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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,

What are your thoughts on Alarum technologies and its current valuation? Thank you!
Read Answer Asked by James on April 29, 2024
Q: I just submitted a question about VHI in which I referred to the recent prospectus. I am fully aware that all the shares were exercised and that it was to raise money so please ignore that as not relevent to my question. I should have asked how likely it is that this is the only financing this year and does this fit with keeping the share count down?
Read Answer Asked by Gayle on April 29, 2024
Q: Can I get your updated views of this fund. I've done well with it but now thinking of replacing it with a US small cap fund. Do you agree with this strategy?
Read Answer Asked by Brendon on April 26, 2024
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Read Answer Asked by Garth on April 26, 2024
Q: Hello, I’ve noticed that Propel Holdings Inc. (PRL:CA) is not included in the list of the 10 Canadian Small Cap Companies - Special Report. Is there a reason? Thank you
Read Answer Asked by Gervais on April 25, 2024
Q: What do you think about BDT's prospects in the upcoming Canadian economic landscape?

Their shareholder material suggests they're exposed to renewable and green energy infrastructure projects, extractive sectors like mining (critical minerals), as well as the constant talk about needing to build more homes all seem like tailwinds. I also like the emphasis on health and safety of their workforce which suggests a healthy and mature management team.

From a financial POV they seem to tick a lot of boxes too. Good historical ROE growth, heathy debt levels, a healthy/diversified backlog, growing forward EPS, and approaching $1B in market cap.

What do you think about BDT's prospects?
What's the bear case for BDT?
Read Answer Asked by Michael on April 24, 2024