Investment Q&A

Q: As per my previous question and being down 68% today and if I take the hit and move on as you eluded to with far less capital available can you recommend your top 2 or 3 picks that would justify this move ? Tks Larry

Q: What would it take to get this stock moving again? It's last quarter wasn't terrible albeit not great and they are still cash positive even with weaker results in 2025.

Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?

Q: I know alcohol consumption is dropping with the younger crowd, but what are your thoughts on Molson's? Is it a falling knife and/or a value trap ? Think the dividend might be at risk ? Would you be a buyer (maybe 2-3 % of my portfolio).

Q: hi folks, thoughts on Q4 & FY for tantalus grid/t....way off the highs, and from the finance at $5.30....would you rate as Buy, hold, sell.....thanks jb

Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.

Q: I have just sold my Transcontinental shares at a nice profit to avoid receiving the didvidend. I am thinking of buying them back after they go ex-dividend tomorrow. What do you think of that strategy. Thanks.

Q: Hi Peter, can you comment on the latest news release today on Well Health's Wellstar company and what are the forecast earnings for this Thursday's financial reporting.

thank you

Q: I have started a small position in Gogold GGD. My research showed that the CEO behind Gogold has built and sold 4 precious metal mines in Mexico over the past few decades. So GGD is not his first rodeo and he, together with some of his team, have the knowledge to build smaller mines in Mexico. GGD currently has an operation in Parral, Chihuahua, Mexico which is successfully processing tailings of historic mines. The modest profits from the Parral mine not only can cover all of the G & A costs of GGD but they should be able to add to the GGD capital (This operation is projected to produce 2 million SEO this year with production costs around $20, so using a low silver price of $60 GGD can net out $80 million this year from a very modest tailings processing operation). The growth project is the "los Ricos South" mine in the state of Jalisco (about 90 minutes from Guadalajara). GGD did a share offering late last fall and now GGD is sitting on about $150 million of capital (Appreciated if you can confirm that?) The los ricos mine only needs $225 ish to get built and the experienced management team is confident they can use reasonably priced debt to finance the remaining mine building capital that will be required. GGD has contracted low cost, hydro power for that mine and they have the transmision line access engineered. So GGD apparently has good rock, good financing, some infrastructure and good management BUT they still don't have the permit to build Los Ricos. Analysts say that if/when the permit is issued the stock should rocket upwards. No permit and the stock will languish BUT at least GGD's small tailings processing plant can generate enough cash to cover G & A plus add to the capital accumulation. I like the risk versus potential reward for GGD and therefore I started a position. Am I missing something in this story? I am currently in Mexico and I am well aware of Vizla's tragedy up in Sinaloa. I see that as an extreme, but isolated event. But again, is there something else I should think about if I want to hold, or add to my GGD postion?

Q: Your thoughts please on MDI going forward thee next three years

Q: My only small biotech investment (perhaps I should say Gamble) is Nervgen NVG. I am up nicely so I put it in the the "leave it alone" list of stocks that we have. Today it came to my attention that management decided to delist from the Canadian venture exchange since they have a listing on the Nasdaq (to save admin costs). I am fine with that but in the press release there was no mention of what kind of exchange rate we will receive since the Nasdaq listing is obviously in $USD. I believe that I bought our NRV in $CAD on the venture and not on the Nasdaq (our platform RBC shows that as well). So how does it work when a company delists from an exchange in one currency, leaving the remaining listing in a different currency. If you can give any additional thoughts or comments on NRV's prospects I would certainly appreciate it since it is a name that gets very little press.

Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim

Q: Can a cord has now settled it US problem and it's looking into the possible sale of the UK division. Stock is down a couple of dollars in the last couple of weeks. Do you believe this would be a good entry time. But it's your thoughts on this company.

Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?

Q: Stock has dropped significantly since your most recent comment in February.
Do you have any updated insight ?

Thanks
Jerry

Q: What is your opinion of Empress Royalty Corp and do you prefer any other junior precious metal royalty companies instead of Empress? Thanks

Q: Hello Team 5i & Everyone,

I saw GEVO recommended as a very risky pick elsewhere today (that may get some institutional attention if it manages to get to $5 apparently). May I have your updated assessment of it please? What is the bull / bear case?

Thank you!

Sandra

Q: Of the two, DSV and SVM, which would be your choice today?

Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Q: With goeasy’s stock under intense pressure, I’m looking at the ownership structure: David Ingram and Don Johnson control more than a fifth of the company and have been through multiple credit cycles as long-term holders. Given Don Johnson’s reputation for financial acumen and his deep roots in the industry, is it fair to interpret their lack of selling as a signal that the underlying book value remains intact? Or do you believe the LendCare charge-offs represent a structural shift that even veteran insider conviction can't offset?