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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: please give me your best advice if I should sell now at basically a break even point and buy bep.un or xfn.
Cheers Doug
Read Answer Asked by Doug on October 06, 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
Q: Please comments on these 3 companies results which are part of 5i coverage universe. Which ones would you buy and which ones you would sell after these results.
Read Answer Asked by Imtiaz on August 15, 2017
Q: What are your thoughts on Badger daylighting and Suncor energy. Currently only have Suncor in my portfolio. Wondering if it's time to sell Suncor and also wondering about picking up some Badger. Thanks.
Read Answer Asked by Chris on August 15, 2017
Q: Good day 5i, question relates to Badger and the short position. Watched Badger in 2014, and missed the boat by not buying. Now with the Chicken Farmer and others extolling the (negative) virtues of BAD, wondering if it's time to watch again and to pull the buy trigger on another probable dip. So, can you tell me the % of float currently shorted (realize the farmer may have covered and moved on...) as it may give a possible direction.

Thanks as always
Read Answer Asked by Harry on May 16, 2017
Q: Hi All!

Just a quick comment for whats its worth

5i Research Answer:
A couple of notes, first.
Badger has a much longer public history than PSN. We have heard the 'no competitive advantage' argument against BAD ever since it went public.



I often had to deal with hydrovacs trucks. One day I was driving around a clean Harbors super - who had worked as a BAD foreman for a few years before. We were looking at a couple of his C.H. hydrovacs doing a job. He pointed out to me that for the same job, the BAD trucks would have been in and out of there in 4 hours while the Clean Harbors trucks which were there sucking for over 8 hours were not done yet.

Feel free if you want to use
Have a good week! Dom
Read Answer Asked by Dominic on May 15, 2017
Q: With today's carnage on Bad and last weeks HCG and the fact that it is done from the States makes it obvious that shorting on the Canadian side is a lot easier and as you say without regulatory control. What makes it different in the States and why is it not here?
Read Answer Asked by Jean on May 15, 2017
Q: Re Cohodes shorting BAD. BAD may be a solid company but the fact that Cohodes has successfully shorted Valeant, Concordia, Intertain, Home Capital (I think he is shorting Equitable as well) unfortunately gives him some "credibility". I hope he is wrong on BAD but looks like damage has already been done.
Read Answer Asked by Richard on May 12, 2017
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