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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: My question pertains to the loan Gud made to Extenway in June 2015. After looking at the Extenway financials I am perplexed to find a reason why GUD management would have entered into such an agreement in the first place. If their loan portfolio is anywhere close to this transaction I think there is a serious problem. Could I get your thoughts on this one.
Read Answer Asked by roland on December 22, 2015
Q: Hi I currently own CSU, GIB.a and SYZ in IT sector. Recently I have started positions in KXS and DSG. DSG has been acting very well recently and its share price is at 52 week high. KXS appears have settled around $45, after touching a high of $49, few weeks ago. There has also been fairly large buying in KXS, perhaps due to its inclusion in S&P/TSX 60 index. Most analysts are bullish on Kinaxis and believe that its early days for the company with huge growth potential in years to come. After strong quarterly results, analysts hiked their price targets on the stock between $50 to $54. Kinaxis also appears to have huge support from their present customers and high interest noted from prospects in company's recent conference. In your recent comments, you mentioned stock being expensive. I would appreciate your opinion, if both KXS and DSG are strong candidates to add to my present position at current levels. Thanks for your insight.
Read Answer Asked by rajeev on December 21, 2015
Q: Looks like Monday is going to be another bad day,law firm Goldberg releases a statement saying they are "investigating" Intertain,don't know what these slimballs are investigating,but the bozos in management better release a more forthcoming statement.First PHM,then GXI,now IT.Starting to cost me a lot of money!!!
Read Answer Asked by terry on December 21, 2015
Q: Just my simple macro.opinion.Investors must have confidence in co.management,who has attributes like honesty,"put the stakeholders first",delvery &/or overdelivery results,etc.Of course,financial metrics are also important. Investors do not like the excessive executives compensation of IT.When the short attack came,it is SELL,& ask questions later.As we are all awared that this is a nerveous market & a important event like short attack,quarterly results acquistions etc can cause substantial fluctuations either way.Recently there are companies that investors lost no confidence in the management resulting in big drop
Read Answer Asked by Peter on December 20, 2015
Q: I realize the damage is done to the share price but does the company's pretty pathetic rebuttal, so far, lead you to believe there might be some credibility to the short argument? I've read the short report and found it hard to follow but the jist I got was that earnings are being manipulated, management "appears" checkered, sales are slowing and debt is high.
Read Answer Asked by Richard on December 18, 2015
Q: A bit confusing, prior to short seller situation, there
were several buy recommendations with 12 MO $24 tgts,
so outside of short seller manipulation, (I see that failed
on BYD. un), what has really changed?
Thanks


Read Answer Asked by howard on December 18, 2015
Q: Hello Peter,
If I may extend the discussion w.r.t the question on Tucows by Rick yesterday .
The markets are volatile combined with tax loss selling and perhaps retail investors putting fresh money into registered accounts early 2016, there are going to be opportunities. It is also likely quite a few investors would look at the 5i portfolios to make new investments or add to positions. Perhaps you could guide the investor where the opportunities are based on valuations and fundamentals or even just qualitatively.
So here is my suggestion. When you email/post the month end performance report for the 5i portfolios; is it possible to include a column that ranks them on investible attractiveness as of that date? Now I would not be expecting 5i to have done extensive research before providing a rank. It could be a combination of your current existing knowledge, news that you may be aware of or just your opinion; quite similar to the opinion you provide on Market Call, except it would be for the stocks in the 5i portfolios.
It would help me and probably a lot of the subscribers in deciding on where to put fresh money – to start a new position, trim or increase existing ones ; based on our individual portfolios.
Regards
Read Answer Asked by Rajiv on December 18, 2015
Q: Hello 5i team.
I submitted a question within the past week, and mentioned I was down 10% it is actually over 20% and your stock answer was "it is up 40% in a year". I don't quite understand that statement when my purchase price was $29.00 in June/15.
I cannot really see how this was ever up 40%, and I feel if a stock falls from a high of $32.00 to $21.00 that something has happened within this company. "Just sayin"
Can you advise how oftain you actually reach out to management of the companies that you recommend.
Thanks and really do appreciate your service
Read Answer Asked by Rick on December 17, 2015
Q: apparently a short report from spruce point. should we have any concerns ,thanks
Read Answer Asked by andre on December 17, 2015
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