Investment Q&A

Q: Hi, How does Alcanna look at this stock price ? Would you wait for a couple of quarters for results, once legalization takes place or buy a position before October ?

Q: Hello
Can you see how much stock or debt ClearWater Captital Management own of ACQ?

An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?

Can you guess a possible scenario here?

Thank you
Stephane

Q: Good Morning,

Please comment on this morning announcement on second quarter 2018, deliveries and Backlog?

Thanks
Paul

Q: What is your opinion on Morguard as a REIT play? Thinking of buying income property, but someone suggested this stock instead.

Q: Regarding your comment on GUD this morning, I think Canaccord raised their price estimate from $7.90 to $10.75 which could account for the price bump.

Q: Please assess suitability of FCR for income and appreciations... and could you enlighten us fo the reason the big drop in the last 2 days ( no earnings reports, nothing I can find)
Thanks

Q: GUD is up almost 10% in the past week or so. I see no news, I think its a head fake.

I've been out of the stock since $9.5 and have a limit order to buy at $7.50. What do you think?


Sheldon

Q: Your comments, negative & positive, on the take over of 29M shares of TSIG by CVC Fund V would be appreciated. With shares of TSIG now down $1.11 the market does not seem to like this deal.
Thanks
Dave

Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

Q: Comments on earnings please. In your opinion, is there a lot of upside here? Any risks? Thanks.

Q: SJ stock continues to go sideways despite what appears to be positive news. CN has been announcing a series of planned capital improvements over the past month or two. Yesterday, they outlined plans for Ontario, including the installation of 380,000 new railway ties. New housing starts are up and I believe SJ has operations in both the US and Canada so tariff fears shouldn't be that strong.

I am wondering why this and other such announcements would not be reflected in the share price of SJ as it is a major supplier of ties (I am assuming that 380k is a lot of ties, maybe it isn't). When CN released the last results they mentioned increased spending and the new CEO seems to have ramped things up as well, so it this old news and already reflected in SJs price?

Appreciate your insight.

Paul F.

Q: Hi Ryan.I am up $18000. on 3100 shares of SIS..With the way it looks should I sell 1-2 of these shares or should i just hang in there. If I should sell some where would you put the$$. Thanks in advance.. Cliff

Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.

Q: Saw a remark onBNN on PKI about valuation being very high. How do you see present value versus PKI's growth potential?

Q: I note that in June you sold your entire position in SJ from the Balanced Portfolio. I hold SJ. Was your rationale for selling due to a problem with SJ or because you required cash to add TSGI?

Thank you

Michael

Q: Enghouse continues to rise in price. What is your explanation for this and what do you consider its potential for further increases in market price??

Q: Good Morning,

Is it to late to buy Boyd and why?
Thanks
Paul

Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks

Q: Hold a modest amount of funds in trust for our 2 children. With a 5 year timeline, does a switch from BOS to SIS make sense in spite of recent changes in momentum for the 2 companies?