Q: Happy Holidays 5i Team,

Could I please get your analysis on the above names as part of a diversified small cap portfolio focused on capital gains over 3-5 year hold. I have partial positions at higher prices in both IOM and SIM but they seem undervalued now given their prospects and current price. I generally prefer to diversify over averaging down while still building a portfolio as a strategy, but I am also willing to be flexible if the risk and reward is right. Would you add to existing positions in these stocks? Under what circumstances would you recommend someone consider averaging down?

I also like the prospects of GSI VHI and FLY and would appreciate your comments on them as being added to a aggressive growth portfolio. Any red flags or risks other than size? How would you rank them given their current price?

Thanks for the great service and happy New Year to everyone.

Q: They issued guidance yesterday that sounds promising. This is an American healthcare company that lists on the Canadian venture exchange. The press release says they are exploring a US listing in 2020. There may be a nice buying opportunity here, before they list in the US. Viemed is a similar stock that comes to mind. Largely ignored on the Cdn exchanges until the Americans started buying. One that bears watching.

Q: How do you feel about this company? I know they've had some management "issues" but the numbers have historically and continue to look enticing. Would you buy?