Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable
Q: As a comment regarding becoming a portfolio analyzing service for subscribers in the future I fear that if/when that happens you will not have the time to address the multitude of questions on this site. And as a result the great service and value here will diminish some.
I often wish people would simply read the questions and answers here and then manage their own ports but human nature for most people is to want someone else to do it for them.
Q: Cramer: I am sure the first "Cramer" comment was well intended and sincere.
But clearly a number of other folks disagree with the need for a Canadian Cramer. I am in the latter camp having tracked many of Cramer's favorites over the years using Globe Investor Gold. Since he has recommended hundreds of stocks I have tended to focus on the ones where he has been over the top - provided the most compelling reasons inlcuding detailed charts - and of course rung the bell, blown the horn, uttered the words "Booyah" many many times, etc. etc. etc.
The performance of my Cramer "paper - portfolio" has been terrible - especially compared to the 5i portfolios and highly rated stocks. Recently Cramer's audience size has cratered dramatically - to the point where the numbers are embarrasing for him and the network.
It would seem that his "customers" have realized that they too are wasting their time and money.
Bottom line here: Beware of Cramer suggestions; and 5i - you are great as is and please don't become Cramer-like. I enjoy making money thanks to you and not losing it as I would have if I had actually bought into his hype.
Cramer reminds me of a mutual fund guy I met years ago whose focus was on getting customers to "like him" as opposed to impressing them with his record of success in helping other clients grow their money. Quite the showman, probably a nice guy and a great person to have a beer with - but not manage my family's money!
Q: Hi Peter and staff,
Thanks for all the sensible advice. Shortly after 2 PM today ET took a plunge. I see no news.
Thanks for any input you may have.
Q: I look forward to the day when you can offer individual portfolio reviews. Do you have a time horizon ?
I'm sure many of your subscribers would echo my comment.
Q: Peter & Staff: Please don't go like Cramer or Motley fool as some people suggested.Your service is great and no conflict.I also have been a Canadian Moneysaver subscriber for a long time.Finally I feel that your service as helped me and my wife to be more prudent with investing our hard earned money.Tks
Q: A subscriber claimes we need a Jim Cramer in Canada in my opinion he is a promoter at best .just ask the investors of deep he recommend it the nite before the ipo the next day on the ipo the owners absconded the the cash and ran off .i settled two years later with five percent of my investment.never watched the show again . Nobody said school was cheap but Cramer as a investment advisor should instead sell hotdogs in new york.
Stan
Q: I have talisman at a loss. Can you suggest 1-2 good names which I can switch this investment to and be ahead on next 3-5 years instead of holding talismas?
The Russian stock market is only trading at 5 times forward earnings What in your opinion would be the best way to invest in the Russian market or is it to risky. I have a long term time frame 5 to 10 years
Thanks for your great service Paul
Q: If I was the risk a relatively small portion of my capital and not be too concerned about losing it, what stocks over about a three year period would you recommend? about 3 to 5 companies iam talking about.
Q: AYA
Are the Subscription Receipts forming a part of the new financing available to the public. I believe they were offered at 20.00 with no specific conversion guarantee or privilege.
Thank you.
I hold a 1.5% position in Boralex. I realized when I took this position there was some debt on the books for BLX but didn't realize it was as high as it is. I have tried my best (but for the couple of small high risk positions) to ensure debt ratios were low for the majority of my positions.
How concerned should I be with the BLX debt level?