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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: Hello Peter and Co.
On your guidance I have unloaded CXR. I hold MG and DH, 2 stocks that have had bad years but I still feel are solid companies. I am thinking of adding to these as their valuations seem pretty good right now and I have done well in the past adding to good companies when they're down a bit. What do you think? cheers
Read Answer Asked by Andrew on August 12, 2016
Q: Peter and Team,

The market seems to really like Badger Daylighting's Q2. It looks good to me all in all and it seems they are turning in the right direction and performing better but I have to say I don't really see anything there to justify the massive jump I the stock. I would have expected a 4 - 5% move rather than almost 17%. Any thoughts on the earnings?

Marc
Read Answer Asked by Marc on August 12, 2016
Q: Although, I'm generally not a 'trader', I saw this morning that BAD took a leap up, leaving quite a gap, so after holding it for 3 years I sold, with 150% profit, thinking I can probably buy it on a pullback. Would you agree that it is still a good company to have and if so, if you also think there might be a (technical/sector) pullback, what price would you look at to get back into?
Read Answer Asked by Alexandra on August 12, 2016
Q: Could I please have your comments and analysis on Brookfield's recently announced earnings. Thank You.
Read Answer Asked by Brian on August 12, 2016
Q: For those of us who bought CXR above 60$/share, selling here won't recover much cash and so I wonder, is there a point selling? What if like WIN or PHM, we sell near the bottom? The guidance is reduced, but some of this was out of their control (currency due to Brexit). If there was a fraud, yes, I agree, but EPS is 3.2% down and revenue revised by 18%. Not good, but they aren't the only ones with troubles (Brystol-Meyers and Gildan). At least they are doing something about it: laying off the CFO and cutting the (small) dividend.
Read Answer Asked by Matt on August 12, 2016
Q: Pure Multi Family REIT declared Q2 results which looked pretty good. Also disposed off a property and bought an AA property (as per announcement yesterday). They are doing all the right things. They have lagged Milestone Apartments REIT which has taken off in the last month or two.

What is your opinion on Pure Family REIT ? You had mentioned it was expensive some time back compared to MST.UN. Does this opinion still stand ?

and out of the three companies which would you prefer for income and some growth. Thank You.
Read Answer Asked by Mayur on August 12, 2016
Q: Part of the due diligence I do when looking at a company is to look at their web sites. Simple I know, but it can give important clues, i.e. is it there just to promote the stock?, who are their customers, what are their actual products?

When I looked at BOS, their product line seems very small, and doesn't seem to offer anything unique or proprietary. Am I missing something with this company?
Read Answer Asked by Rick on August 12, 2016
Q: SECTOR question regarding DH Corp.

I noticed that you listed DH Corp under the sector (Industrial) in your most recent list of covered stocks.

I own the stock was always was under the impression it was a Technology sector stock.

When I think industrial I think GE etc.

Is this an misprint or should I now think of DH as a INDUSTRIAL sector company when I allocate my portfolio?

Thank you very much.





Read Answer Asked by Stephane on August 12, 2016
Q: Trying to think of away to avoid two mistake made recently, or at least increase odds of avoiding in future.

PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.

CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.

Gross losses manageable as portfolio weighting was responsible.

PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?

CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.

Ideas? Lessons?
Read Answer Asked by John on August 12, 2016