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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: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?
Read Answer Asked by John on August 16, 2023
Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.
Read Answer Asked by Ken on August 16, 2023
Q: DJCO/Daily Journal

As a fan of the guys that run Berkshire, DJCO seems to be somewhat of a business that is kind of like would Constellation Software would be interested in acquiring.

What do you think about DJCO as a stock to invest in at this time?
Read Answer Asked by Eugene on August 16, 2023
Q: Splash Beverage Group. Can I have your analysis and do you think it’s investable?
Thanks
Read Answer Asked by Curtis on August 16, 2023
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Read Answer Asked by Peter on August 16, 2023
Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks
Read Answer Asked by Daniel on August 15, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
Read Answer Asked by Pat & Cyril on August 15, 2023
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