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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 have been searching for some beaten down industrial names and I came across AirBoss. I owned it a few years ago so I was somewhat familiar with the company. I noticed that in the past year it traded as $47 WOW and now it is just over $7. I realize that the big Covid contracts for nitrile gloves and respirators. etc. drove the price up and those contracts have dried up, but still only $7ish dollars. They have other divisions, like automotive, that are not covid dependent and the defense and safety segment is still relevant (It was relevant before Covid!!) So what is not to like about BOS when it is in the $7ish dollar range? At this price the dividend yields close to 6 per cent. I would be content collecting a year or two in dividends while waiting for earnings to stabilize or sentiment to change. But is the dividend safe? It is 10 cents per quarter and earnings were 9 cents but cash flow was decent. debt is a little high but it doesn't seem onerous. Then again, I am not an accountant!!

Read Answer Asked by Paul on November 01, 2022

Q: Hi
I have asked you about these four companies before .
All have since dropped even further .
i know Lundin had a sink hole by one of its mines .
for the other companies is it just the market or i there a reason for the continual drop in price.
Should i be selling these stocks

Thank you
Howard

Read Answer Asked by Howard on September 22, 2022

Q: Hi Peter
here are 3 income stocks that have been dropping recently . are there any company specific issues i should be aware of or is it the general market drop .
How do you feel these companies will fare in a recession
Thank you
Howard

Read Answer Asked by Howard on June 20, 2022

Q: I found this in the CIBC today's report on BOS. Could this be the reason of the 15%+ pop today? If so, do the Americans know that BOS, in spite of its name - Air Boss of America - is a Canadian company"? Under buy American first, how can BOS be considered a potential vendor? Nevertheless, here is the quote:

"BOS has been named one of three vendors selected to bid on a U.S.
government surgical gown contract. This notice of intent from the U.S. government reinforces our view that BOS has proven to be a key supplier for PPE (personal protective equipment) and there remains strong demand for medical supplies given the need to stockpile inventory. We rate BOS as Outperformer with a C$55 price target."

Just wonder?

Read Answer Asked by Victor on November 09, 2021

Q: Could you please list a few companies you believe to be somewhat similar to MRS in terms of the business they are in? I'm tying to get a better understanding on their numbers, and would like some comparables. Also, what do you think is a realistic % for their long term profit margin targets? Thanks
Marc

Read Answer Asked by Marc on May 11, 2021