Q: May I have your updated view of TS.B as an aggressive speculative play? What is your view of their third quarter results? I know it is early, but haw do you think their integration of VerticalScope is going and will it have a positive impact to stop the bleeding?
Q: I have held a small amount of shares in this company for about two years, watching it slide down and hoping to see it rise again. What are the chances of that happening?
Q: HI Ri , my question is regarding KSK (KIska). I know it is a very risky stock in a very hated sector. But i would like to know your thoughts on their business plan going forward. What do you think of the agreements with Teck and First Quantum ? Will KSK survive this trough ? Is management competent or would like to see them doing things differently ? thanx Norm
Q: I am interested in the technology of plasma furnaces and its application in waste management. Do you have any insight into this area? PYR is one company I have uncovered. It appears that Westinghouse plasma corp (Alter NRG Corp) has been taken private by a Chinese company. What do you consider the best way to play this technology?
Kelso looks pretty good to me right now. TD waterhouse shows 0 EPS for 2015 and 0.46 for 2016 which is a huge jump. They have a patent for what they do. The stock is trading at 1.40 with a 2.4% dividend that could be collected while one waits for the recovery. This looks like a total no brainer to me. Am I missing something? What is your long term outlook for the stock? And what risks are there at this price point?
Q: Hi, eSP came out with amazing earnings but it fell thirty seven percent this morning. What am I missing here? The numbers looked fantastic. Should I just sell and take the loss?
Q: for those who are looking for bargains and have a horizon of at least 12 months, the sell off of various stocks which appear to be tax related sales by mutual funds because of redemptions or dressing up the fund, offer good entry points. I can think of Keslo as one such stock.
What is the business model. What is potential growth of the company. How much insiders own the stock. Do you think long term (3-5 years), the company will be around. Thanks.
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
What did you think about the earnings report. Was the lower reduction in working capital a red flag?
Could you please also comment on their knew joint venture