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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: I have been invested in this company for many years. I'm receiving a small dividend that was cut in half several years ago. Over the years they have changed their primary operation from a patent troll to an investment corporation. They even won a court case over Apple (patent infringements) but have yet to be compensated. Are you aware of any positive corporate actions that may make Quarterhill more investable over the next few years. They are reporting next week and I am concerned that things may not have gone as well
as expected. Would you continue to hold on or would you throw in the towel.
Ed in Montreal
Read Answer Asked by ed on August 03, 2021
Q: I have owned ENGH for several years in a non-registered account. Sitting on significant capital gains. Would you endorse a portfolio change to sell ENGH in order to buy TIXT for a long-term hold. In other words, do you like TIXT enough to take a capital gains hit in order to buy it? The TIXT conference call was impressive.

Thanks.
Read Answer Asked by Joel on August 03, 2021
Q: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.
Read Answer Asked by Kel on July 30, 2021