Investment Q&A

Q: Hi there, would you be comfortable bringing a portfolio weighting to 5% in this name on today’s weakness?

Thanks!

Q: What do you think of their latest results and is the dividend secure ? Thanks.

Q: Could you please comment on their latest quarter. Thanks

Q: If I understand PRB correctly, it is a prospector, not a (future) miner. Is PRB getting close to a sale?

Q: Is RBA worth a 5% weighting. Heavy in energy and banks and looking to go into other sectors.

Q: Hi, Could you please review Sylogist earnigs released this morning. Thanks

Q: When can we expect to hear more about the bid for IPL. I would have expected it to be trading closer to the $30. I know that the company said it would be tight-lipped but it should tell shareholders what is going on.
As usual; many thanks
Ian

Q: LSPD down 8.63%. Buying opportunity?

Q: Comment on earnings please

Q: Is now is a good time to average down on TSGI, either in general or for my specific case? I.E. is the likelihood of a turn-around for TSGI good enough to invest a little more at a time of high pessimism for this stock (buy low)?

Context for my case:
o I hold TSGI in my RSP,
o it is currently 1.1% of all our portfolios (which are up 20.7% YTD),
o it is down 56% since I bought in July 2018,
o I don't need the money from TSGI for a few years (I'm under 60).

Thanks.

Here is the summary of the 5i report from June of 2018:
"It is hard to not be impressed by what TSGI has accomplished. Over just five years, the company has grown from a market-cap of $500 million to $7.2 billion. While it has been a messy story, this is another case of a great Canadian company that no one ever talks about. Even if TSGI is trading at a premium to peers (we do not think it is materially more expensive), the valuation is cheap with respect to the growth and cash flow the company has. Meanwhile, we think the SBG purchase has a lot of potential over the long-term but this of course could lead to a few mixed quarters as costs related to the purchase work their way through results. We are upgrading TSGI one notch to ‘A-’."

Q: How does Q2 look...would you add here? Thanks.

Q: Your thoughts on Power Corp for income and growth.

Q: Please comment on whether two companies are good investments. I see Carl Icahn is showing interest in CLDR. What does this mean for the company?

Q: I would like your opinion on MSI going forward.
I have owned MSI in my TFSa for several years now & it has done very well, however how does it compare it to another industrial companies such as CAE going forward. Some parameters of comparison that would interest me would be debt level, holding up in a recession, insider ownership.
If you think a switch from MSI would be advantageous at this point are there other companies that you would recommend over CAE?

Q: Considering TFSA, which of these two would be your preference? Thankyou.

Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.

Q: GH price has had a rough week, any particular reason, and do you still like this company on a long term basis for growth, I have a small position and wondering if I should move on, or stick it out.

Q: I should have bonds in my portfolio as I'm 69 but don't currently. I am considering XBB to diversify the portfolio - other suggestions?

Q: Why is it getting whacked today?

Q: Any recent news? It has been hit quite dramatically in the past two weeks