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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: Looks like earnings did "okay" considering economy. Appears market is pleased with results. Your view and would you be buying, holding or selling and guess at both short and longer term outlook.
Read Answer Asked by Colleen on August 11, 2022
Q: The US is passing a bill to pour money into EV .I am looking for small Canadian resource companies like cnc and lac that could benefit .Is there any other small cap Canadian that could be a home run?
Read Answer Asked by lynn on August 10, 2022
Q: Hello Peter and team,
K-Bro Linen is down to what looks to be a bit of a long-term (excluding 2020) base of around $30. The dividend is approaching 4 percent. For a goal of long-term capital preservation and income, do you see it currently having the financial strength to provide this kind of stability? One concern is that the P/E shows as 50. Why so high? Is that misleading in some way, given the investment goal noted above? Thank you.
Read Answer Asked by James on August 09, 2022
Q: Sangoma is an interesting case. Undertook a huge acquisition, with revenues massively increasing. Operating costs increased massively however, resulting in larger net earnings losses compared to before the acquisition. My questions:
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
Read Answer Asked by Michael on August 09, 2022
Q: There has not been a question regarding this company since early 2021. At that time it was trading around $5 and it was suggested the results would be binary. Now it is $15, could you provide an update on this company regarding its progress and growth in revenue/profitability. Thank you. John
Read Answer Asked by John on August 09, 2022
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
Read Answer Asked by Michael on August 09, 2022
Q: Hi 5i Team,

Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?

Thanks,
Jon
Read Answer Asked by Jonathan on August 08, 2022
Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

Read Answer Asked by Robert on August 08, 2022
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