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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: Help me understand WEF please. Seems like they have mo debt, although Morningstar shows approx. $230M of “other liabilities” on their balance sheet. What could those be?
Morningstar states they earned about $80M TTM. True?
Why does the stock trade as if it could go out of business any time? Is the industry that fragile?
I note the stock was under 20 cents in 2008-9 crash. Can this happen again given their low debt?

Thanks
John
Read Answer Asked by john on November 13, 2018
Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks
Read Answer Asked by david on November 12, 2018
Q: I'm looking for a straightly growth stock for the next two years. What would be your preference between GSY and SHOP, or you have a even better one (or ones) than these two. Thanks.
Read Answer Asked by Victor on November 12, 2018
Q: Do you do a detailed competitive analysis when you research a company? If so, can you provide such for NFI. My specific concerns are the new plants being added to the US that will compete with NFI, 2 that will be online by next year:
- Novabus' new North American assembly plant
- Gillig is in the process of building a new plant in California
An additional 3 new entrants have announced their intention to enter the NA market

Thanks
Read Answer Asked by Darcy on November 12, 2018
Q: Using low end of guidance @ $2.18 the shares are trading at below 11x P/E. Globeinvestor chart is showing RSI in oversold territory (unless I am reading wrong or using incorrect data - which could be a possibility :)).
The long term debt is still pretty high but if we are to believe mgmt.'s story the shares are cheap. I've been picking away and I'm at half a position with an ACB of around $30. Would you suggest buying the other half position with the share price currently at $23.01 as I am writing this question? Or continue to average in during the tax loss selling season?
Read Answer Asked by Richard on November 12, 2018
Q: Hi Peter and Ryan,I see you seem to be taking a lot of heat about your balanced portfolio's performance lately.Just to put things in perspective,I have been a member since you began and with a little help by using margin sometimes(something Peter doesn't recommend lol!!)my total return for 5 years,even after this pullback is 175%.I remember you warning investors after a couple of 30% gain years in a row that things wouldn't always be that rosy.You also always stress not to panic every time markets have a violent pullback.People investing in the stock market should be prepared to deal times like this,it's not easy I know.Anyway,I'm quite happy with the service 5i provides,it's the best investment I've ever made!!!
Read Answer Asked by terry on November 12, 2018
Q: I own shares of KXS. It’s been a bit of a wild ride. Today the stock is around $68, a price it last reached about 12 months ago. With this reset on the price the mkt seems to be saying its future potential as an investment is equal to or worse than it was a year ago; that despite a year of operations, the company is not stronger today than it was a year ago. While I would be hesitant to buy more until the share price decline stops, the risk/reward for KXS for a longer term investment is becoming more compelling. Your views?
Read Answer Asked by Marc on November 12, 2018
Q: Most small caps are down in this market and continue to fall.Of the above stocks,would you consider all as holds? The average retail investor like me doesn’t want to buy these stocks until prices stabilize, but must accept lower prices to sell them.Selling just contributes to the declines,especially on stocks with lower volume.
Can you rate these in order of preference?
Read Answer Asked by Allen on November 12, 2018
Q: I have taken a loss on shares which I own of the Stars Group (TSG) in my US investment account. If I sell these shares, and then immediately buy the Stars Group (TSGI) shares for my Canadian investment account, am I still allowed to deduct my tax loss from my US account? In other words, are the US shares (TSG) and the Canadian shares (TSGI) considered unique for the purpose of tax deduction on a loss? Thank you.
Read Answer Asked by Dale on November 12, 2018