Q: What can you tell about VMS? It's carried to production in 2014 in a joint venture with Hudbay and owns shares in North American Nickel as well as interests in other properties.
Thanks
Joe
Thanks
Joe
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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: there seems to be a movement across rare earth miners
1. do you think the worst is over?
2. any favorites?
3. what do yiou think of the US-listed ETF REMX?
1. do you think the worst is over?
2. any favorites?
3. what do yiou think of the US-listed ETF REMX?
Q: GWR - Would you have any further information on GWR than a year ago? It is thinly traded but there seems to be some demand/interest lately. I own a small amount and would like your opinion as to holding on to see how this plays out as their year end nears. I concur and join with the many accolades sent to you.
Many Thanks, Gayle
Many Thanks, Gayle
Q: hi, do you have a opinion on asg-v thanks
Q: The uranium sector seems to be moving up a bit and I would like to start accumulating in the sector. Everyone agrees we are going into a mining supply issue and with the Russian weapons supply having stopped I don't see how the price can not go up. What would be your suggestions in the sector.
Would be nice if members could search questions by a key word (like uranium).
Hope you had a good holiday and Thanks for the wonderful service you provide.
Would be nice if members could search questions by a key word (like uranium).
Hope you had a good holiday and Thanks for the wonderful service you provide.
Q: From Andy I forgot to write in the stocks. I'll start again Sorry. Question from Dale Jan. 02. on small cap stocks. How would you compare these and if you were to throw any out which ones.CMI -PLI -NCI -SYZ -E Thank You Andy Happy New Year To Everyone
Q: PLUG has met their 4th quarer targets and the stock is spiking in early hours.
According to the CEO the first quarter 2014 should also be a good one. Once again they seem to be on a good growth curve with top notch customers. BLD is one of their suppliers.
Could be a very good year for both companies.
Do you agree.
Good Luck for The New Year
Hersh
According to the CEO the first quarter 2014 should also be a good one. Once again they seem to be on a good growth curve with top notch customers. BLD is one of their suppliers.
Could be a very good year for both companies.
Do you agree.
Good Luck for The New Year
Hersh
Q: Good morning, After reading your article on small caps, I'm wondering if you have any thoughts on the canadian graphite or graphene mining companies. Are there any that are already profitable or have a distinct competitive advantage? Thanks, Rod
Q: Best wishes for 2014. And thank you, once again, for freeing us all from brokers.
Could you please compare and contrast Redknee RKN and Sphere 3-D ANY. I own RKN and am wondering if I should swap it for Sphere. But I can't assess how serious RKN's last earnings miss was. You have said that the story is not over, but you have also said RKN is now more risky. I don't know Sphere 3-D very well, but I have seen you suggest it to other members.
In your recent blog post "Five Small Cap Rules to Live By," your 5th recommendation is the following: Don't stick around too long if serious problems develop. Specifically, you add that a serious problem may be revealed in "declining sales trends or declining profit margins. A small, growing company, in our view, should never show declining sales." Does RKN fit into this category? Is Sphere a good switch with better risk-reward or should I wait one more quarter on RKN. Thank you again for fabulous service: I have made money--and more importantly learned a lot!
Could you please compare and contrast Redknee RKN and Sphere 3-D ANY. I own RKN and am wondering if I should swap it for Sphere. But I can't assess how serious RKN's last earnings miss was. You have said that the story is not over, but you have also said RKN is now more risky. I don't know Sphere 3-D very well, but I have seen you suggest it to other members.
In your recent blog post "Five Small Cap Rules to Live By," your 5th recommendation is the following: Don't stick around too long if serious problems develop. Specifically, you add that a serious problem may be revealed in "declining sales trends or declining profit margins. A small, growing company, in our view, should never show declining sales." Does RKN fit into this category? Is Sphere a good switch with better risk-reward or should I wait one more quarter on RKN. Thank you again for fabulous service: I have made money--and more importantly learned a lot!
Q: As part of proper portfolio balance, my philosophy is to generally have income securities inside RRSP, blue chips in cash accounts, and the most speculative of the bunch in TFSA. In a recent question on TFSA where dividends were a criterion you suggested BDI where I might consider MCR instead.
Current TFSA is: CVL largest holding at 25%, equal weights: AYA, SYZ, WCP, WIN, WPK and at 5% MUX.
