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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: What are your thoughts about these comments posted by an analyst on BNN Bloomberg yesterday? Is it a speculative buy?

"Quarterhill was formerly called Wilan and owns an IP patent licensing portfolio that continues to generate lots of cash. The company has been using this cash to acquire companies in the intelligent transportation systems (ITS) industry. For example, they recently acquired ETC, which processes 17 per cent of all electronic toll lanes in the U.S. through its cloud-based platform, and they also acquired International Road Dynamics, a world leader in weight-in-motion technology and traffic data collection.
The exciting news in December is that Quarterhill announced a strategic review to sell its IP patent portfolio and become a pure play ITS company. We believe that the IP patent portfolio alone is worth what the stock is currently trading at now, and that the ITS business is worth at least another $2.50 per share. So, the stock should be trading at around $5 versus $2.60 today. We really like the upside on this stock and the fact that there is a big catalyst coming to unlock value."
Read Answer Asked by Chris on January 24, 2022
Q: Hi 5i
You have mentioned in previous responses that REAL should/could be taken private. If this was to happen, what happens to shares holders and what do you think share price could be worth if this was to happen.

What do you think odds are of this happening?

Previous answers you have clearly stated you could not endorse the company heading into earnings....In your opinion at this point, down -68% would you continue to be holders or rushing for exits ?

Thx

Jim
Read Answer Asked by jim on January 21, 2022
Q: Please give me your opinion of WonderFi considering it’s recent purchase of Bitbuy.
Read Answer Asked by Jean on January 20, 2022
Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. Thanks.
Read Answer Asked by Rob on January 19, 2022
Q: Historically small cap index fund outperforms S&P500, but last couple years small-cap lags, I am thinking it might be a good time now to start to invest in samll caps...do you think this logic is justified? If so, which small cap etf do you suggest? Thank you!
Read Answer Asked by David on January 18, 2022
Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.
Read Answer Asked by Dan on January 18, 2022
Q: Happy New Year 5I Team!

What are your thoughts on Acme United Corporation (ACU)? Do you think the share price could benefit from the market shift to Value oriented names?

Thanks
Read Answer Asked by Scott on January 18, 2022
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