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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: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 27, 2022
Q: With oil producing companies returning the majority of cash from operations to shareholders instead of reinvesting in their business, I'm curious as to your thoughts on the long term effects this will have on the sector? Does this scenerio make companies with long life assets worth "more" now?
Read Answer Asked by Charles on October 27, 2022
Q: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.
Read Answer Asked by Michael on October 27, 2022