Investment Q&A

Q: In the last few weeks, you've mentioned both these companies as good prospects in the gold sector, if gold continues to churn higher. What % weighting would you advise in a balanced portfolio? Are they worth the same weighting as AEM, for instance? (Already owned.) Thanks

Q: May I have your thoughts on RNW's Q1 earnings? Thank you.

Q: Please comment on their results. Thanks

Q: What do you think of this company?
Do you think they will get their bank license ?
If they do get the license what would this be worth to the share price ?
Thank's

Q: Hi, Could you please comment on Stella-Jones earnings and its outlook. Thanks

Q: XTC released yesterday, April 27, 2016, could you please comment on the latest second quarter earnings ended March 31, 2016. Thank you.

Q: After todays drop would you addto it?

Thanks

Q: Any update on current activities at AYA? I'm curious as to 5i's opinion on Mr. Bassov now, my feeling was previously he had your respect? Seems to me he has somewhat handcuffed the share price of this company for over a month and it continues as long as his bid is either made or retracted.

Q: what do you think directcash at this time?

Q: LIX looks like a purely speculative play. Do you have any thought on this company.

Q: Computer task group just reported. From the press release CTG expects total revenue for the 2016 second quarter to range between $85.0 and $87.0 million. Net income is expected to be between $0.03 and $0.05 per diluted share.

For the full year 2016, Non-GAAP net income is expected to be between $0.13 and $0.21 per diluted share.

Revenue has been declining over the past few years, the long time CEO also died recently.

They have reported $7.9M in cash in the balance sheet right now, and $79M is accounts receivable.

Is it rare to see a company trading with a market cap at close to cash + AR? (Currrent market cap is $96M)

Do you think they will drain cash to maintain the quarterly dividend of $0.06/share, making it unsustainable? Or a candidate for a cut?

Do you see this as a potential value play or trap?

Is it reasonable to speculate that a Democratic win in 2016 would be positive for healthcare IT spend? (one of CTG strengths.)

Could CTG be a takeover target?

Q: Last year, Airboss went from about $15 to $25 in just a few months. What was the catalyst that drove this run up, and what has caused it to decline since? I just initiated a position based on your continued positive comments, so hopefully this was a good decision.

Q: Is this a good time to get onto the basic materials sector? if so, which companies would you recommend?

Q: Hi folks,can please ask opinion on Q results just released,and going forward,would Potash be good investment at $20sh a share going forward,thanks as always,jb

Q: I am interested in your opinion of Teck Resources. I have a holding purchased at a substantially higher price and am wondering if I should consider adding to it at this point.

Thank you,

N.A.

Q: What is your opinion about this company for dividend income. Is it a safe investment?

Q: I realize that NBZ Q1 reporting will be out on 5/11 followed by a conf call and I'm not expecting great results but why is the stock performing so poorly with no news and when oil closed at 45.33 today?

Carl

Q: Hello,

Wondering if you can give your overall thoughts on this company, touch on the debt levels / payout ratio, and if possible comment on how they may plan to "diversify out of Alberta".

Thank you for your service,

Jim

Q: Good afternoon,
What would you think of a small and speculative purchase of Penn West? The amount involved would be insignificant to the total portfolio but I would not proceed if you view the chance of success as minimal. Thank you.

Q: Hello everyone,

Can I have your opinion for a long term hold in the mining, base metal sector? As always your serves are much appreciated, thank you.

Lin