Investment Q&A

Q: Just a follow up comment on the earlier question about Indigo. It sold Kobo to Rakuten in 2012 for a net gain of about $145 million. With its current cash on hand of $155, it may be treading water in terms of its ongoing business operations.

Q: What is your opinion of Sangoma's Fiscal 2018 results? Q4 looked really good with very strong EBITDA margins coming in much higher than expectations. Do you think the stock can move up from current trading levels?

Q: Can you give an update on TCS? Is it a buy at this level?
Thank you.

Q: What are you current thoughts on SWY and the last round of investing?

Q: IDG has pulled back a lot since March of this year. Would you consider it a good time to buy?

Q: tMay I have your updated opinion on this company.Thanks.

Q: Your comments please on this small drug Co. Thanks

Q: Grateful if you could update your views on Martello Tech (MTLO). In what circumstances would you consider it "a buy" and how would you limit its percentage in a growth portfolio ?
Gratefully,
JD

Q: I'm considering buying BRE for a TFSA, mainly due to its consistently high Dividend (stable tax-free income). My concern though is that it generally pays out over 3 times what it earns. How can this possibly be sustainable? The way it see it, BRE essentially generates bulk of its revenue from fees (commissions) which can be low risk provided the sales continue growing. Is BRE a good choice for a TFSA at current price?

Q: Hello

This is in my TFSA and I am down substantially. Is there any hope for this company or is it time to sell?
Many thanks.

Q: Vanadium seems to be the new hot metal, after lithium and cobalt. LGO has done very well, but a new listing, United Battery Metals, UBM, has recently done very well also. Probably just another speculative junior miner. Your comments, please? Thank you.

Q: Could you please comment on the most recent quarter, Is it still worth holding on. Is seems to be reacting negatively like Stars Group has been recently.

Q: I have owned Fortress Global Enterprises Inc. (FGE) for at least 5 years with an average cost of about $20.00 per share. It is now worth about $2.00. Fortress used to be involved in several paper businesses. However, due in part to the imposition of import duties imposed by some of the countries in which its customers were located, Fortress sold off some business lines, re-focussed on its pulp business and under-gone recent re-financing. Is there any hope for this company or should I dump it from my non-registered account and claim a capital loss?

Q: Just as a follow up to my previous question and a comment I am sure is on many members mind. I see that RHT is up a bit today after the call. Maybe a dead cat bounce who knows. The dilemma in selling at a 75% loss is that I do not get the tax loss as its in my TFSA. I imagine many members are in the same predicament. What little is left in the security, will make such a small difference in the overall portfolio, I would rather hang on and hope that your first impression of the Company was correct. Not sure my mentality is appropriate here, but I would rather take the lesson and hold, than to sell and then see it go back up.

Thoughts?

KC

Q: With all the talk of an admittedly bad mistake (at best) by management, what has happened to the technology? Didn't you believe in iUgo and the accompanying smart phone app and the jump this company supposedly had in producing a superior remote monitoring product for chronic care patients? But they bruise their heals because they didn't understand CMS billing well enough and, oh well, so much for that technology? Is it great technology or not? Will it save government health care money or not? If it will, then surely CMS will come around and recognize this and eventually reimburse for the service, no? This all just seems odd that one day you're touting this company as having the one of the best technology stories in the health technology space, and the next they are a dog because they made a mistake. Is there no room for growing pains for a start up?

Q: I was wondering if you people monitored the conference call for reliq that was on this morning at 9 am . The stock seams to be up the last 2 days . What info was released that may be causing the rise, or, do you not bother covering the stock once you give a negative opinion on it. Thank you.

Q: Would you be surprised if this company got their act together or is the latest news destined to doom the company?

The value left is so small that I don’t think selling would really improve the overall return.

Is is more likely to go to zero than to regain its form?

Thanks.

Q: I know you have reservations about the company's history and certain individuals, but momentum has been good recently. On Oct. 17 at midday, about 120,000 shares ($1 million) traded in a few minutes, which I assume was an institutional order. Total volume for the day was near 600,000 shares, which has only occurred a few other times earlier this year, when the share price was much lower. Are you aware of any increasing institutional interest in VMD?

Q: Hi 5i
Would you recommend any of the above blockchain technology stocks, or others

thanks

Q: I noticed 5i has dropped Reliq a growth stock from your portfolio. Would STC, QST, ITC & CWL be good growth stock replacements given their current value?