Investment Q&A

Q: In an answer to a recent question on Market Call on Ensign Energy Services the guest stated that ESI will have free cash flow of $200 million this year which works out to be half of its market cap of about $400 million. This seems to be a pretty good situation but I feel that I must be missing something here. What is the debt and is it a concern, Is new drilling likely to gain traction over the next couple of years. What do insiders hold and are they buying. Do you have any ideas on why this stock has not really done much over the last few years.. Thanks.

Q: Hi Peter and wonder team!

Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.

What concerns would you have here?
Debt? Insecure dividend?

Appreciate all you do!

Q: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.

2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?

Q: What do you think of OPEN’s quarter and guidance?

Q: What are your thought on the marijuana stocks? I have held VFF, WEED and CRON long-term.

Q: Results look good to me. Your comments. Thank you

Q: What are your thoughts on Vermillion's earnings, growth, future

Q: Peter and His Wonder Team
BDI just reported good Q3 results and I think raised the dividend. What do you think of it going forward? Is it a good time to sell or does it deserve to be held for another quarter or two..I am in the black! Thanks...your objective perspective is always helpful in my decision making.

Q: I just received a Chapter 11 notice on a small holding I have AKUMIN. Another in a long line of US Healthcare companies that list in Canada and go bust! Looking at the trading history on your site, it looks like it was trading very small volumes (9.5k) at around .20 for 4 or 5 months and then all of a sudden on Monday October 23rd, its last trade, was at .51 for 1,170,000 shares. Two questions 1) why would anyone buy a large block and pay a huge premium for a stock that is in trouble???.......does this not wreak of foul play? If not, why would someone have purchased these shares? 2) Is my money dead or is there hope it will come thru bankruptcy with some shareholder value? I would love your perspective as this seems really odd to me.

Many Thanks

Scott

Q: What's your assessment of JWEL's earnings report? You've been cautious on the stock, especially in regard to entry timing, what do you think now?

Q: Fell about $1.40 on Thursday ----Do you know the reason for that?

Thanks
Peter

Q: Any insight as to why it down 5% today when the S&P is up almost 2%?

Q: Hi Team,
I've been watching Hammond since you put it the growth portfolio and to this point just watching has not been the right move. In a question prior to earnings you mentioned a price of $57 or ~$55 was a good entry point. Now at $74 it feels like I missed the boat on this one.
Should one enter now or wait? Do you think it will come back down? What would be a decent entry price today for a 3 year (minimum) hold ?
Thank you

Q: Hi 5i Team - Could you provide an update on Sierra Madre Gold and Silver including its projects and exploration opportunities, its cash on hand and the balance book in general, and insider activity/holdings. Is it possible to find out if Rick Rule still has shares and are there any individuals or institutions that own a significant number of shares. I think the symbol is SM.
Thanks.

Q: Hi, Looking at the three and five year charts of Well Health Technologies, I don't see much increase in the stock, or it has done very little in that time period, but you guys keep praising it. When do u think this stock might take off, or at least make it worthwhile investment, thanks?

Q: Hi 5i Team - Could you provide a summary of the operations of Mundoro Capital as well as its balance sheet including cash on hand. Does it hold hold any properties that are particularly interesting from an exploration point of view. Also what is the insider ownership and has there been any significant buying or selling in the past few months.
Thanks.

Q: Good morning,

What are some small to mid-cap Canadian companies, that are somewhat under-followed or under-valued that you think growth stock investors should take a look at? Stocks along the lines of LMN, WELL, TVK, etc.

Thanks in advance. - Jeff

Q: your view on MAL please, thank you

Q: Do you continue to like TVK as a long term compounder? It's had a decent pull back to $32-33 off the highs. Would this be a good entry point? Recently announced a new credit facility but other than that, not much news still earnings back in Aug. What growth drivers do you see going forward? Looking to possibly sell GDI to buy TVK. Thanks!

Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim