Q: Peter; Could you update your comments on NPI after yesterday's earnings report? They looked good to me but I'm never sure if what I interpret is correct.Thanks.Rod
Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?
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Asked by Stéphane on November 11, 2015
Q: Hi Team,
Wondering your thoughts on CSE given conf call and earnings today. Do you still consider this high risk? With The Bristol situation behind mostly behind them can you see any upside in the price over the next year. Is the dividend safe?
Thank you
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Asked by Christopher on November 11, 2015
Q: Hi Peter and Team,
The last question about CVD was on Feb. 19th, and I see that it's still in the 5i income portfolio. I'm in the process of reviewing my RRIF and note that when taking dividends into consideration, I'm still down almost 4%. Going forward, is this ETF worth hanging on to? My RRIF is well balanced with various 5i picks from all of your model portfolios. Income is fine and dandy, but I'm a bit frustrated with the negative growth characteristics of CVD, but of course am willing to wait if you're still OK with this ETF.
I have visited SW HO in Richmond BC and spoke with a few of the people in the know. It is a busy place and no question has it's finger on the M2M pulse for sure. They have no debt and do have some cash on hand. (recently reported @ $88mm)
In speaking with the people employed there, in the short term there are few things which are going to be holding the company back which will probably result in more short term pain. Automotive is looking to slow things down regarding the implementation of technology and are backing off on orders, (for the time being) and there is a few other advanced technologies SW is depending on that may not become a reality for at least a year. So it would not surprise me if we didn't see another significant drop in share value over the next quarter or two.
The good news... these guys are big players in the M2M technology and there is no question this is the future. I just don't think the future is quite here yet.
Personally, I am going to continue watching SW and plan on buying if and when I see the shares drop to around $15.
Post this if you feel it has value and please feel free to add a comment or correct me where you feel so inclined.