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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In the past you have noted that CSU is one of the best managed companies in Canada and there can be no argument there. Are they getting tired? In round terms CSU is up 20% in the past 1 year while ENGH is up 100%. Is it time for me to get off the CSU horse which has served me well. What would be your recommended replacement if yes please? Dam Dan
Read Answer Asked by Danny-boy on September 03, 2020
Q: Please advise if it’s a good entry point for Enghouse Systems Limited today. Please provide your thoughts on future earnings ,growth and ability to compete with it’s peers in 3 to 5 years. Do insiders own any of the shares. How did it do in the last 5 years. Is it a good stock for TFSA account.? Thanks as usual for your great input!
Read Answer Asked by Rossana on September 03, 2020
Q: What are your current thoughts on PBH? I'm looking at my holdings to evaluate what should potentially be cut for a better performing company. I've only got a couple laggards and PBH is one of them, after basically breaking even in the last year. I do feel its undervalued and could do better if some of their problems of the last few years go away and I think mgmt is pretty believable and optimistic. Not to mention the Canada Pension plan investment. Question is should I continue to hold for better days or maybe bail on this one and top up LightSpeed. I'm up overall so no tax loss consideration here. Thx
Read Answer Asked by Adam on September 02, 2020
Q: Often it is mentioned that management of Well sold their prior company, Tio Networks to PayPal. Was it a huge premium to the share price when they sold? I can’t find any info on Tio Networks,
If Well goes on an acquisition strategy do you think they would do an equity financing to raise money. I always seem to buy a company just before they decide to raise money and the stock falls as companies seem to raise money after a huge run up in the stock and then do a bought deal at a significant discount to the market price and individual investors are blocked out of these deals,


Read Answer Asked by Helen on August 31, 2020
Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?
Read Answer Asked by Bill on August 28, 2020
Q: Some questions about REAL recently. If I have this straight, REAL is in the business of mortgage lending, re-finance and appraisals. All necessary components for any real estate transaction. Considering the robust real estate market that has only become more busy in 2020 and not less, why the downward pressure on REAL? Simply profit taking?

It seems to me that they are well positioned to have a blow-out year and we should al be buying.

I have a 1% position in REAL and am considering doubling it for a 2-5 year hold with high short term (6-12 month) expectations. Reasons to not do this include?
Read Answer Asked by Cameron on August 27, 2020