Investment Q&A

Q: Can I please have your thoughts and analysis on this companies recently announced earnings. Your input would be appreciated. Thank You.

Q: Any reasons for the fall in stock price today and over the last week?

Q: What is your opinion on this TTAC and the quant. model used by this etf. Has it out performed other similar etf's. Thanks for your analysis.

Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.

Q: Hello again your thoughts on FLGT

Q: Hi Peter and team, Just thought I would ask about the ethical aspects of this so called hostile take-over? In my mind BIPC only with the support of BAM.a and BUFFALO AQUISITION CORP. aka BIF IV (looks like a shell company to me that) are trying to BULLY in here on long suffering shareholders of IPL. Let me try to put this in perspective, IPL has spent nearly four years and nearly four billion dollars engineering, designing, procuring, and constructing and world scale propane dehydrogenation (PDH) and polypropylene (PP) facility, all to the boohoos of the so-called "investment community". The projected increase to IPL's EBITDA is estimated to increase by $400million to $500 million (a double), not including the recent increase in PP prices. Do you think IPL could get one good word out of anyone? Nope, they all stayed clear, even after IPL raised $700 million with the sale of 50% their Europe storage assets. Now IPL is self funding the project thru to it's completion (which significantly de-risks the project from a monetary point of view. Last CC management shared they are ramping up for testing and commissioning which looks like PDH should be up and chugging along by summer. I've been working in the energy industry for 42 years and can share, that a typical approach is to use IP, from patented chemical processes and copyrighted proprietary equipment that is proven. This isn't rocket science. What recourse do shareholders have considering BIPC aka BIF IV have acted unethically by acquiring an additional 10% of IPL without disclosing this to anyone? Who are the responsible authorities that should be looking into this? I would like to thank BIP for acknowledging the new facility has a great business plan as well as PPL ,as they have an almost exact replica (delayed by COVID19) planned in next year.

Q: What do you think would be the best option strategy to play bit coins potential increase in value.?

Q: Hi Peter, further to my previous question, Please advise what you have (and your source) for the short positions for the above equities. I have:
BAM.A=1.32%
BIP.UN=0.62%
BIPC=1.56%
IPL=0.00%
PPL=0.84%

Thanks

Q: If you had the choice between these 2 companies over a 2 year period which one do you think would perform better. Thanks.

Q: This company appears to be doing well (recent results and dividend increase) and the stock has climbed significantly in the last number of months. It makes up about 4% of my overall portfolio (which is significantly overweight in technology). Would this continue to be a strong candidate for accumulation in its sector or would you prefer others?

Q: Hi, I purchased EIX end of March 2020 for its div and for some stock price upside. My research at the time showed it to be a solid company with decent dividend and earnings growth. Aside from its nice dividend the stock price has languished for the year and div growth not great but analyst seem to forecast price still in the 80.00 range. I noticed you had 1 Question about it awhile ago and you seemed to like it. Can you give me your analysis please?

Q: Looking for a transportation play. These are the 3 that come to mind. 1) Am I too late to get in for economy opening play 2) which would be highest growth potential 3) is there a disruptor or smaller more leveraged play that you can suggest.

Q: Hi Team,
After the pullback over the last 2 days (today especially), would this be a good time to add to this company? Or do you see further weakness here? If so, what price would you target to buy in, if at all? I know there's lots of hype about the possibility of Score moving to the nasdaq. Do you believe the growth potential is here as hyped up to be? Do you consider the management solid? Thanks for your input.

Q: May I please have your opinion on REAL. It has not performed well recently as you know. What is your expectation in their upcoming quarter. Is more competition from the USA something one should be worried about. Sincerely Joseph.

Q: Do you think this ETF would be a good investment for the recovery of travel. Are the fees reasonable? Is there another ETF you would recommend?

Thank you for your service.

Q: I threw some speculative money at FORT and it has taken off resulting in a double so far. What is your opinion and does it have potential to keep going higher?
Thank you Gord

Q: I sent this question in last weekend and haven’t had a response. I know you have been busy and it may still be answered yet. So in case it got buried somewhere I will send again.
I have bought the 3 companies recently based on the areas of the market they are in. The idea being that they are in popular fields that they could do well. I purchased a 1/3 position in each and hoping they would increase in value. They have and am now looking at adding to them about another 1/3 position. Should they increase another 10 to 20% I will probably repeat.I would like your expert opinion on each and whether this is a good strategy with each one? Or do you feel any one of them is a little too much risk? If you feel negative or positive on any please give me a brief summery on why.
Please take the appropriate amount of credits, cause I know there is more than one or two questions here.
Thanks for your advise. John

Q: Every time I've looked at BAM or related companies I see a negative EPS (over a period of time). Everyone loves the parent and most of the subsidiaries and the buyers are usually rewarded. I don't understand how this works. I can't think of many companies with a similar profile of consistent success and apparently consistent losses. Is it all about cash flow?

Q: Could you please provide your thoughts on the recent earnings of WCN. Do you see much growth here and would you consider it a hold or perhaps one that could be added to at this point.
Thanks.

Q: The price movement and volume suggest the results were generally good. Do you think they made meaningful improvements re debt. Overall opinion?
Thanks,