Investment Q&A

Q: They have permits for their new mill project, (couple years down the road). I presume they will have to raise money for this project. What are your thoughts on Dension Mines. Would you be a buy, sell, or hold? If I could elaborate on your answer.
Thank you for your good service, it is appreciated.
Earl

Q: Which two would the better choices at this time?

Q: Good morning, 5i,

Please comment on the recent quarter.

Also, if perceived, please comment on the long-term company strategy.

Thank you as always,

Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?

Q: Hello 5i,

What do you think of NCI actually? Its now down to 40M market cap. Worth holding?

Thanks,

Frank

Q: Spring Greetings,

1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?

2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?

Many Thanks

Q: What is your opinion of Decisive Dividend Corp?

Q: There has been a fair spike in their shares, is this because of the Middle East or other factors. Again buy, sell, or hold. Please elaborate on your answer.
Thank you again for your services.
Earl

Q: Just reading about a looming shortage of helium, caused by the Iran war. Which helium producers should benefit from this and which could be good near to medium term investments? Many thanks. Al

Q: I have been following this small cap for a few months now and would love your thoughts and analysis of this very small cap miner?
Thanx as always
Gary

Q: Hi 5i
I think I'm the first to ask about Xanadu. I'm tempted to buy it because it shares the name with Rush's 11 minute opus from A Farewell to Kings (pretty good album title too in light of this weekend's protests). But before pulling the trigger I thought I'd see if its on your radar yet.
Thanks, Geddy I mean Greg

Q: The last comment I see on MTL has it as a hold. Have increased fuel costs change your opinion?

Q: Thoughts on latest results ?
Many thanks
Greg

Q: Hi 5i,
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter

Q: Could you please give me your insight for KITS, along with your 1,3and 5 year outlook. As for ZWB and HCAL which one do you prefer today and the reason why.

Thank you

Q: Greetings 5i, may we please have an updated analysis and your opinion on AbCellera and its future prospects? What are the major positives and major risks? Thank you.

Q: Hi Peter & Co…..wondering what your thoughts are on Atlas Salt as they make their way through a major development in NL although with considerable debt…..appreciate your great service. Thanks.

Q: How is West Lake Gold coming along? I see that they are finding impressive deposits. Thank you.

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.

Q: Cartier Resources Inc
I am interested in understanding the drilling results that Cartier Resources released on March 12.
Bigger picture, I am trying assess if this property has potential. Your thoughts?
Agnico Eagle owns 27% of shares