Investment Q&A

Q: Do you think TWM and WEF have upside and good for a longer term hold.
Thank You.

Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?

Q: The last comment was over a year ago, and performance since then has been disappointing. Can you comment on current prospects?

Q: Can i have your take on DRT please. Looks to me like they have to improve their margins.

Q: Re AEcon, you commented yesterday that you see it as “more sideways than anything” ... could you please expand and explain why you think this? .. I’ve noticed some analysts forecasting a price of $23 (now at about $15), so i take it you don’t share that view ... also, when we see an analyst forecasting a price (e.g. $23 for ARE), what is the time frame? (By the end of this calendar year?) ... thanks!

Q: Can I get your thoughts on this company please.

Thanks,
Scott

Q: Hello Folks,
Perhaps you could take a look at this one and update your comments. It has been a while since you have addressed it. Looking at it from the position of adding to a small position within the context of a speculative tech small-cap.
Kind Regards

Q: What is your current view of this company.
Thank you

Q: Disregarding everything else in a persons portfolio, which of these two stocks would be the best investments over a five year period, thanks?

Q: Hi, I need to raise some cash and thinking of selling this stock, to help with my decision do you know of any impending news that may affect the s/p in the near term.
In your educated opinion is it up, down, or sideways in the near future?
Many thanks,
George

Q: I have done a little research on present prospects and my feeling is there should be some improvement ahead. I bought it in the mid teens and have held it because of the good dividend. My question is should I hold
or move on.
Thanks Chester

Q: Your thoughts on todays bought deal , stock re-action and what we can expect going forward.
Thanks
John

Q: What do the stock fundamentals (and peer comparable numbers) say about VMD right now? Nice run past month, is it overbought and getting ahead of itself or just catching up to its peers?.....thanks.

Q: Long term spec, Your thoughts please. Thx James

Q: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position

Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.

Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Q: Would you consider this a good buy at this time?
Thx so much.

Q: Can you recommend a chat site that talks about smaller and medium sized Canadian companies. I used to use Stockhouse.ca but they don't seem to be around anymore. For instance I would like to see if there any scuttle-but when a stock surges like VMD today.