Part 1 of Q & A

Question 1

I am looking for small companies to invest in and I thought you might have come across some in your investment research. This is a project for a community of Business Leaders that XXXXX is a member of. Can you send me a list if you can think of any names off-hand? By KF

Answer 1

Go to this site and review the FLINT stocks. It has a lot of small companies that you might be interested in. FLINT means Future Leaders In New Technologies. These companies are yet to attain their full potential.

 

Question 2

How do I get access to the back copies of your commentary. Can you send me a copy of your piece on "bandwidth analysis" which looked at the problems of bandwidth and the attempts being made by various media (wireless, cable and plain old telephone line {POTS} ) to overcome these bandwidth challenges? -KJV

Answer 2

This is about the 5th time that I am being asked about back copies of commentaries, especially my analysis of attempts being made various companies to resolve today's bandwidth issue. Please look for "Archived Commentary" on the top of the leftmost "frame" of the home page. This will take you to all the back copies.

Question 3

I have$2743 remaining in my RRSP. Do I average down on LOR/TSE or buy BGT(i missed it yesterday). What would u do? - By MG

Answer 3

BGT is more volatile hence I will buy it at a very low price, LOR is more stable. Both have good upside. I don't know what to tell you. I have not had time lately, to really get up to date with these 2 for a while, even though I have spoken to JG about these two in the past. I picked up some BGT at 61 cents today. As you know, I don't give buy or sell recommendations, I only put various companies on my Watchlist, once they meet certain specific criteria. I hope you are observing the 40% cash rule to take advantage of sudden unexpected market opportunities

Question 4

I checked out your 2000RRSP Eligible portfolio and it's already up substantially, even though the portfolio is less than 8 weeks old. Are they still a good buy? - By MB

Answer 4

Every now and then I get this question. I suspect this question comes from readers who are fascinated by the gains but have not had the courage to take the plunge yet, either due to fear or satisfaction with the "work" being done on their behalf by a bunch of overpaid mutual fund managers. As mentioned previously, investing is not rocket science especially in these days, it is how one balances fear and greed, but ultimate success will depend on patience.

Our RRSP picks this year contain a broad variety of stocks which demonstrates our investment philosophy, conservative large caps with proven business models (BCE, Nokia, JD Uniphase averaging $150B market cap), FLINT stocks (SCS/Cdnx & SMY/Montreal, Lumenon/Nasdaq) and Niche field leaders (Cryptologic/Toronto, Forbes Medi-Tech/Toronto). Most of the stocks in this portfolio have not attained their potential yet.

 

Question 5

One of your picks in the 2000 RRSP Eligible portfolio (SMY.M - picked at $0.80) is showing $6.75 this morning. However, there does not seem to be much news on this, since Jan. 11. Do you know why it is going up so quickly? How high can it go? - By SG

Answer 5

Because Canada's leading investment newsletter - Investors Digest - recommended it in their latest issue released Friday, Feb 11. I guess we beat them to it and obviously profiting from our picking this company 6 weeks earlier.

On the other hand, there are rumors of a number of license agreements coming the way of SAMSys and that may explain some of the price appreciation.