Investment Q&A

Q: DJCO/Daily Journal

As a fan of the guys that run Berkshire, DJCO seems to be somewhat of a business that is kind of like would Constellation Software would be interested in acquiring.

What do you think about DJCO as a stock to invest in at this time?

Q: Please give me your thoughts on this company and if you would buy it here. Also, please review the last quarter's results

Q: Splash Beverage Group. Can I have your analysis and do you think it’s investable?
Thanks

Q: Based on your previous answers for tantalus systems GRID can you you please give your opinion on the recent earnings and the company and industry going forward. Has Pender increased their holdings or decreased in them and is there any other big investors invested in this stock that are noteworthy?

Q: I received a long letter from BMO asking for a decision of "offer to purchase". And that i must respond by August 25. What is your advice please? And must I phone BMO either way,?
Much thanks as always

Q: Thoughts on ECN?

Q: Please comment on Olympic Financial Group’s recent earnings. Nice dividend increase!

Q: Can I get your thoughts on Dorchester Minerals? Thanks

Q: Is it true the companies in IJR small cap 600 are requred to be profitable and 45 % or the companies in the Russell 2000 are not profitable thus making IJR a safer and better investment, Is there a covered call etf similar to IJR? Thanks for your expertise.

Q: Hello,
Can you comment please in this 2 compagnies . Which one is more risky? And which one has the chance to recover faster ?Thank you !

Q: Own this a much higher levels any future ? what about view on Future of Hydrogen ?

Many Thanks

Greg

Q: Were the earnings of NPK as bad as I & the market think?
Thanks
Larry

Q: Thoughts on earnings?

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think of div latest quarter.

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.

Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you

Q: Can I please have your thoughts and analysis on TVK's recently announced earnings. I note a selloff on the stock today. Your overal view on the company and your thoughts going forward would be appreciated.