Q: BDT reported earnings a couple of days ago. Although revenue, earnings, EBITA, etc. look good initially, the market certainly does not like the results. Comments such as "the timing of recording the CEWS benefit was a significant factor affecting fourth quarter net income" likely explain some of the market reaction. May I have your perspective on BDT results, please?
Q: Ever since the Caldwell suspended their dividends to re invest into the business with a technology focused acquisition the stock price and trading volume is trending higher and higher on a very tight float. It seems it is one watch or invest in now given the tailwinds expected in talent acquisition post COVID?
Q: Hi Peter/Ryan, unfortunately I have limited funds to add to my TFSA and can only add one of these two favorites currently . Which one do you see having a better growth trend, as I will probably add the other one at a later date. Thanks
Q: Hi, I am a holder and have had the recent pleasure of walking through the Sangoma Proxy materials and have read more about the deal with StarBlue and I'm wondering your thoughts of the transaction, specifically around the details that the StarBlue CEO will be THE major holder of Sangoma (25%). I understand that Sangoma is using their much better capital position to expand and magically double their revenue and garner much more SaaS ARR, however, it feels like the StarBlue organization was far less diligent in their balance sheet management and overall operations. Do you feel the Sangoma management will actually be able to exert their clearly quite strong operational 'chops' on StarBlue? It sort of feels like a reverse buy; As in, StarBlue convinced Sangoma to 'buy' them and thus give them capital, but the actual ownership is with StarBlue.
I liked TTR’s results last night...such a better company than a year ago.
With these numbers, a dividend, higher trading volumes, still a good growth runway, perhaps an equity offering with an issue (perhaps understandable secondary too) ...
Might they get broader story recognition and trade north of $5.00?
Q: I see that BES now has some kind of a contract with Tesla. I would appreciate any comments you might have regarding this very small company.
Thanks!!
Q: I believe both companies, Europe technologies and Rubicon are on the cve. I'd like to know what your take is on both companies. Do you know what their latest results were and what the outlook for both stocks is. Is there anything special I should know in regards to their business and competition. Thanks
Q: HI
I am looking at cleaning up my portfolio and removing stocks that have not performed as expected . What is your take on the five stocks listed . Should I have a longer view on these stocks
Q: Good morning, This companies share price has exploded in the last 52 weeks their tech seems very interesting the share count seems low can you add your opinion on this potentially life changing tech and how this company looks.
Thanks
Q: Hi guys
Market rotation. There are so many small to midcaps
I have WELL, could you suggest 6 more that will benefit in different sectors ,or is there an etf or mutual fund that i could look at. My large caps are diversified I have mawer 150, for years thanks to 5i and done really good.
thxs. Bob