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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: Hi Peter

I own Southern energy ,Mountain Province Diamonds, Vicinity Motors and healthspace .
All of these stocks have dropped significantly like the rest of the market .
Are there any issues with the fundamentals of these companies that justify these drops . Should i just wait out the current market jitters

Thank you
Howard


Read Answer Asked by Howard on July 13, 2022
Q: Retired, dividend-income investor. Can I have your latest thoughts on Leon's please?

I bought it over several tranches through 2021 to get to a "full" position and my average cost is $22.50. I am ok hanging on, while waiting for an upswing but also don't have a problem taking a tax loss and moving on. Not all investments work out.

Just looking for your thoughts going forward and what you would do?

Thanks...much appreciated...Steve
Read Answer Asked by Stephen on July 13, 2022
Q: I am participating in an investment challenge at work. We all pick a portfolio of 1 to 15 CAD or US stocks July 18, 2022 and revalue them October 31, 2023. Whichever portfolio grows the most in CAD wins a cash prize. Can you give me any suggestions of stocks poised to "light it up" over this time period. Note that there is no entry fee so I can invest in extremely risky volatile stocks.
Read Answer Asked by MATHEW on July 12, 2022
Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?
Read Answer Asked by David on July 12, 2022
Q: Based on your answer over a year ago...has anything changed for better for worse in your view on this particular stock addressing the points you came up with previously and looking at trending financial metrics for URC? Would it be a buy here at these levels, hold or sell? How do you feel about the uranium market going forward, the effect of the war and sanctions on Russia on the uranium market?

Asked by James on February 04, 2021
5I RESEARCH ANSWER:
There is not much to add really. It still has no revenue, losses and negative cash flow. It had $11M cash as of its last report. We have no real concerns with its royalty portfolio, but the stock has moved with the sector as opposed to any specific company news. We think the outlook is decent but would see no need to add to a naturally growing position. Insiders are 4%. Uranium Energy is 19.5%. We think management is quite decent overall.

Read Answer Asked by James on July 10, 2022
Q: Dear 5i team.

I'm taking another look at QTRH, but I'm confused by the last year or so of Q+A.
In the latest Qtr, they reported what looked like breakout numbers. But, as I look fwd to next qtr, revenue goes back close to previous running rates. Can you explain what's causing the lumpy numbers? (did they sell wilan?)
In previous questions I believe the estimate was 1.50/share in cash? Is this still the case? If so, at 1.75 today, looks like a screaming buy with a 2.5% yield. What am I missing please.

Many thanks for your help.
Read Answer Asked by Arthur on July 07, 2022
Q: I'm 50% down on both of these companies. I'm ready to throw in the towel on either if not both. Do you believe they will recover in the next 2 years? Would you rather sell one and buy the other, would you just hold for now, or would you sell both and buy something else? Take as many credits as needed. Thanks
Read Answer Asked by Ziaad on July 07, 2022