Investment Q&A

Q: I was looking at taking positions in these two companies. I plan on keeping them 3-5 years. I feel like the price in the short term will continue to drop. At what price point/ time frame do you feel would be a cleaver entry point? I imagine both are subject to a sell off for tax loss.

Q: What is going on here? They seemed to have announced a PP for 3 million a couple months ago (unsure if it ever closed) then they announce another 5 million brokered PP/deal that is supposed to close at the end of November. I bought some at higher levels because I liked the organic growth. Should I hold on at these levels? What do you think of the company going forward?
Thanks

Q: Could you please provide an updated view of this company.

Q: What do you make of CHH these days? Looks like they are servicing their debt and insiders are buying. Is there potential upside.

Thank You
Clarence

Q: What are your thoughts on PIH after their recent quarter?

Q: Hi team,
what are views on this companies latest report? They seem to be picking up momentum over the last year and are now profitable.What would make you recommend them and what would be a reasonable price to enter the stock?
many thanks,
Jean C.

Q: AcuityAds reported another quarter of excellent growth on Tuesday and yesterday, news of another competitor (TubeMogul) being snatched up by Adobe.

Comments?

Q: Hi, unfortunately I'm holding the above and would like your take on the company if there is a chance they could make a comeback or should I take my loss and move on.

Thank you
Anthony

Q: CHW raised dividend now stock is suffering. Bought some should I but more?

Q: Thanks for recent encouragement to buy @ or around $9 after drop.Yesterday announced special Div of 0.05 in addition to normal 0.07.As a result up 0.32 @ 10.77

Q: Caldwell released their fiscal 2016 results. For several months the stock was declining suggesting a dividend cut and negative outlook going forward. But Management's comments in the earnings release suggest sustainable dividend and profitable growth for fiscal 2017. Why such a disconnect in views to the future?

Q: I currently hold FTG and have made nice profit.is it a sell or buy more.looking at two past questions on this company that were a couple weeks apart the answers stated insiders own 8% on one and 38% on the other is the 38 a typing error

Q: Anything new to explain today's drop? Or is this just more of the same, selling begets selling type of move? Thank-you.

Q: Results look very good do they not?

Q: Have you come across this name & if so, would you have any insight as to potential? Seems like very innovative technology with revenue stream about to ramp up.

Thanks, George T.

Q: Hi. I own QST and and am down more than 80%. Where do you see QST in 5 years from now? Would you sell it or add to an existing position at these levels? If so would you add to 1/2 position or full position? Thanks

Q: what are your thoughts on this silver stock

Q: I know you are not fans of NHC, and either am I now ;) But it looked like they were starting to make some better decisions and I could possibly get out of this stock with a smaller loss. However they release their financials and the stock tanks again. Do you think this drop is over exaggerated or justified? Should I cut my losses and run!

Q: What are the risks for Concordia in the next 12 to 18 months time frame. I saw in the news release that they had available cash of $463 Million. Did they pay down any debt recently. They generated $160M cash this time around. Is there any possibility someone takes them over as they are now trading at almost nothing. Could they declare bankruptcy at this juncture. If they keep generating $100M plus in cashflow every quarter, then why would the EPS be relevant.

Q: Tax loss selling may be setting up GRC as a contrarian opportunity. On the plus side, they eliminated the dividend (stopped the cash drain), they have partnered with other firms (should result in more due diligence on deals), they are trading at a distressed valuation but are still a going concern with a sizable investment portfolio even when allowing for future write-offs. On the negative side they have made changes in the C-suite (maybe good), they have made major strategy changes (maybe good, the old one wasn't so hot), they have done a terrible job communicating with their shareholders in the past (very bad, but they can only improve their communication skills, they can't get any worse then they have been in the past). Overall, although a risky play, the upside seems to out-weight the downside during this tax loss season (it can only go to zero)! I'm Interested in your opinion on this one.

Thanks!