Investment Q&A

Q: The 4th q numbers beat the few estimates by a mile.
I would appreciate your thoughts on valuation and the significance of the search for a successor to Bill Hammond. Is that a prelude to a possible sale or a plan to take the company to a new level?

Q: Hammond Power Solutions just reported. Your thoughts on the quarter? Have your views changed on the company? Please give your opinion on the insider ownership, management and industry. I've more than doubled my money, just looking to see if I should sell and buy later at a cheaper price or just hold long term, what do you think of that strategy? Thank you.

Q: How does the recent agreement between XTM Inc and Payfare alter either company? Would this be a first step to Payfare absorbing XTM Inc? Do you see both companies as in a good space for growth and what do you foresee for 2023 and beyond?

Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?

Q: Are you able to shed some light on this company? Possible history. How do you like the business now. I understand it is small micro cap(high risk geo political), however the cash flow and balance sheet look good with some growth. Is this cheap with possible strong upside?

Q: When I research AIRR I see that it has performed well, has a 5 star Morningstar rating and holds small to mid size industrials.

When you analyse this etf do you think that this has a place in a portfolio representative of industrial exposure.

When you look at this one please outline the good, bad and ugly. If you conclude it is not right, what would you suggest in its stead?


Thanks


Sheldon Hellin

Q: This Uranium company (Madison Metals) came to my attention. Could you please enlighten me on the financials, management and insider ownership and any other pros and cons of the stock. Thank you.

Q: Hi 5i Team - Since the price of DCM's shares has risen so quickly over the last couple of weeks do you think the new price of around $2.00 is sustainable or has the stock gotten ahead of itself. I'm assuming this is mostly due to its recent acquisition or do you see other factors at play here. Also would you consider this a long term buy at these levels. Thanks.

Q: Hi Peter/Ryan, I have 1000 shares of GXU or a .21 % position (currently at a loss) in my TFSA account and was wondering if it would be worth adding to it. Do you think there is potential here and is it worth buying. Thanks

Q: Hi

Could this be a situation where a buy out could be in the works?

ECN Capital Announces Review of Strategic Alternatives

Thank you

Mike

Q: Hi (again) 5i,
Thanks for your answer to my question on CTS earlier today, which I appreciate. Just some quick follow up: You write that CTS is likely worth holding "at least until completion of the review". If a sale of CTS - which would be very public information - is not negotiated, when would it be known that the review has been completed? Would that be required disclosure in the first quarterly report after the review terminated, or is that something management can keep under its hat for as long as it sees fit?
Thanks (again)!
Peter

Q: Can you comment on the quarter, would you buy here? or would buy QiPT at this time?

Q: Hi,

This stock has been very volitile the last couple of weeks. There was a particularly large drop las week.
Do you have any insight about what's going on?

Regards,
Dave

Q: Digitial Bridge is being sold pretty hard by another advising source, but their stock price is being crushed. I like their assets (digital infrastructure) but stock performance is lagging.

Opportunity, or ???

Q: Hi 5i,
CTS in my TFSA has been a bit of ride. In mid 2021 I was way up but held on the premise that selling winners leaves only losers, and there weren't dark clouds on the horizon - at least not that I saw. Now I'm way down. It's been a big swing.
I was pleased to hear the rumblings about a possible sale of CTS, as I'm sure many others may have been, but that unrewarded optimism has now made me, and others too perhaps, feel disappointed and even manipulated - definitely not good investor sentiment.
I glean from your recent answers to questions involving CTS that you think it's worth holding and I'm willing to do that, although the opportunity cost of having that money tied up waiting for a CTS rebound frustrates me.
So my question is simply, what is there about the future prospects of CTS that makes it a hold right now, and if there isn't a real positive response to the upcoming earnings announcement would it be time to sell, or is that too short term a view?
Thanks,
Peter

Q: I see you like CTS and would it be a good time to start a position now?
How are the insider positions? and have they been buying?
There where 3 deals delayed,is there any news about those deals?Might they have been cancelled all together after all?
You have any idea who could be possible candidates for a possible take over?

Q: Hi 5i Team,

If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.

Thanks as always.

Q: Do you believe the current price weakness in Jamieson Wellness Inc. after the release of the Q4 2022 results presents a buying opportunity, or do you suspect that there could be further downside? Thank You

Q: Peter and His Wonder Team
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.

Q: I just read your January comments on this company and wonder if you are feeling any more positive about this company now.
Thanks for your response. Lesley