Q: How would you rank these names for growth potential-SYZ,TNC,PLI,SIS ?Thanx Robbie
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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: Could you please comment on Sylogist results released this morning? There was a mention of "accelerating growth in US market" and "one acquisition target we know well is our own company". How would you explain these notes? Thanks
Q: Hi, I just noticed that Pembroke Management Ltd, started a new position in Sylogist with 2,459,800 shares as at Nov/30/2015, per Morningstar. Is it possible to verify this information and who did they acquire this large block from/price and when? This will place them as the 2nd largest institutional owner (9.84%) of the company after CI Group and Mawer being 3rd. I find this really interesting as , after a steep decline, from a high of $12 and a financing at $11, last year, the stock appears to be showing some traction lately and company is has been buying back its stock aggressively. Thanks
Q: Can one sell a stock within a RSP or TFSA and immediately purchase the same stock in a non sheltered account.
There would be no loss claimed obviously.
There would be no loss claimed obviously.
Q: Seems Mr. Market is underwhelmed or not paying attention to the SYZ announcement as shares are up only the amount of the special dividend on 100 traded as of the time I write this. Have they made a habit of specials in the past and do you agree with the CEO's statement that, "...our relative company value remains a fraction of our peers."? Which peers does he refer to? Thanks, J.
Q: Doing my research on sys. and noticed that according to Canadian Insider stock based compensation went from $59k to $3.6 million last year this seems excessive to me considering the earnings/loss. Wondering what you think?
Q: There has been a huge amount of insider buying at Sylogist recently- when do they report and what is the expectation? I can't find any info online. Would you guess that there might be some good news coming?
Q: SYZ has only been down and stuck at this level for a long time. Would you endorse a switch from SYZ to DSG.
Q: Hi, just to add to your response to Rory's question on large trading volume, it was part of NCIB buy back of 97,900 shares on November 3, per TMX. Thanks
Q: In the October portfolio there is a positive 36.4% return in 2015 for SYZ. I think this is incorrect and the return for 2015 should be a negative value.
Q: In spite of Sylogist being profitable , isn't a bit of a value trap ... It made a huge run a few years ago and then stopped dead in its tracks and has lost share value for us late investors.
Will there ever be enough volume / growth in it ? I just look every day and ask myself : " why do I own this ?" Thank you
Will there ever be enough volume / growth in it ? I just look every day and ask myself : " why do I own this ?" Thank you
Q: Hello Peter et al
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?
Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.
We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.
Many thanks for any comments. Bob
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?
Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.
We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.
Many thanks for any comments. Bob
Q: Hi, Thanks for your comments on Sylogist. Just to add, Comapany has also been buying back its stock, recently. Last purchase for 200000 shares on Sep/11.
Q: Could you please provide an update on SYZ?
Thanks - Richard
Thanks - Richard
Q: any idea why SYZ is down so much today
Q: Now at 3.4% in the B.E. portfolio Sylogist I believe the position started at 5% as an original component; has any been sold along the way or has the position reduced because it has underperformed the p/f as a whole? Would it be prudent to add to a smallish position here held for 2 years now in a TFSA? Thanks, J.
Q: Hi, Sylogist just released Excellent quarterly results. Stock compensation, though still seems to be a drag on net earnings. Company has $44mln in cash. I have also noted that recently they have repurchased some stock. Could you please share your comments? Thanks
Q: Any known reason for the huge spike in volume for Sylogist (SYZ)? Is this a positive sign or buying signal? Thanks!
Q: Hello Peter and company. I am interested in your views on Sylogist Ltd. This company looks to be very similar to a micro CSU. How do you rate the balance sheet and future growth. Do you see the possibility of others in the space seeing this company as a interesting small roll up.
I was also wondering if I might pose this question to you. Given the current environment with Obama Care being extended,Canadian companies looking to acquire and interest rates very low around the world. If you where going to invest in 3 companies with high growth and good balance sheets what would they be. Thank you as always and keep up the great work. Jason
I was also wondering if I might pose this question to you. Given the current environment with Obama Care being extended,Canadian companies looking to acquire and interest rates very low around the world. If you where going to invest in 3 companies with high growth and good balance sheets what would they be. Thank you as always and keep up the great work. Jason
Q: insider buying is up. Your thoughts on this.
Tom
Tom