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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: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John
Read Answer Asked by john on November 02, 2018
Q: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike
Read Answer Asked by michael on November 02, 2018
Q: I would appreciate your thoughts on the weak price performance of PBH stock. PKI by contrast is much stronger although the metrics of PBH are at least comparable. For example both have high debt over 120% of equity. Both have forward earnings growth over 30% and both trade on a forward PE below the 5 year low PE. The big difference is the price action. PKI trades close to median price that analysts estimate for next year whereas PBH is well below those estimates. I am assuming you prefer the good price momentum of PKI and, all being equal, you would go with PKI despite the apparent better value in PBH? Your thoughts would be appreciated.
Mike
Read Answer Asked by michael on November 01, 2018
Q: Received today a Management Information Circular and Notice of Special Meeting of Securityholders whereby Maxar is "proposing" U.S. domestication. In other words, security holders of Maxar Canada would need to surrender their shares against a new entity in the U.S. (with all its future tax implications).
In your opinion, how would this affect the performance of the stock in the coming months? Under which parameters we would need to think to sell (or buy more) giving this US domestication?
Many thanks.
Read Answer Asked by Raoul on October 31, 2018
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