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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 and Team, in regards to Badger, BAD, is there any way to find out how much of their revenue was related to the Alberta and Toronto floods in 2Q and 3Q? From what I have been told and understand, and please correct me if I am wrong, their units were going non stop during these floods (draining buildings, basements, city/town clean ups, etc etc) and must have assisted greatly in their quarterly revenues. If this is the case then how will their revenues be impacted in the next two or three Q's to follow?

Thanks for picking BAD, I believe it has served a lot of members very well, along with your other picks as well. Thanks!
Read Answer Asked by Hussein on November 13, 2013
Q: Badger Daylighting Ltd. (BAD), reported this morning. Thank-you again for highlighting this company as it continues to grow. From what I have learned to look at this company seems to be doing all things right. I realize it is a growing company and by my review doing well, but is there anything I should be looking at in there results that indicate weakness. I mean they cannot be doing everything right correct? - Cheers.
Read Answer Asked by Philip on November 13, 2013
Q: I want to thank you so much for AVO. I have made amazing amounts of money with this stock and no doubt the good story will continue.Now I am waiting for other great stories over the next week like bad, acq, byd.un aya and another great one which you will be reporting on soon and that is DHX. What are you thoughts regarding their upcoming earnings? I own them all.
Read Answer Asked by Jim on November 06, 2013
Q: Badger Daylighting (T.BAD) announced the acquisition of Fieldtek for $19.2M today. From the release, "The purchase price reflects a multiple of approximately four times Fieldtek's trailing 12 months normalized EBITDA (earnings before interest, taxes, depreciation and amortization)". This would therefore add approx $4.8M to BAD's annual earnings. Roughly speaking then, how many EPS would that add to BAD's annual EPS? Thanks.
Read Answer Asked by Richard on October 17, 2013
Q: Hi Peter, I'm seriously overweight Badger (BAD) at 13.5% (still love it) and am considering dumping PPL and PKI as decent dividend plays but under performing the rest of my portfolio.
If I trimmed Badger and sold the other two would any or all of BBVA, SAN, ORI, KBWD and WTE work as dividend plays with decent growth potential.
Thanks
Read Answer Asked by Kyle on October 15, 2013
Q: Hi Peter and Crew,

Thanks for the great service and answering all the recent questions on BAD-T. BAD-T is a long term holding of mine, and a recently increased holding based on a 5i high rating).

With BAD-T continuing to perform well within its sector, do you see a dividend increase in the pipes?

Thanks,
Read Answer Asked by Jim on October 15, 2013
Q: I am a little overweight in utilities and am thinking of selling some TRP. I am thinking of buying AFN, NBD, MX or VET. Do you prefer one over the other? BAD is clearly an excellent company but I get the sense the stock has gotten ahead of itself.

8.3% of our portfolio is in energy - mostly gas (ARX, PEY & BNE) - not sure if I would be getting overweight in energy with the addition of VET.

Your thoughts would be appreciated.

Thanks
Read Answer Asked by James on September 10, 2013
Q: Hi Peter I apologize in advance with yet another question on Badger. At what rate are you assuming earnings grow over the next few years? I see in 2009 they earned $1.82,2010 $1.72, 2011$2.39 , 2012 $2.41 and if we annualize current ytd eps we get $2.82. Kind of erratic over the last few years. Once you let us know what growth rate you are assuming can you please let us know what multiple is reasonable for that growth rate? Thank-you.
Read Answer Asked by Chris on September 04, 2013
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