Q: Looking at todays earnings report all seems to be going good here, I've held a small position for a while and have done nicely, loving the momentum and would like to add more, the liquidity is a bit of a concern. In your experience what typically helps improve liquidity and would you expect a slow and steady rise here in that regard and share price?
Q: TMDX is in the business of delivering viable human organs for transplant operations. Their technology markedly improves organ viability compared to the previous methodology of placing organs on ice. Future competitors must demonstrate via clinical trials that their technology is significantly better than that of TMDX. Seems like a decent moat. TMDX took on further debt to by a small airline to facilitate organ delivery which was being hampered by lack of reliable air transport. I would appreciate your expertise in determining if TMDX has a valid business model that warrants investment in their stock at its current price.
Q: Hi Team,
What’s driving the relentless selling of Well lately? I don’t see why investors are taking a negative view on the name recently. Is this giving us a chance to buy more at basement bottom prices here ? Price targets average over $8 today and the stocks trading down towards the $3 range. Your take on the name is appreciated. Thanks
Q: With 3 quarters behind them and an announced backlog of almost 2 years worth of work, how does one go about valuing this company? I can't find any direct public comparable that trade in Canada.
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
Q: hi, can you elucidate how you are valuing LMN? can you compare it on value/growth metrics with CTS? and what price would you be comfortable to buy LMN and add to CTS? cheers, Chris
Q: Am sitting on a substantial loss on this one. Any insight if there is any hope of a recovery or should one just suffer the loss and perhaps try to recover loss in another stock with more potential. And if one should switch, any recommendations? Perhaps LMN or some other recommendations.
Q: I was just about to give up on Sylogist because of its downward trend over the past 5 weeks in a strong market. Then I discovered that CFRA rates it a Strong Buy!! I know that their report is algorithm-generated, but still! I checked out other CFRA algorithm-generated reports for other small-cap Canadian tech stocks and couldn’t find another Strong Buy (lots of sells). I originally signed up for 5i Research because you cover small Canadian companies. SYZ never issues stock, so there's no analyst coverage. Only algorithms. So how much credence would you put on CFRA's algorithm? What is causing it to generate a Strong Buy for SYZ?
Q: REEMF This is about Rare Element Resources. I'm trying to understand why a company would price a future rights offering to shareholders (as of the close of the business day on Dec. 15) so far below the current stock price. The rights offering allows shareholders to buy 1.4 shares at 12 cents for each share they hold as of record date Dec. 15. The stock price has fallen by 50% in the last 5 days, that is, from about 45 cents to 20 cents. Can you shed some light on this? Thanks.
Q: If you were to pick quality compounders in the small cap space (US or Canada) like 3 mentioned, can you suggest a couple of good ones. I generally prefer long term horizon. Thanks. Shyam
Q: Can you provide you view on this company. How do you like the risk/reward factor? What does the runway look like until fresh cash flow and profitability growth kicks in?
thx