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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 on Feb 9th you mentioned it was hard to make a case for owning RKN
today they announced their "New Strategic Plan for long term growth and sustained profitability" as the share price is now $1.20 do they look any better . No position currently
- Also the former CEO and current board member Lucas Skoczkowski sold well over 2 million shares in a black out period . Will this create any negative scenario for the company
Thanks
Read Answer Asked by David on February 24, 2017
Q: Researching some of your Small Caps
Can you put in order what you like to start a new position . Thank you.
Read Answer Asked by Barry on February 24, 2017
Q: Small caps REALLY seem to be moving, many which I own from your growth portfolio. For example, PLI, IRD, PHO, CRH, ECN, TNC, GUD, SVI, and ITC. Is it the individual stories for each stock that is pushing prices up, or do you see a larger rotation into small caps? Do you feel their is still value in the names above and in small caps in general?

Regards,

Robert
Read Answer Asked by Robert on February 23, 2017
Q: I recently purchased shares in Ergoresearch a microcap healthcare technology company. What I like about the stock was its value and growth potential. The Company is the late stages of turnaround and in last reported quarter it had good profit and generated lots of cash. The company has paid down almost all of its debt and has over $8 million in cash on hand. Also the Company has been buying back their own stock and insiders own almost 50% of the company. In its outlook Management suggested that revenues should begin to grow again. What are your thoughts?
Read Answer Asked by Charles on February 23, 2017
Q: Recently SVI had been buying assets of Access Storage(owned by executives of SVI)its biggest shareholder.On morning of Feb 21,Access Storage bought 15m shs of SVI @ $1.50 from 3 vendors as per share purchase agreement to increase its ownership to 37.4%.The previous business day,Jan 17,it closed @ $1.69 & on jan 21 @ $1.70,& today @ $1.63. Should I(own a small portion)be concerned.Appreciate u normal great views & services.
Read Answer Asked by Peter on February 23, 2017
Q: Follow the money. The company has been aggressively buying back shares during the past 12 months. Then there is very large insider selling by the the CEO followed by earnings that were poor and the share price is well below where most of the share repurchases occurred. If the company knew they were in a transition year (stated in their q release) and earnings were going to slow or falter should they have been buying shares back at 9-11 bucks? Or waiting till after this weak quarter to buy back shares at much better prices. Looks to me like the CEO is taking care of himself and not acting in our best interest. Your thoughts?
Read Answer Asked by Joel on February 23, 2017