skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi group what is going on with AEM (always thought of it as a blue chip in the gold space. I have owned it for over 1 yr and am down 25%. It not acting well even today with gold up considerably. Should I sell or hold on > what it going to take to recover after the horrible quarterly results. Thinking of selling and moving FNV . Your thoughts are appreciated
Read Answer Asked by Terence on February 20, 2020
Q: Hi, great job my portfolio is up, thanks.
I bought GUD for sector, management, cash position, growth (safety) etc.
They finally made an acquisition which looks ok.(no homerun?) still down ,bought at $8.50
Looks like an important quarter in March,if it is good all should be ok, if not ,it will not have the big cash backstop that it did in the past. Won’t this be a problem?
Getting a little impatient, if it is only a so-so or down quarter, is it not time to seriously consider an alternative? Or would you give it “another”3-5 years?
Thanks,
Read Answer Asked by Brad on February 19, 2020
Q: I was surprised to see Park Lawn go down over 5 percent today on the announcement of the ceo's departure. When i looked into it a little closer, i saw that Mr. Clark had taken a small company worth 30 million to one evaluated at over 900 million in just seven years. I see Mr. Paul Smith is filling in as chairman while they search for a new ceo. Is it odd that in that time they did not hire someone and groome them for the post? I can see the importance of leadership! Should we be worried with this transition?
Read Answer Asked by joseph on February 18, 2020
Q: Can you help me understand why SHOP went vertical (looking at the minute to minute pattern on the RBC website) Wednesday literally in a heart beat? Is the observation correct in terms of the 7-8% pop happened instantly? If correct how does this happen? Is this programmed trading? Would any regular folks have been able to buy it along the way up or did it just pop without any pauses along the way up?

Thanks again.
Read Answer Asked by Donald on February 18, 2020
Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.
Read Answer Asked by Mahendiali on February 18, 2020
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Read Answer Asked by Marc on February 18, 2020
Q: SU is weak in a terrible energy sector,currently $39.45 down from $45.08H on Jan 14. W.Buffett 's holdings for the Q ended Dec 31,2019 shows addition of 39.6% of SU to 15m shares Coronavirus is having a negative impact on oil price..Is this a good entry point? Thanks for u usual great services & views.
Read Answer Asked by Peter on February 18, 2020