Investment Q&A

Q: Montrose Env in NY provides environmental services. It was $76 about 15 months ago and now around $30. Can you give my your assessment on this small cap (0.8B) has a 15.9 P/E. Q3-2023 total revenue was $168 which Q3-2022 was $ 130. They appear to have had losses each of the past few years. It appears to have gone public mid-2020. I'd be grateful for your views on this small cap stock.

Q: Would you be comfortable with a full position in HPS.A? Thank you.

Q: What are your views on ftco.us .Thanks Phil

Q: seems like a bit of a long shot high volume some analysts have high expectations could you comment please?

Q: Your thoughts on why the rapid fall lately and whether you think there could be a recovery.
Regards Jerry Gazarek

Q: I bought True North just before the split and it looks to me like it's up 45% in just over a month since the split. Am I misreading this? If this is correct, should I take profits?

Q: I want to add one or all to my TFSA from my registered account- In what order ( if any ) would YOU transfer them ? - Thanx Robbie

Q: Am I get an updated opinion on CKI. Trading much closer to BV now.

Q: Hi, I would appreciate if you can provide your thoughts/analysis of TOI with long term outlook.

Q: What are your current thoughts of Atlas Engineered Products? They seem to be trying to add small legacy type businesses as their method of growth. Do you think they have the management that can pull this off? Are their financials currently solid enough that debt is not a problem at present interest rates? Any other thots positive or negative about AEP? I’m quite positive on this group and wanting to buy more. Should I be tempering my enthusiasm?

Q: It has been a long while since I have owned Birchcliff Energy (BIR) and I was shocked to see it trading for less tham $6. The dividend yield is nearly 14 per cent. I understand that at 2.50 natural gas pricing that BIR has to use leverage to maintain the 20 cent per quarter dividend. I remember about a year ago BIR was debt free so I don't image their debt is that high. I also remember Jeff Tonkin saying that the dividend was almost sacrosanct. So I few questions. Is Tonkin still the COE or has he retired or stepped up to be on the BOD? Is the debt level of BIR still low? At 2.50 gas (I know BIR never used to hedge so I assume they are gettting spot pricing) how much debt per quarter must BIR use in order to maintain the current dividend and spend enough to keep production flat? Do you think they will resize, that is, cut the dividend? And if they cut do you thin they would do an NCIB and start to buy back the shares from their depressed levels?

Q: I have owned Dundee Precious Metals (DPM) periodically over the past few years and the trades have been good. I like trying to trade DPM because it has net cash on the balance sheet and two profitable gold mines in Bulgaria. I also think that if the share price of DPM drops below my entry price by a lot the company will use its cash and start a large buyback or raise the modest dividend. But I just noticed that they used perhaps half of the cash on the balance sheet to buy a gold project in Namibia (Osino mines). What do you think of this deal? Was it a good acquistion? I think the next quarterly result will be good bcause of the higher gold price in the good ore grade at Bulgarian mines could make for good earnings. So aside from the Osino deal what do you think of DPM as a short time trade or longer term hold?

Q: Prospects for this company? Is it time to pack it in or is there a silver lining 3-5 years out?

Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?

Q: Please explain the uptick of the stock with the big miss of the quarter.

Thank you for the great service.

Q: Hi Peter, I would appreciate your opinion of this new player in the crypto space.

Many thanks for your great service and best wishes for the holiday season,

David

Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?

Q: Can you provide an updated outlook for this name.Also do you know the percentage os shares held by insiders.What do you think of its current valuation?

Q: What are pros/cons of each of these, any multi-bagger here? Please take as many credits as necessary. I plan to make a purchase or two soon.

Q: May I have your opinion of Fortitude Gold?
With appreciation,
Ed