Investment Q&A

Q: They announced that their GEN 3 Purevap Pilot Plant is up and operating. Do you see this being a money maker for them. What is your overall opinion of this company. What are the next 2 years looking like.

Q: I am holding SDE (thanks for that one) and from what I can gather you recommend to continue to hold as a bet on management. Can you please provide what the key metrics will be after the sale. What are the assets, production, cash flow, P/E ect. and how much value do you put on the Logan warrants?

Q: acquisition of the Biodex - -Do you feel this is a positive step. I feel in the past, you had high regards of management. Do you feel this stock is under priced. Would you give it a buying rate.

Also, on the 2 previous questions, how would you rate them.

Q: Hi Peter,

Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.

Thanks for all your great work.
Frank

Q: About 3 weeks ago, they received a STC certification for Boeing 737. Is this going to be a game changer for their bottom line ???
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.

Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.

Q: Looking to get your thoughts on NMG or if there is something you would prefer in the graphite space to capture the global growth in electric vehicles.

Thanks!

Q: What is your opinion on Sandridge. Does it seems like a good value and safety play.
Thank you.

Q: For a little guy this company looks very strong to me. I am already up a lot and am expecting a lot more. I would be interested in your opinion. Thx James

Q: I have these dogs and tired of looking at them in my holdings. Interesting that STC is @ $4.50 today and analysts project the potential of $15.00 plus. DND is at $18 and analysts project $25.00+ Look forward to your real life input & thanks !

Q: Could you provide an update on Highliner Foods - its fundamentals, recent results and growth prospects. Also from my information on Market Call today, its insider ownership is 40%. Could you confirm this and also any recent recent insider trading. Thanks.

Q: Hi, Your thesis about trading of Lumine shares, during initial days makes sense and seems to be proving itself right. Brilliant !!! Based on no of shares already traded and more selling expected in coming days from the Index funds ( appx holding of LMN shares across Index board ), when and at what level, you expect the shares to settle, before it would be safe to start accumulating ? Thank You

Q: Could you give us your thoughts on Alythia and which metrics are the best to evaluate future progressions?
Tks

Q: You thoughts on CWL especially the spinoff recently announced.

Q: Hi Team
What are your feelings about these 2 stocks Qtrh has taken a beating the last week, all I can see is that the ceo has resigned or has been fired. I don't see this as such a negative, since the stock has not fared well. They always babble about a spin-off, but nothing happens
Cfx is also down, I know that they closed some plants, how does the future look?
Thanks
Auftar

Q: Coveo announced last week that it will be available as an SAP endorsed App. Could it be a game changer?
Also, how will you rate the probability of SAP acquiring Coveo in the future? Does SAP have a history of acquiring firms of endorsed App?

Tks

Q: This was a top pick on BNN today and looked interesting. I have room in my TFSA and was wondering what your thoughts are on this company.
Thanks, Lesley

Q: Hi there,

Takeout potential of Bluestone Resources. Has the company has a lot of insider buying or insider owning a lot of shares. In advance, thank you for taking the time to answer my question.

Norwood

Q: Since CSU pays its dividend in USD, to avoid currency exchange fees I hold CSU on the US side as CNSWF. When it spun off Lumine, the new shares showed up in my US account as LMGIF with a BV of $.02
- the spin out is listed as a "dividend in kind", does that mean there is no tax due until I sell the lumine shares at which time all proceeds (since BV of $.02) are taxed as capital gains?
- I can not see LMGIF on any of my trading platforms. What is the difference between LMGIF and LMN?
- given that Lumine does not pay a US dividend is there any reason for me to continue to hold it on the US side?

Thanks
Scott

Q: Hi, it feels like general tune has changed on ECN. Based on previous questions regarding ECN, it was highly ranked by 5i and most recently as a top 3 small cap growth stock recommendation based on potential and valuation, and management per question raised on Mar 21st. After the latest earnings reporting on Mar 23rd, it has fallen 25% since. Are potential, management and valuation (25% cheaper than Mar 21st) no longer a recommendation to buy, but rather to only hold? Would like to understand the thought process behind this if this and if this is a short term momentum recommendation, rather than a long-term recommendation. As well, were general headwinds not expected on recession and higher interest rates? I understand that magnitude was more than expected but likely temporary? Thanks!