Investment Q&A

Q: Hi, The recent large acquisition seems to have garnered strong market interest. After staying at $2.05-$2.15 level for a few days, stock price has taken off to new highs over last week, on heavy volume. Your recent comments indicate some concern over debt financing and have kept me on the sidelines. Am I missing the boat and is it worth starting with a partial position at these levels?

Q: Greetings, Peter, Ryan and Co.
I am trying to evaluate the upside potential of ImmunoPrecise Antibodies (IPA.V), a microcap in the very dangerous junior biotech sector. I would appreciate any insights/opinion that you might have, if any, and any sources you would recommend I use to do some more due diligence. My usual sources are of little value.
With appreciation.
Ed

Q: Hi5i,
Would you have any ETF recommendations in the small to mid cap energy sector.
Thanks Dave

Q: Peter,
Your thoughts on this company going forward. I've held it for 6 mos now

Q: I asked a question on APV Sunday morning and they have now agreed to a higher buyout price, any chance you can cancel that question
Thanks

Q: Hi Peter,

I have had ESP for 2-3 years and I have seen it as high as $4 when a potential deal with Rogers was in the works. It is currently my largest holding. ESP's last quarter was very positive and gave the price a good bump which has since dwindled. With approximatley $1.15 per share in cash, can we assume 1.5 X cash = $1.72 as a minimum value for this company? This has been the valuation I am basing my decisions on. With the current price approaching $2 a share (my average), I see good potential with manageable risk.

I look forward to your opinion on this one.

Cheers,

Q: HiYa, I have done very well on CHW since starting to buy in November, and actually going overweight. I have recently liquidated to an underweight position. I would love to buy this stock back on the guess that it goes to 15 or 16 bucks?

Q: I still have TNC shares. Do you know when the payout will take place? If it's soon, I'll wait. If not, I'll sell and redeploy funds elsewhere?

Q: What is your evaluation and outlook for pivot. I am looking to add to my RRIF account to provide dividend income and eventually capital appreciation. Can you give me the payout ratio and in your view is the dividend sustainable in that it is currently paying 9% dividend. The 52 week low was mar. 23rd at $1.35. Thanks Tom

Q: I only have little of MBA and MBA has bought some assets. Please comment.

Q: Hi 5i, would you buy PHO at current price? Thank you

Q: How do you interpret this news about SNA? ... (April 5) .. "delisted from the TSX Venture Exchange ("TSX-V") after the close of trading on Thursday, April 6, 2017 and will be listed on the Canadian Securities Exchange ("CSE")" .. and a little jump in the price today .. what does this move from one exchange to another mean exactly? .. is there anything significant here? thanks

Q: in which order would you sell the above names? Are there any catalysts that might move the stock price in the next couple of months ?

Q: You mentioned this company in a response on April 9. I had a look at it and I am interested. Could you provide a more comprehensive comment on ISDR. Thanks.

Q: Do you think this company is a survivor?
Any information for the date of the full year results?
Thank you for your assistance.

Q: With cobalt prices rising what are your thoughts on First Cobalt Corp for a speculative buy.

Thank-you.

Q: Could you please provide street estimates, reporting date and insider ownership info for NXJ. What are your current thoughts on the name? Thanks for everything.

Q: Hi could you lease give me your view on FCF and I was wondering why they have not posted any earnings for 4th quarter
Thanks John

Q: RenoWorks (RW-TSXV) develops and distributes digital visualization software for the renovation and new home construction industry - clients can visualize and evaluate various alternatives (e.g. colours, textures, materiels etc.) making it a lot easier to 'close the deal'. They claim that the digital visualization software imaging industry is currently in its infancy with few independent participants who match the breadth of their offerings. Insiders own ~ 50%.

Their year-end (and Q4) report on Friday showed significant progress - Q4 revenue was up 67% yoy with recurring revenue representing 56%. Though still in a net loss situation, they were Adjusted EBITDA positive for Q3 and Q4, as well as for 2016 overall.

Would appreciate your always well-measured take on this microcap.

Thanks

Q: what is your take on igg. it is trading above the take out offer. should I sell or wait foe some news thanks bill