Investment Q&A

Q: I just rec'd an offer from the company to buy back shares at $8/share. While a premium to current share price, it doesn't seem overly generous. My inclination is to hold on to the shares as the company seems to be in good shape. Your view, please?

Q: Can you comment on the current investment choice from a growth and valuation perspective between Starbucks and Macdonalds?Kim

Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

Q: Hi there,

I recently reduced my positioning in Shopify and was thinking to move some of it into LSPD position. I currently already hold a smaller position in LSPD and was wondering how much a percentage weighting of a portfolio you be comfortable with in LSPD.

Thanks!

Q: The stock is down around 8 per cent mid day as a result of the share sale - was a price announced for this and do you think this would be a good time to start a position. Thx

Q: with lspd down 4-5 dollars would you start nibbling or wait for pricing of secondary. dave

Q: Please comment on Q2. Would this be a good time to buy ZZZ?
Thanks
Roy

Q: Hi Team, I am thinking to buy European banks (some say European Banks is going down), please comment on HSBC please !
Thanks as always, Tak

Q: i bave large positions in both companies.
gsy is cheap, beats earnings every quarter, increase their dividend, return on equity approaching 30% , target increased to 85, yet does not seem to get much love.
lspd is a momentum stock increasing revenue by huge amounts, everyone loves the company, no earnings.
i know completely different companies but why such a discrepancy. is it because gsy is a subprime lender.
dave

Q: Peter and His Wonder Team
SOX hitting a new low. Is it a buy or hold at this price? Or is it a value trap? Thanks for your opinion!

Q: I looked at Morningside Quant Reports Thompson Reuters Reports and other stats on the above stocks and found the following:
TSGI. 16% Discount Undervalued. PEG .47 Moderate Buy/Buy ratings from 6 analysts

NFI. 26% Discount Undervalued 9X P/E Moderate Buy/Buy Rating 6.2% Yield , 4 analysts

COV. 47% Discount Undervalued. 0 analysts

MX. Significantly Undervalued 7.5 P/E., PEG .11 Moderate Buy/ Hold Rating, 4.34% Yield, 9 Analysts.

SU. 21% Discount, Significantly Undervalued 10.5 P/E, 7.24 PEG, Moderate Buy/Buy Rating 4.44% Yield 15 Analysts

PHO. 35% Discount, Undervalued. 15.2 P/E, Strong Buy/Buy Rating, 3 analysts.

What value do you place on Quantitative Reports as compared to other analyses? How useful are they? Are the above stocks overdone on the downside primarily due to recent global markets uncertainty or because of their own performance. The above stocks seem to have been severely re-evaluated. The idea of exiting a falling position is to eventually replace it with a position with better upside and less risk which seems to be the challenging bit. Your comments and opinions please.

Clarence

Q: What is the pricing for secondary, thanks

Q: Good morning. Can you comment on this company. They continue to have a backlog of contracts and they claim that the amos satellite they just launched has 5g capabilities. The satellite is scheduled to be in position 11 days after their launch. Comments?

Q: Hi there, would you be comfortable bringing a portfolio weighting to 5% in this name on today’s weakness?

Thanks!

Q: What do you think of their latest results and is the dividend secure ? Thanks.

Q: Could you please comment on their latest quarter. Thanks

Q: If I understand PRB correctly, it is a prospector, not a (future) miner. Is PRB getting close to a sale?

Q: Is RBA worth a 5% weighting. Heavy in energy and banks and looking to go into other sectors.

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

Q: When can we expect to hear more about the bid for IPL. I would have expected it to be trading closer to the $30. I know that the company said it would be tight-lipped but it should tell shareholders what is going on.
As usual; many thanks
Ian