Investment Q&A

Q: Hi Peter,
I would like your opinion on Lonestar west,( LSI)
thanks wai

Q: Hi Peter and hard working team;
I am experiencing some anxiety over my investments in Counsel Corp (CXS), and Lonetar (LSI). Lonestar is being particularly nasty to shareholders. Do you feel any compelling reason to bail out into a model portfolio stock.
Thank you.

Q: what do you think of LSI - seems in the same business as BAD ?

Q: Hi Guys,
I am thinking of taking a full position in V.LSI. What are your latest views and do you see it moving back to the $4 range in the next 6 months?
Thanks

Q: As for the action today in Lonestar do you think the Market Maker knew there was a million share order(s) pending, couldn't move it till he brought the market down to where there were buyers interested, it took him or her several days to accomplish this, explaining the downmove from $4. Is this feasible and do you think the amount of market manipulation is greater on the Venture, or at least with thinner trading stocks anywhere?

Also chartwise I agree price has bounced off the 200 day ma, and I see a "doji" today (same open and close roughly) which usually indicates a change in trend direction, especially when accompanied by high volume. Thanks, J

Q: Comment on LSI. Up to you if you think it merits posting on not! I've been watching the chart technically, and not surprised by the drop to $3.10 today. It is now (hopefully) bouncing off the 200 day M.A. , I bought and expect it to start moving up again. I think the recent sell-off was just a technical move, and nothing wrong fundamentally.

Q: could you tell me what is going on with LSI . thank you.

Q: Last 5 days LSI is going down like a stone ,is this opportunity to add some to my position in portfolio or there is something bad going on. Very ,very happy with your service. Andrew B.

Q: Hello,

I'm would like to buy either LSI or E.
Would you recommend one over the other?

Thank you

Q: Good Morning,
I am wondering if you could comment on LSI's Q1 #'s? While they seem not as strong as I would have liked to see, I am thinking this might be an opportunity to add - as I see their growth rate accelerating throughout each quarter this FY.
Am I missing anything more dire? Their US platform looks to be very compelling at this point - already at 25% of the top line and longer an earnings drain. Thanks for any comments you can provide.

Q: I am wondering what the P/E ratio is of LSI? I recently read from one of your replies that it was 20. I looked on Google and they show a P/E of 45. I looked at another site and they stated 49. I assume that people are using different criteria such as forward looking P/Es, trailing 12 month P/E,... I sometimes find it difficult to get consistent data between sites. Is it possible there are different standards for calculating this ratio?

You've stated in a reply that you feel that LSI is riskier than BADger. Other than being a smaller company, did you have other concerns as well? You've most definitely spoken positively about both companies and am considering a position in one of the two. I tend to hold stocks for a very long time and am wondering which you think has greater growth potential over the long term.

Thank You.

Q: I just received a letter from lonestar about a special meeting to vote on changing the year end Which is okay. l noticed they are also proposing a stock option plan up to 10% of the floats. I like the idea of employees owning shares but is 10% a reasonable percentage. I would have thought 5% would be more reasonable. What is normal, reasonable while balancing incentives for employees while not watering down the # of shares.
I want to echo another reader concern. I write in very in frequently but may have multiple questions at that time.
Mike

Q: Hi Peter and team, I recently learned of another company doing business in the same area as Badger- Lone Star West Inc (LSI). They call themselves a mini Badger and appear to be rapidly expanding. Could you give me your opinion on them. Thanks. Ross

Q: Hey Peter Do you know Lonestar West (LSI). Is management capable of duplicating the Badger story. Thanks

Q: Peter: I was hoping one of the callers on your BNN show would ask about Lonestar West(LSI-X)-- same technology as Badger, shares the same growing market,but a good second choice for those of us who missed Badger's big run-up?
Thanks for your comments.
Harold

Q: What are you thoughts on LSIs latest release. It appears to have sold off a bit since the 30th, is that a bit of disappointment with the results or just general market jitters? I notice its big brother BAD seems to still be riding the hot air balloon to new highs.

Q: Thanks for providing such a great service. I would like to get your thoughts on Lonestar West (LSI). I had BAD for quite a while and sold out of that position (at a very nice profit)maybe a little early and am thinking of using some of the profits to purchase LSI.

Q: Do you feel Lonestar (LSI) is now too expensive or is it still a good buy?

Q: Hello Peter and the 5I team
I have been following LSI for some time, I was wondering what were your thoughts on this mini BAD?

Q: Hi Peter, How should I view today's bought deal announcement from LSI? On one hand it's a huge raise given the market cap, but on the other it would allow them to purchase roughly 25 units for cash - and accelerate there growth beyond the current 50%+ rate. I don't know if I should be upset or excited.
Thanks in advance.