skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello to all of you

MDF Commerce announced another bought deal on February 23 at 14.50 per share, the deal is now closed, what do you think about it?

I have had a fairly large position in this company for the past 5 years and am in a slight loss right now, I am wondering if I should continue to be patient with it, I saw in other questions and answers that you didn't like this company that much. I am a new trial member and I have to say I really like what I find with you.

Thank you very much.

Forgive me if my English is poor.

Carl from Québec
Read Answer Asked by Charles on April 09, 2021
Q: Roll-up companies can be amazing wealth compounders over time (CSU and BYD, for example). Do you have any tips on how to spot a good roll-up oriented company during the early stages of their development? Were there any specific catalysts or metrics you looked for when initiating coverage of CSU and BYD?

Two examples of roll-up companies I am looking into are PHA and NLH, which operate in the health care space. I know these two companies are probably too small for 5i to cover currently (but CSU and BYD were also small once-upon-a-time), but I am wondering what I should look out for when evaluating these two companies.
Read Answer Asked by Alex on April 09, 2021
Q: I would like to know your opinion of the CloudMD announcement today of the $100M acquisition of Oncidium one of Canada's largest healthcare management companies. It sounds very impressive with it stating many of the companies connected with Oncidium are Fortune 500 companies. CloudMD calls this acquisition its largest to date and says it is transformational. Also, is the time coming for CloudMD to consider doing a share consolidation of ex: 1 for 5 to open the door for more institutional investors? Thanks
Read Answer Asked by Gordon on April 09, 2021
Q: PureCycle Technologies, Inc. (PCT) and Rekor Systems, Inc. (REKR)
I'm not sure if you've ever heard of either of these two companies listed on the NASDAQ. I'm always on the look-out for "moaty companies". Would you have any opinion on these two?

You can get Michael Taylor's view here between minutes 35:00 and 46:30........
https://www.youtube.com/watch?v=VmIV5sluKOg

Thanks.
Read Answer Asked by James on April 09, 2021
Q: What is your opinion of CWL results and outlook. The fiscal Q2 results only reflect 2 months of recent acquisition but the "new" Caldwell has a revenue run rate of over $100M now against a market cap of $46 million despite the share price gains year-to-date. Do you think the company will garner more investor attention now to bring the market cap more in line with the revenue growth?
Read Answer Asked by Charles on April 09, 2021
Q: Hi Gang, can you please give me any information about this company? How would you rate it for2-3 years hold. Is the price of GEVO today you would buy? Is the company cheap? Thanks
Alnoor
Read Answer Asked by Alnoor on April 07, 2021
Q: I would appreciate your updated outlook on PNP, and answers to the following 3 questions:
My understanding is that this company is gradually being taken private by the family holding company. Do you believe that to be the case? Also, what do you think the rationale was for the upcoming rights offering that PNP announced last week? As an existing shareholder with a 1% position, do you recommend that I exercise the rights once they are issued?
Thank you...Glenn
Read Answer Asked by Glenn on April 07, 2021
Q: I have been following and have read the q&a on this stock as a speculative buy ( 10 % weighting in TFSA which I believe you will say is way too high ? ) for quite some time and have some questions/ comments.
1. Management is intriguing with co chairs, which I consider messy. One is a salesman who hit it rich in the weed business (Canopy), while the other is respected and experienced ( Mathews). Their CEO is experienced ( but still with no cash in the game? ) Management a positive/ negative?
2.Their products are promising and they have made the right kind of acquisitions. Agree?
3. You have commented that the stock has been ignored and is a wait and see such like GUD.
Wondering if the market is less excited with small tech companies at the moment. Does this create the opportunity to jump in a a good price or to stay away from for a while longer?
4. Balance sheet seemed fine; true ?
Your thoughts are appreciated.
Derek


Read Answer Asked by Derek on April 07, 2021
Q: Hi Guys
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks
Read Answer Asked by Gordon on April 06, 2021