Investment Q&A

Q: Your thoughts on Hawkins Inc (HWKN). Is it a buy, sell or hold? Thanks!

Q: Hello, I'm considering switching N5 global out for Axon. Going from a smaller, slower growth to a larger, faster growing company. What pros and cons do you see to such a switch?
Thanks,
Perry

Q: Givex has some outstanding warrants. Can you please give me the original terms?
Thank you

Q: Hello, There was a NR today stating that Hammond Power will be increasing its Planned Capex by $20 mln, over 2024 and 2025, to support current capacity bottlenecks for its custom power transformers portfolio resulting in significant addition to its revenue capacity. Is this significant ?

Does it further solidify company's position as a dominant supplier in speciality transformers segment of the market ? And, given the recent volatility in the stock, how should investors be positioned for next 3-5 years ?

Thank You

Thank You

Q: What do you think if the CEO and the idea behind starting up this company? Yes it sounds like an ethical idea but is it a space and market that will make money. Looks like the CEO has been buying shares.

Q: Hi, Small/Mid Cap sector is performing really well and most of 5i portfolio constituents have seen a remarkable recovery over past few weeks. However, this one continues to languish, with no momentum in sight. What's causing investors to be so negative on the company, despite solid results and swelling order book ? Is there anything, in your view, which could change the market sentiment ?

Thank You

Thank You

Q: whats up with earnings catalyst details on any numbers thanks

Q: Good morning,

Could you pleas offer your opinion on purchase of Atlas Energy.

Thank you
Brad

Q: Thank you for your recent report on Pollard.
Would you be able to estimate the value of PBL should they be unsuccessful to bid on any new iLottery contracts once the current NPi iLottery contracts expire? Where would the stock trade at in this worst-case scenario, if PBL remained a classic scratch card business along with its charitable gaming part? Thank you.

Q: RZLV (recently listed) is not yet in the 5i database. I watched the investor presentation on the company website and it seems like an impressive e-commerce related Ai offering to my naive eye. Wondering what your opinion is on this potential investment. I assume this is a very competitive space.

Q: LPS reported today seemingly compelling progress. Would appreciate your comments also. Thanks

Q: I have held these companies for some time now and am underwater on all 4.
Are any of them worth hanging on to or is it time to move on?

Thanks, Rick

Q: Recent results seem good. What do you think. Thanks

Q: Gordon Reid has a top pick. Your comments pls.

Q: Could you please tell me the outlook for this company and dissect the latest quarter for Quisitive Tech Solutions(QUIS). What initially made this company fall of the rails and what will it take to get it going again and how much does as they say on their website being a "top Microsoft Solutions Partner" bode well for the company and would Microsoft ever cut ties with them if the management wasn't operating to their satisfaction. What's the longer term outlook. Buy, hold or sell. What would it take for 5i to be interested in this company?

Q: Would you sell CTS if you were in a loss position? If you were going to sell CTS, what three choices would recommend as better alternatives in order of preference excluding CSU, DSG and SHOP which I own.

Q: Is IPAR a reasonably good value at current prices? When looking up financial metrics on several sites I get differing data e.g., PEG ratio at FINVIZ is a high 2.8 around 1 yet other sites show ratios closer to 1. From an admittedly very general review, I have the impression that this business has a reasonable good moat, a good management and favorable prospects for the next 3 to 5 years. IPAR is a much-favored company at a site I find honest and reliable (latter is Compounding Quality where it is in their suggested portfolio). It does not appear in any of the five models I have access to at AAII, where it does not qualify even for that organization’s “Shadow Stocks”. (Latter are companies AAII monitors for possible future inclusion).

IPAR seems to be a good--but forgotten-- company. Would appreciate your more detailed insight, giving your view on current valuations (PEG, forward P/E , prospects through 2027). Especially may one please have your insightful comments. Thank you.

Q: Your thoughts on Kraken following their recent earnings release?

Thanks

Phil

Q: I have never invested in this sector before but Q2 results look very good. They have some debt but are projecting around $10 EBIT this year. What am I missing?
Thanks, Terry

Q: COULD YOU PLEASE COMMENT ON THE LATEST RESULTS. THANK YOU