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Investment Q&A

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

Q: Hi Peter:
Would appreciate your thoughts on Kraken Sonar, small cap company with interesting technology. The made a small profit in Q3 but their history is more of an R&D business. Do you see greater revenue growth in the coming quarters with their product lines?
Thanks for your great service, have found your site to be very helpful in earning above market returns.
Regards
Victor
Read Answer Asked by Victor on February 12, 2018
Q: I looked through the PTE questions, and I believe the questions I am asking have not been asked (yet). Specifically, there are two questions I have regarding PTE, that of insider selling and the Innohome partnership.

In mid-September 2017, one significant insider sold 875,000 shares, of a total position (as reported by SEDI) of 2.2 Million shares, or about 40%. How do you view such a large disposition by a significant insider, who obviously has a better line of sight to "future prospects" than outside investors ? I generally do not view insiders selling as inherently negative (if it occurs in smaller tranches), as I can understand that they too want to realize some value now & again. However, such a large disposition occurring before the UL858 regulation comes into play leaves me wondering.

In regards to the Innohome partnership, what are your thoughts as to how this is working (on an economic basis) for PTE ? My understanding is that PTE is selling the Innohome product via their distribution channels with HD, Wilmar, & Staples. This sounds to me like PTE has opened up the North American market for Innohome. I have not heard of any press releases suggesting that PTE products are being sold abroad (in Europe), which begs the question as to how PTE might be compensated for doing this. Do you have any thoughts as to how PTE might be benefitting from this ?
Read Answer Asked by Mike on February 12, 2018
Q: Hello Peter et al.

We seem to be getting the market pullback that is much needed for the market to go higher. The Canadian market is a big laggard though. However in all of this turmoil these three stocks have appeared to be on fire. Can I get your opinion on these three stocks. They all hold about a 1-1.5% of my portfolio. Would you buy,sell or hold at these levels?

Thanks,

Brendan
Read Answer Asked by Brendan on February 12, 2018
Q: I see PHO trades at a 2018 fiscal year p/e of 19 ( earnings this year expected to be 10.5 cents mean ) and it has a margin of 10%. QST trades at a p/e for current year of 9 ( 36 cents expected this year) and has a margin of 20%. Granted QST does not have the cash balance per share that PHO has, is this mismatch of values because analysts like tech more than oil service( even though I think QST is a tech company) and PHO may be a buyout target or are there other variables at play?
Read Answer Asked by Murray on February 08, 2018
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