Investment Q&A

Q: Significant drop in the share price today. Any news that you are aware of?

Q: Hello,

With their clinical trial in progress what are your thoughts on SONA's potential as well as current price as far as entry point. Also given the level of vaccinations performed do you think that there still will be a high demand for screening alternatives by the addressable market? Thank you!

Q: Looked like a decent quarter. Can you provide some colour? Thanks Mgmt seems to be executing and most analysts have upgraded the stock. And is it reasonable to expect CAGR of 10% going forward from PLC? Thanks

Q: Hello, I have followed DYA for a while. Technology looks interesting yet the market is indicating the technology is disappointing. Please provide a recent update. Also, In a earlier answer for DYA, you indicted that "we have coments in the Q&A on DYA". Where is the Q&A? I have looked for it and cannot find it. I just see questions. Thanks

Mark

Q: Hi.
My biggest portfolio loser is USA silver.
I need a 60% return to break even.
What do you think of switch to MRS.
I believe it has potential to go up 60% from here in the next 12 to 18 months.
Thank you.

Q: This question might be a bit far afield, but I’d appreciate any thoughts you have on SRHI and how the latest political developments in Chile might affect investments there going forward, especially in the mining sector. (ECH, the iShares Chile ETF, is down more than 10% today.)

Q: Can you help to explain the significant price drop in this stock? It seemed to have a lot of promise but it's stock price has been dropping consistently for some time now.

What are your thoughts about the price rising again? Is there any potential in this company?
Do you see any red flags?

Thanks,
Michael

Q: PLBY (PLAYBOY GROUP INC.)

Please provide some thoughtful insights on PLBY Group.

The company has performed very well since it de-SPACed approximately 8 months ago. The company was taken public in 2011 by Rizvi, but since Hefner's passing in 2017, the company has shifted in a new direction led by CEO Ben Kohn (someone with great success in his previous ventures - taking minority stakes in pre-IPO tech companies [Twitter, Facebook, Square, Snapchat, SpaceX, Uber]). I have watched as many interviews from the CEO and recent developments I could get my hands on, and I'm impressed!

Retail Analyst Brian McGough from Hedgeye has touted this to be a potential 10 bagger ($250.00+ stock / 10B+ valuation) (See his publicly available tweets). Ben Kohn believes the company can be worth 40B.

The thesis here is multi-fold, which also includes improving licensing agreements (Hef and Co. were lackluster on this front), expanding in other categories, and possible NFTs (monetizing on their previous works).

There seems to be significant brand improvements from the old Playboy from my cursory exploration. www.playboy.com / www.yandy.com / www.playboy.tv
(Seems more youthful and gender balanced).

Just wondering if PLBY has come across 5i's radar, and what insights you can provide beyond the recent earnings report. Very much appreciated!

Q: Morning ,

I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .

Thanks
Greg

Q: Thoughts on QST's earnings. Buy, hold or sell?

Q: have you heard of this co and if so what do you know

Q: STC is supposed to report on 5/27 (about two weeks from now). What are the expected EPS, revenue and net income figures? As well, what would we see in the future guidance? Thanks.

Q: Hello
Could you comment on MBCN earnings?
Thank you

Q: Please comment on results

Q: Could I have your comments on NEO earnings.
Thank-you.

Q: Hi Guys
Do you see value in SLQT at the current price for a long term hold?
Thanks

Q: Kindly comment on the BOS 2021 Q1 results and the guidance. I assume the 43% increase in dividend can only be a good thing. However, in this environment who knows for sure?

Q: Please give me your opinion on this relatively small company. Any recommendations?
Thank you!

John

Q: With the down turn in tech stocks, I am thinking of sellimg my Photon and replacing it with QUIS, CTS, and WELL. I t looks like the price of Photon will not go up much more that 3.60 and perhaps these stocks can benefit from the correction they are in. I figure that I might as well put the money and great profits (200%) to work in these potential gainers. What do you think of this switch.
Kevin

Q: Can we get your take on Trican's 1/4ly results and prospects going forward.
Thanks