Investment Q&A

Q: Good morning: I have done quite well with BUS over the past year yet after the last earnings report, e shares have dipped. My thinking is that with the huge order backlog of ~$100 Million, a manufacturing assembly contractor in the USA, it being a potential takeout candidate, I should continue to hold. Would you have an opinion? (I also have a half position in NFI.) Thanks for your excellent advisories.

Q: NPC has been pretty quiet for some time. What do you think the mid-term prospects are for this company? is it a buy, sell or hold at this time?

Thanks for your help.

Dennis

Q: Hello 5I,
with the recent move in CWB what is your opinion on long term value and why?

Q: Imaflex is the company I want to ask about. I have been following it for a while. It seems it has moved to another level with some profit traction. Are you aware of it and, if so, what do you think? Is it a further buy at the current price range? Thank you

Q: Can you tell me about this company, and would you consider it a momentum stock?

Q: Inovalis was reported as a TSX Breakout on the Globe today, any updates or thoughts on this REIT since the last question in July? Are there concerns about the Europe market , interest rates and REITS or does this present a potentially better opportunity than Canadian property REITS?

Q: Hi, Could you please give me your opinion about this small company, insiders, book value...the usual. Would you consider it a buy?

Q: Hello
Are there any pure auto insurance companies to invest in, my thinking is that with the use of sensors etc accidents will be greatly reduced and insurance companies will not be passing savings on to consumers.

Q: Any insight or info on the ICC sell-off the last several trading sessions? Over a week removed from earnings release so would have expected to see that last week.
I know you're not huge fans of the sector and even less so on an Uruguay play but any intel would be appreciated. I do find it a more interesting option than the oversaturated Canadian players.

Q: Good Afternoon,
Any thoughts on LGQ exiting the retail fund business (as per news today) ? Any other thoughts about the future of the company would be greatly appreciated.
Thank-you

Q: hello 5i:
I am normally a fairly risk averse investor. Butttttt, knowing that the key person is probably the most important ingredient in a company, and assuming the company has a product that is still relevant (we'll rule out typewriters and horse drawn buggies), I am more than willing to have a small part of our portfolio in a growth company with good earnings potential. ie, we are invested in GUD, primarily because of Jonathan Goodman.
Recently, I've read about a company called Synergy CHC, run by a man called Jack Ross. Mr Ross is a very major shareholder in SNYR. And Knight (GUD) has invested in SNYR, something I see as a vote of confidence from Mr Goodman.
Knowing its not your forte, but trying to do my due diligence, can I ask you to comment on this company? I would try to establish a position at $XXX as it seems to be a thin trader, and fairly volatile. But I can't access this name on Stockcharts, so am a little constrained with TA. And there is not much information, in general, available.
Any advice you can give is beneficial
note that you can publish all of this question, EXCEPT FOR the part about my (hopeful) offer price.
tia
Paul L

Q: Are you aware of any news that could explain the recent sharp drop in HEO's share price? Thanks!

Q: Could you please give me update on AcuityAds? Should I sell it?

Thanks,
Milan

Q: Please comment on Acuity Ads revised guidance. Is the stock reaction over done?
Thanks
Dave

Q: This stock has had quite a run, but seems to have slowed down and has dropped a bit. No doubt it is a higher risk stock. But how do you see it on a risk/reward spectrum? Would you be comfortable buying it now?

Thanks for your insights and help with this decision.

Q: Could I get your opinion on Arch Biopartners and whether or not it would be a buy, hold or sell (for a 2-4year outlook). Symbol is ACH on the TSX Venture Exchange. Thank you.

Q: I'm seeing a substantial increase in volume since they announced the recent deal. Would you see this as institutional interest or just normal retail buying?

Q: With the announced contract with air Canada starting in October, would you start a 1/2 position in Freshii at this time.

Q: Hi;

CQE continues to lanquish. It has an FFO of $0.03 per share and production is up 8%. My understanding is that it is performing well and has a high level of inside ownership. Who are the "insiders" on this and what is your opinion of them? I am down almost 70% and I am looking to either triple down with another $4,000 investment or take my loss. What is your opinion?

DON

Q: Hello Peter, I've been watching CLCT for a few months now, since it was mentioned in one of your responses. It has a dividend over 6% and is 9% cheaper today than yesterday after factoring in the currency move. While I'm tempted to buy, I'm not clear on what the 'China' component of its business entails - and also have some doubts as to how much an American company can count on being dealt with 'fairly', long-term, when doing business in China. Can you please explain the importance of China to CLCT's business, and whether you see the China political/trade risk as a meaningful concern for this particular company. Thank you!