Investment Q&A

Q: What is your opinion of 5NPlus?

Q: I bought Starcore SAM while ago and it has increased in value along with other gold company shares. Please provide me with some thoughts on the company.Thanks.

Q: Any insight on IRD(international Road Dynamics).

Q: Intrinsyc technologies reported Q1 results. It appears to be really strong revenue growth once again. This TSX-listed technology stock deserves much more attention. What is your opinion?

Q: The returns on this fund are excellent, the mer not so much 2.34%.
Your thoughts please or alternate suggestions. Thank you.

Q: Please provide your thoughts about Terra Firma. What is the key business risk with this company? Would you rate it a buy at current price. Appreciate your help.

Q: More M&A going on in the burgeoning programmatic ad space with Comcast acquiring StickyAds today for $US 100m+

https://finance.yahoo.com/news/comcast-acquired-french-ad-tech-102757421.html

As mentioned in the article, Comcast had also acquired FreeWheel previously for $US 320m in 2014

As I understand it, AcuityAds already includes the marketing and technical aspects of a combined FreeWheel and StickyAds. Of course the scale of business is different but their valuation at US $420m+ might make AcuitiyAds at $CDN 33m look attractive to someone. Would you agree?

Q: Hi folks,can I please get your opinion on Q results for Redknee,I know they pre-announced bad so Q not surprise,but with some deals announced after Q results,is there hope for this company.Have small position and would you average down or is this an avoid,thanks as always,jb

Q: can you give me your comment on the result of HEO

Q: Now that most bad news is reflected in the stock, including a potential div reduction, I'd like to buy the stock at <= book value. The BVPS published on TMXMoney.com is .46. What is your estimation of the current book value per share?

Thank you very much

Q: What are your thoughts on IDG, and would you consider this Consumer Discretion?

Q: Stupid, me, I forgot to put in the company name when I asked a question, lets try it again. I bought this company about 3 weeks ago, and has been on a stswady decline ever since. I don't understand it, they are trading at about cash value and are making money. I didn't know they had done a QT transaction, I typically avoid them like the plague, how do you feel about this one, do you think I should take my lumps or hang on.

Thank you for you time and have a nice day

Auftar

Q: Could you also comment on Meadows Bay Gold Corp. (MAY)

Thanks

Q: Many years ago, I used a small portion of my RRSP to buy Pengrowth Energy and the price of the stock dropped substantially. Now, I am planning to sell this stock and invest the balance to a venture stock that has the most potential. Could you suggest one for me? I am totally okay if the new stock does not work well and lose all the investment. Thanks

Q: As a follow-up question to yesterday, when you suggested TPH ... What could be the possible effect of the Fort McMurray properties to this stock? Out of a total 13 properties in Alberta, I note that 8 of them are situated in Fort Mac.

Q: Could you please comment on the drop in XCT after the underwhelming contract was announced. Is this an opportunity at the $1.60 level or could it signal more contract disappointments are coming?
Thanks, Jason

Q: What is your opinion of the product that Flyht Aerospace has and its potential in today's market. I really like the theory of the product but as the price lingers I'm thinking there must be some problem or issue that is stopping companies from purchasing their solution for all aircraft. Is it still a leading edge solution in the market place and its cost per aircraft is what is holding sales back? Management? Or does it simply need more time. Would appreciate your input here
Thank-you in advance
Terry

Q: I think I'm ready to throw in the towel on PHM and SCR, being down 54% and 42.5%, respectively. I've been doing the Lazarus Watch on them, but I'm ready to concede these will not be coming back from the dead any time soon.

In that vein, I was thinking of replacing them with beaten up oil/energy stocks, that are more likely to recover than either of these. Some thoughts are: Cequence, Rock Energy, Pine Cliff and Cathedral. What are your thoughts on your favourite one of these, assuming I'm in a fugue state and believe in oil recovery? : )

Alternatively, could you recommend a stock, in any sector, with some good trading potential, with a stock price of under $1?

I know this goes against 5 I methods, and for what it's worth, this is not my usual M.O. I normally follow solid 5 I principles, and have made some very nice returns. (thanks for that!). Rather, this is my Mad Money Recovery Mode -- and wanted to exchange, roughly, share count and dollar value. (I think we all have a tiny "gambling gene" in all of us, otherwise we would never go near the Market, with our hard earned cash.)

If you think PHM or SCR are worth holding onto, on the other hand, I would value your opinion. (I do tend to hold onto to things for the longer term if there is hope of probable recovery.)

Q: When is PHM's next earnings date? I see on the Globe's site a forward P/E of 8. Do you have any idea whether they will meet expected earnings?

Q: Peter,
What do you think about IBG? I already own SNC and WSP and they represent 10% of my portfolio. My ARE position is 1.5%