Investment Q&A

Q: Anything material to TSGI now that the former Amaya court case has been thrown out of court or is stars a whole different company and the court case had no impact whatsoever either way.

Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

Q: Any reason for the sell-off ?

Q: reports today what does the market expect? Thx

Q: Why is Autocanada down so much today? is this a buy?

david

Q: Hi Team, well I've decided to finally sell the last of my DHX and need a replacement for a tech heavy TFSA (SHOP, AMZN, FB, KXS) and TOY. What would you add here?
Thanks Nancy

Q: Yesterday TSGI announced the mandatory conversion of preferred shares to common shares on July 18, 2018. What will be the effect of dilution on the common on this conversion? and do you expect a reduction in the MV of the common shares? Thanks.
Mike

Q: Note to Klaus, re CSU.DB:
I recently sold some of the above, directly (I'm with BMO Investorline), at $122 and had no problem whatsoever. This was my second such transaction in the last month, and I've never waited more than 3 days to sell, always at a rate just OVER the going price (didn't really care if they sold or not).
Paul L

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

Q: Could you please clarify what exactly "we think it's good for income mainly " means ? For instance, I'm currently down 16% on CGX, are you saying based on your current opinion I'll have to wait close to 3 years to break even based on todays yield? I struggle with giving companies time to develop business plans, while looking at lost opportunities elsewhere, reading "mainly good for income" makes my sell finger itchy.

Q: A couple years ago, on your suggestion. I purchased some shares of CSU. for my wife's portfolio. At the time they were pretty cheap.. They now represent 23% of her total account. I find it hard to sell any as they keep going up, but if they ever took a nosedive, I would likely have to live in a tent in our back yard.. Would you suggest I sell some or hang on for a while longer? I notice you are suggesting them frequently as a good buy.

Q: which company do you like the most for the next 6-12 months for growth period.
you have been asked this question before with no clear answer.
i own tsgi , would be happy to buy gc depending on your answer.
maybe i should just own both, overweighting a sector is not a concern for me. dave

Q: I am a multi-year owner of this company. I read your recent report and was surprised to see that Mawer owned such a large position (must have missed it previously). I consider them one of the better money managers out there so on the one hand, I consider their position a plus. But it does make wonder about a few things.

Is it common for a fund company to own such a significant position in a small cap name? CXI is a very thinly traded stock so how does Mawer exit other than through a takeover since selling out their position would likely decimate the stock price? Would this have been their plan all along or have they accumulated this position over the years suggesting they are believing in the story more and more? Would Mawer be an active or at least "very interested", party as to how the company is run? In sum, does having Mawer own so much change or affect how we should view this stock?

Appreciate your insight.

Paul F.

Q: I went on holiday and forgot to buy it, so missed the run up in this stock. Do you think its still worth buying here. My timing on stocks is not usually great. Buy half now and half on a pullback?

Q: I halved my holdings some time ago and it's continued to drop to the point that it's too small a part of my overall portfolio to have much impact one way or another. Because I bought it early on, I'm still ahead, but I'm wondering what I should do. Buy more to bring it up to say a half position again, sell it, or let it ride. I'm looking to make my portfolio more conservative and low maintenance in my later retirement.

Q: Does the bigger than average volume in the middle of may give us any clue to the direction this company may be heading, should it be viewed as good or just another blip, could it represent support.

Q: Hi 5i,
What do you attribute the recent weakness in NFI?

Thanks!

Q: Curious what you thought of the earnings. Also in your report on CXI you have an sentence that is hard to parse: ... "and lots of along..." Say what?

"The fundamentals at CXI continue to look strong with no debt and lots
of along with strong and consistent returns on equity on an annual basis."

Q: RBC direct investing is offering a private placement at $76.15 while the last trade was at $78.24, does it make sense to place an expression of interest. Secondly what does the following mean. " Please be advised that if you participate in this new issue offering, RBC Direct Investing will receive a selling concession equal to C$1.43 per share"
If i expressed interest in owning 1000 shares would i actually get less? Please help me understand the math and logic behind this?