skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Somewhat related to an April 23 question asked by Paul F...Kraken has grown and now has a market cap of $2.51 B. Do you still see it as a small cap? With its increased size would you see it as less exposed to what was previously the small cap risk, or does its history as a small cap still make it one to be cautious with? Put another way, if one previously started with a small position and still has it as a relatively smaller weight, should an investor who likes the story be ready to add now that its market cap has grown? Many thanks for your excellent service.
Read Answer Asked by Leonard on April 24, 2026
Q: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today
Read Answer Asked by Steven on April 23, 2026
Q: I have been a happy, satisfied member of 5i for 10 years and in all that time I have shied away from placing much importance P/E ratios, mostly because I sensed 5i finds P/E ratios can sometimes be misleading. Curiosity has gotten the better of me today. Without having done a deep dive, what should I glean from the information profile if you do or do not have a P/E ratio in the profile box? Is the lack of a P/E number a fed flag? Why does FLY have negative -12 or -16 over last 5 years?
Read Answer Asked by Lionel on April 22, 2026
Q: I am a large shareholder in this company having held it for more than 20 years. With today's takeover by AEM it is my largest holding by far but with the CVR (contingent value right) holders of the shares would likely receive another 25% in cash for the shares over a 10 year period. Can you go over the deal and advise what would be the best course of action please? John
Read Answer Asked by John on April 22, 2026