Q: With MRS the revenue growth is impressive. But I wonder how much of these new revenues are covid related (steralizing, cleaning, etc) and will dry up after covid issues subside? Any insight into how revenues are broken out among their offerings?
What is your opinion of the acquisition today by Converge Technologies (CTS)?
Is it a big deal (accretive) for the company vs prior acquisitions or simply a nice tuck in?
Is it still considered a good small cap add/buy in a basket of small caps?
It is up 11% today so it looks like the market likes the deal!
Q: Was this addition to your growth portfolio on Apri1 a April fool joke?
This is a very speculative penny stock being pushed by Reddit.
Maybe you should start a new portfolio for speculative growth companies such as Mrs and other small companies in your growth portfolio such as Xbc etc.
Q: Hello
Since you are dipping your toes in the small fish pond with MRS.V I thought I would ask about these two microcaps, Sifco Industries(USA) and Hammond Manufacturing(CDA).
I've had them on my watchlist for about four months and find them interesting although risky due to the small size.
Your thoughts please.
Thank you
Dave
Q: This stock just took a 15% drop because of their recent financial report. It looks to be about the Covid problem. Do you think that this would be a good entry point, since Covid vaccinations are going ahead rapidly in the U.S. ?
Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.
Q: What do you think of the prospects of this small mining company? It is covered by one analyst who gives it a buy rating and sees the price going to $1.00.
Q: Would welcome your comments on the recent activity- acquisition of Bankcard , financing, etc. They seem to be moving into payments - Ledgerpay business ?
What does the proforma rev look like and balance sheet - they are
aggressive it would appear. Can they handle it?