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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 tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Read Answer Asked by Ray on March 28, 2022
Q: SIS dropped 0.63 the day after Q results.Then the following day (3/25) it was up $1.05 to $17.92.The G & M reported as follows.NA sees significant long term upside with exceptional backlog,a$23.50 target price & a outperform rating. Desjardins says it is too cheap to ignore with a $25.50 TP & Buy. Any other news to prompt the big increase,& u comments.Txs for u usual great services & views.
Read Answer Asked by Peter on March 28, 2022
Q: Savaria has been heading downwards for the last six months, correcting by roughly 25% from its peak in September 2021. It represents 2% of my portfolio as I am writing. I have read the initial commentary on SIS posted to the message board, and I understand that your group may still be digesting the content of the recent investor's call from earlier today.

I would like to hear your thoughts on whether it is more prudent to wait for management to right the ship, so to speak, or if better opportunities lie elsewhere. If I were to sell Savaria, which opportunities within the healthcare space would you deem worthy of investment? Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on March 25, 2022
Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.

My returns until today are as follows:

TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%

Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.

Which of the above would you recommend that I add to based on today's price, and your reasons.

Read Answer Asked by ALNOOR on March 25, 2022
Q: Further to my March 18 question: redeploying my 100% cash position. Using the BE portfolio as an example and assuming 6 equal monthly investments. Would you buy partials across the board, or go with full positions in 3-4 companies each month. If the latter, which order would you suggest.
Thanks Peter.
Read Answer Asked by Peter on March 24, 2022
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