Investment Q&A

Q: I am wondering what the P/E ratio is of LSI? I recently read from one of your replies that it was 20. I looked on Google and they show a P/E of 45. I looked at another site and they stated 49. I assume that people are using different criteria such as forward looking P/Es, trailing 12 month P/E,... I sometimes find it difficult to get consistent data between sites. Is it possible there are different standards for calculating this ratio?

You've stated in a reply that you feel that LSI is riskier than BADger. Other than being a smaller company, did you have other concerns as well? You've most definitely spoken positively about both companies and am considering a position in one of the two. I tend to hold stocks for a very long time and am wondering which you think has greater growth potential over the long term.

Thank You.

Q: Hi Team,
Thanks for suggesting IWO (US small cap ETF) and IBB (US biotech ETF).
I'm up handsomely since buying in. I read your view about IBB a couple of days ago, but I'm wondering what your current view is about IWO.
I keep hearing mixed views about the space, but I only trust yours.
Keep up the good work.

Q: ENT, would this co. benefit from build out of LNG infrastructure on west coast and any pipeline build and would you recommend as a buy as a tiny portion of a portfolio-would probably buy 10K shares.

Q: Hi Peter and Team, I've been holding ATC for some time hoping for a turn around. I'm down about 60%. Do you think there is a possibility of a takeover, or any other improvement in sight? Or should I cut my losses and move on.
Thanks,
Kim

Q: Hi Peter, could I have your view on Enterprise Group. Thanks

Q: What's your take on MCR's latest quarterly report?

Q: I would like to know your thoughts on brm as I think they have a unique product and I have held the stock for close to 2years. Also I have noticed trading volume has risen considerably in the past few weeks. Bob White.

Q: Can you please comment on Katanga Mining (KAT)?
Is it a buy at this level?
Thank you
Gilles

Q: I purchased 3000 URB @$1.82 on the recommendation of another of analyst. It hasnt done anything. Do you have any info. on it. My thinking is to sell and start deploying the capital into one of your portfolio stocks. Also being a new member which stock would you recommend to begin with. I've done really well with this analyst so far but am going to try to diversify into more stable portfolio.

Q: How does LOY's earnings announcement today impact your view on it as an investment, taking account that its share price has moved up today already? Also, might the announcement last week that the CEO is not accepting additional options granted to him by LOY have been the result of feedback from large investors that the number of options that were being granted to him was excessive, especially considering the general weakness in the share price to that point?

Q: Hi Peter & team.
MXG Maxim Power Corp seems to be cheap based on recent earnings and it also appears they may be up for sale. Can I have your thoughts on this company?
Thanks
John

Q: Where could you value dap.u to peers and the industry. Trading @ 30x earnings. But. Considering its rev growth over last 3 year..

Is 1.59 to expensive or with its sales expansion possibilities does this signal an even higher probable price considering your view on the competitive advantage of their product.

Samuel

Q: I believe you recommended Macro Enterprises (mcr) the other day. Am I correct. Do you like it? Thanks as always

Q: Sorry team, my previous question was about WAN (Wanted technologies), not Wi-lan.

Q: Hi Peter!
What is your opinion on Questor Tech (QST.V) Q3 results published today? My opinion they are very strong, to put it mildly. Its growth just keeps accelerating (internally) from Q to Q, profit is up 150% (9 months) with no debt, $7m in cash, and great product. Interestingly, that EPS growth is higher than revenue growth which is unusual for a fast growing small cap company. Record backlog again left for Q4. I have a feeling that this Co is in its early upside stage with its incinerators finding increased demand across the globe. What is your feel? Do you plan to cover QST down the road? Hope you will add the stock to our Watch list.
Thank you for your great service.

Q: I was thinking of purchasing EFH, and i was wanting to get your
opinion.
thanks Elgin

Q: Carlin Gold went up 100% today. Would you folks have any insight as to what might have prompted this? I've been holding on to this company and increasing position at the low.

Q: Hi Peter and team,

I've just sold half of my PLB (I was way overweight after the buyout offer was made). I'm happy I held it until now, thanks for the great advice to hold.

I've bought some great names, but am still looking for a couple small, high growth companies that I can comfortably hold for 5 or so years. This would be as part of the more speculative portion of my portfolio (~10%).

I see that a couple of questions on WAN have been asked, but you're careful to say that you're not recommending it to a broad audience. Is that only because of its size? From what I see it looks like a perfect candidate: high growth, great margins, high recurring revenue, no debt, cheap, strong management... the list goes on. Do you agree?

Are there any other names that you can think of off the top of your head that would fit in this niche of my portfolio?

Q: Morning to all.. my question involves dividend payouts. SYZ is paying out quarterly and this is due Dec 15th. After that date would it not be advantageous to buy into a monthly payer like IPL for two months taking advantage of their payout and then buy back into SYZ? Cycling for payouts ... could it work? TY.

Q: Can I get an updated thought from you on Cortex Business Solutions (CBX.X). It seems to be pointing in the right direction. Last comments from March - Cheers.