Investment Q&A

Q: The market seems to like Lonestar's (LSI) bought deal announcement coming on the heels of the most recent quarterly results. I had a small position, added during recent weakness at $2.65 and am inclined to hold. What are your views on the deal and future prospects?

Q: Hi Team, What are your thoughts on Neptune's (NTB) results.

Q: should i continue to hold these stocks gps cmi cxs avo

thanks donald

Q: Could you please give an update on sis. Is this a good entry point. Many thanks, Nancy

Q: What do you think of Patient Home Monitoring's (PHM) recent quarterly results. They appear to be growing earning on a per share basis despite the share diltuion/aquisition model. Do you think it is now trading at a reasonable valuation to enter the stock, or still to expensive?

Q: What are your thoughts on the The Intertain Group (TSX:IT)? The upside looks to be tremendous. If the company in my opinion gets back to the 2011 numbers, this stock could triple?

Q: Peter:

Wanted Technologies(TSX: WAN)released fiscal Q3 results this morning and they looked excellent. Other than being small company they are in big sector "the big data space" for HR a fast growing market. Given this, the stock seems very cheap at $1.10 given Company has over $0.20 per share in cash and debt free. Am I missing something? This seems like a company that can get taken out and very nice premium too. What do you think?

Q: My question is on Ivanhoe Mines (IVN). This is my speculative holding in my portfolio. My concern is with how the market is reacting to the share issue. I want to know if I am missing anything or making a mistake on this name as anyone following the story should know there is a massive amount of capital they need to raise to buld their projects (ie Dilution). Lastly, should it be viewed as a positive this issue and the previous one in Oct 2013 Robert Friedland subscribed to $25 million each time.
Thanks

Q: Hi 5i,
I was hoping you could comment on LSI's latest quarter?
The commentary seems very positive for the first time in a long while.
I know they didn't give a lot of info, but did you have any issue with how they are structuring the potential acquisition? I would suspect the market will like what they reported.

Thanks in advance,
J.

Q: Hi, Would appreciate your analysis of Sylogist Quarterly results. Stock has been trading as low as $8 while the financing was done @$8.90, not long ago.Will the dividend increase help the price recover, in your view? Thanks

Q: Hi guys. have you had a look at TVL yet?

Q: I play the small cap stocks. Too often I find the price open up the next day down 20% because of refinancing. I will run my ideas by you before making any more buys. They are KLS Kelso and RCL Riley recently both down, QST Questor recent digest pick and NCU Nevada Copper. I also hold Canola CNE. What is your opinion on that? That's four potential buys and one I am holding.
I have to get on a winning streak.
Thanks,
Dennis

Q: What do you think of Difference Capital's earnings? Nav seems to be going up. Is it a good time to jump in? Thanks!

Q: Hi Peter/team,could u please comment on Q results smart sma/t and especially their guidance,stock had been on tear but hammered today,I was lucky and had sold a while ago but would be interested on re-entry at today's level depending on your view; buy/hold/sell. thanks as always,jb

Q: Could I get an update on NOV (NovX21, formerly Pro-Or) I've been watching it for some time and it certainly has a good idea and aparently they have proven the technology but I don't see where they are going to get the money from. Is it a high risk buy down at this low price.
Thanks Doug

Q: Hi Peter/Ryan

Can I get your take on QHR's 2014Q1 results? They look decent to me, although the RCM business appears to be struggling and there was a loss in operating cash flow. Also, Telus - a much bigger company - appears to be QHR's main competitor in the EMR space. Is this something to be concerned about? QHR's revenue continues to grow and (at least in my view) has a strong balance sheet, so I have not been too worried, but would appreciate your input.

Thanks.

Q: Hi Peter/team,u are the experts so could u comment Q results for BSM tech gps/v,and the two acquisitions they just announced,sounds pretty good involving rail cars which seem in vogue these days,stock buy/sell/hold at 2.70sh level,thanks as always

Q: your thoughts on cgj jr mining company carlisle gold stock

thanks

Q: Back in December I put a few coins on a speculative play, PHO (Photon Control). Could you please provide comment on their recent ER, and if possible, provide a refresh regarding inside ownership info if available. - Cheers.

Q: ASG - Aurora Spine

I have a small potion in ASG and continue watching while the company gets it "ducks in a row."

May 9 announced the appointment of Doug Johnson as Regional Vice President of Sales for the Eastern United States. Mr. Johnson has served in management roles for various spine and orthopedic companies such as TranS1, Pioneer Surgical Technology and SomnoMed Inc. and has over 15 years of sales experience. Appears this was a good hire and another step towards generating increased sales and exposure.

Mid April saw share prices rise to $4.91 and have since dropped back down to $3.50 - close to it's lowest this year.

I expected this would be a long road for Aurora - especially considering the sector. Is there any other news you have heard? Would you buy at these low levels?

Thanks for all you do

Gord