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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: Although, I'm generally not a 'trader', I saw this morning that BAD took a leap up, leaving quite a gap, so after holding it for 3 years I sold, with 150% profit, thinking I can probably buy it on a pullback. Would you agree that it is still a good company to have and if so, if you also think there might be a (technical/sector) pullback, what price would you look at to get back into?
Read Answer Asked by Alexandra on August 12, 2016
Q: Sirs :Badger has drifted in a tight downward trading range for some time. Do you expect a breakout in the near future or have a suggestion or two I may consider for growth in the near future. Thanks for your sound advice in the past.
John
Read Answer Asked by John on May 05, 2016
Q: Back in August, you mentioned that there is likely an opportunity cost in owning Badger. Given more recent results, with a greater move to the US and management delivering on everything they said they would, do you still believe this to be the case?

In an otherwise diversified portfolio, I currently have about 8% in industrials (WSP, NFI), and am looking for a third company to boost the allocation, with a mix of some dividend and growth. Do you think BAD would be a reasonable addition? I have also been considering MDA.

Thank you.

Alan
Read Answer Asked by Alan on January 25, 2016
Q: Hello team -

I have a 2.3% weighting in Badger Daylighting. Lately I am hearing some of negativity towards this company - about their business not being "patentable" and "increasing competition". I know BAD manufactures their own trucks at apparently a lower cost than others in this space. Aside from this, what is going to keep this 900lb gorilla ahead of the competition? Scale? Better management team?

Will expansion into the U.S. open themselves up to even more competition? What are your thoughts on this business and their possible strategy going forward?

Read Answer Asked by James on May 24, 2015