Investment Q&A

Q: Hello, curious to hear your thoughts on Itafos. Raymond James recently set a target price of $4, which is a huge multiple over current price. I already hold NTR, so wondering whether to also add a small position in IFOS. Thanks as always!

Q: I have a small position in OTEX and I know they grow buy acquisition . A recent purchase of ZIXI seems to be favourable for growth. Your comments on the future of this company ?
I also own a small positions in EFX. I'm down 27%. Hold or sell ?
Also own some CVX and down 22%. I keep waiting for infrastructure to pick up and expect this stock to take off. Your comments please. Thanks.

Q: Found this the ither day, looked to see if any questions posted recently on it, latest from last Jan., how do feeling about them now, are they worth starting new small position, how would the fair in rising interest rate environment?

Q: AYM just initiated a dividend and the stated policy is to distribute 30% to 50% of free cash flow. Copper has been identified as a key component in the "greenification" of energy supply. What's your opinion of buying a full position in this stock for its future potential?

Q: HELLO TEAM... I am building a small cap dividend income portfolio as part of an overall income plan-it will comprise only 5-10% of my overall portfolio ( mainly for diversification). The names I have chosen so far include DBM, CJR.B. KPT, TTR-all nice dividends with some growth potential. Do you have any other ideas for this adventure ...once again many thanks regards gary

Q: This company has been posting some good growth. Do you think it would be a good growth investment? Also, it has been in business for 30-years. Do you know when they went public?

Q: The conversion merger of Loral and Telesat has finally been completed and what is your view of the merged company.

Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

Q: These stocks were mentioned in the article about possible TSX graduates. Knowing they are small caps, could you comment on them and rank them. Are any of them a buy at this time. Thanks

Q: I would appreciate your comments on the 3rd q. I do not have access to analyst expectations. I am interested in this company because of the potential of their new product Advaseal as the market is huge and they expect double the profit margin.

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

Q: What do you think of the latest quarter?

Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

Q: Hi,
Thoughts on numbers for MTLO today?
thanks

Q: Would appreciate your analysis of yesterday's Q4 and FY 2021 results. At first glance, the 11 % decline in SP seems to be an overreaction.

Thanks as always

Q: I took the plunge on this today. I feel that the HVAC sector is ripe for modernisation/greening/consolidation/growth. What do you think about this one?

Q: I thought I picked a winner here but this small cap solar equipment manufacturer is dropping precipitously. What is wrong? Is it a hold?

Q: Rare Earth Elements traded for over $4 this year, and was hovering between $1-2 in the last few weeks. Last week, they announced that each shareholder is being given one right for every share we own, that allows us to purchase another share for $0.24. My question is why would they do this so far below current and recent prices? Is this another way of giving shareholders a pseudo-dividend or sweet deal? I assume this is why the share price has been falling in the last few days (a possible doubling in the number of shares). Can you comment? Here is a snippet from their announcement. I assume it would be silly NOT to take them up on their offer.

"One (1) subscription right will be required to subscribe for one (1) common share of Rare Element Resources Limited at the subscription price of $0.24 USD per share. ... Additional Shares: If you exercise your basic subscription privilege in full, you may also exercise an oversubscription privilege to purchase additional common shares that remain unsubscribed for at the expiration of the rights offering, subject to availability and pro rata allocation of shares among persons exercising the oversubscription privilege."

Q: Hello,

Can you please provide an update on these three companies and your thoughts on long term appreciation.

Thanks

Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC