Q: Greetings 5i, your analysis please of the Dec 31, 2024 results. Is the drop in share price due to results or general market uncertainty/recession fears? Any recent hint of what is happening re: the real estate spinout? Do you still believe in the favorable risk/reward outlook for Leon's? Thank you.
Q: Can you tell me what you think of the quarterly report that came out wednesday? I was disappointed in the 10 million reduction in free cash flow. Can you tell me how many shares are outstanding and whether than number increased from last year? Also do you still expect eqrningwto double or triple in 2005?
Q: Kraken announced a sizeable order today - $34M. The stock has recently sold off a bit but is up 14% today as of this writing. How material is the order? Was it expected? Have they updated their outlook for 2025? Out of 10, how would you rate the stock as a buy? I'm trying to decide whether to make it a full position.
Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx
Q: This morning news--A new industry whitepaper--prompted a 14.29% rally from a day low of 0.62 to 0.72. on big volume of 250.3k exceeding av.71k. A good year with 0.90H and .28L.Please comment.Buy,Hold or Sell.Txs for u usual great services & views
Q: In response to your answer it is noted in the Company financials "the Subordinate Voting Shares and Proportionate Voting Shares have the same rights, are equal in all respects and are treated by the Company as if they were shares of one class only."
Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
Q: I am wondering if staff/exec have vested options, that are currently being sold, and that is accelerating the stock weakness over the past month (roughly from $40 down to $30).
Looking at the INK Insider report for last year, the graph shows substantial insider sales in May 2024, when the price went from $29 down to $19 (and then rebounded). Feb 2025 is exactly 3Q from May 2024, so this could match such a cycle (hypothetically).
I'm unsure how long insiders have, to file their sales, for February.
Any thoughts, or is this pure grasping-at-straws?
Q: Hello, I have long been a fan of Peter Hodson's team. Introduced thru Ellen Roseman's investment club.
I own JRVMF in my TFSA. Originally bought about $2,000 CDN worth of shares several years ago. I listened to my geologist neighbour.
Just received a package on the company's U.S. Chapter 11 proceedings (received by regular mail February 21, 2025, must respond by 5 p.m. CT February 25, 2025).
Package includes 1) notice of "Joint Prepackaged Chapter 11 Plan of Reorganization" 2) "Notice of Non-Voting Status" and 3) a form for those who "elect to opt out of the third-party release" which must be returned tomorrow, Feb 25, 2025.
I gather I am not entitled to vote on the Prepackaged Plan. I assume this is a standard thing. Any advice on how to respond would be appreciated.
Q: I see Propel 12 month high & low-$43-$15 and now at $29 is close to where it was On Oct1.
Any idea for the steep decline,? Do you think it may be due to the fact they possibly overpaid for Quidmarket?
Buy more or reduce or sell? Holder of 1500 shares.