Investment Q&A

Q: Thoughts on Mara as an investment? Crypto could be poised for a bounce here. I’m not thinking Long term with this company though.
Have insiders been buying/selling?

Q: with reference to my previous question on converge and dentalcorp, in your opinion what is a fair price for both companies , for both buyer and seller in a takeover or privatization. dave

Q: I had asked a question about a year ago about companies of interest for EV investing and I had not mentioned WBX but your answer came back as ranking it #2 out for 4 companies. Since then it has tanked more than 80%. Could you update your opinion on this company and share your insights of why it has faired worse than the others despite your ranking,

Q: Does the recent acquisition have a significant impact on QIPTs prospects?

Q: Hi Peter, following the merger of MNRL and STR we now own STR. Please offer your opinion of the combined company and whether you would continue to hold. Is there an alternative you like better ? All the Best to you your 5i staff and to all the members here for a prosperous and Happy 2023. Paul

Q: Is this a good time to look at Weed,,, what do u think of this class of stock THANKS RON

Q: Any sense whether this stock can come back from the dead?

Q: Hello Peter,

Wishing you and the 5i family a happy Christmas and the very best for the new year.

I wonder if you have an opinion on the Calgary based small cap Exro Technologies. If the 5i research team has looked at this one, would it be possible to have your preference between common shares and the warrant EXRO.WT. The company has closed another round of debentures that would probably be traded on the exchange.
Thank you in advance.
Regards
Rajiv

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.

Q: Hi, Nano has made a few moves since your sell recommendation over a year ago.
Is it a buy yet?
Thanks guys Happy time off.

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: Hi team,

Grateful for your views on Target Hospitality (TH-Q), Torm PLC (TRMD) and Transmedics Group (TMDX-Q). Would you buy any of them for strong growth in a TFSA ?
Deduct the number of credit you see fit.

Jacques IDS

Q: What are your updated thoughts on GAME now that it plans to combine with GameSquare Esports?

Q: Hi, What can you tell me about TNZ. Is it a possible investment op?

Q: which of the above companies has a better chance of getting a deal done and what percentage would you give each company of a deal happening.
i know you like converge and its very cheap, i value your opinion. dave

Q: For a 4 year timeframe, I need to keep two of these stocks. Which two of the four are most likely to grow and be successful?

Thanks

Q: Please let me know if the 3d camera manufacturer Matterport is worth buying. Thanks

Q: WHOA!!!!! Can you explain the jump today in Tantalus Systems Holding Inc? I can't find any news. Is it the beginning of the seasonality period for small & micro caps(if not when do they outperform?) Any new viewpoints on GRID and their long term outlook?

Q: Can you give me your 5 best microcaps in either the US or Canada that are cash rich, undervalued, that could possibly do very well when the market recovers?
Thx

Q: Beyond solid management can you outline key drivers that make this company attractive. What do you see as future catalysts? Would you buy at these prices?