Investment Q&A

Q: Diversified with my current portfolio, just looking at what small/mid cap to invest $12k into and leave for 15 years. Burned on Quisitive(risk/reward understood) looking for something that could compound significantly. Are you able to suggest a few options.

Q: May I have your opinion of DE ( Decisive Dividend Corp) as a long term dividend investment please? thanks

Q: Eric Sprott owns 16% of this company and it has more than doubled over the last year. Does it have the future prospects making it worthy of purchase?

Q: Hi,
could I get your comments on the latest quarterly results please?
The street appears to have liked these, as well as the dividend increase announced earlier this week.
Thanks,
Daniel

Q: G ood Morning

If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?

Thks Marcel

Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.

Q: I asked a question about this corporation on May 10 and mistakenly made it a private question. If you can now do so, please make it a public question.

Your answer referred me to recent comments and questions on this corporation but the most recent question I see is from March 12.

I would like to ask a follow up question. What are your thoughts about the recent Q1 report from Alaris?
John

Q: Your opinion on results from yesterday please.

Thanks
Jeff

Q: Is this a pass or does it have potential? It has crushed shareholders over the past few years.

Q: Thoughts on Viemed results and drop today?

Q: Thoughts about Enterprise Group's latest results? Any short term upside here, and would tariffs affect their valuation? Thanks.

Q: Do you have any information on this stock?

Q: What sector would you consider GENI to be in? The profile says "media", but this doesn't quite line up to a list I typically use (Telecom, Utilities, Materials, Industrials, Real Estate, Consumer Discretionary, Consumer Staples, Financial, Energy, Health Care, Information Technology). Do I just need to update my list, or should I fit it in something like Technology?

Q: Good Afternoon: Could you please suggest a good entry point? Thanks and best regards.

Q: I understand GOT is planning to drive an exploration adit at its gold prospect. Do you feel they have done sufficient drilling to justify the adit? I anticipate the adit will escalate the exploration risks / costs. I note no major gold miner has taken an interest in the project as I don’t consider McEwan a major player. Any thoughts you have would be appreciated.
Jim

Q: your answORC.B is quite small, and is the 'stub piece' of a company that was sold (Pan Ocean, by the same management) many years ago. So, the team has built and sold companies before. ORC is very small at $55M. Earnings have been up and down, and it currently has $60M net cash. Insiders own 18%. The company has been in a long running dispute with Tanzania, but this was settled this week with more money coming into ORC for natural gas sold in prior years. This is positive but highlights some of the political risk here. Two analysts cover the company. Shares have really underperformed, down 33% in ten years. Despite the pedigree of management, we would have little interest here, though certainly the company could get more active with its cash and this could spice things up if it were to do so. er was

I am wondering why dont we take the company private for no cost and stick 5 million in our pockets. Do you want to go 1/2 and 1/2?

Q: Will RHT.H ever solve their issues? Do think it is doomed? What is your advice on holding or should I exit?

Q: Could you please comments on the results and dividend raise.

Do you think, this earnings report is good enough to remove the recent overhang on the stock ?

Thank You

Q: Can I get your thoughts on Genius Sports latest quarter? They beat top and bottom, reaffirmed 2025 guidance, and yet it is trading down 10% premarket. Was market expecting something bigger?

Q: Can I get your take on this small cap company please?
They seem to have successfully pivoted away from money losing west African drilling operations last year, and subsequently locked in longterm consistent copper drilling contracts in Chile. I like their recent focus on profits above revenue growth, and they appear to be on pace for what I assume to be conservatively atleast 0.21 eps this year (pretty cheap). I know debt is high but should be able to continue paying it down in this environment. Am I off here? This is a small position in a risk seeking small cap portfolio but I’m considering averaging up on any weakness. Thanks.