Investment Q&A

Q: Hi,

Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?

What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?

I don't currently own any of these shares but they are on my short term watchlist.

Cheers,
Steve

Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.

Q: Tudor spun out some assets to Goldstorm, and I now own some Goldstorm shares, in addition to the Tudor shares. It seems the transaction simply took some of my cost base, and applied it as cost to the new shares. Am I reading this right? Basically, nothing has changed, right? Or will I need to record a capital transaction on Tudor?

Q: Hi 5i Team- In a response to a caller on a recent BNN Market Call, the portfolio manager being interviewed stated that Baylin is in the process of a turn-around, has a record backlog of orders, is now profitable, and had heavy insider buying a year ago at $.80 per share. Could you comment on these points and if accurate would you consider this a long term buy, a possible trade opportunity or something to stay away from. Thanks.

Q: Don’t see any other questions about this. Any opinion of note for a gold mining stock?

Q: I'd love to get your thoughts on this company.

Thanks

Q: Hello 5I,
would you consider Guru (the beverage company) and CARG (Car Guru) buys at this time? Seems like GURU could be tempting to make it private... Would you consider this a possibility?
Thank you, Merry Christmas

Q: What do you think of a switch from eglx to Ese? All lot seems to be going right for Ese lately.
When is 5i going to add some names to the growth portfolio?

Q: I see from previous answers you like this company as a buy. BMO just downgraded it with a target of 4 dollars. They cited a 25% reduction in 2023 guidance and a slowdown of M/A. At the same time you have WELL as a hold which keeps raising its guidance and seems to have momentum towards profitability. What is your reasoning.

Q: A full analysis please. In my opinion the metrics are not good however it is being rated a buy by analysts. I am curious as to your thoughts versus theirs. Thanks

Q: I bought some medical start-ups in private placements around 2004 through 2007, including TMD Titan Medical. I bought into the both the Canadian and the US private placements. TMD has had a number of frustrating round-trips. Yesterday December 5, TMD stock saw considerable action both sides of border: opened yesterday at 0.90 Canadian , went up 40% to 1.25 closing the day at C$1.15 on high volume. Collapsed this morning. I see no news to explain the swing. The company sent shareholders anote about a strategic review. Perhaps a takeover is in the wings? Do you have any news on TMD? Would you hold or sell? (Tax loss not useable).

Q: I hold some stock and my average cost is $4.58. could you give me your view on the future of WBR ,
Jim.

Q: These are all huge losers for me. Is it worth keeping all of them, or lightening up? If so what would you let go?
John

Q: What do you think the most likely outcome is here for Converge? Someone buying it?

Q: Would appreciate your views on Canopy.

Q: I have made good profits and love the dividends on this stock but I am concerned a recession will impact this company. Can you please give me your thoughts on the next 12- 18 months and if I should sell off a bit. Thanks

Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much

Q: In one of your recent answers you said, "the small mid cap tech and industry and pharma sectors in the US are the places to be". Could you please give some specific names that would fall in those categories? Thank you

Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers

Q: 5i Team, could you comment on following related to ECN, I have a full position on ECN averaging around 10% above current levels. I plan to double down on ECN in another registered account at this level, please comment

On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit