Investment Q&A

Q: What the heck is going on with CXR?? It has tanked again today down over 16%!
Was there any News in particular that came out this morning? what is the specific reason for such a huge sell off today? I'm weary of the losses I have incurred on this position as it continues on its downtrend amidst the short sellers. I'm down over 50% and think I should throw in the towel....your thoughts on my thoughts of selling? Is there any glimmer of hope for this company in the near term?

Q: Can you comment on this article on Concordia? Thanks. http://www.businessinsider.com/concordia-international-short-thesis-2016-8

Q: Hi Guys

Could you give tell me what it means when they file a preliminary base shelf prospectus and registration with yahoo finance

Thanks Mike B.

Q: Hi,

CXR continues to make new lows. It also trades on the U.S market, where U.S. investors just see a stock continually going down, and it is heavily shorted by U.S. investors. Years back, Jennifer Dowdie, then an editor for the Investors Digest, now with the
Globe & Mail, really liked Sino Forest. Hence, a lot of people owned this stock. Carson Block started shorting this stock and driving the price down... just like with valiant pharmaceuticals. Canadian analysts came on business stations and started criticizing him. In the end, just like valiant pharmaceuticals, he drove the stock way down in the case of Sino Forest right to 0. Is there going to be a time when you will tell us to cut our losses with CXR? Could you guys please do a feature on this stock and publish it? A lot of your customers have holdings in this stock.

Thank you,
Dennis

Q: A link providing some positive outlook for Concordia. I too have big loses. I kept averaging down, last time at 35 and was wondering if it's still a good idea to double down at this levels.

Anyway here is the link:
http://seekingalpha.com/article/3991275-concordia-tickets-might-get-expensive-august-12th?auth_param=199kea:1bpcs0q:1a48c260c25246af48595fe414619095&uprof=45&dr=1

Q: Hey guys. Comments about earnings. Looks like slight miss but forecast looks good. Thanks. Chris

Q: Hi, I'm thinking about selling WSP and replacing it with NFI. What are your thoughts on this?

Q: kinaxis keeps hitting 52 week highs on reasonable volume, is this in anticipation of earnings or sonething else. dave

Q: Presently, I own 5000 shares of Element Financial. When the split is completed, will I then own a predetermined portion of each new entity? Thanks.

Q: Hi Team Could you give me your views on intertain group
Thank You

Q: Hi, could you please comment on DH earnings. At the first glance, Revenue, EBITDA and FCF, all seem to have meet or beat estimates. Laser Pro renewals are still weak (as expected) but organic growth in other areas appear to be decent. Debt reduction seems to be a priority. How do you read their commentary on outlook ? DH stock has gone thro' quite a roller coaster, after past two quarterly reports. Any thoughts on reducing or adding to present position. Thanks

Q: With the announced deal with Infor how does 1 play this going forward ? Elf is to become 2 entities terms of split unknown to a retail investors , throw this into the mix and it sounds good but how does 1 determine if 1 wants both new firms or 1 over the other?
David

Q: As a position in a TFSA or RSP with a minimum 12 month hold could you see IT getting a better valuation after dual listing

Thanks
David

Q: What would you expect as to the possibility of a positive return by purchasing a Jan 20 2017 CXR call with a $29.00 strike price.

Thanks for your insight.

Q: Hi
With CXR stock now under $24.00, would this be a good entry point, or do you think it can still go lower in the short term.
Thanks as always
Guy R.

Q: What do you think of the proposed acquisition by Element of Infor Acquisition Corp both in terms of growing its business and adding to its management team? the stock seems to building a base in the $14-$15 range. Do you think it has the potential to revisit its $20 peak in 2017? Looking at it for a three to five year hold.

Q: Finally some news from Element Financial today. Looks like formal approval of the restructuring is complete, plus they also announced a merger with Infor Acquisition Corp. Can you specify if this is good news and what how this may impact the share price(s) of EFN?

Q: Hi,

I am really enjoying the momentum on OTC these days. I remember you used to say it was a "cheap" stock, where does it sit in terms of value now and how does this compare to peers?

My position in OTC has grown substantially. At what percent of a portfolio would you consider trimming OTC back?

Thank you

Q: Just a comment on CXR. I like your advice to hold on and not take a big loss through panic. How often have we seen a general market panic? Brexit being the most recent example. I see it as a similar thing. The sector is in a panic and CXR seems to be the favorite whipping boy with perhaps influences from a short seller or two.
Anyway having your confirmation to stand pat makes me feel better about my decision to hang on.

Q: My question concerns fuel pricing and specifically, profit margins. Prior to ATD.B's last quarter results, concerns were raised about a potential decline in profit margins from gas sales. However, I thought retail gas price margins were quite stable and that it was the underlying price of oil that caused gas prices to gyrate. In fact, I thought retailers were helped by fluctuating oil prices because they are quick to raise prices when oil goes up (thus selling lower priced inventories gas at a higher price) but slow to lower them when oil drops. Is this thesis correct? If I am at least somewhat correct, it would therefore seem that overall sales is not that important a metric for these companies.

How much do gasoline profits contribute to these companies over all profits? Or are in store sales more important?

Appreciate your insight.

Paul F.