Investment Q&A

Q: Hi 5i,
If I remember correctly, when Brookfield took over CHR you thought that might be "transformational" for CHR. I've always liked CHR (for some irrational reason I think) and have been in and out of it over the years, sometimes to my benefit and sometimes not. And back in the day it had a pretty nice dividend. After Brookfield got involved, and hoping for a transformation (!) I got back in. It's been pretty steadily downhill since, although it seems to have shown some strength in the last couple of weeks.
I wonder what your thoughts on CHR are now that it's been in the Brookfield stable for a while and given the current economic client. And also its prospects on the dividend front - considering that Brookfield has always seemed to me quite parsimonious in that regard ...
Thanks!
Peter

Q: Peter; It’s been about 5 weeks since CTS announced the interest in it and subsequent trading halt. In your experience, does the longer it takes to announce a result, like a jury (!) the better the outcome? Thanks
Rod

Q: HI Peter
I have held Acuity in my portfolio for the past few years .
Over that time in your responses to people asking questions if the company is a buy , sell or hold .You have responded it is a hold .
The stock has gone down from over 20.00 to under 3.00 .
In the long term do you see any potential of the stock going back over $20.00 .

Q: I am down 80% on enw in my TFSA ,and down 8% only today (related to the news ?); please could you give your point of vue on the present situation,and on the future of this Cie,since at this level,selling would be only justified if there were no significant hope of coming back to former valuations..

Q: Hi Team,

Do you see this as legitimate business model similar to a hard asset miner but 'digital' instead? Or do you see this more as fluff and a casino model? Trying to objectively look at both sides.

Which 2 or 3 would you consider if one was to purchase?

Thanks!

Q: What is/will be happening and what are your suggestions?

Q: I haven't seen any Q&A on FLY for sometime, has your opinion changed since the last question. I sold for a tax loss but debating if I should go back in. I think their product is a must in the industry but just not happening.

Q: your thoughts on Sanara MedTech
thanks again

Q: Can you give me your current assessment of drr.u

Q: Any thoughts on Goodfellow inc./GDL. Debit looks reasonable, low p/b and p/e and ok dividend, I must be missing something?

Thanks

Q: Your thoughts on acquisition just announced

Q: I hopped on this one a few months ago. The fundamentals lookeed really good at the time but it has since declined. Do you see any upside or should I sell and take my lumps.

Q: Looking for an up to date opinion on ANRG. Do you think they can put it together and become profitable? If they can meet guidance, is this a good entry point ?

Q: I am interested in your comments about PKT. In late 2020 they seemed to wake up and start what appeared to be a pretty aggressive growth strategy, The market responded and the stock price went from $.10 to $1.77 in a 4 month stretch. It has since lost steam and has been hovering around $1.00 for a long time. In the past 12 months it looks like insiders have executed 70 BUYS and 0 SELLS buying over 8m shares or 3.55% of the float (if I am reading your data correctly). My questions are:

- how would you rate their financial stability?
- how would you rate management?
- how would you rate their recent acquisitions?
- management seem to be fully committed and must see the stock as a screaming buy but as they load up on stock is there a danger that they could take the company private at a huge discount while the market is ignoring the stock.......I am interested in how do you read this.

Love your comments and insights

Scott

Q: Peter; Could you updates your thoughts on BLUE ? Thanks
Rod

Q: I realize this is still a very small company. Taking that into consideration what is your opinion of Starcore?

Thanks very much,

Mike

Q: Hi, Richards Packaging stock has been a disappointment for past 2 years. It is down over 50%, from the high of $84 made 2-3 years ago and still keeps drifting lower. Dividend has not grown for many years and the only reason yield shows at 3.5%, as stock price has declined so much. Based on your past comments and considering this stock potential, primarily income, is it worth holding on or move to better options. Also, do you foresee any recovery in the stock price, in 2023, based on company's financials, further integration of the healthcare company, acquired a few years ago and in the backdrop of a slowing economy ? Thanks

Q: Hi 5i Team - Trading in Sierra Madre Gold and Silver (SM - V) has been halted for many months now, starting around the time they made an announcement regarding an acquisition I think. Would you be able to find out why the long trading halt and if there is a chance of trading resuming sometime in the near future. Any other information such as insider holdings/trading, the status of the balance sheet, newsworthy projects, would be greatly appreciated. Thanks.

Q: Looking to see what your view is on this small caps results. From my vantage point they seem to be executing well and I am surprised the stock remains at current levels.

Q: Sangoma's momentum has been downward for some time now. Is this just because it is unpopular or are there question marks around its balance sheet and its growth potential. Has there been any significant insider buying or selling the past few months. Thanks.