Investment Q&A

Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

Q: Tiny trader SYZ has a huge collar around it. 90000 shares for sale at $10 and 100k shares for buying at 9.75. Any idea who is doing this and why?

Q: Recently baught ACQ and it was doing well up till today with a 6.7% drop in price, what happened and is this still a hold for long term?
Thanks for the info

Q: Last question on DH. Is DH a buy, for a 1 to 3 year hold. The yield is now 7.10%.

Q: Hello 5i
With National Bank having ownership stake in Fiera Capital and National taking action to reduce costs and bolster capital, what are your thoughts on National exiting Fiera Capital?
Clearly if this did come to pass, a stock overhang and likely downward pressure on FSZ would develop yes?

The chart(FSZ 1yr) shows signs the stock price could break down as easily as up and the 3 yr shows FSZ in a long downtrend.

Would you be entering here($12.06 Pre-open today) and if yes, with what expectation and holding period?

Thanks
Dave

Q: Hi there, With cheques getting more and more obsolete..will the image capture technology of RDM be as remunerative?Would this face a similar situation like DH...Unless they acquire new companies. Do you agree with this thesis?

Q: Big bounce today. Over 6 million shares traded. As you like to say, for every seller there is a buyer. Any idea who the big buyers are today?

Could they be the "Short" folks Charlie mentioned who submitted "buy" orders before going out to party last night?

Q: Further to Jerrys question TMX site still has CSH as Real Estate. I do the same for my portfolio. FYI.
G

Q: Hi 5i - I'm up about 20% on BPF.UN (with a 7% yield) - 5% position in my portfolio. I'm contemplating selling and investing the proceeds in MG. Over a 5 year time frame, I would need MG's share price to go up considerably to offset the yield that I would be giving up. Would you make this switch? Thanks, Neil

Q: Them short sellers must have had a huge party last night. They made a killing yesterday they took half of my money in DH.I hope they all have huge headaches while sitting at their desks this morning
Charlie

Q: I have to agree with Henry, that it just is not normal trading, i also in over 40 years of stock trading have never seen a stock drop in a well managed business like this, have seen in some bio tech company with no earnings and it's drug not being approved, but this a company that everybody knows what they are doing and has good cash flow, a good dividend and yes has a poor quarter, but it is not a company going out of business. The street knew of there acquisitions, there debt level, the companies they compete against and how they are moving forward. To trade 20x normal, do you have any idea who made this large volume of trades, and what qualifies a stock for a PUKE OUT!!! which i have never heard of for a quality stock? Did the fraud in Bre X every have a 40% drop in one day. I would appreciate a a more detail answer on this trading than a general answer that the market is tired of the stock.

Q: RBC came out this a.m. reducing their target on DH from $28 to $18 (thanks a lot RBC).
They think what we are getting is a bit of a dead cat bounce.

Until 5i removes DH from the portfolio do you think in the short to intermediate term this company would be a worthy covered call candidate going forward?

Q: Pretty large drop on small volume but bearish engulfing pattern forming. Any reason for the drop that you see?

Thanks

Sheldon

Q: Hi 5i,
This is not a question, but rather a note to add to the ongoing DH dialogue. A number of weeks or months ago, DH had a release stating that they were working in conjunction with another firm to explore and develop Blockchain technology (if I read and understood correctly). This, to me, is a positive in that it shows that DH can and will innovate and is not going to be "left behind" if they can help it. Blockchain is expected to be a "disruptive" technology if it pans out as anticipated. DH is looking to try and be on the leading edge, not following and playing "catch up" later.
For myself, I will hold on and wait, perhaps add enough to be just slightly overweight, take the dividend, and give the company a chance to further prove themselves. If I am totally wrong in this, my weighting at about 1.50% (pre-drop) won't cause me too much grief in the big scheme of things.
Anyway, for what it is worth, I thought I would offer this up.......

Q: Good morning. I'm wondering if you would consider this a good entry point for KBL? Its RSI at 28 seems like this might be a good time to jump in but I wanted your take on its valuation. Is the forward P/E of 22.8 (according to Globeinvestor) reasonable for this company? After the excitement of DH this week, I'm thinking a "boring" stock like KBL might be a nice addition to my holdings. Thanks!

Q: I have already read all the Q&A and understand your opinion. As an investor I am trying to learn from this mess. With that in mind and looking for past experience guidance to making a decision on my holdings, I am looking for a similar "case study" stock.

A stock that is highly respected, good track record over time, solid management, etc, but in more of a "sunset" business than a sunrise business - but trying hard to change.

The one that quickly comes to mind is Yellow Pages, and we know that did not turn out well for investors - unless they bought the depreciated and restructured company and have seen a nice profit since then.

Any parallels here or other foreseeable surprises ahead?

Your thoughts, please.

Thanks.

Q: Please comment on quarter and outlook. It appears they are serious about reverting to profits and growth. Is there bona fide progress, or just a case of 'managing expectations' as new management transitions in?