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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, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
Read Answer Asked by Lavern on November 02, 2017
Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."
Read Answer Asked by Dennis on November 02, 2017
Q: Not a question, just a comment. It seems that many members are now complaining about GUD slowly drifting downwards. When you recommended GUD you were very clear that it was a long term investment and Goodman would be very selective in how he allocated the war chest, and I invested with that in mind.Yet a year or two into the investment people are complaining about the lack of growth. I am comfortable with my position even though I am down a little. I take your advice, do my own DD and make a decision. It seem that patience is sometimes one of the harder concepts to grasp for investors.
Read Answer Asked by Adam on November 01, 2017
Q: DHX Media. I have $4,200 invested into DHX'B from almost 2 yrs ago, in my TFSA accnt. I am 50% down at the moment. Your advice: should I hang on in hope, or sell - throwing $2,100 away but allowing the other $2,100 to be put into something else with hope it will do better? A double would be necessary just to offset the loss. Realistically that could take a couple of years to achieve, might not get there, might not be much of a winner at all. Meantime where will DHX.B likely be in 2 years? Not sure when it reports but if a sell then before or after reporting? Its current value represents 5% of my TFSA accnt.
Read Answer Asked by Mark on November 01, 2017
Q: Hi 5i
With the decline in Kinaxis share price going into earnings tomorrow, would a new purchase at $65 level be a move you would make or would you waiting until release be more appropriate.

By the looks of the volume type, it is us small investors who are dumping the stock share by share.

Thanks for your thoughts on this.
Dave
Read Answer Asked by David on October 31, 2017
Q: How serious could Norfolk Southern's lawsuit against Boatright Railroad Products be for SJ? Globe's Report on Business this morning says Boatright sold 5 mn defective ties to Norfolk between 2009 and 2014 - all installed, some on bridges. I believe SJ bought Boatright in June 2014. Are buyers, in this case SJ, protected by the terms of acquisition agreements from negligence and fraud that occurred prior to acquisitions? What about damage to SJ's reputation? I hope SJ not only comes out blameless on this, but takes strong steps to "underline" their commitment to quality.
Thank you.
Edward
Read Answer Asked by Edward on October 31, 2017
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