Investment Q&A

Q: Hello,
Wi-Lan (WIN) has popped almost 10% today with heavy volume. Your thoughts on this please. Thanks.

Q: Grande West Transportation is down about 10 per cent today. I can't find any news on it. Have you any idea why? Can you tell me the short position for this. Thanks

Q: Hi there
What would be a good compliment etf to VIG for us growth exposure
In u.s. Dollars
Thanks for the help
Sam

Q: Hello 51 team,
Please remind me of your rationale for particularly holding SYZ in the balanced portfolio; the allocation in the tech sector being at 18.5%
Thanks,
Antoine

Q: What is your opinion of Integra Gold (ICG)?

Thank you.

Paul

Q: What can you tell us about Urbanfund Corp, the CEO, inside ownership, etc, many thanks in advance.

Q: Has been some months since the last..the only query on this stock...your thoughts please....

Q: Reko generated 19MM in cash in the most recent fiscal year ending July'16.
They just delivered another profitable quarter along with their FIRST ever dividend of 20 cents as a special dividend. With a hard book value of 6.61 and working capital of 3.15 per share and virtually debt free how would you assess the investment potential of the company?

Q: I did not sell it when you advised. Now I am down 80 percent on it. It is in my registered account, so no tax advantage. Do you think it is worth holding if I can, for 5 years? Or should I just run with what I have left. Do you think will this be profitable or will get bought by someone in future(3 years)? Will they need to borrow money next year to survive?

Q: When I read thru the most recent MD&A, it screams to me that a turnaround is progressing very effectively. The new management had a massive mess to clean up. The sale of unleased single family properties to and post 09/30/16 as well as the resolution of all the municipal code violations/massive reduction in associated fines, gradual collection of former CEO funds owing with interest, paydown of expensive SSN and so on all seem very positive. I know this isn't something you endorse due to size and period of consistency, but do you agree with what I am reading that this ship is at least ostensibly turning around in a big way? Current management and board does have a solid track record with Firm Capital (FC) and significant insider ownership here, correct? Could you explain what the recent rights issue is about and how it works? Much thx!

Q: Do you have any informatuon on a company called Hemostemix.

Thanks

Q: Hello Team,
What are your thoughts on Rifco in light of the present 'Tax Loss Season' and in light of long term prospects?

Q: I hold NHC and am thinking that that tax loss selling has driven it down alot. Thinking of adding to average down. Whats your latest thoughts on the company

Q: Hi Team
I have about 23,000 shares in ORT and down around 70%. I have owned for about 4 years waiting for the plant to start producing. They are now in testing/commissioning mode and have been for some time...I do plan on waiting this out as they are so close, but sometimes tomorrow never comes. They have had so many delays I stopped counting.
What are your thoughts on this company coming through? Time to sell what little I have left or hang on?
Scott

Q: Could you please comment on the 3rd q results? I listened to the conference call and came away impressed by the growth prospects. They have taken on more space which will be ready to facilitate a large contract with a semiconductor that needed assurances the company had the capacity to deliver the volumes they need. There were a few large sophisticated buyers in the past couple of months(Radoff Foundation etc) that seems to suggest the company is undervalued.

Q: What do you think of PHO's most recent quarterly results and their forecast for the future? Would you continue to hold this company, as an investor? Thank you...

Q: IWG Technologies released their fiscal year results for 2016 and also have a buyout offer at $0.43 per share. Based on the numbers is the buyout offer at $0.43 too low?

Q: I have been watching Bevo for quite a while now. My wife took a very tiny position in it at 200 shares at 0.44 Now it is trading at $1.13 It is a very small company but to my wife and I it looks very interesting for a 7-10 year hold. Their financials look ok to me but what do you think? How big of a position would you start at in this company?

Jimmy

Q: I have about a 1.5% position in LTE which includes a 60% gain. It has gone up - up since I bought it, how is the valuation today? I am wondering about adding another .5 - 1% to this position. What are your thoughts on this idea at today's price, and what is the company's outlook for the next couple of years? Thanks as always, Kim

Q: Follow up question re graphene if I may. I'm wondering if a better strategy would be to invest in the technology developers and patent holders rather than the raw material miners. If I understand correctly, the technology requires miniscule amounts of material so I'm not sure if the miners are the real play here. Thoughts?