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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: I like to invest in companies below the radar. PFB came up as a possible candidate. I would be grateful for your opinion.
Read Answer Asked by Graham on September 11, 2015
Q: Good afternoon Peter and the Team

With the latest market insanity would this be a good time to purchase HNZ-T in an RRSP for a 3+ year hold. Your thoughts.

Cheers
Marc
Read Answer Asked by Marc on August 27, 2015
Q: LGT.B dropped a bit last week. I own it and want to buy some more. It is a great company but a pretty thin trader. If something ever went wrong I know I would take a bit of a "haircut". We own about 27 different companies & ETF's - most of them large caps. I think ALC, LGT.B and SYZ are the smallest caps we own. ALC acts like a large cap even though it isn't. I'm waiting patiently on SYZ.
Is a 4% weighting too high for LGT.B?
Read Answer Asked by James on August 24, 2015
Q: Intertain has to be considered cheap at these levels? Does it have other products than bingo? I am considering initiating a position.
Thank you
Read Answer Asked by Marie on August 17, 2015
Q: What is your opinion of latest QR? Is the stock expensive? What do you think of the movement on the stock and their outlook?
Read Answer Asked by Louis on August 17, 2015
Q: Just released Q2 results. Increased dividend (while most are cutting!), good debt to cash flow, what is not to like - your thoughts?
Read Answer Asked by Colin on August 17, 2015
Q: Please comment on the latest results from Solium Capital. Thanks!
Read Answer Asked by Paul W on August 17, 2015
Q: Do you have any opinion on this company.Thank you and the great work you do.
Read Answer Asked by glenn on August 14, 2015
Q: Could you please look at the fundamentals of this company. Also looking at the balance sheet. I am puzzled by the destruction of capital as of recent. The company seems to have delivered on many of there research goals with the recent announcement of commercialization of thr Klincher(R) Manway. Yours thoughts on the current stock price to value.

Jason N.
Read Answer Asked by JASON on August 14, 2015
Q: Hi Guys

A slight miss on earnings although revenue appears to be in line, your thoughts?
Read Answer Asked by ron on August 13, 2015
Q: Filed on sedar yesterday was a disclosure that a US Fund owns 11% of the shares of Quorum Information Technologies (TSXV: QIS). It appears that this institutional investor has been buying this stock over the last year through Cantor Fitzgerald Securities. For such a small but profitable and growing Company, is this good sign when a US institutional investor is taking a big stake in a micro cap Canadian software company?
Read Answer Asked by Charles on August 12, 2015
Q: Hello,

I would like your opinion on Sleep Country as a long term hold. It seems like a simple quality business, but am hesitant if there's value after coming public. Thanks
Read Answer Asked by Michael on August 10, 2015
Q: Hi Peter and team.

Could you please comment on Savaria's latest earnings report. I know you do not follow it extensively, but would you say it might be a 5i type of company? Your thoughts are greatly appreciated.
Read Answer Asked by Greg on August 07, 2015
Q: Hello Peter & Co,
(1) It seems to me that Air Boss would fit in the Industrials sector; does it?
(2) I have no exposure to the Patient Mobility business (Health); do you have a preference?
Thanks,
Antoine
Read Answer Asked by Antoine on August 06, 2015