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Investment Q&A

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Q: Hi guys I know you are probably a bit sick of answering questions about Sylogist but just trying to get my head around how they operate. During the last year the company stated "the Company repurchased a total of 191,900 common shares at an average price of $12.81 for a total cost of $2.5 million." So with no debt and 53 million of cash on hand why wouldn't Mgmt. buy the bulk of the shares that are now being offered up at below $9 a share. IN other words if the shares had value at $12.81 wouldn't the shares be even a more prudent purchase now? Also I show a Return on Equity of above 30% yet the shares are trading for what they were 5 years ago. How does one square that? Has the P/E multiple come down that much, and if so why?

One strange idea that runs through my head is this company does so little to support the share price (e.g. also no press releases) maybe this is intentional so that Mgmt. is buying up shares at these much lower values?

Much thanks to any insights you may to give.
Stuart
Read Answer Asked by Stuart on January 22, 2020
Q: Hi 5i, We hold 6% of our portfolio in this fund which has done OK and provides nice monthly income. It's our last remaining mutual fund. Any suggestions on how I could replace it with similar ETF(s) and still achieve a decent yield and some growth. Monthly distributions are not necessary. Thanks for your help.
Read Answer Asked by Martha on January 22, 2020
Q: I noticed in one of the questions asked yesterday there was the following disclosure: Authors of this answer have a financial or other interest in AAPL, AMZN, GOOG at the time of answering this question. This seems new any reasons to start including it?

Also as you give us great quality names such as SHOP which is up over 1700% since it is inter listed can you by the US listed shares ? Or is the team not allowed to buy inter-listed companies?
Read Answer Asked by Sal on January 22, 2020
Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
Read Answer Asked by Brian on January 22, 2020
Q: With respect to the differences between the year end value of BYD.UN and what some brokerage firms have used, I received word from TD that they will be using the price of the shares of BYD when they received the shares not the date when the transaction occurred. TD received the shares on January 8, 2020 and they used the closing price of BYD on January 7, 2020, which was $215.77 vs. the closing price of BYD.UN of $202.00 on December 31, 2019.
Read Answer Asked by stephen on January 22, 2020
Q: I know this is a small company but it appears to have an interesting technology for renewable energy applications. It has also recently made an agreement with New York Power Authority to collaborate on installing some of their systems. Could you give your comments on the company, technology, competitive position, etc and whether you think a small investment at this stage would be too premature.
Many thanks, as always.
Read Answer Asked by Alexandra on January 22, 2020
Q: I have just opened a TFSA account in $US. Can you recommend an ETF or other place, to park tbe money, for a few months, while I figure out what stocks I want to buy? Thank you.
Read Answer Asked by Grant on January 22, 2020
Q: It seems Amazon will disrupt the pharmacy business worldwide with the announcement today (Jan.21) of an opening in 3 countries. Stock reacted with a nice pop on heavy volume. PillPack was a $750 mm business when Amazon bought it 18 months ago; how big is it now and what do you think of its potential?
Read Answer Asked by Jeff on January 22, 2020
Q: ERO Copper recently gave an update on production and forecasts for 2020. I thought the results from 2019 were pretty good considering the issues in Q3. The outlook for 2020 is positive. There is a forecast for a deficit in Copper in a few years, not sure why we a seeing such a significant pullback.
Read Answer Asked by David on January 22, 2020
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