Investment Q&A

Q: Prior to the recent earnings report there was a large insider sale of stock. Your thoughts?

Q: Looked like a decent quarter. Can you provide some colour? Thanks Mgmt seems to be executing and most analysts have upgraded the stock. And is it reasonable to expect CAGR of 10% going forward from PLC? Thanks

Q: Forgetting about the KSU acquisition, which would you prefer today. A 5-year chart shows that in 2016 CP was trading at about $26 CAD and CNR @ $80 CAD. CNR's Dividend is a full 1% higher.
Thanks as always!

Q: I have a 3% position of EGLX in my portfolio. Do you suggest lighten up or hang tight?

Thanks
Peter

Q: There was a 13% positive move on XBC yesterday. Do you have any insight regarding this move?

Q: What are your thoughts on Parkland fuel with the re-opening in the 2nd half of the year?
Will PKI benefit with the fact that Robert Espey is now elected as director of Boyd Group Services?

Q: I currently own FSZ and wondered if you feel a 5% weight would be too high for an RRSP account? At the moment I have a 3% weight and wondered if bringing it up to 5% would be ok ?
Thanks

Q: Please provide the case for and against ATZ. I'd also like your opinion on valuation especially in light of compression of multiples in the market. Do you think it is over valued and if so to what extent? Thank you.

Q: Any news that will justify the relentless drop ? I t lost 35% in a few weeks

Q: Thoughts on QST's earnings. Buy, hold or sell?

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: REAL OR XBC: Which stock has more upside, risk tolerance is not an issue and my portfolio is well diversified? They are in different sectors... If you had to choose 1 which would it be or would you own both?
Thanks for your service!

Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views

Q: If you had 100,000 CAD cash to deploy, what are your top picks from your Growth/Balanced Equity portfolios you might consider buying today. Especially interested in you helping me identify the ones getting hammered these days with the current market volatility.

Thanks for your help.

Q: I sold half my position at $5.20 when the bottom was falling out with the intent to buy back in later. Sounds like you're still positive about the company with the added risks. Looks like we are reaching the price level I told myself I would buy back in. Do you believe its oversold at this point?

Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!

Q: thoughts on the quarter please?

Q: Thoughts on the quarter?

Q: Your thoughts please on their decline today and earnings? Thanks as always.

Q: Good morning,

In light of the most recent overtures by the Michigan State governor, could you please offer some insights ? Is this a manageable event ?
Thank you.