Investment Q&A

Q: I have a half position in Photon - up 30%- would you top up @ $2.25 ?? Thanks Jim

Q: What would be your favourite monthly income stock recommendation?
Thank you.

Q: I am challenged to know what to do about my shares in Richards. My ACB is down to about $3 (out of pocket costs are even lower) so the dividends are almost free money now, and as I approach retirement, I love the cash flow. Despite selling some shares over the last couple of years, it is again 50% over what I would consider a full position. Should I just put it away and enjoy it or sell some/all and put the money into something with a more robust or safer dividend? (BTW, I also own CCL.B but not for as long and I don't have nearly as big a gain on that one.)

Also I can't find any news to explain its recent gains. Are you aware of anything I've missed.

Thanks for your help,
Dave

Q: could I please have your take on the quarter and if 5i had a chance to listen to the cc. Thx

Q: Would you add to a position here give the weakness. Looks like backlog continues to build but the stock seems to be struggling here at bit. Time to add?

Thanks

Q: Anything material to TSGI now that the former Amaya court case has been thrown out of court or is stars a whole different company and the court case had no impact whatsoever either way.

Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

Q: Any reason for the sell-off ?

Q: reports today what does the market expect? Thx

Q: Why is Autocanada down so much today? is this a buy?

david

Q: Hi Team, well I've decided to finally sell the last of my DHX and need a replacement for a tech heavy TFSA (SHOP, AMZN, FB, KXS) and TOY. What would you add here?
Thanks Nancy

Q: Yesterday TSGI announced the mandatory conversion of preferred shares to common shares on July 18, 2018. What will be the effect of dilution on the common on this conversion? and do you expect a reduction in the MV of the common shares? Thanks.
Mike

Q: Note to Klaus, re CSU.DB:
I recently sold some of the above, directly (I'm with BMO Investorline), at $122 and had no problem whatsoever. This was my second such transaction in the last month, and I've never waited more than 3 days to sell, always at a rate just OVER the going price (didn't really care if they sold or not).
Paul L

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

Q: Could you please clarify what exactly "we think it's good for income mainly " means ? For instance, I'm currently down 16% on CGX, are you saying based on your current opinion I'll have to wait close to 3 years to break even based on todays yield? I struggle with giving companies time to develop business plans, while looking at lost opportunities elsewhere, reading "mainly good for income" makes my sell finger itchy.

Q: A couple years ago, on your suggestion. I purchased some shares of CSU. for my wife's portfolio. At the time they were pretty cheap.. They now represent 23% of her total account. I find it hard to sell any as they keep going up, but if they ever took a nosedive, I would likely have to live in a tent in our back yard.. Would you suggest I sell some or hang on for a while longer? I notice you are suggesting them frequently as a good buy.

Q: which company do you like the most for the next 6-12 months for growth period.
you have been asked this question before with no clear answer.
i own tsgi , would be happy to buy gc depending on your answer.
maybe i should just own both, overweighting a sector is not a concern for me. dave

Q: I am a multi-year owner of this company. I read your recent report and was surprised to see that Mawer owned such a large position (must have missed it previously). I consider them one of the better money managers out there so on the one hand, I consider their position a plus. But it does make wonder about a few things.

Is it common for a fund company to own such a significant position in a small cap name? CXI is a very thinly traded stock so how does Mawer exit other than through a takeover since selling out their position would likely decimate the stock price? Would this have been their plan all along or have they accumulated this position over the years suggesting they are believing in the story more and more? Would Mawer be an active or at least "very interested", party as to how the company is run? In sum, does having Mawer own so much change or affect how we should view this stock?

Appreciate your insight.

Paul F.

Q: I went on holiday and forgot to buy it, so missed the run up in this stock. Do you think its still worth buying here. My timing on stocks is not usually great. Buy half now and half on a pullback?