Investment Q&A

Q: Is now a good entry point to initiate a position in CCL?

Q: Would you recommend adding to a 1/2 position or would there be other stocks you would recommend in lieu of ENGH? If so, which ones would they be, in order of your preference?
Thanks for your service

Q: What seems to trigger the NFI dumping since the last results were released? On a TA basis NFI is way oversold. Is this a bottom fishing opportunity, or we should just stay away from this "falling knife"? Thanks.

Q: I run a concentrated portfolio, holdings are between 5 and 10%, when it works, it works well, and vice versa. Currently have a large position in GC, down 6%. My concern it will be dead money for the short term. In my position would you move on?

Q: How much cash/share does Knight Therapeutics have? Thanks.

Q: Please advise what analyst's expectations are regarding Boyd's earnings release scheduled for this Wednesday morning.
Thank you, Peter

Q: To add to what Steven comment today on the Company. I respect M. Goodman view on the long term goals of the company. His analogy for is "grandchildren" and stockholders would make sense if at the very least a dividend would be paid for waiting.
This would a small way to compensate to the shareholders while we are supporting the company.

Q: what exactly is medison fighting for and how much of a lock does goodman have on knight.
dave

Q: High volume at the close. My guess is insiders did the buying, if so how many days before they have to disclose ?
Also I noticed that for my last 2 questions I did not receive the answer by email but saw the answer on your site. Has something changed ?
Thanks for your help.

Q: What is your current top pick from the income portfolio?

Q: Good morning, my question is regarding PBH's recent 5 year outlook. " achieving over the next five years annual sales of $6.0 billion and an
EBITDA margin of 10%." I am wondering if this goal were to be achieved do you think this is ambitious? They estimate sales to go from 3 billion to 3.7 billion a 23% increase, so that would mean if sales are 6 billion at end of 2023 then revenue only grows at 13% per year 2020-2023 which is quite the decrease or would this be their goal without taking into account growth by acquisitions? They do note EBITDA margins would improve to 10% so maybe I am missing the importance of this.

Q: Great 2 days for CLIQ from a terrible drop from 1yr high of $11.80 to current $5.63(1 yr low of $4).On Mar 14 it was up 7% on news of partnership On Mar 15,up 9.75% after release of Q results--Rev was up & beat estimates by 5% & huge increases in SSS(up 7.4% in Can. & 6% in U.S.) which is the best in 6yrs.The vol on both days of 363k & 743k exceed the 150k average.Finally management executed after missing 11 of previous 13 Qs.Now that it just started selling weed,there are expectations of further growth ahead.Weed & liquor should be profitable & revenue generating items.Also ACB(has a 25 % share @ recent $15 per share p/p plus option to buy additional 15% @ the above price) has just got the famous Mr Peltz to join the co.for option of 20m shares @ $10.43 per vest in 4 yrs & expire after 7 yrs.As a result,ACB had huge increases last week.In light of the foregoing,there is chance of more increases for both cos.May I have u usual great views & services.Thanks

Q: There was a huge trade of pho shares at days end. Can you tell who the buyer was? I think Bloomberg can show that level of detail

Q: Hi Team,
Why is it up 13% with 4X average volume today?
I'm not finding any news online...
Thanks!

Q: Hi. Any news on what happened with GUD in the last 20 minutes? Thanks

Q: I completely understand your support for Johnathan Goodman at Knight as his history is beyond impressive. However, I think Mr. Jakobsohn's proposal asks some significant questions that, as a shareholder, I would like to hear answers for. It does make me uncomfortable that his family company got involved in four deals and he will benefit more than if he had Knight involved. That seems like a legitimate concern as is the puny revenues generated in four years since Knight's launch. Conversely, Knight provided Medisen the opportunity to thrive and succeed and it is not the first time I have seen beneficiaries conveniently forget who helped them become successful once they have achieved momentum and no longer need their benefactor.
Ultimately, I do hope this exercise will help Goodman see some valid points in Jakobsohn's presentation and diversify his board and spend some cash. The articles that have appeared about Goodman detail his bargaining savvy but who would want to deal with him when it is public knowledge he has a desire to buy for nothing... I wish he would forget about his famous "grandchildren" analogy and show the investors who have supported his financings and bought the stock at $10 plus that he can still discover companies with potential and make mutually beneficial deals so Knight can thrive and grow.
I doubt Jakobsohn's proposal will go anywhere but perhaps it will reinforce to Goodman that his approach could be a little more "in the present" to his many investors/supporters.
I have a bad case of FOMO when it comes to Knight. If I liquidate part or all of my shares, I stress about Goodman making a blockbuster deal the next day!!
Would you agree with anything I have said and please provide an opinion on any value in the dissenting proposal.

Thanks.

Q: Time for tax loss selling? How much chance is there of this stock going higher in a month? Related to this is , at this point, is there any sense in tax loss selling right now, rather than holding until the end of they year, collect the dividend and then sell, if it is still down.
thanks

Q: comments on the quarter please??

Q: how do you feel about Savaria at this point - buy more - hold what you currently own or sell what you have - regards - Karen

Q: Peter; I’m trying to find the next dividend info on FSZ re ex-date etc. Thanks. Rod