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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: Enghouse is down sharply this morning by almost 4%. Is there something that the large institutional investors know or is something else causing this drastic drop on no real news? The second quarter Fiscal 2017 release is scheduled after market close on Thursday, June 8, 2017. Are some large holders of the stock expecting a poor quarter result? What are your expectations for the second quarter?
Read Answer Asked by Joseph on June 06, 2017
Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?
Read Answer Asked by Arthur on June 05, 2017
Q: Re Point North
In mid-May, I asked your views of this play for control. Your view was somewhat negative. Based on circulars since then, do you have a stronger view, one way or another?

My intuitive view is strongly negative. I may want to express my view to the institutional investors. Is there any point to do so and, if so, is there a way of getting their attention?
Read Answer Asked by Carl on June 05, 2017
Q: Hi folks,

I don't have a position in either one of these companies but I would like to. Both stocks keep going up and are expensive. Is it to late to start a position in one of these packaging companies, if so which would you prefer to pack away for the long term.

Thanks a bunch.
Read Answer Asked by Mark on June 05, 2017
Q: This company was the focus of a recent positive write-up in ROB magazine:

https://www.theglobeandmail.com/report-on-business/rob-magazine/rogmaghow-aw-is-remaking-itself-into-a-hipsterhaven/article35099606/

With plans to open 40 new locations over the next year I don't believe the growth story is over, just paused. It seems to me that SSSG as a measure of growth is somewhat flawed for this type of business as locations have to be open for 2 years, or as a minimum 5 quarters, to be meaningful, correct? And they treat their franchisees a whole lot better than Tim's where a rebellion is happening.

It may be out of the 5i portfolio but it's still in mine where it's been since 2013. I note the distribution has been upped several times to the point it yields 6% on my original investment so I'd be more inclined to add to the position on its recent weakness.


Read Answer Asked by Jeff on June 05, 2017
Q: I do not know why a loss on A&W psychologically hurts more than the joy derived by seeing most of my other 5i equities that have increased by more than three times the loss. Also I find it hard to sell my losers when I should(there is always hope)and the need to keep my winners when they should be trimmed. Selling my winning and paying bank stocks (too much over indulged in) and putting the funds into XGD (which I should and did) is contrary to all my instincts but is rationally correct. Boy, his is tough!!

Thank you for the appropriate, timely advise and guidance, without which things would surely go awry.
Stanley
Read Answer Asked by STANLEY on June 02, 2017