Investment Q&A

Q: Pins is gaining some momentum.You think it can continue and is it still a good takeover candidate?
Paypal had interest in Pins,or was this never the case?Could you think of any other companies that might be interested in Pins?
What about other companies like SPB and CTS?are they good takeover candidates?
Is brookfield still buying SPB and what is their position right now?
Any other companies that you might think of being take over candidates?

Q: Peter; Was the big volume today(June14) just a cross - and any news ? Thanks.
Rod

Q: Good morning Team,

How much debt do you think Converge is taking on to fund the NCIB. Is there anyway that FCF is funding this?

What are your thoughts on not seeing Maine or Bernard jump in, put their money where their mouth is and buy?

Is it time to take the 55% loss and move on?

Q: CTS's deletion from the TSE index was announced last week. Do index funds hold a significant quantity of cts shares that they now have to sell? Would these funds already have sold in anticipation? Is deletion likely to affect cts share prices and, if so, for how long a period?

Jack

Q: are they a pretty decent company or just an ok buisness in a small country that if it was i n the states would not be your radar . thanks for your time.

Q: I really can't understand CTS's stock price.
They beat earnings with .12 with estimates at .086. EPS which you have mentioned is 9X is supposed to rise 60% in the next 2 years.

Why is this tech stock at lows and not trading like its fundamentals?

Thanks

Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

Q: Hi 5i,
CTS closed at $3.35 yesterday a couple of days after its quarterly results came out.
WELL meanwhile closed at $5.30 yesterday, the day before this morning's release of its latest quarterly results.
I own both and I'm down substantially on CTS and down somewhat on WELL. I'm feeling optimistic about the latter, not so much about the former.
I wonder if you could do a quick side-by-side QUANTITATVE comparison of the two and, based on that, advise if you think the present price discrepancy between them is justified by the underlying numbers, or if it it's based on sentiment. If the latter, what are your thoughts on a turn around in the perception of CTS, and where might it be price wise if it wasn't in the doghouse? (I wonder if yesterday's 23% gain for CTS could be meaningful ...?)
Thanks!
Peter

Q: Which would you pick between KXS and CTS today? Are there other preferred picks in their league that could be considered?

Q: Peter; Would it seem logical for CTS to take the company private at these prices ? Thanks.
Rod

Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

Q: Q1 looked pretty good...what is your take on the dividend? Is it the best use of capital going forward or is it only meant to make up for the strategic review closing...otherwise this looks like a company I'd like to buy/hold. Curious on what you think about it? Thanks as always.

Q: Gentlemen; Earnings were out after the market closed on Tuesday. Can I have your opinion on the results. At first glance they look very good to me. The stock appears to have priced in some very bad news!

Q: Could there be some market manipulation. The price to cash flow is now at 6.5 . Its outlook is decent for the year. You would think something devastating happened like a huge lawsuit.

Q: Peter; Does it seem normal business practice to announce your earnings date but no mention of the strategic review? Thanks
Rod

Q: With a PE of 26.5 (and falling), CTS is starting to scream "buy" at me, although 5i has cautioned about declining rates of growth during what may or may not be a recession. Is it's debt (1.8 times EBITDA I believe) a concern, or are there other caution signals (e.g. rising shorts or no recent insider buying)?
Jack

Q: When do you think there will be some definition on what will happen to CTS? What's your timing estimate on the strategic review? At these prices, is it worth buying to see what happens? risk/reward?

Q: hi, like so many of the small caps recommended, this one, CTS, continues it's downward price trajectory. can you provide a brief synopsis on where CTS is today financially ( ie how long until it runs out of money?). is CTS a screaming buy, a hold, or a sell? and can you provide an educated guess as to what other Canadian small caps in your universe are going to zero/near zero in this market? cheers, chris

Q: My small CTS holding is down significantly and not moving, while CSU has a nice gain? Would it recommend to hold CTS or switch to CSU?

Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!