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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: What do you think of Clairvest? http://www.clairvest.com/wp-content/uploads/bsk-pdf-manager/Q4_2016_Press_Release_FINAL_53.pdf

It looks like their net income is down about 25% from 2015 yet their book value keeps rising. How do you assess book value on a bunch of privately owned companies? Is it a somewhat subjective?
Just wondering about an investment at some point but since the stock has gone up while net income is down, wondering if it is a good idea.
Or am I reading this wrong?
Thanks
Read Answer Asked by Pat on August 25, 2016
Q: Hi, can you please go over PHO QR...I could be very much wrong but as I go over the release I get the feeling that it is turning into an Avigilon type of story with increased spending on facility and development, management turnover, lower margins and excuses for lower sales. I see both potential and opportunity cost.

I do not have a large position and am unsure if this is worth the headache. I could deploy the money into something better such as new growth portfolio position possibly next week!? Thanks!
Read Answer Asked by Dominic on August 25, 2016
Q: I don't own this company (DSG) but it seems to have a pretty good price trend for several years. In particular from Mar2010 to Mar2016 its stock price rose from aprox. 6.3 to 23 or about 265%. Looking at its financials, it reported AEBITDA of .36 in Mar2010 and .80 in 2016 for a total increase over the same period of 122%. That seems odd given the price appreciation. In addition this is a growth rate in per share AEBITDA of only ~14% over the 6 year period resulting in a PEG ratio (using AEBITDA) of ~ 2.41. So my question is: Why is this stock so loved? Yes it has consistent "earnings" but they don't match the stock price appreciation. In their latest annual report they say they have a CAGR of 24% but that is not on a per share basis. So again what am I missing?
Cheers & thanks for the great service.
Read Answer Asked by John on August 25, 2016
Q: Hi team, any input with the recent event with Goldcorp regarding leak at Mexican mine? thanks!
Read Answer Asked by Yip Shing on August 25, 2016
Q: Gold and gold stocks have been dropping steadily over the last two to three weeks, with many down 10% to 20%. Can you tell us why? Is current or pending US policy a factor here.?

Is it time to sell these stocks before gold drops further? Or is this just a normal "zag" in the continuing upward zig-zag of gold prices? If so, should we hang on a little longer?

Any comments or suggestions will be most appreciated!

Thank you from a nervous "gold-bug"!
Read Answer Asked by Ken on August 25, 2016
Q: Hi 5i, as a long in HCG ~3% of retirement account, been doing some land title searches online and google'ing this morning. My comment count on Seeking Alhpa is now a grand total of one (1). I posted the response below to the comment section. Additionally, some links at the end showing what kind of secretive and nefarious characters William Walker and Robert Wilkins are (this is completely tongue in cheek).

"sorry if someone made a similar post I haven't read to the bottom of the comments.....
There is an assertion above that one could do a historical search of the database and hypothesis that it would turn up more dirt, but hasn't been done. Anyone can subscribe to teranet for ~$1500 a year and search this database online traveling. I live in Toronto, Ontario, Canada. Additionally, you can pay per search online basically the same rate as doing this in person. Most real estate lawyers, and commercial and residential brokerages already have these subscriptions in one form or another. I just did a bunch of searches to satisfy myself as I'm long HCG ~3% of my retirement portfolio. So if any shareholders or short positions want they can do now, or ask a friend that has access. Also in the comment section someone makes a note about the difference between a sale transaction and a mortgage transaction appearing in this searches. Both mortgages registered on title on a property and purchase and sale transactions are searchable. Also, for more info on Wilkins and Walker, can search by the names they go by day to day, Bob & Bill respectively. Here are some links for those interested:
http://www.hamiltonnews.com/news-story/5427075-meet-the-nominees/
http://www.thespec.com/news-story/4281815-heritage-themed-boutique-hotel-coming-to-ancaster-s-wilson-street/
https://www.hamiltonchamber.ca/hamilton-chamber-of-commerce-ancaster-division-announces-nominees-of-2013-ancaster-community-awards/
http://www.lferguson.com/around-ancaster/"
Read Answer Asked by John on August 25, 2016
Q: Of my two oil companies, WCP and SGY, I am even on WCP and down 35% on SGY, which is less than 2% of my portfolio. I'd like to add to my oil holdings while it appears to be trading at the lower end of a range. My gut wants to average down on Surge, but me brain says to add another holding, I'd appreciate an opinion and other option if deemed appropriate?
Read Answer Asked by Charles on August 25, 2016
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