Both Inspira and Convalo released earnings today. I wonder if you would kindly provide me with your analysis of the results and an opinion on the outlook for these companies.
Q: I see in past Q&A's you are not fond of Nobilis.
I was wondering if you could provide insight as to why?
Last years short report was disproven. Their delay in earnings was well explained.
I agree the move off the TSX was perplexing but they seem to be executing their business well. Assuming they meet guidance for Q4 I don't see what's not to like.
I have a small position and considering its current valuation I am thinking of adding.
Q: I'm trying to create an Index portfolio and I have allocated 35% to the U.S. through the iShares Core S&P 500 Index (IVV). Of that 35%, I am looking at adding exposure to mid cap and small cap U.S. companies to generate more growth. Do you agree with this strategy. I plan to retain a 27% weighting in the IVV and add 5% to a mid cap ETF and 3% to a small cap ETF. I am leaning towards the IJH and IJR due to the low fees.
Q: so the vp and head of rbc investing finally returned my call. he said there were 474 expressions of interest for freshii, rbc investing received a very small number of shares for freshii and as he explained only the first 10 expressions of interest got some fill, i was 47.53,64,65,abd 74. my next question was why they did not close the freshii ipo right away, he said they discussed this forever in meetings, and decided to leave it open, my reply is giving false hope is disgusting, he agreed and indicated they will not do it anymore.
i agree with peter paying more than 13.50 is probably a dumb move, personally i am a big health nut so my emotion better not get the better of me.
on another note i often trade long dated options 1 and 2 years out, example facebook trading at 130. 2 years out the 130 are at 20 bucks, a number easier to deal with, the fees from rbc are astronomical on each trade. i spoke to the vp about this and he agreed but they have no facility to offset something like this for large traders.
for my stock trades i pay 6.95, i know there are far less expensive sites but with 15 accounts and my banking at rbc the hassle to change is huge.he offered me a small consolation which i accepted. dave
Do you feel GPS has the same risk profile as RC? The companies seem to me to be about the same size, similar financials and introducing new technologies. RC pays a dividend so I suppose is a more "stable" company.
Thanks,
Jim
Q: In view of the latest financial results from Opsens where sales doubled (compared to same quarter 2015)but sales and marketing expenses quadrupled, would you say that Opsens is making progress?
Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?
Q: EGT just news released today at 2:00 pm, and the stock ended up 40%. Basically, Eguana Technologies and Bosch are collaborating on a Home Battery System (HBS) project, which will be on display at DistribuTECH in San Diego, CA from January 31 - February 2, 2017.
It's now 55% of my company. Do you think I might actually consider buying more, holding, or selling a small portion, tomorrow?
Also, I today transferred $5500 of stock-in-kind into my TFSA, at the low of the day ($0.235, but it closed at .33). I know I will have to pay a possible capital gains tax for the deemed disposition, but it also allows me to transfer a larger amount of shares into my TFSA. Is there something I'm missing, or is that the logical thing to do, assuming that the stock,1-5 years from now, will inevitable be much higher?
Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!
Q: Your view on GWR including insider ownership & estimated eps & revenue.Is this a good entry point?Appreciate u normal great services & opinions.Congratulation for Peter's top 3 picks last week-increase of 12.6% on GSY & 11.8% on HWO
Q: I have been watching this company for some time now. Despite the stock being up quite a bit over the last 12 months it has stalled. Trading at a ridiculously low valuation compared to other competitors who can't even seem to make a profit (MDI etc.), is the market missing something here? I have Geo at under ten times earnings with essentially no debt. I have no Gold exposure at this time and was thinking about starting a position.
Q: Please may I have your expert opinion on FTG including insider ownership & estimated eps & revenue.Have a 0.25 position & please advise on my view of adding here.Appreciate your usual great services & views