Q: Hello, I am considering switching from BIN to NFI within a diversified portfolio, long term hold being the goal balancing dividend with growth. NFI has done very well, too pricey?? Any other suggestions? Thanks, Lavern
Q: Hi Peter and Team - I am thinking of taking a position in Kinaxis. However when I checked the Insider Trading using INK in my TD Waterhouse account it shows net selling of $40,640,658. This seems to be very high plus the Insider ownership seems to be quite low overall. Is this accurate and generally speaking how much can I rely on these insider reports from INK.
Also I understand that Kinaxis is involved in cloud based subscription software but I just couldn't understand much of the rest of the description in my TD Waterhouse site. Would you be able to summarize their business in terms that a relatively non-technical person can understand. Thanks.
Q: What are your thoughts on Intertape's earnings. They report in US dollars so the shares appear attractively valued to me. Are there current underlying issues that would justify the low multiple (debt)? I know historically they have had their hiccups but am I correct in assuming these are mostly behind them?
Q: Goodmorning. What are your thoughts on this company i have owned it for over a year now at twelve dollars and have seen no share growth. It does pay a nice dividend. Would you continue to hold or suggest moving on as i would have thought it would be more of a growth company?? Thks for the great work
Q: Could you provide an update on LGT.B please? It has fallen off in the past year since I bought it. I was thinking to add to my position. It makes up a small portion of my portfolio.
Q: This stock was presented as a Top Pick by Michael Smedley, I would appreciate your opinion as to its merits as a speculative investment.
Thanks for your response, Jerry
Read Answer
Asked by William J on February 23, 2016
Q: How valuable in your opinion is their "Swiss water" decaffeination process? I think they also supply Tim Horton's and McDonald's, I imagine these contracts are more longer term? Could you please give a brief balance sheet and cash flow opinion on ten peaks. To me it looks good but I'd like to pay a "reasonable" price for it.
Thanks guys