Investment Q&A

Q: Hello again team,

One of the companies I have been absolutely smoked on is PHM. Currently I hold it, and I see that in previous questions that it is likely trading under fair value but with concerns of further losses. With the recent quarter being as messy as it was I am stuck in two modes of thought. 1) Wait for a quarter with business write offs removed to show more clarity on the situation. 2) Swap the stock with something for fewer issues. I am considering DHX media and TIO Networks. I found DHX interesting after reading the research report in regards to opening up more channels for distribution. Do you have a fcff, or RI (Residual Income Model) stock price valuation on the three companies and which do you prefer at this moment? Do you also have separate models / option pricing models for DHX in regards to opening up a youtube channel, netflix, or China subsidiary? Do you have any thoughts on which options provide the greatest benefit?

Thank you, looking forward to any feedback that you can provide.

Q: I have a question about 1170. The price has been going down, and there seems to be heavier trading today. Is there any news? Do you still like it?

Q: I have held DHX for some years waiting patiently for some growth or takeover to increase the value of my portfolio. My patience is starting to match the performance of the stock. I know you like the stock, could you reiterate those reasons or suggest two or three others that would offer growth potential.

Q: Hi, Sylogist continues to buy back its stock significantly under new NCIB, most recent being 99,700 shares for $9.99 on June 17. I know it's a solid vote of company's confidence in its own stock being undervalued. So, is it a good strategy to add to my position alongside the company at current levels $10. My second question is if Sylogist prefers using its cash chest to buy its own stock, does it indicate that new acquisitions are not near the horizon ? Thanks

Q: Do you have any information on why there is such high volume on SLF today? Thank you.

Q: Good morning Peter and Team,

I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?

Thanks as always for your valued advice.

Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you

Q: HiPeter and Team,
Avigilon' share price keep droping every day since Jun 1st from $14.6 to $12.9 this morning. Is this good time to buy this stock if not own currently? Do you still give it a "B" rating?.

Thanks

Q: Hello, is it better to hold CSH.UN in a registered account (RRSP / TFSA) or in a non registered account? Is Chartwell's income in the form of dividend or interest or both? Thanks, Gervais

Q: I own the model portfolio (thx) for the great returns.
I am looking at adding GUD from the growth portfolio. I am very impressed with Jonathon Goodman and what he did with his previous company. I am thinking of a 5% positon or would you leg into this one with 2.5%

Q: I would appreciate your opinion on which sector CSH.un is in.
The Globe and Mail has it listed in the healthcare sector. That makes some sense given the demographic of its clientele. However, other sources list it in the REIT sector. It makes some sense that it would be sensitive to the housing sector (i.e. if house prices fall, fewer seniors will be able to sell their houses to move into retirement homes.)
With respect to my attempt to be diversified across the 11 sectors, which sector would you place CSH.un in?
Thanks so much!

Q: Do you think that Enghouse has had it's run? Is it time to sell and replace it with SIS? Thank You.

Q: Magna and Linamar are down $25,and $33 in one year. Are things that bad? Are they cheap now? Would you think it is time to start buying a 1 percent position in each since they are good companies anti have no idea where the bottom price is or do these prices look close to a bottom?

Q: Hi there

I note you commented on Enghouse's recent earnings, but before the conference call. Just wondering if you listened to it, whether any other information/impressions came out, and how you would feel about buying a bit more at this time. I was thinking of raising my position from 3% to 4% of my portfolio.

Much thanks

Q: Could you please tell me whet the dividend payout ratio is for these two company's?

Thanks.

Q: Except for Peter, all of the analysts commenting on about HCG on BNN in the last few months are negative on this stock. What are they missing?
Tanks

Q: Boston Pizza seems to have stalled lately, is now the time to buy on the current dip in price?

Q: Hi There, I'm curious why the stock goes down after they sign 2 big deals, viz. Sony & 1 other?

Thanks, Austin

Q: Hi, a large block of 204,400 shares at $54 was crossed by Cormark Securities, yesterday. What could be the possible scenarios of the trade? Thanks

Q: Reported today. How are the numbers?

Thx