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: What are your thoughts on Cummins as a long term buy and hold?
Read Answer Asked by Robert on July 07, 2015
Q: Would you recommend BHP for a long term hold. Thank you.
Read Answer Asked by Pierre on July 07, 2015
Q: What are your views on this company? Is it worth holding at this price? I am down about 20%.
Thanks
Read Answer Asked by satish on July 07, 2015
Q: thoughts on the current investment merits/price of JUNO..POST THE CELGENE INVESTMENT INJECTION. THX KIM
Read Answer Asked by Kim on July 06, 2015
Q: I regret there may have been a misunderstanding of my question on BAXALTA (BXLT.us). I asked if BAXALTA was worth keeping. I made reference to BAX only to say that BXLT has just been spun off by BAXTER (BAX.us). I also wondered if BAXALTA represented the bad parts of the former BAX operations and asked if BXLT was worth keeping. Perhaps I should not have made a cross-reference to BAX.us but I did so thinking it relevant to my question on BAXALTA . I would be thankful for your comment on my original question, namely whether BXLT.us is worth keeping.

I apologize if I erred in making reference to BXLT’s former owner BAX. Thank you and my best.
Read Answer Asked by Adam on July 06, 2015
Q: I'm a shareholder of Collectors Universe (CLCT). In the past you've recommended this company and it's in line with what I want -- which is income.

Looking into their annual reports, I see that their share price has been steadily increasing over the last 5 years. Is this a concern as their dividend payout also seems to be a high and the combination seems risky to me (because more stock means a higher total dividend each quarter)
Read Answer Asked by Eugene on July 06, 2015
Q: Wondering if I could get your comments on Best Buy before and after the exit of the Future Shop stores.
Read Answer Asked by john on July 06, 2015
Q: BAXTER (BAX.us)just spun half of itself under the name BAXALTA (BXLT.us). Is BXLT worth keeping? BXLT dropped significantly on its first day after spin off (July 1) and continues its descent today. Some of this might be market related. One often sees a company spin off the bad parts of itself. Would you tend to believe that that is the case here ? On BAX itself , in December 2014 your advice on old-BAX implied that it was not too shabby a company (I am paraphrasing and hope I interpreted correctly). Do you have the same view of BAX as the one you expressed 6 months ago?

Read Answer Asked by Adam on July 03, 2015
Q: This comp. has been transforming itself over the last few years: paying down debt. (55% of E now), cut it's dividend, acquired companies -one lately for all cash, I believe and metrics look good: P.E. 10, ROE of 300% (must have retired some shares ??), low pay-out ratio and > EPS due, I guess, to cost cutting? I've held for quite a while; so, with dividends my head is above water. Comments please as I am not sure whether to keep holding or not?.
Read Answer Asked by James on July 02, 2015
Q: Do you guys follow this company? Does it have any turnaround potential, is it a good takeover candidate or maybe potential for activist investor to come in? Their revenues are down but only slightly, p/s less than 0.1 (0.2 with debt), but they have a tough time making a profit.
Thanks
Read Answer Asked by Boris on July 02, 2015
Q: What is your analysis on this company?
Looks interesting.
Read Answer Asked by Christopher on July 02, 2015
Q: What is your opinion of using a UVXY covered call strategy as an income-producing hedge against market downturns? One recent two week at-the-money call was worth 3%. (i.e. recent = last week, before yesterday's volatilty)
Read Answer Asked by David on June 30, 2015
Q: Small cap --y-4% opinion on divided safety, outlook for stock over 2-+ years

Can they grow the business & how ?

Thanks ---Don
Read Answer Asked by Dr. Donald on June 29, 2015
Q: Hello Peter and Company. Could I have your thoughts on Flour Corp. I have noticed a slower but continued uptake for it's services as noted in recent awarded contracts. Do you believe this is a attractive price for a company that is still growing? I am also interested in any margin or depletion of cash from the balance sheet you may see.
Thank you Jason
Read Answer Asked by JASON on June 29, 2015
Q: Wouuld this be a profitable stock to have in a portfolio.Eddie.
Read Answer Asked by Eddie on June 29, 2015
Q: With the breakup of JDSU soon, can you explain the right of debenture owners to convert to common stock although JDSU says it does not expect anyone will because the conversion price is $18 and change well above the price JDSU is trading at i.e. $12.50 or so. So what happens? Do debenture owners get paid out? Thanks.
Read Answer Asked by Helen on June 26, 2015
Q: Further to Larry's question on Hack, it appears Pure Funds only has 2 very unique funds at this time (albeit with plans to add more). Should one be wary of investing in a new fund provider, especially one offering a non traditional product line-up. I like the idea of the Hack fund but am somewhat wary of Pure Funds unless they have a proven prior track record in the industry? How much of a concern should this be?
Read Answer Asked by Gary on June 26, 2015
Q: Most (if not all) North American rail companies have pulled back in recent months, some are down ~20% from 2015 highs. Is this a good entry point for UNP.us? If you have a better suggestion [ CSX, NSC or other] I would appreciate your input. I would prefer a Canadian railway , but only if you think its future prospects are favorably comparable to one of the US ones. Thanks
UNP got my attention because of its rail connections with fast-growing Mexico.
Read Answer Asked by Adam on June 26, 2015
Q: Hi guys,
What is your opinion about this company? It seems interesting and I am looking for a medium to long term investment. Do you recommend to buy, wait or pass? Anything better on this side of the border ?
Thank you,
Read Answer Asked by Calin on June 25, 2015