Investment Q&A

Q: Could you recommend a company that is addressing the issue of moving the medical field to electronic storage. I here that Canadian doctors are behind the times in record keeping and continue to use paper files as I see in my own doctor's office. A blog mentioned Telus is involved in this space but not sure if that's true.

Q: I only have a certain amount I can allocate. Of these two stocks., which do you prefer?

Q: I would appreciate your view on the results announced yesterday. On the surface, everything seems positive. Is there anything I should be worried about?
Thanks,

Q: Reported strong 3rd q results. Yesterday's close of 35 cents is same as private placement in March 2015. The revenue growth is nice. Making a little money. It still seems cheap even at 40 cents a share. Its not a pure play software company but interesting.

Q: Hi there,

Can you provide and update on Pivot?

Thanks.

Q: Your opinion on SPN please. Is it a buy at $.48?
Thanks, Klaus

Q: In general what is opinion of this very interesting lithium-ion battery company.
Tnx

Q: Hi Peter. Do you see any catalysts for drt to go any higher from here or do you think the recent setback could continue?
thanks

Q: I am curious as to what criteria is used for selecting companies for the various portfolios.
I realize that the criteria will be different with each portfolio and its purpose but my curiosity has been peaked by a stock that has never made any of your lists.
I realize that there are a limited number of spots with a limited number of portfolios and as such you must make choices as we all do.
In my case the curiosity was peaked by NFI which I have owned going back to the good old trust unit days and while my portfolio shows that I am up 260% all of the shares that I own are really free as I have taken all of my costs off the table, so to speak and I won't be trimming my holdings of it any more.
Since I have owned and followed the company for many years other than a very brief period of concern over the lack of American municipal finding for public transit, the company has had a full order book, been profitable, increased dividends and increased in value.
Never made your reports or portfolios hence my curiosity.
I has even survived being recommended by Gordon Pape although that effect may still linger!
So why wouldn't a company like that make a portfolio?
Thanks for the great service.

Q: Hi Peter,
The results out today from GRC look quite spectacular, at least on the surface. I have a small position, and added some more today. I wanted to get your thoughts on 2 things: the sustainability of the 10% dividend, and method(s) to estimate fair value for the shares, given that revenue and earnings will likely be quite volatile and unpredictable over the next months/years.
Thanks for your excellent service!

Q: Can you give your thoughts on their most recent 1/4 and the company in general, buy,hold, or sell.

Thanks

Q: Can I get your opinion on the quarter? If you were to rate using your A B C system, what rating would you give this stock.

Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.

Q: What is your opinion about Mogo finance? Is it a good price to take a position for a 2 to 3 year hold?

Q: Hi Peter PBH had a bang up Q any thoughts on covering this company
kind regards Stan

Q: What are your thoughts on their earnings?

Q: Despite posting encouraging figures, IT is down 8% today (in light of AYA's quarterly report?).

Would you expect IT to rebound better than AYA and over what time period?

Thanks as always.

Q: please estimate the 2 year future for this stock

Q: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord

Q: As of the news regarding the purchase of MCI today, I hold approximately a half position in NFI. Of course, I wish I was holding more. As the acquisition looks to be a good addition for NFI, is it too late to bump up to a full position for a long-term hold? You've mentioned previously about buying momentum, and I'm wondering if this would be a good example for doing that, especially given the increased dividend and likely increased investor interest.

Thanks!