Q: Pardon me! The symbol was CHW - Chesswood Group -not CHN.
Thank you.I own shares in CHW. So far, it's been a pleasant ride. My concern, of course, is both their relative small size as well as the inherent risks that must be accepted when almost all their individual entities operate in a very leveraged & high risk market. As a retired US Attorney, I am familiar with legal & case funding as well as Plaintiff financial support. These areas along with their start-up financing loan business is my primary concern. Would much appreciate your opinion.
Q: WEQ Western One - down ~5% today on financing news. Y=7.8%. Buying opportunity or signs of bigger trouble ahead, hence a sell? I have owned this almost from day 1.
Q: I know you really like CMI and so do I but do you have any info as to why it has been getting steadily whacked since reaching it's all time high at $2.37, and especially today, all the way down to $1.70?
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.
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!
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 ?
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.
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.
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.
Q: Hi Peter and Team, I've been holding ATC for some time hoping for a turn around. I'm down about 60%. Do you think there is a possibility of a takeover, or any other improvement in sight? Or should I cut my losses and move on.
Thanks,
Kim
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.
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.