skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter, just a comment not a question. I view the departure of Bitove as a strong positive rather than as a negative.
Read Answer Asked by Donald on October 31, 2014
Q: what are the growth prospects of each of these for the next 1-3 years - please explain - thanks as always
Read Answer Asked by don on October 31, 2014
Q: Could you give us your opinion on XSR given their latest results. I've owned a small "starter position" (about 1% of my income portfolio) for about a year now and am trying to decided whether to drop it or add to my holdings. Thanks for everything.
Read Answer Asked by Peter on October 31, 2014
Q: Just wanted to point out its about to cross the $100M market cap level where it may gain more interest.
Read Answer Asked by Husseinali on October 30, 2014
Q: What are your general thoughts on the long term prospects for this stock? What impact would listing on the NASDAQ have on the stock
Read Answer Asked by Peter on October 30, 2014
Q: Hi Peter & Team;

I have been looking at the Clarke Inc Company website, Sedar, and your site on this Company. I see a small investment mgmt Company with an ROE of around 30, 5 yr CAGR in the 40's, ttm diluted eps, just from continuing ops of $3/sh...total ca of $77M (close to $4/sh)...debt of only $2.7M...buying back shares...but a P/E of only about 3? Yes, the eps (continuing ops only) prior to the ttm was variable, and the portfolio is a dog's breakfast...but the new CEO seems to be cleaning up the portfolio. Shouldn't this stock command a little more respect than PE=3?
Q: Have (any of) you personally met the current CEO, and the Exec Chairman...and, if so, what is your opinion of them?
Q: In your opinion, is their a missing piece...or misfit, on the mgmt team?
Q: If you had to put an intrinsic value on CKI right now, what would that be?

Thanks for your input;
BRGDS
Brian
Read Answer Asked by BRIAN on October 29, 2014
Q: I am interested in the water space generally. I consider it to be one of the best longer term plays out there. Can you tell me your views on PUR. They have some very interesting water pipe technologies which measure flow and leakage, but would like your input on their prospects overall. Thanks.
Read Answer Asked by Alex on October 29, 2014
Q: Could I get your comments on their Q3 reporting. It looks good to me, but the stock sold off. Thanks.
Read Answer Asked by Noel on October 29, 2014
Q: Why is there such a negative 'pall' hanging over this company? The Bal. Sheet is good (re. $24M in cash), the co. is profitable and the 'story' about railroad technology is rather compelling from my perspective. Do you think this is the bottom for the price of the stock? What investment grade do you give this company?

Thanks, again, for your insight and analysis.
Read Answer Asked by Owen on October 28, 2014
Q: Could you give your opinion on vln it's now testing 10year high,insider ownership, div. increase,safety buy sell hold. Thanks for your insight.
Read Answer Asked by dennis on October 28, 2014
Q: I asked an earlier question about Corus (CJR.B) because I was considering selling my Cargojet (CJT) to buy Corus. Cargojet has had a good run in the past two years but seems to be consolidating while its dividend (2.6%)remains flat. Do you think I am better to exchange my CJT for the slow growth but better dividend (4.4%)of Corus or hold on to the CJT in the hope of further price growth even without dividend growth? There are no tax implications. Thank you as always.
Read Answer Asked by richard on October 24, 2014
Q: OTC is down 4% even though earnings look great. Any idea of why?
thanks
Read Answer Asked by hal on October 23, 2014
Q: Just wondering if you guys had given any thought to doing an analysis report of Petrowest for members? It looks like a very compelling growth story on LNG and Infrastructure (SiteC). The company would seem to have a bright, long term growth profile. With the largest fleet of "yellow iron" in NEBC/ NWAL, it would seem to me that the story is just beginning. Thanks.
Read Answer Asked by Mike on October 22, 2014
Q: Hi. Could you give an update..How long till something can or if it will transpire? Thanx a lot Cliff
Read Answer Asked by cliff on October 22, 2014