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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: I think the combined Canadian and US short interest is still about 20%. Could you confirm most recent figures? Based on average daily volume, it would take nearly sixty days to cover. Given that the share price is close to a 52-week low, do you expect that the short positions will be covered soon and if this might spur a recovery in the share price if not an outright short squeeze? I'm just 5% down on a half position and planning to hold. Would you add a bit if it drops further?
Read Answer Asked by David on March 05, 2018
Q: Hi, I'm underweight industrials and currently only hold SIS and XYL for a total of 4.5% of my overall portfolio.

From the above list, and looking to hold long term with lower risk, could you rank your preferences and provide justification for the top two?

Thanks,

Cam.

Thanks
Read Answer Asked by Cameron on February 26, 2018
Q: I have held BAD for a long time now and cashed out half my position when it was higher. Now it seems as if it is on a slow course down. I realize that there was a short seller report on it last yr that precipitated the downward trend but it has not recovered much. Should I still hang on or should I replace it with something else in the Industrial sector. I also have SIS and WCN. Thank you for your advice
Read Answer Asked by Teresa on February 26, 2018
Q: I believe badger daylighting's success is built around the quality of the teams they have operating their equipment. I took a good look at @glassdoor.com and the employee experience on BAD in the US is very mixed with lots of very negative commentary. I have researched employee thoughts for other companies, and there are obviously always some complainers, but BAD's employee commentary seemed worse than normal. Should I read anything into this or am I getting too much into the nitty gritty of the company?
Read Answer Asked by Paul on January 18, 2018
Q: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.
Read Answer Asked by Jerry on October 13, 2017
Q: Marc Cohodes seems to think that accounting practises at Bad are either incompetent or fradulant.

He is still extremely bearish on the company and its accounting practices, claiming that the company is “…counting revenues they don’t even have invoices for” and that Badger reported $60 million in non-cash revenue, approximately half of Badger’s quarterly revenues, as “trade receivables” in the single month of June.

I know that it seems to be legal to do accounting in this way. But, for a layman it is difficult to draw a conclusion. I wondered if you had an opinion on this?
thanks as always for your wonderful and profitable service,
Read Answer Asked by joseph on August 22, 2017
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