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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: Hi, Attached is a press release from Today. Do you think it is expected to benefit Sylogist, in a material way? Thanks

"Sylogist Signs Global Agreement for Public Sector with Microsoft" 16:14 EDT Tuesday, August 02, 2016
CALGARY, ALBERTA--(Marketwired - Aug. 2, 2016)

Sylogist Ltd. (TSX VENTURE:SYZ) ("Sylogist" or the "Company"), through its Serenic Software operating division, is pleased to announce that it has amended its Solution Provider Agreement, providing a long term, worldwide commitment, with Microsoft Corporation. The new agreement addresses the large opportunity emerging in the public sector ERP marketplace, with particular emphasis on the North American mid-markets.

Read Answer Asked by rajeev on August 03, 2016
Q: Good Morning Peter, Ryan, and Team,
One of my accounts mirrors the Balanced Equity Portfolio very closely and has nicely chugged higher over time. (Thank you for that) I took a half position in NFI after it was added to the Balanced Equity Portfolio. The only company missing completely from my account is Magna (MG-TSX). My question is
because I have limited cash (just at present) should I add to New Flyer to make it a full position or initiate a position in
Magna ??? Magna looks very cheap after coming way down post Brexit but New Flyer looks very good from a momentum prospective. Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on August 02, 2016
Q: Hi there,

Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?

Thanks!
Read Answer Asked by Michael on August 02, 2016
Q: What is the story with DH?

SP was up yesterday supposedly due to the Q2 results, and today it did a 180 and took a big dive wiping out yesterday's gains and then some. I used to own gold and mining stocks and have seen this play many times in the past. I thought DH is main stream enough and big enough to not being played that way. If that is not the doing of some manipulators, what could be the possible reason for yesterday's pump and today's dump?

Thanks.
Read Answer Asked by Victor on July 29, 2016
Q: Can you explain more about CSU conference call and Q2 results? For a previous question on CSU you told that Revenue Estimate at $510 million and EBITDA @ 131 million (I am assuming these are CAD though wrongly printed as USD). However you later said EPS missed estimates by 50c. I felt this is a big miss. You also said stock may be week. However today CSU went up. Can you explain. I came out of my CSU position today and want to know if I have to re enter. If not can you suggest a better stock than CSU in tech sector?
Read Answer Asked by Vinod on July 29, 2016
Q: What I see from the last several quarters is a company that will not grow as fast as it did in previous years. Nevertheless, with revenue and originations up, moderate EPS should eventually appear. The company has a very low P/E, low payout ratio, rising dividends and decreasing share count. Is this morning's sell-off not a buying oportunity?
Are investors simply too fearful of the name to even look at the numbers and see some value? Or perhaps I am missing something here?


Regards
John
Read Answer Asked by john on July 28, 2016