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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter,
Can you provide any elaboration on the Q2 Badger comment below?

From Badger Q2 Report regarding forward looking statements:

“...An increase in Company capital will be required to finance the anticipated capital expenditure program”

As I see it, any increase in number of shares particularly before year end, would be a significant drag on the share price. Your thoughts on the need for more capital and its short term affect would be appreciated.
Many thanks!



Read Answer Asked by Robert on August 15, 2014
Q: Just to clarify, David's question to you on BAD is correct! O'Connell on BNN commented on Badger's (just reported) earnings the evening of August 11th (Monday evening). Sedar and other sources including the TSX released the results this morning, Wednesday. I realize your not a regulator, nor a shareholder but how could this occur? Very disturbing for me as a shareholder but I'll still continue to hold for growth.Thanks for your great service.
Read Answer Asked by Gary on August 14, 2014
Q: A comment on Badger BAD. On Market Call Tonight on Monday evening Aug 11, John O'Connell of Davis Rea responded to a question on Badger by saying "I had a quick peek at their earnings when they came out this morning...." then proceeded to say revenues were up but margins were down etc., basically describing the results that were released this morning.(The video is available on the BNN.CA web site.) What do you make of this? Is it possible Badger gave Mr. O'Connell an early look at their results?
Read Answer Asked by David on August 13, 2014
Q: Peter and Team,

Badger Daylighting is getting smashed today following its earnings report but too me the market reaction seems way overblown. The only bad thing I can see in there is that margins decreased but it was for, what seems to me, good reason in the US and for something that seems out of the company's control in Canada.

Your thoughts on what to do with the stock from here? Forgetting the dividend, I was up about 18% or so and am now down 1% on it in a day. My tendancy is to continue to hold as I like this company and idea long term but maybe I'm too stuborn?
Read Answer Asked by Marc on August 13, 2014
Q: Hi,
Looking at your Badger Rept dated May 8 2012 rated A-, now B+, due to increased valuation, no doubt.I noticed they have been diversifying into construction which is very strong due to unusually low interest rates. Since there is much talk of rising rates, do you see this as a serious risk to BAD's upside or even line them up for another haircut?
Read Answer Asked by LJ on August 11, 2014
Q: Hello Peter and Staff
I own some BADger, and it is disconcerting to see it drop on a daily basis, with heavy selling volume. I am concerned that my purchase was made when growth mode changed to a Stop mode. One does wonder about underlying rumours etc. If I were to sell, it would not be pretty, if I hold, would it be reasonable to expect recovery in the short to medium term or is one looking way down the road. Thanks as always for your learned advice.
Read Answer Asked by Phyllis on August 06, 2014
Q: Peter,
Catching up on my 5i questions and answers, I noticed that both Bill & Gord commented favourably on your dislike of target prices. It reminded me that Ross Healey was a guest on BNN last week. When asked by a caller about Badger(Bad) dropping in price, he stated it was over-priced and predicted it would drop to $18 to $20. Would you care to comment on that or is it a good example of being beware of target prices?
Gary
Gary
Read Answer Asked by Gary on August 06, 2014
Q: Hi Peter and Group
How do you view the $50 million increase in credit recently obrained by Badger. I think company quarter reporting is not too far off. I am down considerably on the stock and wonder if this will be material to their quarterly report Thanks for all your good work. I have learned a lot since taking up membership, I think.
Read Answer Asked by Phyllis on July 24, 2014
Q: Hi Guys

I have started my 18 year old son in the world of investing with some ideas from your site. He has purchase Bad and cgx for his self directed acct. He is getting a little antsy with the almost 20% drop in bad. any suggestions on how he should deal with these situations. obviously I would like for him to have a positive initial experience with the world of investing but also have him realize is experience is valuable and something can be learned from it. he has about 11k in his account.

Thanks
Mike
Read Answer Asked by Michael on July 09, 2014
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