Investment Q&A

Q: Wondering if you think this company may have potential, thanks.

Q: This company has had a good run this year. Does this have any legs or is the run up, just following the sector? Thanks

Q: What is your early impression of Mindbeacon? Sounds like they are in the right space, but do they have a good management team, and a business model with potential for big cash flow?? Would they be a good bolt-on acquisition some day for one of the more integrated telemedicine companies?

Q: Peter; Is the SCR announcement today re US listing and 535% revenue gain already discounted in the stock? Thanks. Rod

Q: HI,

PYR announced preliminary results for Q4 and FY....
"Based on preliminary financial information, and subject to year-end closing adjustments, PyroGenesis expects revenue for the fourth quarter 2020 to be between $3 - $5 million, resulting in total revenues for the fiscal year ending 2020 of approximately $14 - $16 million, as compared to $1.07 million (Q4 2019) and $4.8 million (FY 2019), respectively.
The Company also expects earnings per share (“EPS”) for the fourth quarter to be in the range of $0.10 - $0.12, and for the fiscal year ending 2020 of between $0.22 - $0.24 , as compared to a loss of $0.04 (Q4 2019) and a loss of $0.07 (FY2019), respectively."

Quarter over quarter numbers ie Q3 vs Q4 are reduced but YoY quarters and FY are vastly improved. I know their quarterly numbers can be lumpy (based on contracts completed) but the FY growth is impressive.
Would you continue to just watch this for now and see if they can expand their customer count and thus also expand their backlog? Or take a 1/3 initial position?
(Motley Fool did a piece indicating any (quarterly) reduced revenues could spark a sell off).

Cheers,
Steve

Q: Have these in TFSA. Any chance they will go anywhere?

Q: Can I get your thoughts on this consumer staples stock, especially in regards to its dividend which seems high for a US stock?

Q: IWO (like Nasdaq) has done very well - Do you think it more likely to 1. Continue to run? 2. Plateau? Or, 3. be vulnerable to significant correction? Thanks Jim

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James

Q: DWR and IP: Could I get your opinion on both of these small cap stocks? Thanks!

Q: I have been looking for exposure in the hydrogen business and have a few questions. I own XBC based on your coverage and have done well so thank you. My first question is whether it makes sense to just pile into the US names like PLUG or FCEL as they are much more explosive given the audience or to look for quality names doing similar things in Canada. If you could also state your thoughts on why one market is better despite similar tech.

The second part of my question is that I notice DYA comes up alongside Ballard Power and Xebec in your answers related to hydrogen. The chart on DYA is almost an exact reverse of BLDP and XBC which holders of those stocks will know is a bad thing. What is DYA not doing yet (or has done wrong) that has caused it to go down vs. up? What needs to happen for it to catch investor attention? Is there a product or service yet to launch? Is there a technology not yet widely adopted? Lastly, does 5i see strong potential here for DYA to do "that thing" that will be a catalyst for the stock price or are you merely mentioning it as one in a sector.

Q: Would you recommend a position in this company? If so, at what weighting? Would you consider this company a mini CSU?

Q: I picked up a small lot of this in the sell off last year on a spec..
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?

Q: looks like an interesting company in the entertainment business no debt huge insider ownership clients include Netflix PBS CBC. etc.prominent shows they have produced include Kims convenience highway to hell. your thoughts. please thanks Richard

Q: Can you comment on this company? Apparently, they are a lithium ion battery recycling company.

Q: RESN What do you know about this American Stock

Q: Last week on BNN Bloomberg the ceo mentioned that they are supplying to Tesla. On the company website they have technical/ marketing papers that explain the use of their transformers in electric power stations and how there will be large demand for more dry transformers as the demand for charging cars increases. I note they opened a plant in Reno Nevada in January 2020 that is 3 times larger than their other plants nearby and is not meant to replace current plants but to add capacity. Tesla has a big battery factory in Nevada.

Q: I see that Grand West Transportation BUS-X is up 27.5% on the day. Do you have any news to support this update? Thanks

Q: I recently lucked out with this small cap (+50%). Should I cash in and move on?