Q: Hi there, I purchased some shares of COV based on your recommendation and it has done extremely well since. Would you be inclined to take profits at this point? I have about a 50% gain. Or would you let it run further? Do you foresee it continue to run up based on your metrics?
Q: Hello, in my last question you recommended CLS as an addition to the technology part of my portfolio. Could you explain the reason? From what I see, it's share price is at the same point than 2 years ago, no momentum, no dividends. Are there some interesting developpement in the business? What rating would you give it? Thanks.
Q: Hi Team, Re: AVO what other company could make a bid for it and how much better could the offer get. Within reason how much would another company offer based on AVO's valuation. Thanks, Nick
Q: I currently own GPS at only a 1.65% weight and in a loss position and wonder if I should buy more to bring it up to 2.0%-2.5%. My weight in the technology is good.
Thanks
Q: If someone is sitting with cash to invest and does not have very much in the market currently which 5 to 15 (or more) companies would you suggest? Please consider the recent sell off. Also consider picks from your various portfolios with emphasis on your balanced portfolio or even other stocks that are not in your portfolios.
Q: ITC and stream tv networks agree to a 60-day extension of secured promissory note from Feb. 1/18 to April 2/18. What does that mean? Does ITC owe stream tv networks money and their cash balance is not sufficient to cover it? I note insider buying. Could itc be a takeover target?
Q: I am following the BE portfolio. In tech, I already own Constellation, Kinaxis and Photon. If I want to add to technology, which of CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Last time you answered AVO but I was too late in purchasing. Thanks!
Q: Given the dump the market has taken the last few days, I would like your opinion on to the underlying reasons behind it and which companies, specifically from the growth portfolio, you feel are the best buys because of it.
Q: Hi 5i: Why all the negative sentiment on Intrinsyc? Over the last several quarters revenues have grown quarter to quarter and Management has clearly stated that Q4 will have accelerated revenue growth. Based on what has been reported in 2017 and expected in Q4, revenues year-over-year should show good growth. Q3 was profitable and Q4 should be too. The Company has also said they have a record backlog which should bode well for 2018. I know the stock price has drifted but this could be an interesting entry point despite the Company's current market cap. Also the Company has a good cash position and no debt. What am I missing?
Q: With SJ new offering showing as still “open” at rbc, how do the banks clear their bought deal? IE: how do they sell the offering when the market price is below the offer price? Do you think SJ price will recover to yesterday’s price in the next month or so?