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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: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.

Do you by any chance have more information to share on the Toyota deal? Thanks.
Read Answer Asked by Victor on March 29, 2018
Q: I assume that the recent weakness in TSGI is primarily due to the increased volatility in the US markets. But today they released a good NR as they prepare to launch into the second most populace nation on earth. Time to add to the position?

Thanks as always.

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Sugal & Damani Group and The Stars Group Inc. today announced that PokerStars.IN will be available to customers across a majority of Indian states beginning on April 17.

Sachiko Gaming Pvt Ltd, a Sugal & Damani Group company that focuses on games of skill, will operate PokerStars.IN with The Stars Group licensing its brand and providing certain support services.

PokerStars.IN will be available on desktop and mobile to a majority of the age-qualified, adult Indian population and will offer online poker to players in Indian Rupees in a number of skill game formats, including No-Limit Hold'em and Omaha variants. PokerStars.IN will also host localized versions of branded series and events, such as the Sunday Million and World Championship of Online Poker (WCOOP).

"The popularity of poker in India is growing and we are excited to build the market with the support of the global leader in online poker," said Kamlesh Vijay, Chief Executive Officer of Sugal & Damani Group.

"Pokerstars has helped to make poker one of the most popular skill-based games in the world and we look forward to Sachiko Gaming introducing the brand into the Indian market," said Rafi Ashkenazi, Chief Executive Officer of The Stars Group.

PokerStars.IN will offer industry-leading responsible gaming, player protection and fraud detection mechanisms to help ensure the integrity of games and the safety of players. In line with local regulations, players residing in Indian states which do not permit participation in real money skill games will be prevented from playing.


Read Answer Asked by karl on March 28, 2018
Q: I have a question about AVO.
I have owned AVO for a few years. As you are aware the company will be taken over by Motorola for $27/share.
It is trading at about $26.96 these days and I would like to know if I should wait for the the take over or sell it now. I don't need the money immediately so waiting is not a problem. Additionally, I don't know if I will receive an equivalent number of Motorola shares or will I be "cashed out" of my AVO shares. What normally happens in these situations?
Read Answer Asked by Eddie on March 27, 2018
Q: Would you be comfortable with a 3% position at this time (new position) or should I wait until it settles a bit ? Also, can you please comment on the payout ratio, sustainability of the dividend and the quality of the management team. Will the current share price make it be harder for them to make new profitable acquisitions ? Thank you.
Read Answer Asked by Pierre on March 26, 2018
Q: Good morning 5i
While skimming local media this morning the article in globe business caught my attention; Acasta.

Taking the article at face value highlights the benefit of not being rushed to put capital to use. Mistakes can be costly; overpaying and large debt levels.

I don't like seeing Gud underwater but I know it is not permanently impaired nor priced for destruction.

Pg b17. Globe business. Mar. 24

Thanks for the service.
Dave
Read Answer Asked by Dave on March 26, 2018
Q: hello Peter & Team

I have been a STN shareholder since April 2014 a few months prior to the STN stock split announced Oct same year. At the time, I took a 4% long term position based on the company rarely if ever missing on expectations and it having a history as one of the Dividend gems over a very long period of time - 50+ years if I recall.

I have been very patient and although consistent capital gains are unfair to expect from every investment, I have to admit especially when considering the pedigree and your resent report, the sideways motion of this stock price over the past 4 years has been less than flattering in my view. And now they have missed expectations 5 of the last 8 quarters.

My expectations over the past 4 years when I bought the stock? A nice dividend which I have realized, and a modest Capital gain (say 5 - 7%/yr) which I didn't think unreasonable. I bought my shares @ pre-split $67.54. Today the stock is trading at (pre-split) $65.24.

I recently read your Oct 2017 report which outlines an A- rating which would lend me to believe this is an excellent company to hold in my portfolio for solid dividend & capital gains growth expectation. But as I see it right now, there is nothing on the horizon which lends me to believe anything is going to change. Interestingly, if you google STN in the Globe & Mail, it comes back as "no news for the past 2 years." And that pretty much sums it up!

Comparatively speaking... if I had bought SJ at the same time I would have seen a 35% Capital Gain over the same period of time.

Questions... If you were me, would you be happy with this performance? Would you recommend continuing to hold STN and if so why? (A- rating) And is there any reason you see for the dramatic increase in trading volume over the past 3 days?

Apologies for sounding disillusioned.

Thanks for all you do

gm
Read Answer Asked by Gord on March 23, 2018
Q: To re-balance my portfolio, I could use more consumer stocks. Currently I have Starbucks and Hanes Brands.
If Hanes Brands is considered Consumer Cyclical, I would would be looking for a Consumer Non-Cyclical. Would ATD.B a good choice with the recent pullback or would would you recommend something else. The stock would be purchased in my TFSA account.
For a Consumer Cyclical BRP is of interest but with yesterday's increase, should I wait for the next pullback or can you offer another alternative.
Thank you
Read Answer Asked by J Stephen on March 23, 2018
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