Investment Q&A

Q: So, another question on Kraken Robotics.

Stock has shed over 35% of its value from recent high of $10.73 and now testing 200 day MA of $6.52. Do you still believe this continuing downtrend as a simple Consolidation process ? Would you be concerned and inclined to act, one way or the other, as a Portfolio Manager, with a full 4-5% position ?

It is ironic to witness the deterioration in momentum and Market Cap of Kraken, while , during the same period, Anduril ( Kraken's major customer ) just completed another round of $5 Bln financing, lifting its market valuation (private market) to $60 Billion.

What are we missing ?

Thank You

Q: What is your view on Lumina Metal (LMCU) a recent IPO by R Beaty. It is claimed to be a large copper and silver deposit in Poland with a mine to be ready in 5 years. What do you think would be a reasonable valuation today?

Thank you for your invaluable service.
Peter

Q: What are your thoughts on IFA and the last quarter results posted today. Is the company starting to look better. Thanks

Q: I haven't seen any questions regarding Canada Goose for a while so I'm just wondering what your take is on them these days. I bought a stake in them many years ago when you had them in your Growth portfolio, I've held on to it still because I believe they make an excellent product but the profit metrics are still not there.
Thank you

Jim

Q: Next in the AI stack? Legitimate company and increase in stock price ?

Q: What are some of your top US small to mid cap picks for growth oriented investors right now? Thank you!

Q: Can you give me a brief explanation of this company.

Is it a buy, hold, or sell.
Thank you

Q: Time to get back into GUD? Is it over valued in any way? They have paladin back in the fold which was their initial goal so maybe time to revisit the name?

Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC

Q: Since this company's IPO the share price has continuously decreased. It's company had already fulfilled it's stock buying program and announced another $200M USD program.

It's growth prospects seem strong, it's branding and connection with younger customers seems in tact and it is targeting a segment of the market with actual banking solutions that are missing in the market. On top of this, the fastest growing segments seem to be middle income consumers which will boast the credit profile and reducing some risks.

Anything to like or dislike about this company aside from the profitability profile which is weak but improving?

Q: Could you comment on the recent announcement by the company (May 5th) to spin out it's non-gold assets ("Spinco") and unlock their value. Shareholders get 1 share of Spinco for every 5 White Gold shares held upon completion. Shares have had a positive reaction.



Company has entered into an arrangement agreement (the "Arrangement Agreement") with W2 Critical Minerals Corp. ("Spinco"), a wholly owned subsidiary of the Company. The Spin-Out is designed to unlock the value of White Gold's non-gold project portfolio by transferring its portfolio of copper, molybdenum, tungsten and other critical mineral properties located in west-central Yukon (the "Critical Mineral Assets") into a dedicated, standalone vehicle, and spin-out the common shares of Spinco (the "Spinco Shares") to the Company's shareholders ("Shareholders") on the basis of one Spinco Share for every five White Gold Corp. shares held (as defined below), through a plan of arrangement under the Business Corporations Act (Ontario) (the "Spin-Out"). In connection with the Spin-Out, Spinco intends to complete a private placement financing for gross proceeds of up to $5news on th ecompany

Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim

Q: Is this company worth considering for the riskier portion of a portfolio?

Q: Your analysis would be greatly appreciated on this with only 2 questions!
Thanx as usual
Gary

Q: Hello,
Can you comment on K-Bro Linens results? i currently own some and wondering if it is time to increase my exposure. Much appreciated.

Q: Hi team,
Would appreciate your opinion on this stock. Think about taking a small position.

Thank you,
Chris

Q: The above equities are missing from my portfolio. Please rank the above in terms of growth potential over the next 3 - 5 years, adding in some consideration as to their current pricing.

Q: What is driving the Argentines to greater strength lately compared to the Canucks? Thanks.

Q: Hi There,
Would you add to either of these today, and if so, which would you add to first?
Thanks,

Q: What do you think of Kneat's announcement today.
The market liked the news and ticked upward!

Thnx 5i
David