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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: I hold a basket of small, speculative tech stocks, each with a small investment only in my TFSA. Those listed above are down significantly in value and I wonder whether any are worth continuing to hold? I would appreciate your views.
Read Answer Asked by Peter on November 16, 2023
Q: Can you please comment on ECN's recent quarter which the market does not seem to like. Are you still positive on the name, and if so why and if not, why not. Finally, on a scale of 1-10, (10 being your top picks) for small cap Cnd growth names, where in the pack would ECN fall. They treated me very well for the first few years but have struggled after the special dividend and I am now worried that my expectation that they repeat their previous performance may be ill placed.

Thanks for the objective view

Scott
Read Answer Asked by Scott on November 16, 2023
Q: Hi There, regarding ECN and your recent comments, so I take it you are willing to hang on for a few more quarters then? I know you’ve always spoken highly of Steve Hudson and his abilities. Also didn’t they give notice earlier this year about a “Special Review” or has this come and gone with no results?

Ok thanks!
Read Answer Asked by Robert on November 16, 2023
Q: I have held WELL for 3 years and am down 38%. They are down 13% in one day today. Is there any rationale for their inability to sustain any positive momentum ?

I am starting to think there are better opportunities in a small cap area given the positive data we have been receiving re: inflation / interest rates.

If one were to throw in the towel on WELL do you have a few suggested replacements?

I am not a fan of dollar cost averaging on a stock heading down and currently feel I should cut and move to a better performing stock.

thanks
Read Answer Asked by Terry on November 16, 2023
Q: I noticed where MEEC settled some of their litigation out of court, and still have one more to settle. At least this is information, that I have. My question is, I don't see any dollars and cents that they settled for, therefore are people buying this with the anticipation of a special dividend. Or will there be more income, because of this litigation.
Read Answer Asked by Earl on November 15, 2023
Q: I am not concerned about the pullback in share prices today as I purchased this one just after the start of the pandemic. But........I invested in Shawcor with the thought that they did pipeline coatings and would be a valuable part of the continuing use of pipelines to transport oil and gas. They have decided to divest themselves of this volatile 25% of their business. Is their remaining 75% positioned to prosper into the future? Thank you Gordo
Read Answer Asked by gord on November 15, 2023
Q: Organized meme stock shorting ala GameStop on Well Health? Do you still believe it is not coordinated manipulation? Are there no protections on the TSX to prevent attacks such as this? If a stock is shorted naked, does that prevent it from showing up on the short reports? Do you have insight on how these groups are able to pull this off or at least why this stock is their go-to? Thanks!
Read Answer Asked by Onra on November 15, 2023
Q: Good afternoon!
I would appreciate an update on your views about the residential arm of Dream. They seem to be doing well, but I was hoping you might help me spot any red flags here, or point out where I am not seeing the data correctly. My cursory review noted the following:
1) Debt to assets only 31.9%
2) Stock price at 50% NAV
3) Paid $10.5 distributions, out of $.18 FFO, which implies a payout ratio of only 58%, which seems low and I would think adds to some margin of safety for a small firm.
4) Actually are buying back stock, although minimally.
5) Dividend seems very good at almost 7%.

Thanks!
Paul
Read Answer Asked by Paul on November 15, 2023
Q: When a stock trades at a ratio of revenue to enterprise value of less than one, does it imply great value especially if the revenues are mostly recurring? It seems like a lot of small cap tech names are in that category.
Read Answer Asked by Charles on November 14, 2023
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