Investment Q&A

Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?

Q: Hello 5i team,

Any reason WELL is moving up this past month. Strange that it never moved with past
good quarters but now is moving upwards with nothing really happening.

Andrew

Q: Can you comment on the prospects for XMHQ?

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

Q: would you buy the stock given the news of capital returned and 2 new stocks being issued?

Q: I see trading on payfare has been halted. Can you give the reason why.

Thanks

Q: Hi 5i - looking to please get some insight on CCS. Have held it for a while in a LIRA and make very decent returns. Noticing analysts are split 50-50 on a HOLD and SELL. Do you think it's time to take my winnings and reinvest? If so, do you have recommendations? Thanks as always.

Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Your thoughts on ACQ. Buy, sell or hold?

Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

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

Q: Any idea why this is dropping so drastically following the CZO merger?

Q: Can I please have your view on TROY?

Q: I have seen tweets here and there that Artis is accumulating units of Dream office. What would the motivation behind this? Thanks for any insight you can provide.

Q: Would you please provide an update on CXM (Sprinklr)? Is it time to cut my losses and move on?

Q: Can you provide an update. It’s beginning to look like dead money

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

Q: What are your thought on this company and as a speculative buy?

Q: Can I get your take and valuation on this company please. How does it look for small cap, risk tolerant exposure? Thanks