Investment Q&A

Q: Hi, could you please explain the impact of proposed changes to Executive Compensation plan, announced today. How does, the one time cash payment of $12 mln to the two executives, in buying out comapany's contractual obligation under the currnet cash bonus plan, impact company's upcoming earnings, for Q1 of fiscal 2020? What is the purpose of issuing 1.825 mln stock options at current market price ? Does the new compensation structure incentivise Executives for improved stock performance, over time and thus benefit shareholders ? Do you expect a positive market reaction to the NR ? Stock has recently been drifting lower, even when market/technology shares have done well. Thanks so much for your valued insight.

Q: Each of these stocks make up between 2% and 2.5% of our portfolio. I have some cash to deploy and am thinking of adding to one of these. Which one, if any, would you see as a good choice at this time, and why?
Thanks once again for your valuable input. RAM

Q: Hi,

What is going on with Sylogist and do you still recommend it ?

Thanks

Q: Hi, Another question on SYZ trading on Thursday. Stock sold off in the morning and a large block of 291,000 shares changed hands at 11.44 AM at $10.75, causing the daily volume to spike. Would you know the brokers/buyer/seller institution, for this block and if this trade is relevant to compensation news and share price drop ? Thanks

Q: Syz got hit today($10.75 -0.40)on huge vol(326k much greater than 8k average).This is near the 1 yr low of $10.65.Your thoughts about starting a new postion?Txs for u usual great services & views

Q: Holy volume batman. Only down 3.5% on Thursday which seems pretty good considering volume is up 4500% on the day.

This stock recently broke below its long term channel on my plots and I was hoping for a bounce up, not down.

What do you read from the volume on Thursday and what are you thoughts on stock price a year out?

Q: Hi,
What do you make of Sylogist latest press release about compensation update and management change ?
Thank you

Q: Can I please get your thoughts on both companies. Which of do you prefer?

Thanks

Dave

Q: Which one of these should I choose if I need both stability and growth?

Q: I currently own SYZ for a 3% weight would you consider this weight good enough or buying more up to 4% ok?
Thanks

Q: Comments on SYZ earnings please. On the surface, they seem underwhelming although increase in dividend. What's your take on market reaction? Do you still rate it as a top growth choice?

Q: Hi, Could you please review Sylogist earnigs released this morning. Thanks

Q: I am looking to raise some cash - what 1 or perhaps 2 of the above stocks would be most suitable?
Thanks once again
RAM

Q: Hi Peter, Ryan, and Team,

In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).

Thanks in advance for your valued advice.

Q: There has recently been a lot of shares sold by insiders. Is this a concern?

Q: Good morning,
Yesterday, I submited this question and never received an answer. My question was "would you invest in one of these companies? if yes, which one? In which order would put them in investment preference?
I am a long term investor particularly in companies who increases their dividend. The four above have increase their dividend in at least the last 6 yrs.

Thank you

Q: good time to add? Share price is dropping quickly. I feel like with these illiquid stocks it can be a good buying opportunity and a bit of an anomaly. Do you see anything alarming?

Q: Could I get your thoughts/interpretation on latest news release from SYZ.
"Sylogist was not, at this time, selected for a master service agreement with the state of North Carolina Department of Public Instruction. To date, two larger organizations have been awarded agreements to compete in the North Carolina market once they pass a number of hurdles, including state compliance. The Department of Public instruction has, however, agreed to fund customer upgrades for the modern K12 certified solution. Given the lengthy process ahead for the new entrants' certification, testing and piloting of new system offerings, the timeline for selection and early implementation of replacement systems has been extended by 4 years or more from the original plan. The current plan leaves Sylogist with a much longer runway of continued support for its legacy system and funding for upgrades to its modern K12 system. The Company has adjusted the forward operating parameters in the business to address the current situation and these changes result in projected increased profitability over an extended period of time. On a financial basis the Company is very pleased with the developments in this market to date."

Q: What is your assessment of SYZ? Last earnings were a little light. What does your crystal ball see for the company? It's backed off 10% or so and now has been stuck in a range for a long time.

Q: I have some cash to add to a small growth , non-registered portfolio, holding TSGI, SYz, COV . Looking at MCR or PHO . Would you recommend either of these or would you suggest an alternative. Or would you prefer just adding to one of the 3 existing ones.
Many thanks as always.