Investment Q&A

Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable

2014-04-04 Common Shares -20,000 0

2014-04-04 Options Employee Stock Option (Options) 30,000 30,000

Q: Hi..all, Stella Jones does not want to move in any meaningful way. Is there anything that I am mlssing?

Alastair Allan.

Q: AYA
Are the Subscription Receipts forming a part of the new financing available to the public. I believe they were offered at 20.00 with no specific conversion guarantee or privilege.
Thank you.

Q: Hi Peter and team. I trust you are getting better and better Peter. I own XTC, LNR and MG all around 2.6% to 3+% of a very well diversified PF thanks to you. Taxes are not a problem as I am in a low bracket for 2014. My XTC and LNR are down for me a bit. MG is up. I want to sell one of them and then buy more of AYA which I bought at $6.48 thanks to you - or SYZ which I own as well. Or I may buy new - QST, or CXR or PLI. I am doing this as an aggressive move for the next year or 2. Which should I sell? and then buy? I hope you are all having a very good summer and thanks for all you do!

Q: I have doubled my investment in autocanada and wonder if I should keep all or sell half and possibly buy prometic or questor

Thank you so much

Q: Good morning Peter and Team, As you've indicated, ECI is a "hold" and I'm certainly following your advice. However, what is your take on Octavian's claim of "poor corporate governance"?

Q: AVO.Please advise when it will release financial results,& expected revenue & eps(please compare to previous quarter).Thanks a lot.

Q: Enercare (ECI)?
I have a 25% gain would you sell or hold now and why?
thanks

Q: i have the following financial companies in my portfolio DFS.us, HCG and BNS all at 2.5%. I would like to increase two of them to 5%, which ones? Or do you have another one in mind?

thanks again

Q: I bought SJ in April when you commented positively on this company . I paid $ 32.30 and now its selling at $ 29.00 . What causes the weakness in the stock. Should I sell,hold or buy more. Thank you

Q: Has there been any indication what AVO plans to do with the money it raised from its stock offering a few months ago? I believe you indicated that if this money was not put to work within a reasonable period it might affect your view of the company. Has it? Thanks.

Q: Peter and Team: I understand and agree with your decision to avoid target prices for stocks, but, having said that, I feel quite frustrated that I am unable to assess the risk-reward profile for a stock. I can only look at the chart and try to extrapolate.

Can you give me a sense of the risk-reward profile for two companies: Evertz Technologies (ET) and Sylogist (SYZ). Yahoo Finance shows 5-6 analysts covering Evertz. The low price target is $28 and the high target is $37. The stock is currently trading around $17. Are those realistic targets? Can you help me make sense of those targets (or provide one)? Yahoo shows no analyst coverage for SYZ. Can you give me a sense of its risk-reward, perhaps by comparing the two stocks? Thank you for continued great service.

Q: Hi,
I bought a 5% position in ACQ, autocanada,@ 40.00, it has now pulled back about 20% from it,s all time high and is still just over a 5% positon in my portfolio. My question is, at this price do I buy another 2%, and go to an overweight position, and trim when it hits 10%, or hold what I have and play the slow and steady game. I realize you probably would like more info for a proper answer, but reading your answers to the last few questions on ACQ. I get the feeling your fairly comfortable with this growth stock, and with the recent pullback it looks like a good time to add.

Many Thanks as always!

Q: Do you see a considerable and favoyrable uptick in enbridge at this time--what might cause interest in pushing its price back up to its recent highs and is it worth it given low dividends
Thanks

Q: I currently hold WPK. Is it worthwhile to switch to CCL.B or just hold on to WPK at this time. Taxes are not an issue.

Q: Hi 5i,
Can you provide any comments and insight on the offer to Enercare (ECI)? What are the chances of it going through and if it doesnt would it be bad for the share price for a while? It doesnt seem like enercare management is cooperative.

Thanks!

Q: Peter: I have been looking at Sylogist, SYZ for the past few days as it reaches new highs. I'm puzzled by the reporting of volume. For example, today, the official count is 2615 but a look at trades on TMX.com shows many thousands more. Why the difference especially on what appears to be quite an illiquid stock, especially if you want to trade. Thank you and kind regards,

Q: can you provide me with estimates on earnings per share for next reporting quarter acq-t thanks

Q: re: CGX Cineplex

Thank you for your answer yesterday. Can only assume the reason for the type of reply was because I asked my question poorly.

CGX during strong market conditions continues to slide. Can you tell me please whether your consider CGX sell hold or buy and any observations you have at this time for your recommendation?

Thanks for all you do

Gord

Q: Hi guys,
I have a half position in FSZ (Fiera)which has been trading sideways for the last 2 months. Would now be a good time to top it up to a full position.
Thanks Peter.
t