Q: Trading has halted on VQS. It appears that when it starts trading again it will be trading lower. Can you please comment on their news release and comment on whether this could be a good buy and what might be a good entry point (approximately what price) ?
Q: Please give me your opinion on RYU apparel. I'm down 90% on my original investment. Is there a future for this company or should being taking a tax loss. Thanks for your analysis.
Q: I am currently very concerned about the future of the market as a result of its apparent disconnect between fundamental values and stock prices. Does this perspective suggest an environment where Axis could be successful? What is your opinion of their prospects/financial strength, etc.?
Q: I see Fabform products on a lot of construction sites. Small company but looks like it's conservatively managed. Can't tell if it's owned by insiders. Maybe it will get a boost with infrastructure spending.
Dan
Q: Orion Energy Systems, Inc. seems to be on a remarkable run lately. Do you discern any characteristics that would make it any more than a speculative short-term hold?
Q: Do you consider that today's news of a joint agreement with Astra Seneca is significant enough to open a full position in Fusion? My read is that the agreement confirms that AZ believes FUSION has the goods so to speak, and is relieving them of a huge part of the costs of development in exchange for a piece of the action. I like the deal but would like your opinion before I jump.
John
Q: We are looking for a US Industrial to add into a portfolio for my daughter who is 21 years old. We have followed your balanced portfolio and she owns SIS, WSP, CAE and TFII. We are currently considering Systemax SYX which just reported good earnings and has jumped in price. I know it is a company that you do not follow closely but would it be a decent addition in the industrial space for a long term investor early in their investing “career”?
Q: Could you give me your assessment on these three companies please. Would you consider buying any of these today? How would you rate them? How do they stand financially? What are their growth prospects?
Thanks John
Q: Could you give me your assessment on MDF. I see that it has made a definite turn around and moving back up. Has something happened that has made it more popular and is this trend possibly going to continue. What happened back in 2016 17 to make it drop so much. Does it pay a dividend?
Thanks John