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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: Just opening the management circular dated may 3rd. The board members are mostly fairly new. the proposed options smorgasbord looks very appetizing for insiders. Also the insiders stakes are not generally high. No wonder since they cash their options a,s,a,p,. For such a small company the executives compensations are rich. The release coincide with the start of the marked decline in stock price.
The performance over 10 years has been outstanding and the yield today is attractive, What do you think of the newer board? do you see better opportunities for growth?
Thank you.
Read Answer Asked by francois on May 26, 2021
Q: Good morning 5i team
I have a 1/2 holding in Enghouse and am considering adding. On the positive side, Enghouse increased its hosted and maintenance services revenue, increased margins and reduced costs in Q1 2021, and made an acquisition in Portugal. On the negative side, I wonder how much damage Enghouse caused with many investors with its special $1.50 dividend, and how long this negativity may impact them. Would you support increasing a position at this time, or biding time and waiting? Thank you.
Edward
Read Answer Asked by Edward on May 25, 2021
Q: In light of the expected recovery and the need to get goods and materials to the users and markets I am wondering what your opinion would be with regards to investing in transportation companies and if you feel this is a viable area to invest in, what companies would be a top investment and is there an EFT that may also be a consideration.
Read Answer Asked by Colleen on May 21, 2021
Q: Please share your analysis of the recent results. Looks like most of the growth is driven by Handicare and very little or no organic growth. Please share your comments in organic vs. inorganic growth.
What are the future prospects after acquisition
Will dividends be maintained and what about dividend growth.
Will Savara be able to generate decent cash flow or will they have to resort to debt to manage new acquisition and future plans?
Read Answer Asked by Sridhar on May 20, 2021
Q: Would holding GUD be close to the equivalent of holding cash right now? I understand it’s a security and nothing is 100% safe but when I look at the cash in hand along with Goodman’s shares (which I assume he’s in no rush to sell) it’s probably around the current price per share. Would you see this as a viable alternative to a piece of the cash portion of a portfolio with nice potential upside long term? Thanks as always for this service!
Read Answer Asked by Peter on May 19, 2021
Q: I am concerned regarding Mr Vounassis background at Bombardier. Given that Bombardier has been the worst performing stock in history and an ultimate example of corporate welfare, it is not a good name to have on a resume.
Also, sometimes applying methodology from large corporations to smaller companies does not work so well.
I hold some XBC and will continue holding but I have concerns.
Your comments please
Thanks for your great service
Read Answer Asked by Clarence on May 19, 2021
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