Q: BAD I keep waiting for some bad news to drive this stock down so I can buy but no go. It keeps going up so I am reluctant to buy because at some point this thing will come back to earth. Would you be buying at these prices?
Q: BAD. Peter, I have been watching this stock for a good pull back to buy some as I do not currebntly hold; but, it keeps on trucking. Should I just bite the bullet and get some now?
Q: I have a question about Badger Daylighting Ltd.
Hi Peter:
I worked for a multinational O&G for many years. Daylighting / Hydrovac has established itself as the new normal for the vast majority of maintenance related excavations. Although it's not necessarily the operatrional efficiency that drives the equation. It's risk management. Operations and Maintenance groups reduce any related uncertainty regarding potential underground contacts by either performing the entire excavation by hydrovac or identifying any existing underground infrastructure by spot hydrovacing to visually locate it prior to excavation by mechanical methods.
Peter: Do you believe it is inevitable that Badger will be taken over by one of the larger construction service providers in the next couple of years? Seems to me, there's just too much potential cash flow involved.
Q: I am a new member, CSU is the only recent report. Are this years 5 additional A rated companies still a good investment? WIN , STN , BYD , BAD , CGX
Q: Thanks for detailed analysis on Badger Daylighting. A few questions about the company:
(1) You mentioned that the high growth of the industry has attracted numerous competitors. Is the Badger Hydrovac design a proprietary technology that Badger owns exclusively? Other than reputation and engineering expertise, does Badger have other advantages over competitors?
(2) Many companies are now forecasting slower future growth and toning down their previous ambitious expansion plan. How do you see this trend affecting the future growth of Badger? Would you still recommend Badger at the existing stock price (approx $26)?
(3) In your report you say Badger's payout ratio is below 25%. What's considered high and low for this type of company?
With BAD & BDI both in the Petroleum Field Services sector, what made you pick BAD over BDI for the National Post Stock Pickers Challenge for this quarter?
The shares are in a steep decline. From a technical stand point you probably would not want to jump in yet but at what point do the shares become too cheap to ignore?
Q: I have a question about Badger Daylighting Ltd. The stock dropped over 4 percent in one day, but i cannot find any news that would suggest why. Any ideas as to what spooked the investors?
Q: Did Badger (BAD) just dilute my investment by increasing the stock count by 1.5 million shares? Stock price should drop by a few dollars a share to account for this??? What's your feel for an entry price these days given their negative free cash flow and stock dilution (if I am reading the news correctly)