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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: GOOS has been on a downward trend of late. Bought in the mid 50s. I don't think that anything fundamentally has changed? Do you still like this company as a long term hold? It sort of reminds me of DOO as I bought DOO at mid 50s, watched it go down to mid 30s, and recover to todays price at 60.
Your thoughts please.
Read Answer Asked by Rudy on January 10, 2020
Q: NFI had fair bit of news over the holidays. The market seemed reasonably happy with it all. Could you give some colour to all the new bus contracts? Also, somebody on BNN was expressing concern about the competition opening up in the EV category and NFI's ability to compete. Do you have anything to add to that? I noticed one of the contracts included EV's from NFI.

TIA
Read Answer Asked by Gerald on January 08, 2020
Q: I am invested in the balanced portfolio and would like to understand what makes SU more attractive than IMO?
EPS and D/E appear similar and the SU dividend is slightly higher.
P/E for SU is 14 vs 9.6 for IMO.
Thank you for sharing your insight.
Read Answer Asked by Delbert on January 08, 2020
Q: Considering selling My position in AD at an 8% capital gain plus dividends over the last year. Selling to raise cash for a pullback in the market.
It’s one of the higher risk stocks in the portfolio and it is near the target price of a number of analysis. What do you think? Also taking a serious look at selling into the strength of MMX.
I’ve held it for less than a month, and am up 20%.
The target by cibc is $7.75 with the rise in gold , I know this can change. Also thinking that the rise in gold may already be price into mmx. What does your experience say?
Read Answer Asked by Roy on January 07, 2020
Q: I note that while you and others have highlighted pressures on NFI (pre mid Dec) the news flow of orders appears to have improved of late and there has been a concurrent effort by NFI to maintain a professional approach to their business prospects. I guess the question is does the hesitancy with respect to their prospects, and particularly their share price, still apply and are the new orders significant or already factored in. Thanks.
Read Answer Asked by Mike on January 07, 2020