What 2 names could you suggest adding for the 2014 contribution, bearing in mind that dividends are less important than potential home run power, or should I beef up one of the existing weight stocks, and is my thinking fundamentally solid? Thanks, J.
Current TFSA is: CVL largest holding at 25%, equal weights: AYA, SYZ, WCP, WIN, WPK and at 5% MUX.
What 2 names could you suggest adding for the 2014 contribution, bearing in mind that dividends are less important than potential home run power, or should I beef up one of the existing weight stocks, and is my thinking fundamentally solid? Thanks, J.
Q: I have a portfolio of USD & CDN blue chip stocks and was thinking of buying 3 or 4 small to mid-cap names as a very tiny % of my overall portfolio: ENT, E, GPS & perhaps HNL or maybe LOY? Is there too much overlap between ENT & E ? Thoughts please.
Thank you James
Thank you James
Q: I would like your opinion on Poet Technologies V.PTK or V.OPL. Thank you
Q: Regarding MCR: What's managements explanation of the growth in Trade Receivables and Deferred revenue since 2011? Looks like a great growth story, but some earnings have been invested in higher current asset balances. Is it due to changes in customer base /contract terms?
Q: I see that sy is getting hit hard today, after reading the press release is this over done? My cost is .40 cents should I be worried here and looking to get out?
Q: Hi Peter,
Ishares has 3 Russell 2000 ETF's, growth, value, and not focused. Is there growth and value in small cap? What are they doing here?
Thanks, Mark
Ishares has 3 Russell 2000 ETF's, growth, value, and not focused. Is there growth and value in small cap? What are they doing here?
Thanks, Mark
Q: Happy New Year Peter & Team :
I am interested in the micro-cap company Input Capital Corp INP.V I read with interest your answer to Owen dated October 06, 2013 and wonder if you have any additional information.
They lend money to canola farmers in exchange for 6 year contracts giving Input the right to buy a certain percentage of the crop for an average price of $79.05 per ton which the farmer then delivers to the grain elevator who in turn pays Input the prevailing price for canola, currently about $450 per tonne.
The canola price has ranged from about $250/tonne to over $700/tonne over the last 10 years. I cannot determine whether Input engages in futures trading or not to hedge their expected profits, nor whether this could be a good practice or not.
This looks like an excellent business based on a proven business model and has enormous potential growth. Supposedly crop insurance protects Input in case of a crop disaster, and there is perennial global demand for the canola. They currently have 10 signed contracts worth $18.1 million, about $767,000 cash in hand, and no debt.
The issue I see is the cost of capital to Input, and whether there will be future share dilution. If Input can borrow at a reasonable rate [5-6%] it should go well but if Input are borrowing at 10% or higher it may not be economic. Can you find out the relevant facts on this company for me and give me your valued opinion.
Many thanks... Paul
I am interested in the micro-cap company Input Capital Corp INP.V I read with interest your answer to Owen dated October 06, 2013 and wonder if you have any additional information.
They lend money to canola farmers in exchange for 6 year contracts giving Input the right to buy a certain percentage of the crop for an average price of $79.05 per ton which the farmer then delivers to the grain elevator who in turn pays Input the prevailing price for canola, currently about $450 per tonne.
The canola price has ranged from about $250/tonne to over $700/tonne over the last 10 years. I cannot determine whether Input engages in futures trading or not to hedge their expected profits, nor whether this could be a good practice or not.
This looks like an excellent business based on a proven business model and has enormous potential growth. Supposedly crop insurance protects Input in case of a crop disaster, and there is perennial global demand for the canola. They currently have 10 signed contracts worth $18.1 million, about $767,000 cash in hand, and no debt.
The issue I see is the cost of capital to Input, and whether there will be future share dilution. If Input can borrow at a reasonable rate [5-6%] it should go well but if Input are borrowing at 10% or higher it may not be economic. Can you find out the relevant facts on this company for me and give me your valued opinion.
Many thanks... Paul
Q: Hi Peter,
Could you give me your opinion of CKI and do you consider it a buy at this price.
Thank You,
Barry
Could you give me your opinion of CKI and do you consider it a buy at this price.
Thank You,
Barry
Q: Hey guys was wondering your thought on which has a greater growth potential menus labs Msl or dhx media thank you for the great service
Q: Happy New Year everyone. And for a new year, a new stock. TEL. I can't find out much about it other than it being up 176% last year. What do you guys think of them?
Q: Has this stock have any potential for future upside. Shp. Shole point energy