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Investment Q&A

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

Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim
Read Answer Asked by Timothy on June 26, 2024
Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?
Read Answer Asked by Peter on June 25, 2024
Q: Payfare is currently under a CTO as (quoted from their press release):

"The delay in the Annual Filings is due solely to the delay in receiving the System and Organization Controls (" SOC 1") auditor's report from its material vendor (the " Vendor ") which is required in order for the Company's independent auditors to complete their required audit procedures to issue their opinion"

How much of a concern or potential red flag do you view this to be?

Thanks
Read Answer Asked by Scott on June 24, 2024
Q: Hi, All above stocks have been beaten down over past few weeks, after a strong run. They are now trading at much lower valuations compared to their larger industry peers in Canada and US. Power Infrastructure, Construction, Industrial and Banking sector have been in a steady uptrend for most of this year and growth is expected to be solid in the foreseeable future.

Just wondering, if they are simply following the trend in US markets where small caps continue to lag the market. What are your thoughts and do you see the trend reversing anytime soon ?

On a different note, ADF Group stock is now trading below $17.31 ( price at which the owners sold some shares recently } and Terravest trading below the recent secondary at $74.25. Some investors seem to be freaking out ?

Thank You
Read Answer Asked by rajeev on June 20, 2024
Q: Hi, Hammond Power stock is now tracing back to the levels, traded at, two quarterly earnings ago, down to $98, from a high of $160, not long ago. Apparently, the sell off was caused by some stock compensation concerns and profit taking. From business, operations and financial perspective, company seems solid and stock, now trading at a low valuation of 16/17 times forward earnings ( I believe ). With power/electricity consumption and infrastructure demand , expected to multiply exponentially ( AI/Data Centres etc ) over several years, market for company's speciality transformers should continue to be strong with a long runway of growth.

Analysts are still quite bullish on the co. with price targets ranging from $156 to $167.

So, in your opinion, what could be the basis of the continued weakness in its stock price ?

Do you believe that stock will be higher, say 50%, in 2-3 years from now and should be bought/added aggressively at these depressed levels ?

Thank You
Read Answer Asked by rajeev on June 20, 2024
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