Q: Wondering if I could get an updated opinion on the company since their recent news release...please and thank you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Guys,
My question is about VCI, or Vitreous Glass. The company has the exclusive right to buy all glass deposited at Alberta bottle depots, and then crushes it and sells the product to fiberglass manufacturers. My understanding is that the glass 'cullet' they produce is a significantly cheaper input to the fiberglass manufacturers than raw glass would be, so the three Alberta fiberglass manufacturers buy all cullet that they generate. The only restriction for this business is supply, not demand.
I know there have been questions in the past where your main concern is liquidity, but I keep getting drawn back to the name given it's high 10%+ dividend (all earnings are paid out as dividends), debt-free balance sheet, and earnings consistency (I tend to drink wine and return the bottles in good times and bad).
An argument for substantial price increases could be made given that their product is the cheapest option for fiberglass manufacturers, which would help grow the top line quite quickly. Why is this not a target for a leveraged buyout? It's easy to see how this could generate 20%+ with a bit of leverage.
Just a bit of rambling over what I feel is an undiscovered gem for income investors!
My question is about VCI, or Vitreous Glass. The company has the exclusive right to buy all glass deposited at Alberta bottle depots, and then crushes it and sells the product to fiberglass manufacturers. My understanding is that the glass 'cullet' they produce is a significantly cheaper input to the fiberglass manufacturers than raw glass would be, so the three Alberta fiberglass manufacturers buy all cullet that they generate. The only restriction for this business is supply, not demand.
I know there have been questions in the past where your main concern is liquidity, but I keep getting drawn back to the name given it's high 10%+ dividend (all earnings are paid out as dividends), debt-free balance sheet, and earnings consistency (I tend to drink wine and return the bottles in good times and bad).
An argument for substantial price increases could be made given that their product is the cheapest option for fiberglass manufacturers, which would help grow the top line quite quickly. Why is this not a target for a leveraged buyout? It's easy to see how this could generate 20%+ with a bit of leverage.
Just a bit of rambling over what I feel is an undiscovered gem for income investors!
Q: What is your current view of Profound Medical? They have received clearance from the FDA to market Tulsa-Pro. Is this not huge news? Are there further FDA approvals pending? Although up a few cents (at time of question) it is still not back to July 2018 level of $1. Would you hold?
Q: Hi 5i Team,
Pls comment on Profound Medical earning and outlook. Any positive sign ahead of this company?
Thank you for your kind assistance as always.
Pls comment on Profound Medical earning and outlook. Any positive sign ahead of this company?
Thank you for your kind assistance as always.
Q: Please provide advice on mineral reserves and how they are valued, specifically with Verde.
Q: Good morning, could you please share your perspective on this company in light of recent earnings reports..thanks
Q: Your thoughts on Pivots results and what do you see going forward
thanks
peter
thanks
peter
Q: your opinion on earnings. dave
Q: QST has dropped about 10% the past few days. Any explanation? I don't see any news. Do you know when they next report?
It was recently added to growth portfolio. Is this a good time to start a position?
It was recently added to growth portfolio. Is this a good time to start a position?
Q: Can you please comment on their recent earnings.
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Sangoma Technologies Corporation (STC)
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Theratechnologies Inc. (TH)
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Blackline Safety Corp. (BLN)
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Namsys Inc. (CTZ)
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Viemed Healthcare Inc. (VMD)
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Martello Technologies Group Inc. (MTLO)
Q: I'm looking to add one or more of these high growth, high risk stocks to my portfolio. How would you rank these companies?
Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian
Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?
Q: Any reason for recent decline?Add to my 1%pos.(p/p $5.01) hold or sell?Txs for u usual great5 services & views
Q: I recently took the plunge with Enwave. I did my due diligence and really liked the trend/story/numbers. Of course it's down 10% since I purchased it. What is your opinion of this company?
Q: I've been following this stock for a while, do you think nows a good time to take a position? I know it's very speculative and I would only use the small portion of my portfolio that I allocate to spec stocks.
Q: Would you mind commenting on ALC's latest numbers?
Thanks,
Jim
Thanks,
Jim
Q: HI Team, can you please provide your opinion of the MJ producer Zenabis Global. Revenue growth and cultivation capacity appear to be moving in the right direction. Would you agree that this company has good potential when you compare the recent quarter to other producers with much larger market caps.
Q: Could you please comment on the 2nd quarter results of this small cap company. I own the warrants that come due in 2023 at $11.50 per warrant. Does this appear to have potential? TDwaterhouse considers this an action List Buy with a year out target of $13. Comment?
Q: No questions yet so please your view on ACES.Thanks.