Investment Q&A

Q: Recently Benj Gallagher was on Mike Campbell’s Money Talks. I don’t subscribe to the idea of being a contrarian just for the sake of being different, but I do believe there can be great buying opportunities for pretty much anything when it becomes oversold or out of favour. Benj mentioned that Quarterhill and GMP were two of his favorites looking forward. This was based on suffering substantial drops recently, having little to no debt, good cash flow and reserves and good management. Do you agree that these two meet those criteria? what do you think about them looking forward? Even if they rebounded close to their 52 week highs it would mean substantial gains.
Thanks

Q: I'm interested in your opinion on ALC in this range. It seems like decent value to me.
Thanks, Jason

Q: Company gave the higher input cost and transportation as the reason of lower profit in 2Q-2018 and the stock fall 15% to 18%. Is this a concern for future or there is some thing more which pushed the price lower? Do you recommend adding to the position? It weights less than 1% of my portfolio.

Q: Do you think this one has turned the business around - is it time to reinvest and do you think the dividend is safe. I am wondering about the impact on CLCT with the Asian slowdown.

Q: these mittleman brothers with an 18% stake in aimia put out a press release saying the nav of aimia is 7.50 a share, and they release a sum of the parts,the stock closed at 4.30. is this realistic or just pie in the sky. dave

Q: Similar to Dave I am having trouble assessing the value of Aimia and specifically assessing expected tax impacts of the sale of Aeroplan. Aimia's largest shareholder (Mittleman Brothers LLC) issued a statement supporting the recent offer - however, in this statement it notes expected taxes on the sale should be minimal - can you please confirm this?
The statement also notes that their "sum of the parts" valuation for Aimia is C$7.50 per share. This is based on a "full valuation" for PLM Premier - however, even discounting that to the recent offer received the valuation is closer to C$5 per share. Also no value is being assigned to potential tax losses that could be carried forward.
What is driving the substantial discount in the share price? Does 5i have a view on what the "fair value" of Aimia is based on the revised Aeroplan offer?

Q: My question is on VIVO. It's a rebrand from former Abcann Global and apparently your system has not yet updated so I couldn't put it into the box above. Just wondering if you have any further insights in regard to this stock. I recognize that it is just one more entry in a large field of cannabis "wannabees". They suggest on their website that they have some proprietary technology in regard to cannabis production that might give them an advantage but I'm not sure how much credence to put in this claim. Generally, please give your opinion on VIVO currently in regard to valuation, management and forward guidance, to the extent that you are able. Also, do they have any free cash flow at the moment and what is their debt level like. Thanks.

Q: What the expectations for DWS quarter?

Q: What are your thoughts on Cornerstone Metals? It has had quite a run, and I just can't tell if it is sustainable. Your thoughts, thank you, cp.

Q: Peter and His Wonder Team
AJX just sold there "Outback" asset and formed a licensing agreement with Hemisphere GNSS. What do you make of this deal? Will this really improve future profits or the share price? Your assessment please! Thanks as always...

Q: What is your opinion of this company?

Q: Now that PTE has reached new lows do you think there is a reasonable chance of some upside momentum. How do you view the fundamentals of the company. As always thanks for the great service.

Q: i bought a huge position in aimia awhile back betting that air canada would buy back aeroplan, now it has happened, i have sold some aimia , my question is should i exit the rest,i am having trouble valuing aimia.dave

Q: Hi, just wondering if I could ask for your opinion of this company if you follow it, or if not, please consider it for future reports. Thanks.

Q: HVT-V took a big hit after the raise in January. Is it looking more interesting now?

Q: With the latest result now posted on RME would it now be okay to add as my position as only a 1.6 % weight or wait until the momentum is better? I am currently in a lost position but it is a long term hold.
Thanks

Q: Can you comment on Q21 results? I’ve been watching this name for awhile, would now be a good time to tke a position in this small cap? What do you think going forward? Thanks!

Q: Thoughts on their first quarter results released Aug 14th?

Thank You!

Q: not a big fan of weed stocks but what are your views of this company...thanks

Q: Can I please get your opinion of Pivot's latest results. Thank you !

Dave