Q: Your last comments on this company was in Dec.
I purchased ikm in August/14 at an average price of 2.56 so needless to say I am well underwater with it currently representing .17% of my trading portfolio.
Recently there has been a good pop in the stock and the positive points that I have noted are: 1.inside buying with management having skin in the game 2. Technicals look very strong at the moment 3. Book value appears as $1.93. 4. Debt appears quite manageable.
I would appreciate your comments as to doubling down here which would cost me $1000.00, however having said that I do not wish to put good money after bad.
Your candid comments would be appreciated here. Thanks and Wish you and your family a Happy Easter
At $1.80 do you see RFC as being a decent 'buy and forget' addition to a portfolio? Is there a chance it ceases to exist if the downturn persists for another year or two?
Can you comment on what Bloomberg shows 2015 EPS looking like?
Q: Hello 5I,would appreciate your opinion on the potential growth of this small company and if it has larger competitors. want to thank you for all your hard work....Marlene
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
I own Photon and I can't find any brokerages that cover them. Do you if there are any? And Photon just released 4th quarter and full year earnings and I'm wondering what the expectations were. Finally, if you could give me your thoughts on their earnings release, I would really appreciate it.
Q: I was wanting to buy their convertible debentures. Do they have adequate cash flow so I would get the face amount plus interest on their maturity date of December 31, 2015?
Q: I was wanting to buy their convertible debentures that are maturing on October 31, 2015. Do they have adequate cash flow so I would receive the face amount plus interest at maturity?
Q: Would you please comment on the financial results of Enterprise released today.
It looks like quite a miss to me. I would like your opinion on the company. I am way under water and wonder if it wise to hold onto it for a turn around.
Thanks
Q: May I please have the benefit of your views on AAA given the recent news stating "Canada's Allana Potash Corp said on Tuesday it will talk with Norwegian fertilizer producer Yara International and three other companies about sharing costs and output in its plan to produce premium fertilizer in Ethiopia." I have held AAA for some time now and my average cost base is .91. As always, thanks much!
Q: To ad to your reply to Thomas: TPK has recently been operating in a near perfect scenario. Revenue mainly in US $, many costs in Canadian $. They should be blowing the doors off. If not now, then when?
On a positive note, I notice that Tim Hortons is currently running TV ads in TO promoting TPK's Swiss Water Process. No idea if TPK is funding any of the ads.
Might want to hold for a few more months to see if the stock gets some more lift.
Q: After experiencing healthy gains in Patient Home Monitoring, I read through the entire Convalo Health website to learn about their company. Their plans has some good potential but seems to rely heavily on new insurance-paid therapies. If the Republicans win the next election and skewer Obama's healthcare plan, will this significantly affect Convalo's business model? Second, they presently have one location where they have increased sales from $80K to $300K and around $5M in cash. I assume they will have to do a "healthy" raise to grow similar to PHM.
Your analysis would be appreciated.
Thanks.
Q: Another major European cable operator (today) signs up for Espial's solution to stemming the tide of "cutting the cord". With the recent addition of a high-profile VP of marketing and development as well, 2015 could turn out to be ESP's real breakout year. Comments?
Q: I'm up over 300%. It was a very conservative buy in the first place, so even with gain, it is a reasonable position in my portfolio. I read a report this weekend that they may not be completely forthcoming with their income statement, that Net Operating Profit in Q1 2015 was listed as $1.572 million, but the fine print indicated that this figure excluded the amortization of intangible assets, stock-based compensation, the gain or loss on derivative financial liability, interest expense, and income tax expense. With the inclusion of these expenses, Q1 would present quite differently. Is this an ethical presentation, and should I be concerned with holding this stock? How does the balance sheet look? Because of my small position, I had planned on holding for a couple of years and riding out the volatility, but of course it's a shame to lose the gain if they are not presenting the true picture, and the stock is weaker than it appears. Your opinion please. Thank-you.