Investment Q&A

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.

Q: Hello. Can I have your comments on MNO’s March 6 release on the Cabacal mine PEA? Overall thoughts on the stock and the company in light of this release? Any significant third party investors and do insiders hold it and if so how much? Would you buy for a higher risk play on gold?

Q: What are your thoughts on this company?
- I know you don't like juniors
-I would like your thoughts on them being mentioned as one of Best Performers on TSX Venture exchange

- Also what are your thoughts on Red Cloud Securities Inc that handled their recent bought deal...

Q: Are this stocks buyable?

Q: I,d appreciate your comments on the quarterly results announced today.

Q: The 4th q numbers beat the few estimates by a mile.
I would appreciate your thoughts on valuation and the significance of the search for a successor to Bill Hammond. Is that a prelude to a possible sale or a plan to take the company to a new level?

Q: Hammond Power Solutions just reported. Your thoughts on the quarter? Have your views changed on the company? Please give your opinion on the insider ownership, management and industry. I've more than doubled my money, just looking to see if I should sell and buy later at a cheaper price or just hold long term, what do you think of that strategy? Thank you.

Q: How does the recent agreement between XTM Inc and Payfare alter either company? Would this be a first step to Payfare absorbing XTM Inc? Do you see both companies as in a good space for growth and what do you foresee for 2023 and beyond?

Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?