Q: DOO is down 30% in last month. Technicals are totally broken (18 bearish, 2 bullish) and I can't find anything on it except the secondary in September.

What do you think is going on here to cause such a precipitous drop, with no strength in site.

Thanks

Sheldon

Q: is this parkland deal positive for the stock, it seems positive but it is complicated so i defer to you. dave

Q: Hi team,
TPK's stock has been showing much weakness over the last two weeks.Would this partially be due to tax loss selling as it's tumble does not seem justified and would you see it as a value stock with a solid 4.25% yield? I am thinking of dollar cost averaging but will wait for their Q3 NUMBERS TO COME OUT ,MID-NOVEMBER.
Many thanks,
Jean

Q: as interest rates increase, i would think this would be good for goeasy as traditional lenders become more cautious, as an alternative lender this should help their business, but last couple of days stock got killed, and is selling way below the current financing, it still seems very cheap to me, could you comment. dave

Q: I'm looking for a dividend growth stock in the industrial/materials sector to round out an income portfolio focussed on dividend growth stocks. What are your thoughts on XTC now that NAFTA-related issues are behind us? Any other recommendations in this sector? Thanks.

Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

Q: Which stocks are you recommending in the Industrial space that have been beaten up and have growth potential? Thanks for your service.

Q: If you were to add or buy any 3 stocks today, what would be your top picks and brief reason why?

Q: In your Oct 4 response to a different William , you characterized TCN as very cheap at 7 times earnings. Would you attribute its current pull-back as solely due to rising interest rate concerns , or could the redemption of its debentures into common shares also be playing a role?
Thank-you.

Q: can't wrap my head around this one still; very cheap next years earnings, good future growth projected around 15% cagr, diversified business regionally and operationally, thoughts on continuing to add to a fairly large position for a very long term (only 20 years old) horizon

Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?

Q: Hi Peter, your thoughts on this co. ?? Time to move on . Thanks. Alnoor

Q: As a "speculative" addition to my portfolio, your opinion please of Alcanna. It would be a small position - Thanks

Q: Hi, I recently sold MFI. Thinking about BYD.UN as a replacement in the sector unless you recommend anything else in US or Canada. Currently have PBH, ATD.B, and COST.
Thank you

Q: I have a question about CCL.B - I know you have answered questions on this one but given the current price action (looks like strong support here in the $54 - $55) can you elaborate on who is there competition is in the space and they losing or taking market share given packing labels are moving to more self-less cashier stores? Thank you

Q: Good Morning
MG had been grinding higher from Jan 2016 to about May 2018. It then dropped, presumably on NAFTA concerns. Now that this is somewhat resolved I would have thought tjat it would have had a bigger pop. Is this a good time to buy the stock or is there something else going on?
Thanks for your advice.
Ian

Q: Hi Peter & Team,
Is there anything specific to explain why GC is rising and TSGI falling, whereas it was the other way around a month ago? Or did I just answer my own question?
Thanks as usual.

Q: Please clarify your answer you gave to my question on MAXR.
You included in your response the following statement .“We would not see any need to add to a losing position." BUT I was not asking about adding. Did you mean “hold”? as in sell in January?



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5i Research Answer:
We would not say we are highly confident in MAXR, but the large price adjustment (down 48% this year) does change the risk/reward scenario. With expectations low, a good contract or positive earnings surprise could still result in good stock gains from current levels. We would expect tax loss selling, which may be happening already. Either now, or in early January, would likely get a better price if one was selling. On valuation MAXR is very cheap, but the debt adds some concerns. We would still put it into the higher risk 'hold' category. The worst should be over and the short sellers will eventuallly move on. We would not see any need to add to a losing position.

Q: Is this stock following Micron today? Would you add today?

Q: would it be a good or bad time to sell tricon for a bit of cash. thanks