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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: Never fall in love with a stock, this means me and also 5i, since Jan./15 to now this stock has returned app. 10%, if you just bought ZUH, a health care etf, you had a 25% return. I don't what is expected of this stock,if it ever makes a purchase with it's cash, but does someone expect it to just rocket it value. Why not take 5i's advice, most of the time,. and invest in stocks on the rise, than hope that something changes. Too many good stocks out there to own, than this one. Don't try to be smarter than the market. Just my opinion.
Read Answer Asked by eugene on October 31, 2017
Q: so knight is turning out be the ultimate dog, everyone including me and 5i is holding knght on the assumption that sooner than later he does a huge deal.
m question is why should we hold it,there are so many great stocks i could buy wth my 12000 shares reduced from 30000 over the last 6 months.
and it is not like he is going to do an amaya deal issuing stock at double its price the day a deal is announced, so i pay 2 dollars more to buy knight when a deals announced,but that could be in years.i feel i am being suckered.
a great money manager that you know said to me about knight, lightning never strikes the same place twice. dave
Read Answer Asked by david on October 31, 2017
Q: Been in SIS since 6 Thanks to you. Enjoying the ride and how Company has Grown. You were right on for the last acquisition that ended up being for Span America.
Given the Situation that Savaria sits at now. Where do you see their Plans moving ahead. Plus any other small cap companies like how SIS was couple of years ago that you like right now. Thanks. Barry.
Read Answer Asked by Barry on October 31, 2017
Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?
Read Answer Asked by Josh on October 31, 2017
Q: Can you please provide your opinion on a long term hold of Hamilton Thorne ($HTL.v) from this level? Currently the company includes the original IVF equipment business, toxicity testing business, and a European full service distribution business.

The company has telegraphed its intention to continue growth by the following:

1. Making meaningful acquisitions with active discussions underway;

2. Organic growth by expanding into new geographies and expanding the breadth of product and service offerings from both internal R&D and adding new 3rd party suppliers on the global platform; and

3. Cross selling between all of the integrated businesses.

It is also at the ~$100M market cap (fully diluted) where both new institutional and retail investors alike will start to take notice.

TIA,
Meredith
Read Answer Asked by Meredith on October 30, 2017
Q: I have small position in CELG (about 2%). With the recent weakness in the last week, would you suggest holding onto it, or even buying more? If I were to sell is there another healthcare stock you would suggest?
Read Answer Asked by Curtis on October 30, 2017