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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: Hi, I would like to know if you think Csh.un is fine to keep. Fortunately i'am up 37% so thinking of selling for the profit.
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad
Read Answer Asked by Brad 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: 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