Q: Hi, Listening to a recent podcast by Keystone Financial, some concerns were raised about high debt level and low organic growth, with most growth generated from acquisitions for Terravest. Do you agree ?
The stock has been weak recently and is now trading at $73, below the recent secondary issue at $74.25 and $9 below its recent high of $82. The decline could well be market related, with DOW and Industrial Sector under pressure, the whole week and not really company specific - Don't know.
At the same time, ADF Group is hitting new highs, almost every day, ignoring the weakness in the Industrial Sector, in general.
Both these companies are on your recommended list. Also, my understanding, based on your investment approach is that you would rather add to a position with stock seeing strong momentum than average down when a stock is in a downwards trend.
Not sure, if the recent price action makes one of the two stocks better than the other, but if you have $$$ to add, which one will you choose today and why ?
Q: Peter and His Wonder Team
This stock is suddenly up 20% today on heavy volume and I have no idea why. Please give me your thoughts. Thanks as always!
Q: Can you name two medium size and 2 small size Canadian copper mining companies trading on the TSX that in your opinion are susceptible to takeover in the next few years. Thanks
Q: Could you comment on Kraken Robotics earnings today? They look good but the company has been selling shares to finance growth and this could hold back the share price. Do insiders hold a solid number of shares?
Q: Good morning all,
Any thoughts on the Quarterly numbers published this morning? All numbers going up however EBITDA growth is not going up as fast as sales/service numbers. thx
Q: I have been eyeing these companies for some time now, regretting not pulling the trigger when first on my radar. I am now questioning the debt level of TVK; does this cause any concern on your part? As for Hammond Power, do you think there is any more room for gains, or has it pretty much hit the wall and is fairly valued?
Q: Hello, can you please share your top 5 candidates for potential multi bagger returns within the speculative part of my portfolio? I'm fine with taking on the associated risk and would likely hold within a TFSA as a smaller speculative portion of my portfolio.
Q: Hi, ADF Group announced new contracts for $90 mln in Canada and US. Earnings release is due June 11th. How is the current valuation of the stock vis-a-vis its peers ?
Are you still buyers at $17 ?
Q: I have a few small and midcap Canadian stocks which are down 20-30% since Covid hit. Well Health is an example. I’ve been thinking of trimming at a loss to put the funds into something performing better today. I still have confidence in companies such as Well Health and am in no hurry to trim. I understand each stock is down due to a range of different factors but the underlying theme might be capital flight from smaller growth companies. My question is what might be the impact on small and midcap Canadian stocks if the BofC lowers rates June 5 and again in the next few months. Is this enough of a spark to see these stocks see any kind of recovery in the next 12 months?
Thanks for your wisdom in helping me better understand the macro forces at play.
My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.
What are 5is houghts on OKLO?
What is Sam Altmans involvement?
additionally..
SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".