Q: WELL is currently 1.3% of our portfolio. Your most recent comment put WELL in the "show me" category. With the price currently sitting close to the 52 week low and only a 1.3% position, do you think it would be worth another small nibble - either for a long term hold, or as a swing trade? Or better to just sit tight?
Q: Hi, I got in when it was supposedly cheap, at about $12.80. It's now hovering at around $8. As a non-resident, selling for tax losses doesn't apply. As you wrote recently that you're not fans of investing to break even, do you have any opinions on possible moves? Sell some at a loss to invest in better stocks, hold for a while and see what happens with tariffs, hold for a longer period of time as this is a good stock and we'll pay off over the next couple years? Thank you for your time.
What is their business model and it is sustainable within the next 5-10 years. Is there any concerns of revenue and profits that could drop in the upcoming years.
In advance, thank you for taking the time to answer my question.
Q: Peter and His Wonder Team
I have held this stock for several years and am up. It appears to be range bound and I am not sure if it has any more room to run. I am thinking that I should take the profit and be happy. I think there debt may be high and they are dependent on the overal economy. What do you think...any up side in sight? Thanks for your excellent service!
Q: Dundee has doubled since your last (Nov 28) opinion, which focused on its static book value and well-below-book share price. Do its actions since then lead you to re-evaluated its prospects? Given its momentum and P/E, has its P/B turned into an asset?
Q: Hi
past questions at 5 i indicated that it had slow years in 2023 and 2024
B Gardiner on BNN market call made it one of her top picks
is it a mixture of gold, minerals and nickel and copper? as I have some gold stocks
and TCK.b
what do you think of ALS.ca in terms of investment for some dividend and hopefully a good prospect for the rest of 2025 (next 12 months)? does Mr Trump's tariff helps this stock
Michael
thanks
Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?
Q: It looks like the last questions about SFD date back 8 - 10 years. Lightwater Partners just sent out an email explaining why they are "hanging in there" with this company. There have been some changes in management and business approach over the last two years since the company founder passed away. The technology itself seems well-proven. I would appreciate your thoughts on the company and if Lightwater's assertion that it has "50 bagger potential" is anywhere close to reasonable.