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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'm trying to understand SYZ. It's a fabulous company but little known. There is strong insider buying and the company is aggressively buying back shares. The share price has moved steadily from $6.60 to the $10.50 range. It isn't widely followed by the market. 5i has been the big supporter to date. My concern with the stock is that the upward movement in the share price appears to be directly due to the company buying back shares. If the company stops buying, what happens next? I guess the question is how does a small company get broader recognition and a wider following to push the price higher on pure market conditions? When the company isn't buying shares, the trading volume is usually very low.

thank you
Read Answer Asked on July 07, 2016
Q: I noticed that you sold igm in your model portfolio and made a comment about being glad not to be in the mutual fund business, as this month they are required to disclose all their fees. I notice that igm hasn't been doing well lately. I am kicking myself because i did not get out when you did. I know you don't have a crystal ball, but i was wondering what your feeling is about igm? Best to bail out now, as it may continue downwards or hang on for possible upside before selling. If i had sold when you did i would be fine. Now, i am a little down. C'est la vie, eh?
Thanks
Read Answer Asked by joseph on July 07, 2016
Q: Hi there

I wanted some feedback about putting about 5% of my portfolio into Preferred shares for income purposes for over a 5 year hold. I know I could buy the preferred ETF CPD but have been hurt before in ETF bond funds so feel better buying two or three individual issues where I know up front what I will be getting in return for at least the first few years. Would it be possible to provide three preferred issues that you would recommend for income?

Thanks so much
Read Answer Asked by Stuart on July 07, 2016
Q: Hi .. I'd like to hear your thoughts on the privatization plan for MGO .. more info. at http://business.financialpost.com/news/agriculture/migao-corp-ceo-already-companys-largest-shareholder-makes-bid-to-privatize .. my "advisor" bought this for me 5 years ago at $4 .. also, your thoughts on the broader implications vis-a-vis Chinese companies. thanks, best regards Patrick
Read Answer Asked by Patrik on July 07, 2016
Q: Hi guys as always thank you for all you do for us. I am putting together a Gold Silver portfolio 5 or 6 positions max cash in $50K.1Streaming firm if 5 and 2 if I go 6 positions for a minimum 36 months maybe 48 months. Gold firms I'm considering AEM,DGC RIC,RGL, AR. Timing is not great. I can go in over next couple of months or do I go whole hog on a pull back day or two? Any further recommendations?
Thanks
David
Read Answer Asked by David on July 07, 2016
Q: Hi again 5i. I'm adding a$5K position in PSK would you do the same for these others or 2 of the 3. term would be minimum 24 months.
Your thoughts? Any changes. I apologize if you received parts of the above question twice .I had to change devices to complete same.
dvid
Read Answer Asked by David on July 07, 2016
Q: This is a company that is not discussed often. It appears to have a reasonable balance sheet and has raised its dividend for 27 straight years. It does operate in a cyclical industry but it has seemed to manage this well, in part, I would think, because of its used equipment and repair operations. Is this a company you would recommend?

Also, refrigeration is a part of its operations. How does that unit fit in with its heavy equipment franchise? Are there resulting synergies, is it a different customer base, thereby offering diversification or are they the same customers and therefore there are reduced sales and marketing costs?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 06, 2016
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