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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: I am retired and my portfolio is defensive with an emphasis on income. I bought KBL in 2012 at 29.12 based on your research. I sold off some in 2016 to rebalance my portfolio. While I have done very well overall with this stock, its performance over the last two years has been poor and I am considering eliminating it from my portfolio. Should I reconsider? I don't mind being patient but do not want to wait and watch any holding become a long term yield trap.
Read Answer Asked by George on February 21, 2018
Q: I am considering selling my 4-5% position in gud and buying a 2-@1/2% position in each of cov and rht. I am not concerned with the fact that these 2 are small caps and gud is "much larger". I also have full positions in sis. exe and most recently pfe on the recent sell off. do you consider this to be a worthwhile move? I believe gud has had more than enough time, and opportunity imho ( there have been a few large distressed drug companies with assets for sale while gud has been twiddling their thumbs counting their cash) plus I do not want to be in the unenviable position of holding gud if or when you decide to replace it in your portfolios. I do have a lot of patience but the way I see gud they seem to waiting for a ridiculously cheap opportunity that may never happen.

on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?

thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.

Read Answer Asked by Tom on February 21, 2018
Q: It is now clear that money laundering has been occurring at some of GC's casinos in BC. In particular at the River Rock casino. The Director of VIP Guest Relations has had her registration revoked by the BC Lottery Corp. GC is being investigated by the RCMP and it appears that GC could suffer other financial penalties. Should this be a concern and should investors be cautious?
Read Answer Asked by ken on February 20, 2018
Q: Hi, Sylogist stock price took a tumble on Friday, last week. A reasonable guess is large selling by a number of 5i Research members. Considering that it's been a holding in the Balanced Portfolio for many years and until recently, your advice was to be patient with this stock as it still holds growth potential. Also, it was clarified in your update that there was nothing wrong with company. In Nov/2017, company's guidance for 2018 was for Revenue of $36-38 mln and Adj EBITDA of $ 0.80-0.85 per share, which is much higher than 2017 results. CEO also mentioned that these projections did not include any future acquisitions. So, do you think, Friday's drop of 8% creates a buying opportunity ? Thanks
Read Answer Asked by rajeev on February 20, 2018
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