Q: I am wondering if you have an opinion on Hudson Resources? I have owned shares in the company for a few years, awaiting news which we saw today, that they signed a very large contract with Owens Corning for the sale of anorthosite to be used in the manufacturing of fiberglass. Supposedly this is the first of many supply agreements to be signed but the PR said that this agreement covers the major portion of the initial required volume. Supposedly this company will become a big cash cow, with very little capital required. The only problem is that it doesn't seem like any brokerage firms cover the company. After this PR only $80k has traded today. Just wondering if you have looked at this company in the past or if you have seen brokerage coverage on it?
Q: I'm just wondering what you have heard about this company as a potential growth stock. It is very small, it isn't in your current growth portfolio. Do you think there may be some consideration in the near future.
Thanks
Jim
Q: My question is regarding TSL (Tree Island Steel) who today released 2nd quarter results.Could you please comment on the latest numbers ? Please state pros and cons with regards to this company being the great entity it once was prior to the housing collapse of '08. Would you know what % of their sales is derived from residential, commercial , industrial & agricultural sectors ? are they as vulnerable to the Chinese dumping very cheap fasteners on the market today as they were in their heyday ? thanx Norm
Q: Can I have your comments on the recent decline. Is it an over-reaction to HCG? If HCG is dumping brokers, couldn't SCB be picking these brokers up? Overall thoughts on the company as well.
Q: With the nice selloff in LND from 24c to 17c, would you consider the current price a reasonable entry point? One of my concerns are the warrants outstanding, which may put pressure on the shares. Your thoughts?
I have done some due diligence, and believe the business model to be quite attractive.
I have read that Slyce may be a few quarters or a few big announcements away from doing anything positive but am still surprised at the huge drop today after holding on for a long time in the mid .40's. Any news here or do you think it was just someone deciding to exit a large position that drove it down?
Q: I recently asked about Firan and the stock has done well, but I recently noticed a very large disposition ~750,000 shares (4.2% shares outstanding) by the company's new chairman - Beutel, Robert Jonathan:
www.canadianinsider.com
This worries me a lot as the shares were disposed at $2.10/share and it seems a very odd time to sell given the stock's positive momentum, USD tail winds, and the fact that its going into a quarter which should be extremely easy to beat materially from the year prior (Q3 2014)...
I realize insiders can sell for a number of reasons and should not always be seen negatively, but this sale seems a little fishy to me.
Should I think about taking profits or ignore the insider sale?
Q: I have read some info that suggests this is a disruptive technology for processing of claims and it has started to turn a profit. Do you have an opinion on this stock?
Q: This is a tiny company but appears to be capturing market share in an established business( cash management etc) via new technology 80% of revenue is recurring. As typical of software company large gross margins ( 73%). I think they make as much as 3 cents a share profit this year, no debt and as almost all their business is in the US the appreciating US dollar really helps them. Assuming a 20% growth rate over next few years how does one evaluate this company?
If you feel this question requires too long an answer then you can charge me more credits or not answer.