Investment Q&A

Q: Can you give your thoughts on the TGH acquisition. Do you like the deal. Did they overpay? Do you like the business, value proposition and would you buy the stock.

Thanks

Q: Hi Peter

Can I get your thoughts on TGH. Can you comment on the latest Qtr results and also what do you think of initial position in a TFSA.

Q: What are your thoughts on this company? If the technology is as good as being touted there are many potential good trends that could impact their volumes (growing infrastructure spend, greater use of hydrovac trucks for civil related works, increased weather events etc).

Being small and located in Canada I would think tariffs could be a big headwind for the company as many of their sales / partnerships are focused in the US. I would think also being in the heavy equipment sector their margins are somewhat limited so not a lot of room to 'eat' margins in case of tariffs (and inability to pass on costs).

It seems down 30% from it's high and probably pretty speculative but interested on your thoughts. Thx as always - you guys do a great job!

Q: Your thoughts on this company as an investment.

Q: On a sclae of 1-10, how would you rank these companies from an investment viewpoint.

Q: Good morning, I was wondering if I could get your updated views on these two companies: TGH and SPN. Tornado has had some great numbers recently due to a contract with Ditch Witch and Snipp was bit scary for a while but seems to be back on track. I bought in to TGH at 0.09 a share and have a large position. I am not sure if I should take some profits or stay the course. Thanks so much for your insight.

Q: Hello, I was wondering if I could get your thoughts on TGH and SNP. Very different small caps but both seem to have positive future growth trajectories - infrastructure play (TGH) and innovative leveraging of cryptocurrency trends in CRM (SNP). I always appreciate your insight on the different securities. Thank you.

Q: Hello, I was wondering if you might have some news on Tornado Global Hydrovacs (TGH). It is up over 11 % after hours and I don't see any news. I am up 94% and wondering if I should take a little off the table or let it run. I appreciate your analysis.

Q: Re. my previous Q on TGH. You stated "...Revenue in the 3Q was $6.7M, up from $5.7M last year. It lost $0.5M in the quarterm and had negative $1M in cash flow."

When I saw that the question from 20-Sept is now visible and also references Q3 (which presumably wasn't available at that time) I wondered if there was a typo and it actually referred to Q2 (and then got copied into the answer to my question).
If I read it correctly, the Q3 report states Comprehensive *Income* of 56K on revenue of 7.6M (versus loss of 999K Q3 2016).

Q: I know this co is too small for you to recommend, but can you comment on most recent quarterly report? Does the direction (earnings, etc) seem positive?
(There was a question asked by Craig on September 19, 2017 but I can't see the answer).
Thanks,

Q: TGH-X Tornado Global Hydrovacs
Can you provide any insight on this little known microcap. Insiders, burn rate, BV etc... Thanks!