Investment Q&A

Q: Long term spec, Your thoughts please. Thx James

Q: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position

Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.

Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Q: Would you consider this a good buy at this time?
Thx so much.

Q: Can you recommend a chat site that talks about smaller and medium sized Canadian companies. I used to use Stockhouse.ca but they don't seem to be around anymore. For instance I would like to see if there any scuttle-but when a stock surges like VMD today.

Q: Your thought about Martello,looks like a very interesting company that did a few acquisitions already.Very smart management.
What is holding it back?
Great opportunity?

Q: Hi guys can you please give me advise on this company would it be a buy or stay away. thks

Q: Results seem good, do you agree ?
Roy Sebag, makes 3 points in his comments.
Please explain his third comment, not sure I understand this one.
Thanks for all your help.

Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.

Q: Can you see a reason why these shares are again up so strongly today 9%+ on huge relative volume. You had mentioned there are three analysts covering these shares. I only see Beacon on the TD system. Has there been an additional stimulus like an additional analysts recommendation.
Could you also mention what the other analysts targets are and do you see these as being reasonable based on the projection of doubling of revenue next quarter. Thank you for your excellent service.

Q: Hi Peter and team,

Freegold Ventures has absolutely ripped higher the last few days on high volume and is up a lot again today. Any idea what's happening there?

Thanks!

Q: Lately there has been much hype about there PROTX 2 system.
Please give me your comments on this company and if you would
consider it a good buy at this time. THANKS

Q: Hi 5i, David's Tea has released results. Please provide comments on their results and especially where they indicate they may undertake a formal restructuring if they are not successful in negotiations with landlords. What would a restructuring mean to the common shareholders? Would management be obligated to give shareholders a fair equity value in the Newco?

Q: Can you comment on why the ROE is so low on this company, and would you expect it to be higher with a leverage of 3.16x
thanks

Q: Could you comment on the recent financial results

Q: Hi, What are your thoughts on SCR on its fundamentals? I have a miniscule amount invested. Would you consider this a good growth stock?

Q: Is it time to give up on this one? I am down 85%. Thank you

Q: These five stocks make up my small cap portfolio that is by design fairly concentrated and aggressive. I recently added QST on the significant pull back. I’m thinking that it can weather the down turn (great balance sheet) and will likely be a 2x bagger minimum when things turn around. Are there any other small cap names like it, that have been hammered, will survive, and that you could see moving significantly in the next 12-24 months? Thanks