Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.
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Asked by Laxmyharan on February 18, 2020
Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.
Q: I have held Cisco for many a year and I am up. Lately it seems to going nowhere but it is a top pick for many. What are your thoughts. Would it be a sell and purchase ROKU.
As always,
Regards
Q: Is BCE overpriced at the moment? Would you recommend taking a partial position at this time or hold adding for now? I am an income investor with a 6+ year time horizon.
Thanks,
Grant
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Q: Trading activity in Arc quite high. It would appear that management is quit keen of the potential of the Attachie play in Alta for future upside. Can you explain the details of this play and possible upside for the stock. Thank you.
Q: The US is having some issue, China is having major issues affecting world economy and Canada in particular is struggling to resolve transportation (and therefore market) issues.
Do you have a general outlook on where the market is headed and should I be cautious and keep a larger cash balance? If so, when do you anticipate a clearer outlook?
Thank you.
Q: Do you know if any public companies bought oil transport contracts from the Alberta governmnent. It appears they sold the Cn contracts at quite the discount.
Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.
Q: Hello,
I have been holding NTR for many years, but the recent downwards trend concerns me. Do you think its time to cut loss and find opportunity elsewhere? what other resource stocks would you recommend? thanks
Martin
Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?
1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)
Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.
Thank you, and please deduct as many credits as deemed appropriate.
Q: SU is weak in a terrible energy sector,currently $39.45 down from $45.08H on Jan 14. W.Buffett 's holdings for the Q ended Dec 31,2019 shows addition of 39.6% of SU to 15m shares Coronavirus is having a negative impact on oil price..Is this a good entry point? Thanks for u usual great services & views.
Q: Dutch Auction $39-$46.My p/p$55.96(2.5%position),current price $44.51.Thinking of buying some around $41-43.Your opinion please .Txs for u usual great services & views
Q: Not a question but one day after you answered a series of questions on XBC, they released this NR so the positive momentum should continue. Thanks for your service.
Feb. 12, 2020 (GLOBE NEWSWIRE) -- Xebec Adsorption Inc. (TSXV: XBC) (“Xebec”), a global provider of clean energy solutions is pleased to announce today that $27.0 million in orders were received from U.S dairy farmers for a total of six turnkey biogas upgrading plants and small-scale containerized Biostream™ systems to produce Renewable Natural Gas (RNG).
Five of these contracts are from the conversion of a previously announced letter of intent signed on December 5th, 2019 that have turned into firm purchase orders and an additional project using our large-scale BGX Solutions.
These orders confirm Xebec’s strengthening position in the U.S dairy market as farmers look towards solutions that are reliable and have the lowest lifecycle costs. Xebec’s visibility and credibility in the marketplace are rapidly increasing due to its ability to provide local service and support through its “Xebec Service Centers”, while also providing systems that consume significantly less energy in converting biogas to RNG allowing for better project profitability.
Xebec expects to deliver the projects throughout 2020 and early 2021 with gross margin in line with our historic levels.
Q: Could you comment please on the Ontario Superior Court decision of February 10th,not to hear the Town of Oakville's applications blocking TWC's hearing with LPAT.Does the Town have further recourse or will the LPAT hearings proceed?
Thanks
Bob Rose