Investment Q&A

Q: Do you see a stock split in the near future

thks
Marcel

Q: I am trying to decide how to complete the financial portion of my portfolio. I generally like a concentrated porfolio of 25 - 30 stocks with equal weightings. I currently hold Sunlife and BNS and can't decide between one of HCG, CXI and Element in Canada and one of JP Morgan and Wells Fargo in the US. (assuming this is not too much for the group)

Would appreciate any comments you may have and thanks for the insight.

Paul F.

Q: Peter; Regarding Gerry's question- am I missing something as my quote shows it's only down .17 cents. - not much of a drop. Rod

Q: Hi Peter and team
This stock was added to the TSX small cap index on Friday but today (Monday) it is trading down substatially on heavy volume. The volume for the first HOUR is more than 6 times the average DAILY volume. What gives?
Gerry

Q: In spite of Sylogist being profitable , isn't a bit of a value trap ... It made a huge run a few years ago and then stopped dead in its tracks and has lost share value for us late investors.
Will there ever be enough volume / growth in it ? I just look every day and ask myself : " why do I own this ?" Thank you

Q: I don't know if you saw the article in the WSJ regarding Starwood Waypoint and Colony American Homes are in talks to merge. How would this impact Tricon?

Thanks,
Heather

Q: I was thinking that I may sell CSE to realize a capital loss to offset some realized gains - and then reinvest into either CPX or ECI since I would like to replace a the yield. Your views? Thanks

Q: Would appreciate your analysis of BEP. Why include it in the Income Portfolio rather than BIP or BPY? For total return, would it be better to owm BAM instead?

Thanks

Q: Hi Peter: Just read your report on PKI. I purchased 3000 shares Sept 12/13 @ 17.18 per share. I am 80 years in good health. Should I sell and lock in my profit or keep for the good dividend I receive? Thank you for your opinion.
Ron

Q: Any reasons why this is taking such a beating

Q: Hello Peter et al
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?

Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.

We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.

Many thanks for any comments. Bob

Q: I have owned CAE for a couple of years and despite winning contracts and continuing to lead the industry, the stock doesn't seem to be going anywhere (I am about break even). I am considering a switch to MDA but am wondering two things. Is MDA's risk profile substantially higher than CAE and secondly, the Canadian Stock Exchange website classifies CAE as an industrial stock and MDA as a tech stock. I have enough tech already but I would have thought these companies were actually quite similar and would have considered them both as industrials.

Your insight is always greatly appreciated

Paul F.

Q: http://www.stockhouse.com/companies/bullboard/t.gud/knight-therapeutics-inc?postid=24101431

Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.

Q: I noticed the company subsidiary closed 2 deals with Nikon and Xerox, but the stock price has been steady. What is your take on the 2 agreements?
Thank you
Steve

Q: Any changes in company fundamentals over the six months/year? or changes since your last report on them? Any others you can recommend in this sector that you like?

Q: I purchased this stock in June of 1913 at $23.11 - it is now $16.82 - do I hold or sell as it seems to be declining. I am a senior and am looking for income.
Thanks for your advise
HA

Q: Hi Guys, please comment on the acquisition of World gaming by Cineplex and if it would be a good idea in your opinion to add to a 2 1/2 % position at this time. Many thanks for your words of wisdom and insight into investing. I could not be successful without it.

Q: It is very interesting to me that Cineplex has bought WorldGaming. I can see theaters as being a venue for online gambling. What other reasons might Cineplex have for this purchase? Licenses? Software? Could this be serious competition to Amaya?

Q: recently purchased this stock and now I notice 5i prefers AGU. should I switch or establsh a new position in AGu

thx

Q: With respect to your recent research report on ESL, it appears as if at least 96% of ESL's revenue comes from outside Canada. It seems strange to me that one of our top IT companies does practically no business in Canada. Are your revenue mix figures correct? Thanks