Q: Good morning Peter, Can you gave me your opinion on the platinum market in general and Wellgreen Platinum (symbol WG) ...... short, medium and long term. Thanks DAN
Q: What do you think of PFB Corp? The share price has dropped significantly, despite good fundamentals. Do you think now is a good time to buy this stock?
Q: What is your insight into GDI Integrated Facility Services please? Is there anything better out there? Do you consider FS to be in this space? Thanks
Q: Hi guys, what do you think of their latest earnings report. It seems like the eps/revs are growing, it's trading at 11x PE, ROE 13% and with a 7% div. Am I missing something?
Q: Hello,
Hoping to get your thoughts on Guestlogix. I own the Convertible Bonds.
It looks like they sold Openjaw but I don't think the sale price has been disclosed...PWC said the sale would provide enough to pay off all secured creditors and that there would be "significant" funds available for unsecured creditors.
Would you be able to:
1) provide your thoughts on the future of the remaining company
2) would the convertible bonds be considered unsecured or could they lump them in as equity?
3) Would you be willing to take a stab at a recoverable amount for the CV's, if any? Don't worry, I'm not expecting much.
Q: A BNN guest mentioned a small cap company had a revenue run rate of $40M and anticipated an increase to $100M by year end. What exactly is revenue run rate and what does this company (Convalo- CXV) have to do to achieve this increase? How much credibility do you give this metric?
Thanks
Q: Could I have your thoughts on the preliminary results on SEV. Could you also tell me the insider ownership and debt levels. I have a small position in it but would like to increase it to a full position. Your thoughts please. Thanks
Q: Based on their current earnings report, what risk do you see with Sandvine and at what price would you consider it a buy. What is the lowest you think the price can go?
Appreciate your general thoughts about the company, management etc.
Q: Another big announcement for Lingo Media with a global distribution partner. Is this now a reasonable speculative addition to a small cap portfolio? I bought a little after their last announcement and would like to fill the position. I'm assuming these deals could drive substantial sales growth going forward which seemed to be one of your reservations on the stock (~high P/S ratio)
Thanks
Q: I have made over 100% on this one and recently it has really surged. I started with a 5% position and it has quickly jumped to over a 10% position. I usually sell too soon but this time I am reluctant to sell when it is climbing so fast, and I think this is at least a 5 year holding.