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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 would like to get your thoughts on ADW.A today. I am down ~35% and there seems to be no investor confidence in this stock. It should be a reopening idea which should start performing as we are lifting restrictions. Would you add to a position or has the stock has become a falling knife.
Also, I have heard Peter suggest it is not when to buy a stock it is knowing when to sell. What criteria would you use to determine a sell?

Thank you
Read Answer Asked by Mike on February 24, 2022
Q: Retired, dividend-income investor who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve
Read Answer Asked by Stephen on January 31, 2022
Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.
Read Answer Asked by Brian on January 18, 2022
Q: I own all 5 of these stocks and they all reported in the last 24 hours. Thoughts on the latest quarter for each ?
Read Answer Asked by Randy on August 09, 2021
Q: Hi Guys

In regards to Andrew Peller do you regard the latest quarter, and margin issue, as more a short term issue related to the pandemic or more suggestive of a longer trend issue? It seems that the stock is not expensive, relative to other spirit companies, at the $9.45 area it is trading?

Much thanks Stuart
Read Answer Asked by Stuart on June 22, 2021
Q: What's your view on Peller's earnings? I've been holding a long-term small core position and am thinking of doubling it based on what I thought was a decent looking quarter. The main issue seems to be one's faith in a post-pandemic hospitality industry resurgence. Would you buy in? Or is there a key metric I'm missing?
Read Answer Asked by Randy on February 16, 2021
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