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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: Hello Peter,
Can you provide any elaboration on the Q2 Badger comment below?

From Badger Q2 Report regarding forward looking statements:

“...An increase in Company capital will be required to finance the anticipated capital expenditure program”

As I see it, any increase in number of shares particularly before year end, would be a significant drag on the share price. Your thoughts on the need for more capital and its short term affect would be appreciated.
Many thanks!



Read Answer Asked by Robert on August 15, 2014
Q: Just to clarify, David's question to you on BAD is correct! O'Connell on BNN commented on Badger's (just reported) earnings the evening of August 11th (Monday evening). Sedar and other sources including the TSX released the results this morning, Wednesday. I realize your not a regulator, nor a shareholder but how could this occur? Very disturbing for me as a shareholder but I'll still continue to hold for growth.Thanks for your great service.
Read Answer Asked by Gary on August 14, 2014
Q: Hi team, what are your comments on CFN & FSZ results.
What are your thought of these as long term investments?
Keep up the great work!
Read Answer Asked by Alain on August 14, 2014
Q: What do you think of Cervus CVL earnings report Aug 13?
Read Answer Asked by jim on August 14, 2014
Q: re: CVL Cervus Equip

since last discussed June 24, share price is slightly down. I know they recently bought some new dealerships. Is there anything else we should know of since last discussed?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 14, 2014
Q: Could you please comment on Capstone Infrastructure (cse) latest results and whether buy sell hold.

Thanks

Dave
Read Answer Asked by David on August 14, 2014
Q: Based on yesterday's close Auto Canada's (ACQ) price to book ratio is 7.25 compared to Constellation Software's (CSU) 21.26 and trailing PE ratio is 36.21 compared to 57.47. Considering the nature of each company's business and assets, which I appreciate are comparing apples and oranges, I consider ACQ fully valued however significantly more reasonably priced than CSU. Doesn't the high rate being offered by CSU on the recent rate reset pfd share issue indicate the risky nature of CSU as an investment? How does the market justify a price for CSU that is so high relative to what is supported by their financials? Could I please have your comments?

Duncan
Read Answer Asked by Duncan on August 14, 2014
Q: Hi Guys,

Any thoughts on Gamehost (GH)

Thanks
John
Read Answer Asked by John on August 13, 2014
Q: Peter and Team,

I am a shareholder of CSU and am interested in the debentures they are issuing. I have a few questions: first, does it make sense to buy more stock now to get more rights to get debentures at a $95 per $100 par value or should I wait for the rights to come on the exchange and buy them then? Second, I think the debentures are supposed to yield 7.4% compared on the par value and then reset to 6.5% + CPI annually. Is my understanding correct? Third, I think that the floating nature of this debenture should make its capital value stay pretty flat even in a rising interest rate environment as long as CSU's credit-worthiness is good. Any thoughts on this?

Thanks!
Read Answer Asked by Marc on August 13, 2014
Q: A comment on Badger BAD. On Market Call Tonight on Monday evening Aug 11, John O'Connell of Davis Rea responded to a question on Badger by saying "I had a quick peek at their earnings when they came out this morning...." then proceeded to say revenues were up but margins were down etc., basically describing the results that were released this morning.(The video is available on the BNN.CA web site.) What do you make of this? Is it possible Badger gave Mr. O'Connell an early look at their results?
Read Answer Asked by David on August 13, 2014
Q: I currently hold the 5.75% convertible debentures from Healthlease Properties and I am confused as to how today’s takeover announcement affects the debentures. My understanding is that holders can convert the debentures into shares at $14.00 (which is almost in-line with the takeover price) or they may be purchased back by Health Care at 101%. Both options offer only a very tiny premium yet the debentures are trading higher on the news (right now at $105). I am inclined to sell now for the current premium unless there is something I don’t understand. Does selling now to take advantage of the uptick on this news make sense?
Read Answer Asked by Steven on August 13, 2014
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