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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 have held PBH in my cash account for sometime and am up a paltry 6%. I'm considering selling and replacing with either LLY, HD or TRI. Looking for greater growth and willing to take on moderate risk. 3-5 year hold. I know these companies are apples and oranges, but I would appreciate your views on risk and reward for PBH, LLY, HD and TRI and which you would recommend I hold going forward. Thank you.
Read Answer Asked by Maureen on February 16, 2024
Q: Dear Peter et al:

Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.

Question # 1.

Mid cap oils (not gas)

Good to great free cash flow

FCF well directed to share buy backs, debt reduction and dividend enhancement.

Solid management
(I know this is subjective but I know that you know the players well!)

Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.

Question # 2.

Same criteria but in Large cap oils.

Many thanks.

Read Answer Asked by Savalai on February 16, 2024
Q: I have held min for 2 years and rec'd div. and i am even. Continue to hold my 1000 shares for income or could lower the amount of shares and buy another which would also pay div. . I am flexible FSZ also have 1000 shares and cix 1000 shares they seem to be moving well lately is Div in your opinion safe now better than before.
Read Answer Asked by Guy on February 16, 2024
Q: Can you offer your thoughts on Roku results and its future potential? Increasingly, it looks vulnerable to larger more powerful players and its competitive position and ability to price for value to customers appear to be eroding. Any comments are welcome. It is noteworthy that after an 80% drop it is up 100% this year. It is yet dramatically lower than its peak.
Read Answer Asked by Peter on February 16, 2024
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
Read Answer Asked by Gerry on February 16, 2024
Q: Our portfolio includes my wife’s and my investments, my wife will have 100,000 to invest soon. Going forward should we each have our own portfolios, but we could have same companies and have over 5% in full positions.
Read Answer Asked by Michael on February 16, 2024
Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.

Thanks
Tim
Read Answer Asked by Timothy on February 16, 2024
Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.
Read Answer Asked by Mark on February 16, 2024
Q: Good morning, I’m wondering if you have ever considered using a chat group (ie discord) instead of the traditional forum. Reason I ask is because there is a lot of smart investors that use your site that would benefit from a more real time exchange with each other. Thoughts?
Read Answer Asked by Seamus on February 16, 2024
Q: Looking to increase us dividends, is it ok to buy cdn companies in US dollars or can you list stable us dividend payers.
Read Answer Asked by Michael on February 16, 2024
Q: Hi Team,
This is more of a general comment , discussion on Gsy valuation. Is it just me or the earnings growth this company is putting out in relation to its p/e seems incredibly cheap. Looking at their history , quarter after quarter continues to be record and shows the most stable growth out of any of my holdings on a long term basis. The ceo really seems to know what he’s doing here. I think this should be a $1000 stock within 8-10yrs of growth remains as is and they are given a fair multiple in the market. Am I crazy to think this ? This isn’t even accounting for their new growth initiatives such as the credit cards they are going to probably be rolling out, or expansion into the US. Just looking for your thoughts on this and what might prompt the market to start recognizing the stock fairly in regards to valuation ? Thanks

Shane
Read Answer Asked by Shane on February 16, 2024
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