Q: Hi Peter, Can I get your opinion on Grey Wolf's latest acquisition and your thoughts on the company, the stock and its valuation. Also is it a buy at this level. Can you also comment on ROE and debt.
Q: Greetings, would like your latest thinking on Vitalhub. I know you still like it. I know very little about technical analysis, but the chart lately looks a little different than past “dips”. In the past after a pullback it seemed to fairly quickly regain its upward momentum. Right now it seems to have stalled a bit and even make lower lows. I would like to think that maybe people are just taking some gains in the new tax year, but the valuation is making me a bit nervous if growth is slowing. Thanks for your insight.
Q: I am looking at DNTL, ZDC, MDA AND VHI. Would appreciate your input and recommendations of which are good and which to avoid. Please put them in order of preference.
Q: What are your thoughts on this company? As it recently finished a bought deal at $1.9 w/ strong interest and with good prospects on the natural gas turbines for O&G sites along with potential access to mining industries it seems it has good head winds for these cheaper and environmentally-friendly solutions.
One risk seems to be their over reliance on their turbine manufacturer where they have an agreement for Western Canada but nowhere else as of now.
With >35% insider ownership and a consistent shift away from pure oilfield services, what are your thoughts on starting a position? If so, what is a good entry point?
Q: What do you think about these two stocks. TSSI has been on a tear lately. BMR on the other hand is struggling but has some nice contracts with Nvidia and others.
Q: Happy new year! I read the news that vital hub has issued a short form prospectus, but I don't understand what this means. Does this mean dilution, or is it more positive for the stock? Would it be worth taking a nibble at this point?
Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.
I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.
Q: What is your take on the possibility that Quebecor might try to purchase Corus Entertainment, considering the massive debt that has caused most analysts to rate Corus as a strong sell and an under-perform rating. For example, National Bank views its real share price as one cent - yikes! If Quebecor could buy Corus at a 'bargain-basement' price, could this act as a tailwind for Quebecor? Thanks as always for your insight.
Q: Do you have any thoughts on this company or its prospects? Seems very early stage but in a promising area (green H2) but w/ no analyst coverage and pre-revenue it seems very early stage.