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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: Looking BCI over as another way to play the aging population theme plus people are sitting around staring at screens most of the time, especially in the last 30 years (me too) and ruining their eyes. Your last rating on this Company was Nov 2017 @ B+. Do you still consider it worthy of a B+? If so, in the context of a year later. with very little movement, no dividend increases...why?

Thank You once again
Read Answer Asked by Stephen on December 03, 2018
Q: My biggest position is in Knight and my two biggest concerns are the possibility that Mr. Goodman's health is deteriorating following his accident which could affect his zeal for a large deal and, second, if his reputation as a bargain-hunter is precluding him from having access to good deals as sellers may only view him as a desperate last resort.
Finally, the trading in this stock seems consumed by day traders generating a flurry of orders following the limited buy/sell from real investors. Is someone propping this stock up to generate action while the shareholder base yawns through the daily action waiting with exasperation for the company to put their $800M to WORK!!
Thank you.
Read Answer Asked by Steven on November 30, 2018
Q: Not a lot of questions/comments on this one and the last report is June 2017 (unless I have missed something).
It continues to fall. I have been able to sell half of my position so far (liquity). I still have a significant gain on the second half. Should I hang on to this other half or will the likelihood "that earnings will likely taper in 2019" as referenced consensus states, contribute to or cause a stall in the stock's momentum and therefore best set aside this stock for a quarter or two?

As always, Thank You
Read Answer Asked by Stephen on November 29, 2018
Q: Good morning Peter & Team,
Part of GM's rationale (so they say) for closing the Oshawa plant and others is to focus on 'autonomous' vehicles that, according to a GM spokesperson, "don't hit each other". How will this affect the core business of Boyd in the medium and long term? Thanks to 5i, I have some fabulous gains on this stock and am wondering if and when I should take some profits. (BYD.UN is 2.55% of our overall portfolio).
Thanks as always for your guidance.
Read Answer Asked by Jerry on November 29, 2018
Q: Ryan and Peter,
I'm looking to buy a company that has good rebound potential once the market turns. SIS AND NFI both seem to be oversold. In your opinion, which one looks like it is poised to impove its share price the most once this market improves. Which other companies, (sector doesn't matter) have excellent rebound potential. Thanks for your advice.

Read Answer Asked by Les on November 29, 2018
Q: Kinaxis has grown significantly over the past few years. While
the company has solidly managed growth to date, a key risk is the
company’s ability to manage and support its rapid growth and the challenges and
difficulties associated with managing a larger, more complex business. In your view, does KXS current management have the ability to scale KXS and take the company to the next level internationally?
Read Answer Asked by James on November 28, 2018
Q: interesting, yesterday james hodgins on bnn had tfii as a short saying it is expensive wage inflation, possible recession and then in the evening david baskin was on bnn saying he loves tfii saying cheap gas etc and it js a buy.
i know you have it in your balance portfolio so you must like it but could you comment, it does not seem to get a lot traction but then nothing is getting any traction. dave
Read Answer Asked by david on November 28, 2018