Investment Q&A

Q: SYLOGIST LTD
SYZ

Im seeing a downward trend that is worrysome, is this still a hold ??

Q: Hi Team: can you comment on the recent financing and acquisition by HLP.un. They seem to be agressively growing their business. Thanks

Q: I notice that last year, FSV's (First Service Corp) Q1 was the weakest quarter of the year. It looks to be the same for 2014, with a current projection for Q1 2014 of 13 cents a share but increasing substantially thereafter. What is the reason for this and what are your expectations for the Q1 earnings that will be reported later this month?

Q: HLP.UN Healthlease Been having a lot of trouble getting to even on this stock. They just did a $10 offering. I expect it to dip below that price at some point. 1st -- Do you like the deal and 2nd Worth buying more?

Q: Helathlease Properties HLP.UN has released a new offering of $50mil in new units @ $10. I currently do not have any REITs and the 8.5% dividend at this price looks quite attractive. Would this be a good time to buy HLP or do you see any hidden concerns with HLP in specific or the Health/REIT Sector in general to avoid this area at this time. Thank you.

Q: Anything going on at Amaya Gaming (AYA )for the stock to be down so much. I am down 32% in a relatively short period of time and am getting a bit concerned.

Q: Please provide your expert opinion on CGX.Recently dropped fr $42.68 to $40.76 & dropped below both 50 & 100 day moving average & now sitting n the 200 day.Opened a cutting edge cinemas in Manning Town Centre,Edmonton on April 11--no report on status.Rumoured that Onex & CGX offered more than $1billion to purchase Dave & Buster,On BNN yesterday, Patrick Horan"SHORT" CGX as his 3rd pick stating that the stock was not acting well recently,it is deploying capital for something else & doubts about the up coming movie season. Txs a lot

Q: Bad, Badger,
(Bad is Good!!) I have had 5 fold profit on this, sold some along the way, regretfully, but it is again about 7.5% of my unregistered portfolio. I am not adverse to risk, and I believe one has to let its winners run.But after such a good run Would it be wise to trim it to 5% for disciplined portfolio management, despite the tax bill. Having cash to redeploy also could be a could idea. It is easier to buy than to sell, and I need the kick to make me do it. Thanks for you input.

Q: In your analysis of C-COM (CMI)you mention that 17% of revenue is sourced in the Russian Federation.With the issues in the Ukraine I am wondering how you weigh that in your investment decision. The company looks very interesting as an investment and the share price looks reasonable especially with all that cash to deploy. But how does one allow for the geo-politics in an investment decision?
Thanks
Mike

Q: Please comment on CMI's Q1.

thanks,
Sandy

Q: SYZ - significant insider selling by CEO and others just before and after recent secondary issue. Cause for concern?

Q: Hello 5i - As always thank you for your help.
I would like to add to my pipeline holdings.
Which pipeline do you see as having the biggest growth potential in the next 5 years.

Craig

Q: Just some general comments on AYA that some members might find useful from one who has been investing for 25+ years:
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!

Q: AHF has management and financial ties with argent(AET.UN). Could this affiliation impact its reputation and status in the market?

Q: re; Amaya, just a comment that I think is important, I was a huge shareholder but exited at 7.40 when I saw sheldon adelson owner of the venetian in las vegas and a person worth 40 billion, is backing a bill in the united states to ban internet gambling, I think this bill has legs and would affect Amaya quite negatively if passed, add in their horrible earnings and I think the stock is an avoid for now. dave

Q: Hi, I am a new member since December. I bought avo and its down 15%. Suggestions?

Dan

Q: Could you give your latest opinion on avo (avigilon) it's down again today and seems to have broken down and heading to the $20.00 dollar range.

Q: I am down over 24% on a $6K investment in AYA. Would it be prudent to sell at this point to protect the remaining capital and buy back when the down trend reverses. Should I have done that when the stock was down 10%? I hope to learn from this how to deal with a falling stock price rather than just do nothing and hope. Thank you.

Q: OMG, I am embarrassed. I misspoke myself when I said "resistance". I meant "support" and realized my error after I pressed the Submit button. There are several things that can be said about AYO from a technical analysis perspective but I won't since this is a fundamentalist's website, except to say that I won't be a buyer until it bottoms out and starts to climb again. And it will, in the fullness of time.

Q: CUS Canexus The value investor in me is feeling tempted by Canexus. It seems that a low has been established for the stock. The biggest danger for breaking that low would (presumably) be a cut in the dividend. Given that the main business is well understood by the market the speculation would be in NATO upside. Lately the Canadian energy sector has been on fire. Everything is up! It seems shipping by rail has been of benefit. Could you put this picture in a CUS frame for me? My idea is to take a 1/2 position in this price range and wait for good (or bad) news to make the next decision.