Investment Q&A

Q: Hello 5i,

Pretty sure I know your question but if BOS was a very small % of your portfolio and in a loss position within a registered account would you move on and sell this name?

Q: your opinion on BOS
thank you

Q: Own BOS and am thinking of switching to CP as I feel that with its recent acquisition it has growth potential. Your thoughts on this switch and CP and BOS in general.
Thanks

Q: With the recent sell off is this time to move on with BOS?

Q: Which is the better growth stock: HPS.A, TVK, DE or BOS?

Thanks!

Jim

Q: I thought BOS had a good Q4. Did it, and does your upbeat outlook for '23 still hold?

Q: Peter, among the Canadian small cap and microcap stocks that have been indiscriminately sold off over the past year or so, which ones do you think stand the best chance of bringing substantial returns when the markets recover?

Q: Can you enlighten me re what has gone wrong with this company? Should it be sold?
Thank you for your guidance!

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!!

Q: Which would you prefer for a shorter time frame of 2-3 years and why?

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

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

Q: What's the reason behind BOS' big 39%+ plunge since the start of 2022? I know it was downgraded by one analyst on 5/02, could be just a case beating a drowning dog while its already hard hit.

What can we expect when BOS reports next week? Thanks.

Q: Kindly comment and critique the Q3 results of BOS just released on Nov. 9. Thank you.

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?

Q: Why the 15%+ gains out of no where? Thanks.

Q: Hi
BOS.CA Airboss seems to be making some good decisions lately that resonate with me. Blackbox, Ace acquisitions, increased divi, good ROE, valuation, insiders are net buyers This is one you used to cover...think you might revisit it or will this be a spark and fizzle for the company?
Thank you
J

Q: Which of the two (CAE, BOS) would you recommend for a 3 to 5 year time frame and your reasons please. Thank You.

Q: Kindly comment on the BOS 2021 Q1 results and the guidance. I assume the 43% increase in dividend can only be a good thing. However, in this environment who knows for sure?

Q: I believe BOS reports tomorrow and today's sell off is just a panic move, or they released the results earlier than said?