Investment Q&A

Q: Please provide your assessment of this gold stock as an LT investment. Thanks

Q: I bought a large amount of PSI because it’s listed in a 5i model. I don’t follow Canadian markets, so I buy 5i-recommended Canadian businesses without much checking. PSI shares have only sunk in value. Why is PSI in your model (other than for dividend) ? Is it worth holding ? Is it an attractive takeover target ?

My question (admittedly a leading question from one who is weary of these losses in tax-deferred accounts): is it not better to shoot this thing and be done with it? You are still holding PSI which makes me think I must be wrong. Am I ?

Is PSI's *business model* viable, really sustainable ?

Sometimes a business I hold does nothing for long periods and just sits idle, or still. Then, suddenly it jumps like a rabbit, and the share price jumps and away we go. A forced metaphor perhaps but intended to to illustrate the sell-indecision. BNS is an example of such ‘rabbit’ — but it’s only after years that I am finally now breaking even, showing a small loss. The long wait is often not worth the opportunity costs.
I am baffled why PSI is favored at 5i.
:ao:

Q: Hello,

Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?

Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.

Thank you

Q: Could you please provide a summary of what this companies does and if you would be comfortable buying?

P.S. The profile page for it on 5i seems to not be setup right.

Q: Which 5 small cap Gold stocks would you recommend in order of preference?

Q: please indicate buy .hold or sell on them and why. I also have zdc, png, ksi, aidx and mcb. thanks

Q: Any thing new on Fubo since your last comment in Jan/25.
Featured on Fast Money

Q: RE: Powerfleet - AIOT

What are your thoughts about Powerfleet AIOT? How risky is it for a 5-year or longer investment?

Q: Journey energy is starting to move since April the CEO and CFO have been buyers(any comments on that?). What do you think of the CEO the metrics on the stock and the companies assets and balance sheet? It's P/E , price/book and P/Sales seem fine to me what's not to like?

Q: Hey 5i.Could you please give your up to date outlook.Can you see any interest in bringing back to a portfolio? What would it take to spike your interest to do so? Thanks Larry

Q: Please, your analysis for Biorem, thanks.

Q: Not much has happened in short term with respect to share price. Last quarter has seen a small sell off, but I don’t that that was material to longer term plans. Is this a good price to add more significantly

Q: Hello
Any reason why electrovaya is surging? A week ago Trump commented on possible reclassification if cannibis. However stocks like canopy are going up and down daily. Is it worth putting some money to work? Thank you

Q: Hello

Can you comment on the latest financial results? How do you see the company’s future?

Thanks

Q: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you

Q: Can you provide a few small to mid cap US stocks that you have high conviction for?

Q: Is Emertia Resources a buy or hold at this level?

Thanks,
John

Q: Can you comment on the earnings of Golconda Gold Ltd? I own it and I'm up on the stock but to be honest I have no clue if it's really a well run company and it's future prospects. Any big players like SPROTT or others that have an interest in this company? Do you say buy, hold or sell and if so why?

Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks

Q: Is good to buy some to hold 2-3 years? Thank you.