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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: Hi, i have recently become more impressed by the performance by my micro/small caps in my portfolio (above). In that vein, could you suggest a few more that have decent balance sheets, dividends, and momentum ?

thank you.
Read Answer Asked by Nick on April 24, 2023
Q: i own both well and vmd,both keep hitting 52 week highs which i know you like.i know vmd is the old phm which you did not like, but they seem to have left that behind them.
my question is are you ok with vmd now, well is a billion dollar value , vmd is about 600 million.
dave
Read Answer Asked by david on April 24, 2023
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
Q: What do you think of TH International ? Is it too early to see what the fundamentals are?
Read Answer Asked by Ian on April 21, 2023
Q: WHAT WOULD YOU SUGGEST TO SEL, NBLY NEIBOURLY OR ILLM ACUITY TO BUY WELL ?
Read Answer Asked by Yves on April 20, 2023
Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.
Read Answer Asked by Victor on April 20, 2023
Q: RET/RET..A reported Q4 and annual earnings on April 13...annual earnings $1.59...$2.10 in cash....virtually zero debt...inventories well in excess of trade payables...yet the negative reaction was quite severe. Over the past several months, the spread between the A/non-voting shares and the voting shares has ranged between 4 and 30%..with volumes. Interested in your views on this reaction and what you would consider a reasonable PE multiple for a company like Reitman's.
Read Answer Asked by Robert on April 19, 2023
Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.

How riksy are the above the names?
Are they entincing buys at current prices ?

Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.

Thank you
Read Answer Asked by Amir on April 19, 2023
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