It has been close to a year since your last comments on PLS. I was wondering if their latest business update indicating strong deliveries of late and the development of the port of long beach facilities moving ahead have given you reason to change your outlook for Polaris at all? This news seams to have moved the stock up significantly over the last two days.
Q: Happy New Year to all.
I am down about 25% on Forent Energy. I bot in for
a speculative play, but it hasn't provided much excitement.
Can you provide any insight into management and their plans?
Q: Cam asked, on a post yesterday, about a symbol "PSN". I can find no "PSN" listed anywhere - there are two Poseidons listed in the US but none with "PSN". Out of curiosity, I wanted to see if there was any technical indication of a big one day drop. Can you tell me where to find it?
Q: What can you tell about VMS? It's carried to production in 2014 in a joint venture with Hudbay and owns shares in North American Nickel as well as interests in other properties.
Thanks
Joe
Q: GWR - Would you have any further information on GWR than a year ago? It is thinly traded but there seems to be some demand/interest lately. I own a small amount and would like your opinion as to holding on to see how this plays out as their year end nears. I concur and join with the many accolades sent to you.
Many Thanks, Gayle
Q: The uranium sector seems to be moving up a bit and I would like to start accumulating in the sector. Everyone agrees we are going into a mining supply issue and with the Russian weapons supply having stopped I don't see how the price can not go up. What would be your suggestions in the sector.
Would be nice if members could search questions by a key word (like uranium).
Hope you had a good holiday and Thanks for the wonderful service you provide.
Q: From Andy I forgot to write in the stocks. I'll start again Sorry. Question from Dale Jan. 02. on small cap stocks. How would you compare these and if you were to throw any out which ones.CMI -PLI -NCI -SYZ -E Thank You Andy Happy New Year To Everyone
Q: PLUG has met their 4th quarer targets and the stock is spiking in early hours.
According to the CEO the first quarter 2014 should also be a good one. Once again they seem to be on a good growth curve with top notch customers. BLD is one of their suppliers.
Could be a very good year for both companies.
Do you agree.
Good Luck for The New Year
Hersh
Q: Good morning, After reading your article on small caps, I'm wondering if you have any thoughts on the canadian graphite or graphene mining companies. Are there any that are already profitable or have a distinct competitive advantage? Thanks, Rod
Q: Best wishes for 2014. And thank you, once again, for freeing us all from brokers.
Could you please compare and contrast Redknee RKN and Sphere 3-D ANY. I own RKN and am wondering if I should swap it for Sphere. But I can't assess how serious RKN's last earnings miss was. You have said that the story is not over, but you have also said RKN is now more risky. I don't know Sphere 3-D very well, but I have seen you suggest it to other members.
In your recent blog post "Five Small Cap Rules to Live By," your 5th recommendation is the following: Don't stick around too long if serious problems develop. Specifically, you add that a serious problem may be revealed in "declining sales trends or declining profit margins. A small, growing company, in our view, should never show declining sales." Does RKN fit into this category? Is Sphere a good switch with better risk-reward or should I wait one more quarter on RKN. Thank you again for fabulous service: I have made money--and more importantly learned a lot!
Q: As part of proper portfolio balance, my philosophy is to generally have income securities inside RRSP, blue chips in cash accounts, and the most speculative of the bunch in TFSA. In a recent question on TFSA where dividends were a criterion you suggested BDI where I might consider MCR instead.
Current TFSA is: CVL largest holding at 25%, equal weights: AYA, SYZ, WCP, WIN, WPK and at 5% MUX.
What 2 names could you suggest adding for the 2014 contribution, bearing in mind that dividends are less important than potential home run power, or should I beef up one of the existing weight stocks, and is my thinking fundamentally solid? Thanks, J.