Q: Knowing portfolio weights are personal to each.... If you held PNG in YOUR portfolio, what would be the highest weight YOU would be comfortable with?
Thanks
Q: I realize this is a high speculative gold exploration company that has just IPO’d but could you give me your thoughts on its management team, geological assertions and general thoughts on the company fundamentals? Its sounds like this part of Nevada has some positive gold and silver history.
For a small quarter position would this be a reasonable investment or this more of a “stay away” scenario?
Thanks for all you do during these tumultuous times!
PRL will report this coming week. What are the streets expectations and would this be an ADD to an overall diversified portfolio? Before or after earnings report?
Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.
Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks
Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member
Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?
Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?