skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please comment on latest Q,company & advise.The latest 2 Qs have very positive market reaction prompting rocket to recent 0.78 H. But since then retreated to current 0.65(+ 0.7)on high daily volumes (472k on Sep 10)greater than the average volume. Please advise who are the seller(s). Add,Hold or Sell ? My p/p was 0.50 a few years ago. Txs for U usual great services & views
Read Answer Asked by Peter on September 13, 2024
Q: I see that TVK is a front runner, if not your #1 small cap recommendation right now. I agree with the thesis but unfortunately was hungup on waiting for a pullback. Its now even more expensive vs historical valuations. Do the valuation lower it a few notches in your order of what you'd buy today versus like an ADX or HPS which have come down a bit, or do you find the valuation reasonable? Thx
Read Answer Asked by Adam on September 13, 2024
Q: OGN's has reported consistently good results and the share price has responded accordingly, such that it trades, now, at pennies below its target price (per your database.) Likewise, while it's profitable, its P/E is 143. Is its appreciation potential baked-in, or do royalty plays' different capital structures (vs mining) recommend different yardsticks?
Read Answer Asked by John on September 12, 2024
Q: The above stocks are currently under performing since buying in March/April, especially HPS.A. What are your forward looking prospects for these companies? I am looking to continue to hold over long time horizon.

Thanks!
Read Answer Asked by Liam on September 11, 2024
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD

Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.


Read Answer Asked by Anh on September 11, 2024
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession



Read Answer Asked by Yanika on September 09, 2024