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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: I have 1/2 position in these names and down. I recall you generally don't recommend averaging down. Would you add here for the long term?

Specifically about LSPD, has anything changed at the company except for the CEO?

Thank you,
Read Answer Asked by Pierre on March 08, 2022
Q: Hello,

I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.

If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.

With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.

Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).

Is there a compelling argument to be made to continue holding GUD?

Appreciate your insights as always.

Marc.
Read Answer Asked by Marc on March 08, 2022
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Read Answer Asked by Steve on March 08, 2022
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Read Answer Asked by Peter on March 07, 2022
Q: Hi Peter, Ryan, and Team,

I realize that Couche-Tard has only 38 Russian stores. Do you think that management will be under pressure (like Magna for example) to divest their Russian operation? If it happens, what kind of effect could there be, both to their bottom line, as well as loss of "good will"? For example, Couche-Tard operates in several former eastern bloc countries such as Poland.

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 07, 2022