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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: Good Morning,
I am wondering if you could comment on LSI's Q1 #'s? While they seem not as strong as I would have liked to see, I am thinking this might be an opportunity to add - as I see their growth rate accelerating throughout each quarter this FY.
Am I missing anything more dire? Their US platform looks to be very compelling at this point - already at 25% of the top line and longer an earnings drain. Thanks for any comments you can provide.
Read Answer Asked by JAIME on December 02, 2013
Q: In September you were worried that AM-Automodular would not have any business in 2014. Has your opinion of AM changed ?

Ken
Read Answer Asked by Ken on December 02, 2013
Q: Hey Peter,

What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.
Read Answer Asked by william on December 01, 2013
Q: WAN. Hi, I have a small position in WAN and wanted your take on their news of Nov. 28: they indicated that an agreement was in place for a large chunk of shares to change hands. Was this related to the stock price increase on Friday (+14%)? If so, why? Thanks!
Read Answer Asked by Steven on December 01, 2013
Q: Hi Peter and Crew,

I love your service and it has been very good to me. I try to restrict myself to a question every few weeks (or less), as I wish you to not be not overwhelmed at your end.

It is getting close to the end of the year and I am beginning to research my TSFA purchases for 2014.

I have structured my TSFA around selections from your reports and model portfolio. I love the moderate dividend/increasing dividend theme. My goal is to have all of my holdings in DRIP programs (through my TD Waterhouse account.)

The issue is finding equities that produce enough of a dividend to purchase at least a share with each dividend cycle. Many of the equities are in the +$10 range, and I don't have enough of that equity for the dividend to be sufficient. The only possible exception is SYZ-T (Sylogist) at $7.22 per share.

Are you aware and would you recommend any other sub-$10 equities at this time that would be appropriate for a TSFA ?

Thanks again for the great service !
Read Answer Asked by Jim on December 01, 2013
Q: I am wondering what the P/E ratio is of LSI? I recently read from one of your replies that it was 20. I looked on Google and they show a P/E of 45. I looked at another site and they stated 49. I assume that people are using different criteria such as forward looking P/Es, trailing 12 month P/E,... I sometimes find it difficult to get consistent data between sites. Is it possible there are different standards for calculating this ratio?

You've stated in a reply that you feel that LSI is riskier than BADger. Other than being a smaller company, did you have other concerns as well? You've most definitely spoken positively about both companies and am considering a position in one of the two. I tend to hold stocks for a very long time and am wondering which you think has greater growth potential over the long term.

Thank You.
Read Answer Asked by Walter on December 01, 2013
Q: Hi Team,
Thanks for suggesting IWO (US small cap ETF) and IBB (US biotech ETF).
I'm up handsomely since buying in. I read your view about IBB a couple of days ago, but I'm wondering what your current view is about IWO.
I keep hearing mixed views about the space, but I only trust yours.
Keep up the good work.
Read Answer Asked by Marco on November 30, 2013
Q: ENT, would this co. benefit from build out of LNG infrastructure on west coast and any pipeline build and would you recommend as a buy as a tiny portion of a portfolio-would probably buy 10K shares.
Read Answer Asked by James on November 30, 2013
Q: Hi Peter, could I have your view on Enterprise Group. Thanks
Read Answer Asked by Robert on November 30, 2013
Q: I would like to know your thoughts on brm as I think they have a unique product and I have held the stock for close to 2years. Also I have noticed trading volume has risen considerably in the past few weeks. Bob White.
Read Answer Asked by Robert on November 29, 2013
Q: Can you please comment on Katanga Mining (KAT)?
Is it a buy at this level?
Thank you
Gilles
Read Answer Asked by Gilles on November 29, 2013
Q: I purchased 3000 URB @$1.82 on the recommendation of another of analyst. It hasnt done anything. Do you have any info. on it. My thinking is to sell and start deploying the capital into one of your portfolio stocks. Also being a new member which stock would you recommend to begin with. I've done really well with this analyst so far but am going to try to diversify into more stable portfolio.
Read Answer Asked by Michael on November 29, 2013
Q: How does LOY's earnings announcement today impact your view on it as an investment, taking account that its share price has moved up today already? Also, might the announcement last week that the CEO is not accepting additional options granted to him by LOY have been the result of feedback from large investors that the number of options that were being granted to him was excessive, especially considering the general weakness in the share price to that point?
Read Answer Asked by Ralph on November 28, 2013
Q: Hi Peter & team.
MXG Maxim Power Corp seems to be cheap based on recent earnings and it also appears they may be up for sale. Can I have your thoughts on this company?
Thanks
John
Read Answer Asked by John on November 28, 2013
Q: Where could you value dap.u to peers and the industry. Trading @ 30x earnings. But. Considering its rev growth over last 3 year..

Is 1.59 to expensive or with its sales expansion possibilities does this signal an even higher probable price considering your view on the competitive advantage of their product.

Samuel

Read Answer Asked by samuel on November 28, 2013
Q: Sorry team, my previous question was about WAN (Wanted technologies), not Wi-lan.
Read Answer Asked by Michael on November 28, 2013
Q: Hi Peter!
What is your opinion on Questor Tech (QST.V) Q3 results published today? My opinion they are very strong, to put it mildly. Its growth just keeps accelerating (internally) from Q to Q, profit is up 150% (9 months) with no debt, $7m in cash, and great product. Interestingly, that EPS growth is higher than revenue growth which is unusual for a fast growing small cap company. Record backlog again left for Q4. I have a feeling that this Co is in its early upside stage with its incinerators finding increased demand across the globe. What is your feel? Do you plan to cover QST down the road? Hope you will add the stock to our Watch list.
Thank you for your great service.
Read Answer Asked by Michael on November 28, 2013
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