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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: Good morning, would you be able to comment on NovaBay Pharmaceuticals, do you see it as a stock worth picking up, and if you do, at what entry point would you yourself feel comfortable going in? I have been waiting for it to go lower but it seems to have a good bit of strength in the .90-$1.00 range. I was hoping it would dip into the .70s but its not looking like that will happen again soon. Thank you!!
Read Answer Asked by dennis on March 15, 2021
Q: A general comment in response to the flurry of questions pursuant to XBC's recent declines. I, too, have taken a paper hit on XBC (down by half). But I went in knowing the risks and am playing the long game. This could turn out badly, or not. But it is part of a well-diversified portfolio, so the one hit is tolerable.

I'd like to remind fellow members all stocks have risks, and 5i to its credit has been consistent about potential risks of XBC and the view that it is a longer-term hold. Below are quotes pulled from 5i's December 21, 2020 Review (Report), followed by answers to some recent questions from members.

REPORT

"Xebec has customer concentration risks with five main customers accounting for ~40% of Xebec’s total revenue."

"...XBC faces risks associated with volatility of oil and natural gas prices as many of Xebec’s customers rely on the sale of natural gas."

"While the stock can see severe volatility in any short-term period, we think XBC is a name in the renewable energy space that has the potential to reward patient investors over the long-run."

"B+. Fundamentally strong. ... Good for the long-term, but some risks exist."


ANSWERS

Feb. 11, 2021 to Garth: "We like XBC's prospects and growth. It is still quite high risk and the higher valuation today adds more."

Feb. 1 to Ilie: "We think XBC has room to run from here, but we would take a long term approach."

Jan. 26 to Warren's question in which he states he's looking for growth and has high risk tolerance: "We would consider ... XBC..."

Jan. 21 to Kay:
"...would be fine buying XBC today with a long term view."

PS: I'm a paying member as everyone else and have no relationship whatsoever with the company or any of its owners or staff.
Read Answer Asked by Marc on March 15, 2021
Q: Can I get your take on this US ETF. It seems to have out-performed all the other smallcaps this year. I have some money in it and am thinking of increasing my holding here.
Read Answer Asked by John on March 13, 2021
Q: Hola 5i (I am currently in Mexico hence the "hola"). I have not sold my siyata wireless so today I checked their press releases and then this quarter they have announced three large sales of their equipment. The stock popped a bit and has since pulled back. Is this the sort of stock that has to have constant good news press releases to keep its upward momentum? Would a strong quarterly report give it some traction? I know Siyata has had nothing but pain for long term holders so it has to find new investors who think its story about its potential grow can come true. If more police, fire, and ambulance departments want the sort of device that Siyata makes they could be some great sales momemtum and a tiny company doesn't need to make that many sales to make their "comps" from previous quarters look good. Do you see any potential for this microcap?
Read Answer Asked by Paul on March 13, 2021
Q: BDT reported earnings a couple of days ago. Although revenue, earnings, EBITA, etc. look good initially, the market certainly does not like the results. Comments such as "the timing of recording the CEWS benefit was a significant factor affecting fourth quarter net income" likely explain some of the market reaction. May I have your perspective on BDT results, please?
Read Answer Asked by Theodore on March 12, 2021
Q: Hi, I am a holder and have had the recent pleasure of walking through the Sangoma Proxy materials and have read more about the deal with StarBlue and I'm wondering your thoughts of the transaction, specifically around the details that the StarBlue CEO will be THE major holder of Sangoma (25%). I understand that Sangoma is using their much better capital position to expand and magically double their revenue and garner much more SaaS ARR, however, it feels like the StarBlue organization was far less diligent in their balance sheet management and overall operations. Do you feel the Sangoma management will actually be able to exert their clearly quite strong operational 'chops' on StarBlue? It sort of feels like a reverse buy; As in, StarBlue convinced Sangoma to 'buy' them and thus give them capital, but the actual ownership is with StarBlue.
Read Answer Asked by Allan on March 12, 2021
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