Investment Q&A

Q: Can you comment on their most recent quarter?

Peter

Q: Good morning, Please comment on Versabank's recent quarter. Also, how does their forward PE compare to similar companies and the big banks? They now have a book vallue of $9.98 vs, stock value around $7.30, why the gap? Also, any thoughts on their new initiatives, specifically Versa Vault. I know you removed this from the growth portfolio early this year, do you think you would put it back in based on growing divvy and new initiatives?
Thanks
Rob

Q: Hi 5i, please provide your updated view on CanWel. Stock is on a tear since their last earnings report. Is the 10% dividend sustainable? Do you recommend or do you prefer another name in the sector?
Thanks
Rob

Q: Hi 5i Team,
Would you add to existing positions in these two stocks or wait for a pull back?
Which one would you add to first at today's prices?
Thanks!

Q: Was wondering if I could get you thoughts on this small company, would this be a buy at these levels?

Ps, it doesn’t seem to be in the 5i directory (Luna innovations)

Q: Can you please comment on results.

Q: Can you tell me what you think of Ooma for a long term hold.
Thanks as always,
Peter

Q: At what level would consider Hexo a buy?

Q: I believe TV is being hit hard by tax loss selling and may now be way oversold as it is hitting all time lows. Your comments a few weeks ago were that the balance sheet is fine, It is very cheap on a cash flow basis, and production is good. Costs are improving, and the company is targeting a further $50M reduction in costs. You did caution that as a small market cap, down 58% in a year, you thought it may stay weak into year end. I am a patient, long term investor so short term pain does not bother me, but before I invest I always like to get your opinion. My questions are:
1) do you still believe TV is financially sound and will survive?
2) with tax loss selling and negative company/sector sentiment being reflected in the all time low stock price that TV may be setting itself up as a good/excellent risk/reward investment?

Many Thanks
Scott

Q: What is your opinion of Spark? Last comment in Q&A was last year.

Q: Peter/Ryan,
NVEE has had a tough month. Was the 1/4 and proposed aquisition that bad, or is this an opportunity ? Thanks, Paul

Q: do you know this company, would you buy it, is it similar to photon.dave

Q: I have been holding few shares of it for a very long time in my RRSP account. For last couple of years it is not performing well. Do you have any suggestion to replace it with any other company or should I still hold on to it? Thank you

Q: Given Sangoma's market cap now and current valuation would 5i consider it worthy of inclusion in your model growth portfolio?

Q: Is this a good entry point for this stock

Thanks

Q: Hi Gentlemen ,

My US portfolio has a few laggards in it that have underperformed the market. I'm not sure if their underperformance is a temporary blip or a permanent tumor.

I'll list them below so I can get a fresh perspective from you on them and whether you think that they are worth holding or not.

Many thanks.


ALRM
ASUR
BAND
DOMO
NEWR
PAGS
Please deduct the number of credits you think is fair.

Thanks

Sheldon

Q: Could you please comment on the recent earnings of BEW and VHI? I own both and I'm think about adding more of either of these, which would you choose.

Q: Any 'value' in lgo or faf at current pricing?

Q: Any thoughts - the dividend has been increased for 20 years.

Q: Is this a good time for Tax Loss selling Denison Mines and Larmide Resources
in the Uranium Sector