Investment Q&A

Q: Hi 5i team
If demand growth estimates for methanol are realistic, and much of that growth occurs in China and Asia, wouldn't China mobilize state-owned enterprises to add significant capacity for their benefit (and the detriment of Methanex), as they have done in other "basics" like steel? Thank you.
Edward

Q: How long will TSGI remain in the dog house, apparently due to weak earnings reported by its competitor and other industry issues ? From $50 to $43 is quite a drop, with consistent decline every single day for past 2 weeks. I have noted your comments that stock is cheap, but is it for a reason ? Do you believe that upcoming TSGI earnings might help ? This one has been really volatile !! Thanks

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Thoughts on HWO, looks like it’s holding and possible upside from here. Buy?

Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

Q: how did the quarter look? Thx

Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John

Q: Why is Photon being crushed for past 2 days, with large volume ? Is it the guidance for the 2nd half or some other issues ? We thought, after the China deal, it was Blue Skies !!. Thanks

Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: please comment on the latest Q.l

Q: What was the Q2 concensus for eps?

Q: What impact do you expect the World Cup will have on quarterly earnings? Is this priced in?

Q: Which one is a better buy at the current price after the recent weakness of the PBH stock price for long term hold ? Thank you. Bill.

Q: Your take on the new 2 contracts.Txs for u usual great services & views

Q: I don't understand why PHO report good earnings but share price down but other companies report good earnings their share price up a lot, could you please explain why, thanks always.

Q: Greetings, gang.

Question: Does the mandatory conversion of convertible preferred shares, (updated news release on July 17) have any impact on the recent slide in Stars Group shares?

Thanks.

John