Investment Q&A

Q: I hold SIS and also disappointed, but I did purchase at $5.72 so I will watch for now. PLC announced an offering: Park Lawn Corporation Announces $125 Million Bought Deal Offering and Successful Completion of Cress Funeral Service Acquisition. Stock down 6.75%, is this an opportunity to purchase PCL at a discount?
Thanks

Q: Any comment on the Park Lawn stock issue?

Thanks.

Q: Looking for the reason for the halt trade?
Mike

Q: re fund raise this bourassa is just nasty, they just raised money, i am gone as of today.dave

Q: I would like to know if there is any "hanky panky" going on with
SIS and Dejardins. SIS got upgraded by Dejardins from $16 to $17.50 on an earnings miss which made the stock go up over $15. Now Dejardins are the underwriters
of this deal. Also does this type of "you scratch my back and I'll scratch yours"
happen often in the markets?

Q: Please comment on TFII's acq.of Aulick Leasing & Shirail LLC today.Txs for u usual great services & views

Q: Is ENB still safe to hold as Michigan governor Gretchen Whitmer has stopped work on line 5 beneath the Straits of Mackinac and might stop oil and gas flow altogether.

Q: Medison(7.3% shareholder) is nominating 6 (qualified members per co) plus its CEO(existing director) to the board of GUD(total 7 seats).Maybe this will result in positive price action for long suffering investors who bought in the $10 range.Your comment please.Thanks for u usual great services & views

Q: What are your thoughts on the bought deal private placement of 5M shares? If this was a less common occurrence it would be acceptable but SIS just raised money last year. On both occasions they wait for the share price to get to around $15/$16 and they decide to raise money and drive the share price down. They have set a ceiling on the share price and everytime it gets momentum they send it falling back down to earth. It seems to me that they raise the dividend to drive up the share price only to dilute our shares to get more money. If you need money why raise the dividend 20%, why not keep it the same or slight raise to save money and stop diluting and let the share price go above $16. I've liked mgmt but I'm starting to lose confidence in their decisions around growth. They have just ensured that the share price will fall to $14 tomorrow and stay in that range for months to come. Same as last year. Sorry, frustrated with the recurring dilution. Thanks

Q: Follow-up on my earlier post today relevant to a possible reason for COVALON's 10% jump in stock price: The Zacks report a COV director sent to investors this morning (as an email attachment) is dated: March 18, 2019, and was authored by Brian Marckx, CFA, with Zacks Small Cap Research. While there may be an old Zacks report out there, this one appears to be new.

Q: Jeffrey Mandel (a director on Covalon's Board) sent one of his periodic e-mails directly to COV investors. Today's message included a PDF attachment of a 25pp research document COV apparently commissioned from Zacks Small Cap Research in Chicago. Unsurprisingly, the analysis is glowing, which stated, in part, "We forecast Covalon to generate revenue and EPS of C$53.4M and C$0.13 in 2019 and C$64.5M and C$0.30 in 2020. We value Covalon using a combination of P/S and P/E methodologies. Based on analyst's revenue and EPS estimates of publicly traded companies in focused on wound care and medical supplies, infection control and vascular products, we calculate fair value of Covalon at ~C$11.2/share, or US$8.50 based on current exchange rates."

Q: what is the connection between these 2 companies?
thanks.

Q: Hi Team,

Could you tell us the story behind today's 10% jump please.

Thanks!

Q: FSZ has taken quite a beating today. Any idea what's causing it? Time to buy more?

Q: SYZ has been moving slowly downward the past while. Anything to be concerned with? I realize it's a low volume trader and more volatile. What will it take to kick start the stock?

Q: Is ENGH value buy at this price? Thanks for your help.

Q: I'm thinking of investing in this company. Considering the slow down in the economy, consumer high debt in Canada and possible upcoming recession, I think this is one of the few consumer discretionary companies that might not be too affected. Your thoughts on this company, please.
Many thanks for your great service!
Jen

Q: In reference to your answer to Roy on March 29. While I appreciate your answer to the question asked, it leaves me as an existing stockholder wondering if you are implying a sell recommendation above $15.00
Hope you understand my thought on this.
Thanks
John

Q: Put in an order to SIS this am. It ran away from me. Based on valuation what would you consider a fair bid for this stock?

Q: Which companies are KXS' key competitors and what competitive advantages might KXS or its competitors have over each other?