Investment Q&A

Q: Can you give your thoughts on their most recent 1/4 and the company in general, buy,hold, or sell.

Thanks

Q: Hi - your analysis of the results please. vs what was expected? Are they a better value here or is it time to tax
loss sell? what does the bal sheet look like? thanks

Q: Is it not incumbent for any firm such as SeekingAlpha making accusations to have solid evidence prior to making accusations in support of short selling? Should there not be recourse against both the accuser and possibly the promotors of a class action law suit. If there is no back up evidence of wrong doing, shareowners should consider legal action? How reputable is SeekingAlpha?

Can you provide guidance as to whether I should take my losses in stride?

Thank you

Q: Could I have your thoughts on the latest quarter. Thanks.

Q: Intrinsyc released Q3 yesterday and the results and outlook appear strong. The company was also named as a top 20 public tech company and is presenting at next weeks CIX Tech Investor conference in Toronto. What are you thoughts on ITC as a micro cap tech opportunity given the company's strong balance sheet.

Q: Could you please comment on Prometic's earnings release?
Thank you, Peter

Q: I like the long term potential within the Uranium sector for future electricity generation. I'm looking to invest in the sector for the long term ( at least 5 yrs +) as I believe there is a forecasted supply shortfall emerging between 2018-2020 that could last many years. BAN looks interesting but at $0.03/share also looks very risky with about $8 mill in debt. I'm also looking at Denison and UEX with no debt. Is BAN a survivor for the next upcycle? What do you think of a basket of these juniors?
Thank-you.

Q: UrtheCast Corp released their third quarter results this week. Would you please provide your comments. Did the meet expectations and would you recommend continuing to hold this stock? Thanks

Q: Hey Peter & Team,

Trying to get a handle on Merus. I bought a full position @ $1.94 in Jan 2015. Sold 50% at $3.26 in July. Today it is trading @ $1.55.

The street sentiments appear to be fluctuating quite a bit... Early Oct it carried a Strong Buy recommendation from multiple sources with target prices ranging between $3.25 & $4.25. 3 weeks later Mackie & Scotia reduced their targets from $4.25 - $2.70.

Are you able to shed any light on MSL and what we could expect moving forward?

Thanks for all you do

Gord

Q: Hi Team,
I decided to take on a position in Input Capital today with the recent pullback. Do you think this is a good entry point? The company cancelled 3 contracts in their latest news release.

Thanks,
Erick

Q: Hello Peter and All,
What is you "take" on today's development with INP ?
Thanks,
Bill.

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: Appreciate your views on results and the announcement of a stategic review.
Thanks
john

Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.

Q: What is your opinion about Mogo finance? Is it a good price to take a position for a 2 to 3 year hold?

Q: Would you ascribe the significant recent weakness in SCL primarily to company fundamentals or to tax-loss selling? In other words, would this be a good entry point for a speculative position?

Thanks!

Q: I would like to add international stocks to my portfolio for diversity. My current mix is 90% Canadian stocks and 10% US. I know I should not be so heavily weighted towards Canada therefore I am considering 50% Canada, 30% US and 20% International. Many of my Canadian companies have US and global business. My US exposure is through two low cost ETFs with Vanguard, namely VFV and VUN. Although VFV is comprised of US companies, more than half of those companies have international exposure. Although I am hesitant to buy mutual funds because of their high fees, I note that Mawer funds have lower fees than others plus their performance is much better than passive ETFs. I would appreciate your comments on my goals for diversification, and any other mutual fund companies or actively managed ETFs that you would recommend for international exposure.

Q: I would appreciate your comments on their most recent earnings.

Thanks!

Q: Do you think this stock be sold or is it worthwhile holding?

Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?