Q: Re Cohodes shorting BAD. BAD may be a solid company but the fact that Cohodes has successfully shorted Valeant, Concordia, Intertain, Home Capital (I think he is shorting Equitable as well) unfortunately gives him some "credibility". I hope he is wrong on BAD but looks like damage has already been done.
Q: Badger Daylighting fell off the cliff today. Would you consider a buy at these levels? Looks like a great entry point. I have been all over google trying to find news, love your service!
Q: Good morning
What do you think the long term affects of a short seller targeting Badger Daylighting? Their quarter results seems fairly stable with more of their focus on US business & less on oil & gas.
Q: I am a 30yr old mostly growth investor. I realize after Stantec's latest earnings you are basically endorsing a hold, but i am curious as i hold WSP(5%)and STN(4%) with a 16% Industrial weighting, would you let the name go. I am fine holding but i'm just not sure i am adding anything by keeping it at this point. Second, if you let it go which option would you choose: Add to PUR making it a full position, add to BAD making it a full position, or add to ZZZ making it a full position. Portfolio is mostly diversified across all sectors.
Q: Hi Peter and Team,
My question is about Savaria's subscription receipts from the recent issue. When do you think sis.r will start trading or will they?
Many thanks,
NEM
Q: May you please comment on Stantec' earnings? What are your long terms views on the stock? Would you take advantage of today's' weakness to establish a full position in the stock ?