Q: I would appreciate your analysis of their latest results. The market seems to have yawned in reaction. Thanks as always.
Revenue Increase of 32.6% and Adjusted EBITDA Increase of 143%
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Revenue for the first quarter ended March 31, 2019 was $39.0 million, an increase of $9.6 million over the prior year period.
Gross profit grew to $14.3 million in the first quarter of 2019, compared to $10.6 million in the first quarter of 2018.
Adjusted EBITDA(2) was $3.5 million in the first quarter of 2019, compared to $1.4 million in the first quarter of 2018.
Investor Conference Call on May 14, 2019 at 8:00 a.m. ET
Q: I have some cash to add to a small growth , non-registered portfolio, holding TSGI, SYz, COV . Looking at MCR or PHO . Would you recommend either of these or would you suggest an alternative. Or would you prefer just adding to one of the 3 existing ones.
Many thanks as always.
Q: what are your 3 favorite small caps in canada, under a billion valuation.
and i know its not your mandate but a couple of smallcaps in the u.s. ,everytime you pick a u.s. stock for a member it seems to be a huge winner.
risk is not a factor. dave
Q: CHW Revenue is nicely up but net earnings is down significantly. I have read the release several times and just don't know what to make of it. Would appreciate your review of results. Thanks John
Q: Peter and His Wonder Team
Several reputable financial experts have stated that this stock still has risk but is a great contrarian play. I know you are more conservative in your selection but I would appreciate your opinion please.
Q: Why has Yangarra become so cheap? I was considering taking a position since it was a very strong performer over the last 2 years (maybe even the best performer next to PXT), up until November. I'm pretty sure its due to the price of NatGas falling from November on to new lows and YGR is like 50% gas. Do you see a lot of potential in getting such a strong performer when the share price is so beaten down or is it best to avoid NatGas stocks since there is no way of knowing how long it stays down with so much supply?
Q: Comments please regarding the most recent quarter from SWP. Do you recommend for income and some growth? Have we finally got some traction here or is this a continued mediocre performer?