Investment Q&A

Q: Can you comment on their earnings and your opinion of their prospects...is their some growth on the horizon to go with the yield of about 5.75%? Thanks!

Q: What’s your opinion on this quarter? Doesn’t look super. Would you forget about this and move on ?

Q: I am holding WEF for years in registered accounts. Looks like it cut the dividend but this was not easy to find a report on. It reports tomorrow after close.
It looks grim for this company going forward. What do you think about getting out before earnings report? Of course no tax loss to lessen the blow. Any thoughts whether this might ever be bought out?
Thanks so much for this opportunity to pose questions!

Q: Interested in these Canadian small caps. Can you provide quick thoughts on the prospects of these companies knowing the risks of small caps.
Do you know management at all and how would you rate each?
What is in your mind the main reason to invest in each company and the biggest worry for each? (debt, dilution etc)

Q: Hello,

Total has nearly no debt, have solid revenue growth, FCF yield of 16.7% F24 (37% F25) and have proved that they can make astute acquisitions.

Is there anything not to like with this company other than being a small cap and economically sensitive to the price of oil?

What is your opinion?

Q: Any comment on earnings and looking foward

Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.

Q: How well do you know this company and its management?
Interest rates have really helped clearly but seems like they have made some nice moves ...2021 acquisition of 40,000 accounts from community/Computershare Trust right before rates went up... relaunching the CSS and increasing mortgage loan originations
Also from what I read they are the dominant player in Canada for alternative investments (growing) by a large margin is this true and why are there no other players in this? Noted that TMX Group and Western Pacifc are the only other options in Canada for these investments.
Sharecount has seemed stable for close to 10 years down 90,000 shares.
Any other thoughts?

Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.

Q: Have funds for investing in either TVK or DRX. Welcome your opinion on which to choose; to hold, not short-term trade.

Q: Hello, what do you think of this stock? Is it a buy at this level? Do you know when it will announce its quarterly results? Thanks.

Q: Good morning, what is your view of OCI? it is invested in many other companies but the stock doesn't move up at all. 14% of MIS, 11% AE, 3% of QCCU, 15% of ARIC, and 43% of Cuprum Corp. Some of this investments are interesting like AE and QCCU . The market cap of OCI does not match the value of its investments??
Thanks,
George

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks

Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Q: This co. was suppose to be listed on TSX, on Feb 1, from its original listing on TSXV. Could you please find out what is happening with this company/listing.

Thanks.

Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Q: Can you comment on the company's most recent Q results. It seems the Ace Beverage acquisition is providing a good catalyst for top and bottom line growth but the stock price didn't seem to respond to this. I have held this patiently for several years and am wondering if more patience is warranted or if there is a better alternate you would suggest.

Q: Could you please kindly comment on HRX's recent performance Thank You

Q: Hi-For some reason this company is in your database as being listed on the CNX exchange. It should be the TSX Venture I believe. As well, could you let me know what you think of it?

Dave in Montreal.