Q: Eguana Technologies (EGT) looks like it is now, finally, poised to start generating revenue. They are now talking about having $5 million on the order books, though there have been no formal announcements. The stock is pretty much at one year lows, despite the numerous tier-one partnerships, energy storage market momentum, and apparent company momentum.
Q: Gentlemen, I would appreciate your comments on Tucows, I have done well on this investment. Wondering if the strong income growth is likely to continue.
Q: I just submitted a question on 3TL (ttm) but see I should have added the company to the text.
I would like your opinion about the lack of share price appreciation although it has upgraded shorter term contracts to yearly saas contracts with Toro, subs of MARS, I think Arm and Hammer, and now a sub of a large American media conglomerate. All of these deals are with multibillion dollar companies, although I would be the first to admit their deals are nowhere near that large.
Do you think it is because they don't mention the value of the contracts, a lack of promotion or am I overly excited because of the names?
Q: Base on your last comment,Mar. 3, I don't see any comments in regards to this been a rapid growth company. It is just my option based on the amount of expansion that their costs are not out of question. This is a company that is expanding globally, with a lot of over head in training etc, etc. So my question is how do you support other companies who do not make money, but this one appears not to rate very high. So have you really checked into this company, if so what are the negatives about this company.
Q: Hello! I would appreciate your intake on the recent surge in PHM stock price as well as the volume of transactions. I am down 50% and is considering averaging down. This is a very small portion of my portfolio and unfortunately, it is in my TFSA.
Thanks!
Q: AcuityAds (AT.v) reported excellent quarterly and year-end operating results this week, while showing impressive growth and execution from its acquisition of 140 Proof. Their acquisition of U.S.-based Visible Measures announced on Thursday seems unbelievably cheap and financing it at a 6% discount very reasonable. Liquidity remains an issue though some of the founders are releasing more of their extensive holdings as part of today's financing to increase supply.
Is 5i getting closer to having a look under the hood?
Q: Hi, you had commented a while back on Market Call that you needed to "do more work" on AcuityAds to look at growth potential versus valuation. Since there there has been additional news, including an aquisition today as well as the opening of an office in Europe. Have you had a chance yet to look at the company in more detail, and if so what is your current view? The CEO looks top-notch to me and they seem to be laying out a good path forward to make this a much bigger company.
Q: Can you comment on Pollard's intention to acquire 100% of Innova? What does Innova do? Do you see this as an accretive acquisition if it goes through?
Q: Just a quick question on Sylogist. With a good amount of cash, no debt and a nice dividend, at what point - or more appropriately, at what price does one load up on shares? Even if they have a flat year or modest growth as they 'change', they seem very well positioned afterwards.
Q: After report of earnings(eps matched estimates)on Feb 23,MNW dropped sharply on big volume.On 3/7,after report of guidance & NCIB of max.7.8m shares,price recovered.On 3/9 announced new credit facility on better terms resulting in further appreciation.I have a small position.Please provide your expert opinion.Appreciate u usual great services & views
Q: The sale announced by WEQ seems like it will make a substantial dent in their debt but I don't know the degree to which it will affect their revenue or profits. What is your opinion? If sale goes through will debt become manageable while leaving reasonable opportunity for revenue generation?