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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,
Looking at your Badger Rept dated May 8 2012 rated A-, now B+, due to increased valuation, no doubt.I noticed they have been diversifying into construction which is very strong due to unusually low interest rates. Since there is much talk of rising rates, do you see this as a serious risk to BAD's upside or even line them up for another haircut?
Read Answer Asked by LJ on August 11, 2014
Q: Hello Peter and Staff
I own some BADger, and it is disconcerting to see it drop on a daily basis, with heavy selling volume. I am concerned that my purchase was made when growth mode changed to a Stop mode. One does wonder about underlying rumours etc. If I were to sell, it would not be pretty, if I hold, would it be reasonable to expect recovery in the short to medium term or is one looking way down the road. Thanks as always for your learned advice.
Read Answer Asked by Phyllis on August 06, 2014
Q: Peter,
Catching up on my 5i questions and answers, I noticed that both Bill & Gord commented favourably on your dislike of target prices. It reminded me that Ross Healey was a guest on BNN last week. When asked by a caller about Badger(Bad) dropping in price, he stated it was over-priced and predicted it would drop to $18 to $20. Would you care to comment on that or is it a good example of being beware of target prices?
Gary
Gary
Read Answer Asked by Gary on August 06, 2014
Q: Hi Peter and Group
How do you view the $50 million increase in credit recently obrained by Badger. I think company quarter reporting is not too far off. I am down considerably on the stock and wonder if this will be material to their quarterly report Thanks for all your good work. I have learned a lot since taking up membership, I think.
Read Answer Asked by Phyllis on July 24, 2014
Q: Hi Guys

I have started my 18 year old son in the world of investing with some ideas from your site. He has purchase Bad and cgx for his self directed acct. He is getting a little antsy with the almost 20% drop in bad. any suggestions on how he should deal with these situations. obviously I would like for him to have a positive initial experience with the world of investing but also have him realize is experience is valuable and something can be learned from it. he has about 11k in his account.

Thanks
Mike
Read Answer Asked by Michael on July 09, 2014
Q: I also have a BAD question. Could you please comment on the recent organizational changes. It looks like someone internally is upset with the bottom line not reflecting the growth. Maybe the incentives are to big if they affect the financial statements that significantly. Maybe it's time to throw the shareholders a bone with a dividend increase. Mike
Read Answer Asked by Mike on May 16, 2014
Q: BAD - I have two problems. First, the $7.4M charge represents 33% of cash flow. Second, the DU liability is valued at another $21M as a current liability on the B/S. How do I estimate the cash flow impact of the plan as it continues to vest? Rewarding mgmt for stock performance is great and aligns their interests with mine, but when 33% of the operating cash flow disappears I become a little concerned. Plus I cannot get a handle on the future liability this plan represents.
Read Answer Asked by Greg on May 15, 2014
Q: 5i team,

A follow up on the previous question about BAD's earnings. The discussion around the deferred unit costs affecting the results so much seems bizarre to me. Is this something to be concerned about... something "bad"? Considering the past 90 days, it looks like the story is still well in tact going forward, long term. Do you have any concerns for the future given the developments in the earnings today? It seems like the reduction in margins should have been passed on to the customer... again, is this bad? Does this mean they will experience margin errosion?
Read Answer Asked by Marc on May 14, 2014
Q: Peter et al,
I am up from 21% to 27% in the energy sector (BTE, CPG,SGY) with the recent increases of Baytex and Cres Point. I am considering selling some CPG to invest in another sector. I have no industrials, pharma or biotech. I have been looking at Badger and Black Diamond. Reading previous answers you seem to favour both. Which would you recommend for growth with a little income? Thanks in advance.
Gary
Read Answer Asked by Gary on May 07, 2014
Q: I have some shares in Badger Daylight (BAD) for the last couple of weeks the stock has been going down from 70 cents to $1.30 per day. I cannot find any reason for this decline can you please investigate and find out why this happening. When companies are doing well they put out lots of info but when they are declining they fail to give you any info why. Thank You. Bob
Read Answer Asked by bob on April 30, 2014
Q: Badger Daylighting (BAD-T) has been steadily declining since the beginning of April. Can you offer reason(s) and should I sell half position now in order to lock in some gains. My average cost is $31.67 and today stock dropped another $1.20 to $36.69. Or just continue to hold all my shares. Thank you
Read Answer Asked by Joseph on April 30, 2014
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