Investment Q&A

• Gamehost Inc. (GH)
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• Swiss Water Decaffeinated Coffee Inc. (SWP)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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• Tidewater Midstream and Infrastructure Ltd. (TWM)
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• Rocky Mountain Dealerships Inc. (RME)
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Q: The above stocks are big losers in an unregistered account. Can you please recommend which ones to hold on to and which ones to sell. Any worth adding to?

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Read Answer Asked by Lois on May 06, 2020

• Rogers Sugar Inc. (RSI)
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Q: Rogers has a very attractive dividend, but cash flow would not seem to support it. Your comments on the company?
Thanks

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Read Answer Asked by steve on May 06, 2020

• Datametrex AI Limited (DM)
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Q: Datametrex has been halted since prior to today's opening. What would cause a stock to be halted for more than six hours?

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Read Answer Asked by Gilles on May 06, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• mdf commerce inc. (MDF)
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• TECSYS Inc. (TCS)
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Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

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Read Answer Asked by Wayne on May 05, 2020

• Quisitive Technology Solutions Inc. (QUIS)
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Q: What do you think of purchasing this stock? Maybe with a small position?

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Read Answer Asked by sean on May 05, 2020

• AudioCodes Ltd. (AUDC)
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Q: This is a company that has no debt, mgm owns 12% and is number 1 on investors website. Would you invest at this time and what is not to like about it. Thank you.

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Read Answer Asked by Maureen on May 05, 2020

• Magellan Aerospace Corporation (MAL)
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• Heroux-Devtek Inc. (HRX)
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Q: Can you explain how HRX has held up better than Mal during the downturn?

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Read Answer Asked by Tom on May 05, 2020

• Antibe Therapeutics Inc. (ATE)
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Q: Hi Peter,
What do you think about the news release that ATE posted this morning in regards to 6 week delay?
Looks like a lot of share holders were not pleased with the news.
I bought at $0.64. Would you continue to hold?
Thanks Ron

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Read Answer Asked by Ron on May 05, 2020

• Acadian Timber Corp. (ADN)
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Q: Is the dividend safe at Acadian? They regularly pay out more in dividends than their cash flow can cover. They also have high debt ($100M\) and smaller market cap of $250M. Can they continue this in the current economic environment?

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Read Answer Asked by Giovanni on May 05, 2020

• Sonos Inc. (SONO)
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Q: What do you think of this company at this price. Acquisition target with a « more time at home » long trend?

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Read Answer Asked by Olivier on May 04, 2020

• PyroGenesis Inc. (PYR)
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Q: Do you have any insight or counterpoint to PYRs recent announcement (30/04) on plasma torch uses in the iron ore or steel industries, or other considerations with respect to this company? Thanks

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Read Answer Asked by Mike on May 04, 2020

• Korn Ferry (KFY)
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Q: Hello 5i,
Could you please provide your opinion on starting a position with KFY at current price level (@$29). How would you rate the quality of the company?

Thanks and stay safe.

Upvote 1

Read Answer Asked by Richard on May 04, 2020

Q: Regarding your 28 April remarks for C.DOC (previously Premier Health Group and now CloudMD Software) subscribers should be aware that two analysts have recently come out in support of this company. Bruce Campbell 2 seems to be moving on from the cannabis sector and made it a top pick on Market Call last Monday. And Keith Schaefer (who also seems to have moved on, this time from the energy sector) gave it a strong endorsement in his newsletter. Both of them are looking at DOC as a very early stage Teladoc Health ($12.6B market cap on the NYSE) so that might explain some of the recent interest.

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Read Answer Asked by karl on May 04, 2020

• Sangoma Technologies Corporation (STC)
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• Enghouse Systems Limited (ENGH)
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• Tucows Inc. (TC)
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• Vitalhub Corp. (VHI)
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• Adcore Inc. (ADCO)
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Q: Thank you for your wonderful service and great advice.
Would you be able to give me your thoughts on TC, STC, ENGH, ADCO, VHI?
Could you pick your top 3 from the group that you would add to at current market prices given a 3-5 year term. Does the balance sheet of some of the smaller cap companies scare you?
Thank you kindly

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Read Answer Asked by Bill on May 01, 2020

• TeraGo Inc. (TGO)
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Q: Wondering if you could update your thoughts on this company. The one year chart is somewhat dismal, but might this be a good entry?

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Read Answer Asked by Robert on May 01, 2020

• Martello Technologies Group Inc. (MTLO)
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Q: I see the stock fell about 15% yesterday and I saw this "Letter of Intent to Provide $5 Million Subordinated Debt Instrument". Can you comment and advise please?

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Read Answer Asked by Danny-boy on May 01, 2020

• Martello Technologies Group Inc. (MTLO)
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Q: With the recent acquisition being mostly debt financed do you have any concerns over the new level of debt of Martello. Do you feel they will be able to maintain their payments over the next two to three years. Also could you give a brief overview of their balance sheet including cash on hand. Thanks.

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Read Answer Asked by Rob on May 01, 2020

• Bird Construction Inc. (BDT)
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Q: Hello 5i team

What are your present thoughts please about Bird Construction?

John

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Read Answer Asked by John on April 30, 2020

• Martello Technologies Group Inc. (MTLO)
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Q: Curious on your thoughts on their recent acquisition? I notice there are a few analysts all with BUY ratings. Is this a worthy investment with material upside potential over the next 12 months? Thanks.

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Read Answer Asked by Gianluca on April 30, 2020

• Questor Technology Inc. (QST)
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Q: I am down $1000 on this stock and wonder if I should cut my losses?

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Read Answer Asked by Lynn on April 30, 2020