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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 own GIB and have for several years. I'm thinking of selling some or all my position in GIB and purchasing OPTEX.
My reasoning is that although GIB may not be fully valued, its had a good run, OPTEX on the other hand may have more upside longer term.
Appreciate your feedback
Read Answer Asked by Larry on November 06, 2018
Q: Recent quarterly data from NOA were rather impressive yet the stock was down 9% today. Revenue for the quarter was $84.9 million, compared to $70.0 million for the prior year, an increase of 21.3%.
Adjusted EBITDA for the quarter was $19.1 million compared to $11.5 million for the prior year. Adjusted EBITDA margin was 22.5% compared to 16.4% for the same period last year.
Net income for the quarter was $1.5 million, compared to a net loss of $0.6 million for the prior year. For the three months ended September 30, 2018, gross profit was $14.3 million, or a 16.9% gross profit margin, up from a $5.8 million gross profit or an 8.2% gross profit margin in the same period last year. Would you have any thoughts as I cannot find any other news? Thank you in advance.
Read Answer Asked by Martin on November 06, 2018
Q: I am writing to following up on some of your recent comments regarding this stock after the release of the Spruce Point report. To what extent are you concerned with accounting irregularities regarding Dol's opaque arrangement with Dollar City? Could Dol be using sales to Dollar City as a way of hiding loses or artificially inflating the books? Are you also concerned with the patent infringement lawsuits, including the one mentioned about the pencils that have been sold since 2002? How do you react to the allegations that the market is saturated and may face increasing competition from Amazon and hence, Dol does not deserve it's lofty valuation? Thank you.

Jason
Read Answer Asked by Jason on November 06, 2018
Q: Is there a web site that provides details of buy or sell trades made by company executives, directors or other key management people?
Read Answer Asked by Helen on November 06, 2018
Q: Hello 5I Research
I read that Warren Buffett has bought back his Berkshire Hathaway own shares
is he suggesting that the market is undervalued as a whole ?What are your thoughts with his move ?Should we be buying stocks on the October dip?
Please take credit as deemed appropriate .
Regards
Claudio
Read Answer Asked by claudio on November 06, 2018
Q: Hello, in your response to Arzoo's question regarding international holdings better held in RRSP, you say that generally International companies in an RRSP will not have dividend withholding taxes. I have MDT in my RRSP, and there is a withholding taxes of 20%. I have phoned my online broker about this, and they told me that if a company's main address is outside of Canada / USA (Medtronic is based in Dublin, Ireland) then there will be a 20% taxes. And this even if the company trades on the NYSE. They told me that the RRSP tax treaty between Canada and the US applys only to US domiciliated companies. Do you agree with that? Thanks, Gervais




Read Answer Asked by Gervais on November 06, 2018
Q: What is your outlook/opinion on CIX with it's reduced dividend? Will it ever be a $30 stock again?
On an Oct. 23 question, FSZ was mentioned as maybe a better option when looking for income in retirement, but FSZ has a large 6% yield currently. Would you also like MIC with a solid 4.5% yield and a recent 9% dividend increase announcement. (we are looking to stay in the financial sector, but not the big banks or insurco's - already have those covered. Thx. (multiple credits here..).
Read Answer Asked by Robert on November 06, 2018
Q: This is a response to a question asked by j stuart regarding the Globe and Mail stock watch list having recently disappeared.
Globe and Mail has now transitioned to a new platform in an effort to add more functionality etc. Currently only subscribers have access to most of the features that were previously free. As it stands right now being a long time subscriber, I find the new platform is full of bugs, lacks many of the previously available details, is missing many of the previously available tools and is a very frustrating work in progress.

I have been tracking my performance and ACB's for almost 15 years using the paid subscription on the old platform service and now I am quite unhappy with the current status and fear that I may permanently lose my data and the information I rely on to track my investing performance. Hope that helps those considering this paid service.
Read Answer Asked by Joseph on November 06, 2018
Q: Hi 5i research team,
In your recent report update on BOS, you mentioned the need for a catalyst as their house is pretty much in order (balance sheet, operating systems, management). I am wondering what it could be? #1 Revenue growth: BOS only made few acquisitions in the past 20 years, so it would be a surprise; and in the current state of world growth (probably slightly decreasing at best), BOS would need to enter a new related line (from their current activities) of business: any ideas? #2 Dividend growth and share buybacks: what size of increase or program would be needed to represent a catalyst? When would the balance sheet be ready (size of debt?) for such moves? #3 Privatization of the company: insiders own 41%: looking at insiders could they be buyers or sellers? Do you see this possibility in the next 5 years? #4 Could BOS be on its way to become a value trap? Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 05, 2018
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