Q: ACQ announced first quarter results. Revenues up 36.8%. EPS of 77cents versus a loss of $1.70 last year. Debt reduced to $72.6 million versus debt of $89.5 million last year. But the stock is down about 13% today in early trading. Numbers look good. So why the price decline.
Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position
Q: DME seems to have a couple very high grade helium wells in Arizona with little to no carbon-based gases (mostly nitrogen). Much depends on the upcoming 3 wells they are drilling but they plan to be in production by Q4. May I please I get your thoughts on this company and the outlook for the helium market in general. Thanks.
Q: This stock is up 200% or so in the last year, normally I would have sold 50% long before reaching this level but I see no immediate downside to this one, would you continue to hold or sell half ? Selling too soon is becoming a bad habit for me.
Q: Could I please have your analysis of their latest earnings report? I am a believer in their plant based product production; as an environmental saviour over time. What do you think about this company long term?
Q: The first q numbers appear to have beaten analyst expectations by a material margin. Backlog is much better. Growth in industrial spending, mining/ materials and infrastructure seems to be a good tailwind for the company. Your comments would be appreciated.
Q: You found some microcaps interesting years ago and I'm wondering if you still like some of them and/or perhaps there are others you like for a 5-10 year hold?
Q: In the past, your group has ranked Wishpond Technologies relatively low for investment. Can you please comment on recent results and if your outlook has changed at all. Thanks
Q: I’d like your thoughts on GEVO and its outlook, and how it would compare to CMC (Cielo) as an investment. Also, please indicate if you’ve got better suggestions along the same lines. Thanks.
Q: This is a small company in the fintech space. Please provide your comments on the advisability of putting in some money into this investment. Looks interesting from a growth prospective. How different is it from Lightspeed? Thank you for your advice.
Stella