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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: Hi 5i team - Radius Gold has tripled over the past couple of days no doubt due to positive recent drill results. Volume has been extremely high especially when compared to average volume. Could you provide a few fundamentals such as cash on hand, debt, insider ownership/recent trading, and anything else you think would be of significance. Thank you.
Read Answer Asked by Rob on May 06, 2019
Q: I am investigating where to invest my proceeds from KWH.UN once funds are received. I see that back on Mar 25th you recommended SPB. Since then it has been removed from your Model Income Portfolio. I also see that you have recommended PKI over SPB. I have about 2.7% of SPB in my portfolio currently. I am interested more in income then growth as we are now living off investment income. Funds that will be received are about 1.1% of total invested. I aim for 5% in a holding so would prefer 1 rather the both. Which would be preferable in your opinion? Is there a better ETF or other company?
Read Answer Asked by Betty on May 06, 2019
Q: How would you screen for momentum stocks? What would be the criteria for getting in and out? I'm looking for info on how to make these trades for short and medium term. I'm ok with medium to high risk and will be working with 5% of my portfolio.
Please deduct as many credits as needed. Thanks.
Read Answer Asked by K on May 06, 2019
Q: Good morning. I am in the ongoing process of re-balancing my portfolio, using your new tools for which I am grateful. We currently have a considerable “fixed income” position in pref shares of bigger Canadian companies (banks and the likes). Your analyzer tool regards pref shares as equities. I understand the legal difference between pref and common shares but wonder if it’s not really semantics. How often does the pref share indeed get the ultimate pref protection and the commons suffer? I also realize that the prefs don’t shift in value as much as the commons can, both up and down. I am wondering how prudent or necessary it is to invest in prefs? Part of my rebalancing is to increase my US holdings substantially and I’m thinking of reducing my Canadian pref positions. What would you suggest for investing on the US side as a replacement. I am overweight financials and energy and we depend on dividends for income flow. So, my two questions are how do you view pref shares generally and second, if I do reduce my Canadian prefs, where to invest in the US? Many thanks
Read Answer Asked by alex on May 06, 2019
Q: From what I am reading it appears that it is no longer expected that interest rates may raise in the next year but may even decrease. Is this your take?
Read Answer Asked by Betty on May 06, 2019
Q: What is your take on this company. Nothing shows up on past questions or profile.
Read Answer Asked by Tim on May 05, 2019
Q: Would you be so kind as to provide your interpretation of Sylogist’s May 1 news release as it pertains to any possible positioning of the Company to merge or be acquired. Specifically, am I reading too much into the sections of the news release that talk about (1) senior executive contracts being negotiated to address …change of control provisions and (2) senior executive efforts will be focused on M&A activity to realize industry peer comparable value for our shareholders.
Read Answer Asked by Vincent on May 05, 2019
Q: Hi, Sylogist Board passed some important resolutions on May 1. Could you please help us understand its significance as an investor. Thanks

CALGARY, May 1, 2019 /CNW/ - Sylogist Ltd. (TSXV:SYZ.VN) ("Sylogist" or the "Company"), is pleased to announce the results of its Annual General and Special Meeting held on May 1, 2019 and the directors election of a chairman and committees for the ensuing year. In addition, the Company is pleased to announce the Board of Directors today approved a comprehensive plan to improve shareholder value through increased financial performance, M&A focus, enhanced board governance and accelerated growth initiatives.
Growth in Shareholder Value Initiatives:

- The Board directed management to complete a rigorous Company operational review, to target annual savings through workforce efficiency gains resulting in reduced annual costs of $1.8 million over historical costs. Much of the review conducted to date has focused on the impact of a mobile workforce. Today, over 80% of Sylogist's workforce has a mobile component to their employment. The impact of a mobile workforce reduces the need for fixed office space, administrative support, certain sales costs and travel time, while promoting a borderless workforce and improving employee work/life balance. Through the flexibility provided by a mobile workforce we are able to cover multiple time zone support and professional service commitments, with a more streamlined employee base. Functions, including software support, some software development, sales, investor relations and professional services, historically requiring extensive travel for face-to-face meetings, are now largely addressed with technology conferencing tools. This means we can now hire the most talented people who can be located where they want to live;

- A number of organic growth initiatives are commencing in the second half of fiscal 2019 with financial impact expected in the fiscal 2020 results. Projects previously noted include a new payroll platform and North Carolina education market opportunities:

- The Company is currently testing a pay-per-use payroll platform and will start rolling this service out to customers in Q3. Effective by the end of June, the payroll platform will be supplemented with an employee perks benefits system. The perks system provides employees with tax effective benefits that well exceed the employers' cost of the payroll system, making the economic advantage of selecting a pay-per-use platform an easy decision;

- 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.

- Sylogist is pleased to announce the recent signing of a $3M (CAD) professional services contract to implement Sylogist's Navigator solution in multiple international locations for a large not-for-profit organization. Discussions are underway with the customer toward a meaningful increase in scope and duration of this contract.

- Senior executive efforts will be focused on M&A activity to realize industry peer comparable value for our shareholders.

The Company is pleased to announce it will be releasing its second quarter financial results before the market opening on May 15th, 2019.
Read Answer Asked by rajeev on May 05, 2019
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