Investment Q&A

Q: Would you sell SIS and replace with CAE or something else? Long time frame; 4% position; its in my TFSA so no tax considerations.

Q: Raymond James has $33 price target for Lspd, but the stock price right now is in $40. Your thoughts please.? Would you buy at current price? Thanks

Q: Would a 3% holding of MX be good? I currently own this stock but with the price falling it is now only a 1.5 % total weight and consider buying more to bring it up to 3%.
Thanks

Q: I know in the past you have tried to keep your cash allocation down to a minimum. The Income portfolio is now at 10.9%. Any plans to top up current holdings or to add new positions? Or is the current cash allocation being created on purpose?

Thanks...Steve

Q: NFI seems to have a good backlog of orders; why is it still struggling? Still a good hold?

Q: What will it take to get rid of this Meir guy? I thought the results of last meeting's votes were the end of this nonsense. His childish attacks and lying news releases are an embarrassment. Is he 10 years old or something? Is he mentally challenged or is he just a terrible person? Obviously Jonny G and the Knight team made a big misstep partnering with this clown. Does Medison (ultimately Knight) pay for these spurious news releases? How is this not slander? What is Knight to do?

Q: Hi there, at first glance the Q looks on the weak side. Can I please have your opinion? Thanks!

Q: I copy that Spin Master is debt-free and has been through a recent rough spot. It seems 5i continues to endorse it. What would it take for 5i to indicate that it is broken?

Q: Good morning team,
Re: Gud's NCIB:
“Be mindful that the largest beneficiary of the share repurchase program is Jonathan Goodman. Even if he does not participate, the reduction of shares at a substantial discount to last $10 per share capital raise only serves to increase his percentage control of the company. Like his conflicting interests with his family business (Pharmascience), either way he wins and shareholders lose.

“Rather than engage in financial engineering that principally benefits the CEO, why didn’t the Board consider a partial tender offer for shares at $10? Just give shareholders their money back at the price paid? It’s a fair question. But one that we fully expect the company to ignore.

https://ca.finance.yahoo.com/news/medison-biotech-jonathan-goodman-takes-124100485.html

Comments please,
Thank you!

Q: What's the Street expectations of upcoming Q.?Your expectations & opinion.Thanks for u usual great services & views(yesterday wrongly asked about TM,should be TOY)

Q: Do you see any reason for the big drop today?

Q: Thoughts?

http://www.globenewswire.com/news-release/2019/07/08/1879781/0/en/Knight-Announces-Normal-Course-Issuer-Bid.html

Q: It keeps beating expectations,why it has not shot up?What are the Street & your expectations of the upcoming Q? Txs for u usual great services & expectation. Very sad news-K Leonard is gone from NBA champ.Raptors

Q: At what date does LSPD report next and what is expected?

thanks, Jean

Q: Wondering if you can confirm what Benchmarks are used for the 5i Model Portfolios.
I may be wrong but from passed members questions I gather you may use XTR for Income, XCS for Growth. What about Balance Equity portfolio benchmark?
Many Thanks
Frank

Q: Can you provide your current view on this co. And is it a good time to purchase? Thanks Clare

Q: Hi
Several questions have referenced your "excel spreadsheet of monthly dividend payers". It sounds very useful but I have been unable to find it. Is it available to all members?
Thank you................. Paul K.

Q: What would you buy today from the BE portfolio based on prospects and valuation (leaving aside portfolio weighting considerations)? Thanks!

Q: Our family had dealt with Izzie and Mo , ( Boyd Auto Body in Winnipeg ) for over 50 years, I was reluctant to believe that this could ever become the great performing stock it has become ( and I only own 100 shares ) . I keep on thinking “ this is absurd, it can’t go much higher“ ... Can it ?
Thankyou

Q: Could you tell me what benchmark you are using to compare your growth portfolio to.

Thanks