Investment Q&A

Q: What are your thoughts on buying RHT at these levels?

Q: Who are RHT competitors ? Are they established or public companies ? What differentiate them from their competitors ? Thank you !

Q: You have mentioned that you dislike companies that tend to put out too many press releases. I own Reliq Health Technologies and am often surprised at what they consider worth communicating. The other day the press release headline was "Reliq Health Technologies receives second hardware shipment". Today they put out " Reliq Health Technologies Kick Off Patient Onboarding at Rio Grande Valley Health Alliance in Texas". I'm not sure that these qualify as huge milestones that the public and shareholders really need to know and they seem to be self-promotional. Would you consider RHT as a company that does too much self-promoting and does it cause you any concern?

Q: Hi there,

I noticed the last few quarters for DAP have been really strong. What are your thoughts on this company and would you be comfortable starting a new position at today's closing price?

Thanks!

Q: Your thoughts on BHF? It seems to be trading at a very low multiple in terms of its price to cash flow. I'm thinking there may be an opportunity here as rates begin to rise. How would you compare it to other life insurance companies in the US?

Thank you.

Q: I have some cash and want to add to / top up one of these positions.
How would you rank these in terms of long term growth opportunity to add to today.

Thank you

Q: Please comment on Solium Capital's 2nd Quarter results. Thanks!

Q: Stingray looks interesting but one aspect I’d like your feedback on is it’s competion or potential competition. Wouldn’t it be very easy for Apple (Apple Music) or Spotify to go after this market and cause problems for Stingray?

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Good day...I have looked at all of your responses to LAS.A...my question is with its higher debt, thin trading and growing dividend would this company make your high expectations from a company you would hold in a portfolio...at this time I have all of your balanced and an equal amount of income portfolio stocks and have been very thankful that I found your service...this stock is one that I am looking at to replace ECI in my portfolio...again thanks for a great gain...I look forward to your comments...Gene

Q: Please comment on their latest quarter. Thanks

Q: Hi 5i,

Could you provide 3 stocks the you both like and would stand to benefit from lower metal prices?

Thank you!
Dave

Q: Despite the odd choice for a name is this a good buy at these prices? It does very little trading but the holdings seem on the surface seem to be sound.
Thank you. H.

Q: Would you please comment on QBR.B, the 1-5 year chart looks good and the last few months it has taken off. Would like to know what percentage of their business is outside of Canada and if you recommend starting a position in it at these levels?
Thanks,
Steve

Q: Is COV's wound healing technology exclusive to them by patent? Is this their competitive edge?

Carl

Q: Your opinion on BUS please - thank you!

Q: hi Peter can you recommend 3 Canadian companies that offer long term capital appreciation have reasonable debt levels and derive better than 50 percent revenues from US operations thanks Richard

Q: Any info to account for the move today. Up 18%.
Thanks
John

Q: What's happening with Transcanada? Down 4.39% on a good day on no news? (and just two days after I bought it).

Q: I was wondering what your thoughts are on Blackberry? Although there has been some questions concerning his remuneration package it appears Mr Chen has turn around this company quite nicely. Thoughts on a small investment in an RRSP?