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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: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
Q: Sorry about this...but it's another TSGI question

If this was a brand new company that you were considering and you were making a decision to deploy based only on numbers (8x earnings, 5B debt, guidance where it is) BUT NOT based on past performance, analyst expectations or missed quarters what would your enthusiasm be like for buying? Does the price when weighed vs debt vs projected growth dictate a strong buy? Is growth not good for a company priced where it is or is growth "less than expected" and therefore viewed as bad?
Read Answer Asked by Tim on March 07, 2019
Q: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Read Answer Asked by Tim on March 07, 2019
Q: Am I missing something here or is it just the quirks of the market. TSGI has massive debt and missed some numbers but it goes up because " it's not as bad as some thought it could have been". GC does not have a long term problem, has solid growth metrics, is just getting started in Ontario also missed estimates and the price goes down. What's the rationale.
Read Answer Asked by Clarence on March 07, 2019
Q: These 2 are laggards in my portfolio. PBH down 22%. SIS up 7%. They both hit my mental trailing stop of over 25%. Do you see any near term catalyst for them? While I am an investor and not a trader, if they are likely going to be "dead money" for another year, I probably like to sell and move on. What do you think? Would you also suggest replacements for them? They are in my TFSA account. Thanks again for all your valuable advice.
Read Answer Asked by Ford on March 06, 2019
Q: Hi,

After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
Read Answer Asked by Keith on March 06, 2019
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