Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Q: hi folks, your thoughts on Anaergia acquisition of Rhode Island Bio Energy facility...sounds good for future of Anrg but n/r lacked details of purchase price, etc....& how much it will help the bottom line of Anrg....have small spec position & would U add or wait until first Q results come out?? ...& would you view Anrg similar to Xebec xbc?.... Thanks as always, jb Piedmont
Kindly suggest a replacement with a better growth profile than Parkland Corp for a 10+ year hold in a registered account. Preferably in the Consumer Cyclical or Industrial sector.
Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.
Can I please have your view on Boyd Group? The share price was lagged for past year and it finally starts moving up. Is this a good price to initial a position?