Investment Q&A

Q: Good morning 5I.

My question concerns when to sell a stock that is at a loss and move the money to a better holding.

I have ridden some stocks right into the ground. Guestlodgix (GXI) for example 100% loss. On the other hand I have sold losing stocks only to see them have a miraculous recovery. Lumenpulse Inc. (LMP) for example which may have been an exceptional case was bought out right after I sold out.

Fortunately I have very few stocks in a loss position, due to your great service, but wonder should I cut my losses and move on or should I hold on for an eventual recovery? Specifically:

Aritzia (ATZ) down 12% (which in fairness you to told me not to rush into)

Currency Exchange International (CXI) down 20%

Highliner (HLF) down 18%

Stantec (STN) down 5%.

What do you think? Stand pat or fold?

Q: Good Morning,
Any comments on the bid to take Lumenpulse private? Seems like a pretty good offer to me although I had great long term expectations for this company.......

Thanks as always,

Rob

Q: How does LMP look now to take a position ? Thanks, Paul

Q: After the acquisition, the stock has went down about 25%, would recommend to book loss or hold? or buy more?

Q: Would you please explain what the following means in plainer English, and in particular what could cause such large and sudden changes in the "fair value of contingent considerations". Do you think the 20+% drop in share price is a realistic reaction to the news? Thank you.


Offsetting higher operating income during the first nine months of Fiscal 2017 were net financing costs which increased to $5.3 million, resulting from changes in the fair value of contingent considerations which amounted to $5.1 million, and on higher amortization from the acquired intangible assets.

Q: Your thoughts on the ER? Thanks.

Q: Current thoughts

Q: I have owned this stock in the past and would like your opinion on it at this stage. I would like to place 3% to 5% and hold for 3 to 5 years if in your opinion it has good growth potential and is well managed. Thanks.

Q: What are the expectations for LMP Q2 results to be announced on December 8th. Do you like this stock for capital appreciation? What are the risks/catalysts for LMP?

Q: Good afternoon,

I am wondering if you can provide your latest take on LMP. The forward PE has come down to a reasonable (relatively speaking) level, growth looks solid and the balance sheet seems safe, given the cash position/no debt. Can you speak to:(1)the competitive landscape in the sector and (2) anything investors should know about management beyond the 40%+ insider stake.

Thanks,

Jason

Q: I'm in a loss position (around 10%)for both of these. Should I dump and move on?

Q: Could you comment on the latest results from Lumenpulse?

Q: I'm wondering if you can comment on their latest results. Thanks

Q: Hello Team,
Could you give me your analysis on this company and do you consider it a buy at this time.
Thank You,
Barry