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?
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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: 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
Q: Hi loved your recent posting on how to pick small caps in light of that what would be your top 5 small caps that you think will out perform the others thanks
Q: Hi Peter, i'm an new member and as such can you give me three name that has the highest potential for the greatest growth over the next year. I'm in the small cap space so price fluctuation is not an issue.
I would also like your perspective on zms on the vse, it looks as though these guys meet your small cap criteria.
thanks
I would also like your perspective on zms on the vse, it looks as though these guys meet your small cap criteria.
thanks
Q: Hi Crew, What are your thoughts on E-t the enterprise group at around .78 per share? Thanks Darryl
Q: Do you have any further update on SGN.V and the oct 29th question regarding the financial results for November? What do you think of the Dec 16 news of the el cajon mine getting final approval for the future of Scorpio? It sure got beat up this year but is there light at the end of the tunnel to pick up some shares at this price? I am a young investor so I got some time to see some returns take shape...hopefully. Thanks!
Q: may 3 2013 was last question re gvc glacier media. do you still feel it is a classic value stock . would you buy it at 1.35?
Q: Avalon (AVL) entered into an agreement (Nov 27) with Lincoln Park Capital Fund, where AVL could sell $30M shares in the next 3 years and Lincoln is obliged to buy it at the prevailing market price. With AVL having no debt and this long term commitment of presumable knowledgeable people would that represent a good opportunity in an out of favor segment. Thanks for your great service, and Happy New Year to your team.
Q: Peter, Have done well with DHX Media (DHX-T) with one purchase @ $1.56 and another @ $2.07. It's now $5.59 and I'm thinking of Selling and moving on.
Bought Enterprise (E-T)in Oct/13 and it doesn't do much. What do you think?
If I sell DHX, I am looking at some Stockchase ideas as follows:
Axia NetMedia (AXX-T)
GuestLogix (GXI-T)
Merus Labs (MSL-T)
Neulion (NLN-T)
Symbility Solutions (SY-X)
Your thoughts please.
Bought Enterprise (E-T)in Oct/13 and it doesn't do much. What do you think?
If I sell DHX, I am looking at some Stockchase ideas as follows:
Axia NetMedia (AXX-T)
GuestLogix (GXI-T)
Merus Labs (MSL-T)
Neulion (NLN-T)
Symbility Solutions (SY-X)
Your thoughts please.
Q: Your thoughts on Nordex (NXX-X) please.
Q: What do you think of the following companies: TAO, TT, CLL, CSF, PMT, VLE, SDX? Do I should sell all of them or is this some hope?
Thanks for your advice and have a good year.
Thanks for your advice and have a good year.
Q: Please provide me with your opinion on Pulse Seismic (PSD TSX). Thanks Gerry
Q: Regarding AXX (Axia) what is the PE net of their cash position (once the sales close)?
You mentioned in an answer to a previous question they don't appear to have a good growth profile, however, in the most recent quarter they reported 14% YOY EBITDA growth. The covage network in France appears to have a good growth profile and the new network coming on line in Massachussets should add even further growth.
They appear to have a strong clean balance sheet and a proven ability to develop and monetize these fibre networks. I would think longer term someone either buys out their networks or they'll turn into a nice cash cow type utility company. Am I missing something here what's not to like?
Rob
You mentioned in an answer to a previous question they don't appear to have a good growth profile, however, in the most recent quarter they reported 14% YOY EBITDA growth. The covage network in France appears to have a good growth profile and the new network coming on line in Massachussets should add even further growth.
They appear to have a strong clean balance sheet and a proven ability to develop and monetize these fibre networks. I would think longer term someone either buys out their networks or they'll turn into a nice cash cow type utility company. Am I missing something here what's not to like?
Rob
Q: HI Peter & Co: No hurry with this. Today on BNN, James Hodgins had some good things to say about Neulion (NEU). Would you give me your take on this company?
Many thanks
Many thanks
Q: Peter...Congratulations on creating 5i. It is such a needed and valuable educational-consulting type service. We are all delighted with you and your team. I am sure your membership will continue to grow substantially!
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait