Investment Q&A

Q: I think Aquila has been raising money by selling shares which were over-subscribed. It looks like insiders have purchased 24% of the issued shares. Finder's fees (cash and warrants) have been awarded to company insiders I suppose. Certainly there has been share dilution but surely dilution is preferable to borrowing money against non-existant cash flow. I know the stock is high risk but my exposure is very low - less than 0.1%.
2 questions...
Does everything still look OK to 5i?
Does Hudbay own any part of the Back-Fourty target?
Thanks
Jim

Q: Hello!

They announced another piece of business today. Looking at starting a position here. What would be a reasonable timeframe to wait for a price increase (turnaround). Would you consider it a good buy?

Thanks!

Q: Hi,
I am down 60% on this this one. Very small portion of my portfolio (less than 1%. Just wondering if I should average down or let it be for now. Stock looks pretty cheap on P/E, P/B and P/S. RFC went down with the oil and gas sector because of its large exposure to Alberta. RFC seems to be doing ok. Do you think this is dead money or does it have some potential in the medium term.

Q: Hi Peter,
GPS reports after the close today.
Do you think the first quarter will be as good as Q4.
Thanks

Q: Hi folks,can please opinion on Q results for Redknee rkn/t and guidance going forward. Looks to be another miss and company withdrawing guidance for rest of 2017. Is there any hope for Redknee or just sell at loss and move on, thanks as always, jb

Q: Hi, Greenspace Brands seems to be receiving favourable coverage recently with several BNN guests liking it. The trend and tilt towards organic food is certainly growing specially the millenials and others with better affordability. What are the growth metrics for this company, acquisitions and organic? You had mentioned that stock is already expensive and there does n't seem to be much coverage among analysts, except one I noticed from Raymond James. company did a financing at $1.20 in December, 2016. Stock already trading at $1.67 and most gains made in last 2 weeks. Is it worth taking a small position, before it catches world's attention ? Premium Brands, also in food business, although not an identical co. but was n't discovered by retail investors when it was trading at a fraction of today's price just 3 years ago. Will appreciate your thoughts. Thanks

Q: Do you have an opinion on the earnings prospects and present valuation for this co?

Q: Your opinion on WiLan's results please ? For those of us still hanging on would you still consider this a hold ?

Q: input capital took a big dip today, any idea why?

Q: I realize this company (GSE Systems, GVP-US) may not be covered by you in the normal course of events but it was mentioned by a BNN analyst and sounded very interesting. Do you know anything about it?

Q: Just as a follow up to the answer you gave on this company, IRD was highlighted by Ryan Irvine in his monthly Keystock newsletter of Feb 1, 2017. As well, the year end numbers will be issued the last week of February and there may be buyers ahead of the report.

Q: What is your thoughts about the results and outlook for Sangoma? The stock looks cheap for a Company with $25 million in sales which is expected to grow 15-20%?

Q: I have a half position in this company for some time, do you think it is still a good buy at this price. I really like what this company does, and the last 2 weeks it has really shot up, with no news, on large volume. Any idea why this is taking off.
Thank you once again for the great service.

Q: Hi does GCL seem fairly valued at these levels , it seems to have sold off today .
Am I missing something ?
Thanks,
David

Q: Ceapro recently received a positive review in the Globe & Mail (Dec 14th).
What are your thoughts?

Q: Hi,,

I know this company would not be on your radar given the small size. That said, could you provide commentary on the potential prospects for this company and the balance sheet. I understand they have cash and growing revenues. Is there insider ownership? Any further insights would be appreciated.

Thanks

Q: I have just joined your service due to the great coverage of small cap companies. I am looking for growth companies and have a high risk tolerance. I already own SHOP, KXS and OTC. I am looking to add another 5 companies. What would be your suggestions?

Q: I have been holding WIN for the last 3 years. Should I still hold?

Q: Hi, Could you please give me your opinion about this small company. It seems to making a bit of a come back after a bit of a scare last year with one of it's client's, and I am wondering if it is worth keeping.
Thanks

Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?