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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: I have a question regarding the recently upsized bought deal of $58.5M. In the past, I have felt as though many "upsized" deals come about due to external demand and promotion by the underwriting syndicate to company management. This can be a negative as the incremental capital raised likely has no immediate place to go(otherwise, why not start at the higher sized offering to begin with...), and this can result in shareholder dilution.

I realize PHM is a role up company and currently on an acquisition spree so this may not apply to them but what do you make of this increased deal size? I worry about all the extra dilution.

Thanks.
Read Answer Asked by Scott on April 13, 2015
Q: Hi folks,can please get update on Merus labs and finace @ $3.05,where would u rank the stock in relation to other Cdn biotech comps;buy,hold or sell.Thanks as always jb
Read Answer Asked by John on April 13, 2015
Q: Is this a good entry point for Whitecap Resources? Thanks
Read Answer Asked by hugh on April 13, 2015
Q: This is a follow up to my question regarding the upcoming IPO for David's Tea on the NASDAQ. Thanks for the question and looking through the S-1 Form.

My question is this: as a Canadian, what is the best way for us to participate in a U.S. listed IPO (like David's Tea) for example?
Read Answer Asked by Eugene on April 13, 2015
Q: It seems that I have missed the spike by Western Fraser and Canfor today . Is there a reason why Western Forest, Hardwoods, and Acadian didn't participate. Are you bullish on lumber ? Is it a good place to be over the summer ?... You don't seem to follow wood outside of ADN which has been quietly good to me... Thanks.
Read Answer Asked by Thomas on April 13, 2015
Q: Would you recommend GUD over CXR for a 5-7 year hold? I feel like I might be chasing CXR at this point and that GUD has more upside (with the risk of being a smaller cap).

Thanks, Neil
Read Answer Asked by Neil on April 13, 2015
Q: In reply to the question of cdn companies that design mobile apps, you could also consider prontoform. These companies always seem way overpriced to me, but what do I know?
Read Answer Asked by Murray on April 13, 2015
Q: I did a little digging around with SYZ and a statement on a report caught my eye. "Net loss reflects stock based compensation increase from $31 K to 1.6 M". This was for year ending Dec/14. Have you met with management recently? Is this a one time management move or a trend? Not very shareholder friendly. Thank you for your opinion. Unfortunately I bought this one for my son at it's peak. Not looking like super mom at this point. An opportunity for a learning lesson.
Read Answer Asked by Cheryl on April 13, 2015
Q: Can you name any companies who have recently just released their first dividend in the last 6 months that you would recommend?

Thanks,

Wes
Read Answer Asked by Wes on April 13, 2015
Q: I recently bought Cipher on its pullback. ? thoughts on today's announced acquisition of US private pharmaceutical Innocutis. Market seems to like it a lot.
Thanks
Read Answer Asked by richard on April 13, 2015
Q: Hi There
I wonder if you can briefly explain the structure of this group of companies, which includes MGU-N, MQU.un-T and MQI.un-T, with a view to potentially choosing one for rising income. It seems shades of Brookfield (Brascan) - never really sure where the meat is.

Thanks
David
Read Answer Asked by David on April 13, 2015
Q: Since your mention of Cambrex CBM.US on March 20, 2015, it's gone up 20%, so thanks for that. I see Cambrex is presenting at the Annual Needham Healthcare Conference tomorrow (as of this writing), April 14.

"Needham & Company, LLC is a nationally recognized investment banking and asset management firm focused solely on growth companies and their investors," according to http://www.needhamco.com/Default/AboutUs/Overview.aspx.

What is your experience with the effects of this kind of event? Seems like it would boost investment, but should us retail investors jump on board too and go for the ride? Thank you.
Read Answer Asked by Jerry on April 13, 2015
Q: Do you agree that Aquila's latest granting of options exercisable at .19 over the next five years is a positive development? They appear to be raising money to do more development work. Clearly there will be dilution and will be highly negative to the stock price if the development results are not encouraging. On a more positive note officers of the company will be putting some money into the company which is always a good sign. If the stock trades above 19 cents some insiders may exercise and sell which should provide more float. The company's officers appear to be legit not just promoters - however some promotion will be needed to raise development money. I also like the fact that the purchase of the options are stretched out over 5 years. Still a high risk stock of course.
Any thoughts would be appreciated.
Thank you.
Read Answer Asked by James on April 13, 2015
Q: have freed up some cash, around $100,000.00, and have inherited a portfolio worth a little over $100,000.00 but the timing stinks as a lot of it was in junior oils or oily stocks, was looking at model portfolios for the first money, i know you mentioned timing is not necessarily the issue but is now in your opinion right, so many opinions are on stay in cash right now
also, any ideas what i should do with that dog of an oil portfolio i got, i am about to gain control of it and it is fairly under water, any ideas going forward with that money?

thanks
Read Answer Asked by eddie on April 13, 2015
Q: HI Folks: I assume the Growth Portfolio is based on "earnings growth". I can find info on "profit growth" and "Return on Equity", but nothing on Earnings Growth. Is there a source for this information or a calculation available to determine it?
Read Answer Asked by Charles on April 13, 2015
Q: Hi Team, can I have your current view on Gilead? Is it a buy or do you prefer another US large cap company in the same sector. Thanks Rob
Read Answer Asked by Robert on April 13, 2015
Q: Hello -- Am looking for a technology equity that has good growth over the past 1-3 years and is projected to continue on that path, with an associated dividend. Between the two mentioned, which would be the best choice for my TFSA. Also, it you think these are not worth considering, what would your recommendation within their current value? Thank you for your excellent coverage and support. Much appreciated. Jim Alsop
Read Answer Asked by James on April 13, 2015
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