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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: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,
Read Answer Asked by Stephen R. on March 24, 2022
Q: Hello Peter and team,
Would you consider Galaxy Digital in the speculative category? The stock has been surging lately but takes a hit at times; however, their numbers look reasonable. Any idea why Trisura is starting to surge? Is it going along with other insurance companies given rise in rates.
Read Answer Asked by umedali on March 23, 2022
Q: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.

However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
Read Answer Asked by James on March 18, 2022
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