Q: Any thoughts on the recent news release from Alterra doing a 10 for 1 split and issuing a dividend. I own a small amount just wondering if it is worth picking up a few more before the split.
Q: I like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?
Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?
The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?
Q: ZCL bumped up from about $9.00 to $9.60 starting Aug 18th. Was there a recent news event/development that I missed or was it just investor interest? Do you have any recent opinions on ZCL? I have read your previous comments which are fairly positive. I own ZCL.
Q: I read thru the MD&A this morning and what I THINK I see is an albeit very small company that now has competent management (Eli Dadouch of Firm Capital basically booted the previous idiot out) with high insider ownership (30%) and a turnaround that, while far short of complete is definitely in effect. Your thoughts on this impression and more importantly your estimate of the simple NAV of the company? I see about $76 mill assets minus about $51 mill liabilities for a NAV of about $25 mill against a market cap of about $10 mill. Many thx!
Q: Would you kindly analyze this company in terms of short term and long term? I have modest profits on the stock now, but am able to hold for a longer (long, long, long) term. Is the business model solid for the longer term, in your opinion?
Q: Hi, can you please go over PHO QR...I could be very much wrong but as I go over the release I get the feeling that it is turning into an Avigilon type of story with increased spending on facility and development, management turnover, lower margins and excuses for lower sales. I see both potential and opportunity cost.
I do not have a large position and am unsure if this is worth the headache. I could deploy the money into something better such as new growth portfolio position possibly next week!? Thanks!
Q: Hi Everyone at 5i, Can you please give me your opinion on CZO today's earnings. Sounds like this Co. has potentials, what are your thoughts on this stock?
Q: I am looking for growth + income and trying to identify stocks with a decent value position. What are your thoughts on Hammond Power Solutions? Do the recent earnings have a significant effect on the decision to buy and hold longer term (for me that's 2 + years).Thank-you.
Q: Memex Inc., OEE, is a small company that looks like it has a chance to grab a share of the Internet of Things platform for industries. Their web page lists interesting case studies with real corporations accompanied by many credible customer testimonials. It seems very risky and currently suitable only for mad money but it is one that might be worth keeping an eye on. No dividend but could be a growth story. Would be interested in your thoughts. Thanks, Phil PS Sorry, for all the repeats.
Q: What are your thoughts on the Score? SCR is interesting to me for a few reasons, mostly that the revenue is growing, they have some cash, and to be honest I like the product. That being said, is there a dollar to be made here if a person isn't in a rush and can stomach the risk? Thanks
Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.