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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: A recent questioner addressed the issue of identifying high growth and high momentum stocks at attractive valuations that remain under the radar but have the potential to become investor and fund manager "favorites".

I am wondering if PIH could be such a stock. With increasing share price and trade volume appreciation, and rising growth in revenues/earnings, but attractive valuation (around 11 trailing P/E), am I wrong in thinking this one could start to gain increasing attention? Does it make sense to average up on a stock like this as I have been doing over the past couple weeks (the full position would be quite a small fraction of my overall portfolio)?
Read Answer Asked by David on May 17, 2016
Q: I guess I wasn't clear in my last question. Would you please rate these companies as to which would be your first choice, second choice , etc. for a 5 year investment and purchasing today. I have no US exposure but otherwise have a relatively balanced Cdn portfolio and need to deploy US$100,000. Please explain why you rated them as you did. thank you. This was the prior question: What do you think of Int'l FLavours and Fragrances and their latest quarterly results? How would you rate it relative to HD.us, PBH.us and STZ.us for a 5 year investment? Thank you.
Read Answer Asked by John on May 16, 2016
Q: Hi Peter,

Much enjoyed your segment on BNN.

I bought some PIH shares a few days ago and was delighted with the bump on very positive earnings report two days ago. The only issue I had with this stock is that it does not have much liquidity. With a good balance sheet, great earnings and an excellent market niche going forward, is it likely to get more attention from analysts and greater liquidity? Also, are you considering it for the 5i growth portfolio?
Read Answer Asked by David on May 11, 2016
Q: More M&A going on in the burgeoning programmatic ad space with Comcast acquiring StickyAds today for $US 100m+

https://finance.yahoo.com/news/comcast-acquired-french-ad-tech-102757421.html

As mentioned in the article, Comcast had also acquired FreeWheel previously for $US 320m in 2014

As I understand it, AcuityAds already includes the marketing and technical aspects of a combined FreeWheel and StickyAds. Of course the scale of business is different but their valuation at US $420m+ might make AcuitiyAds at $CDN 33m look attractive to someone. Would you agree?
Read Answer Asked by Richard on May 10, 2016