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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: Hi 5i
I have been considering buying kbro linen as a portfolio stabilizer with 3% div income.
Your previous comments ant stock price movement indicate stability; to the point of boredom.
Would you please confirm or comment on expectations and below thoughts?

Efficiencies should be increasing with positive effect on margins
New plants will enable growth with increase in capacity
Dominant industry position should enhance contract win potential
Scotland acquisition will add to earnings
Eventually all this should show up in earnings and stock price

As a final Q, sentiment has weakened recently (small volume). Any thoughts on likelihood of negative sentiment will outweigh positive fundamentals whereby drive stock price down through 38 dollar support?

Thanks for your input.
Dave
Read Answer Asked by David on February 16, 2018
Q: An update to my Nov 2016 comment. My now 7 year old's RESP CSU shares are comfortably 6 baggers (previously only 4 baggers in Nov 2016). Thanks again and looking forward to my first 10 bagger. Again thanks for the advice to not be afraid to buy a stock that has gone up in price. I've purchased CSU in a number of other accounts since and all are now up a minimum of 100%.
Read Answer Asked by John on February 15, 2018
Q: Hi Peter and team - I have read the description of Photon Control's business in TD Waterhouse but am still unsure of exactly what it does. Would you be able to give an easy-to-understand summary of the company. Also could you comment on recent insider buying/selling and overall ownership, as well as provide any reasons that makes this a good buy at this time. Thanks for the excellent service.
Rob
Read Answer Asked by Rob on February 15, 2018
Q: Hello, what do you think of ABT financial results just released yesterday? Is your evaluation of the company still positive? Regards, Gervais
Read Answer Asked by Gervais on February 14, 2018
Q: With the CEO stepping down and the sale of the Co. I feel I have been snookered. Having waited these 2 years for the turn around to higher sales I thought I finally had a multi year horizon for growth. Between the CEO leaving and the sale is it even advisable to say no to the BO offer? I could only imagine a steep sell off with CEO gone and a successful No. Would like to hear your opinion.

TIA
Read Answer Asked by Gerald on February 13, 2018
Q: I'm interested in GSY and I notice you've been giving it some more praise lately as a good option of a beaten up stock. When doing my own DD I find it looks very good on many metrics but it always has negative cash flow and many years has negative ROIC, both of which at first glance would deter me from this stock. I'm sure this is due to the fact they are loaning out money or something along those lines but can you help me understand this? Thanks
Read Answer Asked by Adam on February 12, 2018
Q: I have sent Avigilon's Investor relations an inquiry about this, but, in general, wouldn't there be a shareholder's vote on the takeover? I don't usually stick around for these things (I take my profits and run!) but in this case I don't like the offer very much and would definitely vote against it. The only mitigating factor now however is the announcement that the CEO is retiring. Do you think this news is material to the possibility of another offer?

Thank-you.
Read Answer Asked by Alex on February 12, 2018
Q: Hi, we started investing in Constellation Software, 4-5 years ago and stock has done phenominally well. Over time, we have trimmed the position by half, but still it is about 10% of our portfolio. This company continues to please investors with consistent growth thro' strategic acquisitions and smartly integrating in its model. Acceco Solutions acquisition for $250 mln was quite impressive. I ( and most shareholders) have developed enormous respect for Mark Leonard, as we learn more and more about his capital allocation strategies and management style as. ( Not to mention his decision to cut his salary to Zero ).

I continue to believe that CSU is tremendous value even at current levels and there is temptation to add more shares to our portfolio (specially with last 2 days pullback).
There does not seem to be many similar investment opportunities in Technology sector in Canadian markets. Would appreciate your thoughts. Thanks
Read Answer Asked by rajeev on February 12, 2018
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