Investment Q&A

Q: I thought BOS had a good Q4. Did it, and does your upbeat outlook for '23 still hold?

Q: STEP has dropped farther than I expected after the fourth quarter and year-end report. What do you think was the main cause, and do you think the pendulum is swinging a bit too far?

Q: Hello, what do you think of Bridgemarq’s latest earnings report? Any reason to be worried about 2023? Thanks.

Q: What’s the long term viability of stock like this? I like the space. I noticed CEO buying a small amount of shares. Could you please comment ?

Q: Please comment on their latest results. Is it time to start a position? Thank you

Q: Hi, Could you please comment on LEV earnings. Thank you

Q: CSTL Could you comment on earnings, revs are up 53 %, they guided to almost double them by 2025. Business here looks good. Cash flow did decrease based on acquisitions... is this a company building a profitable, invest-able future? Your thoughts?

Q: Good morning,

Can you please give us your opinion on Profound Medical after their earnings miss this week? Is it still worth holding, or do you feel the cash burn will require share issues and resulting dilution. Thank you.

Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks

Q: I noticed something in your answer to a question asked by Dan (not me) on Mar 10th about AutoCanada (ACQ). You said that ACQ has $1.9 billion of debt and that it was a major concern. Looking at their financial statements and the press release pertaining to the quarterly report, I think some clarification is in order. In the press release, ACQ states that their net indebtedness is $443.8 million at year end, and that, quote:

"our net indebtedness leverage ratio1 of 2.1x remained well below our target range at the end of Q4 2022".

Quite a substantial difference between their number and the $1.9 billion you mention. Looking at the financial statements, the difference comes from your number including the floorplan financing of approx $1 billion, which is something dealerships use to finance their inventory and is paid back as cars sell, and leases of approx $500 million.

Management seems to feel their debt levels are OK. Wondering if your comment that the debt is a "major concern" is somewhat overstating things.

Q: Thoughts on latest quarter.

Q: Hi There,

Is the recent acquisition of Air Miles by BMO a positive, negative or neutral transaction for DIV?

Thanks Robert

Q: I have been letting my shares in Shawcor "run" up. Today there is quite a drastic drop in the shares. What are your thoughts on the recent results. Hold or sell.
Thank you Gordo

Q: hi could I get your thoughts on the quarter and full year thank you

Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.

Q: WELL bought Circle Medical out of Silicon Valley. How exposed do you believe WELL is to the SVB banking collapse ?
Thank You for you great efforts during these unpredictable times

Q: How bad is this news of their money being in the SVB bank?
Could this scenario bankrupt acuity ads?

Q: Your take on the halt and the reason behind it?

Q: Hi,

Could you comment on the earnings published today ?

Thanks

Q: Do you think ACQ is near bottom? I am worried about the high debt but maybe that is priced in. What are your thoughts? Thanks.