Investment Q&A

Q: XRO has announced a $5 million share offering at .70 which seems ok. It also announce "that it has completed a non-brokered private placement financing and raised $115,000 through the issuance of 287,500 common shares in the capital of the Company ("Shares") at a price of $0.40 per Share. The Shares will be subject to a hold period expiring October 24, 2020"
This private placement seems over generous to me and I would appreciate your opinion on this. Thanks John

Q: Hi 5i Team,
Pls give your update view on Burcon Nutrascience. Do you think it is still speculative or time to buy?
Thanks for your professional advice as always.

Q: Could I have any thoughts you might provide on the micro-cap Re Royalties which owns a portfolio of royalties on renewable energy projects.
Thank-you.

Q: After pulling back from it's high since the IPO would now be a good time to enter a small position? What are your views on the industry?

Thanks!

Q: Do you think TWM and WEF have upside and good for a longer term hold.
Thank You.

Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?

Q: The last comment was over a year ago, and performance since then has been disappointing. Can you comment on current prospects?

Q: Can i have your take on DRT please. Looks to me like they have to improve their margins.

Q: Re AEcon, you commented yesterday that you see it as “more sideways than anything” ... could you please expand and explain why you think this? .. I’ve noticed some analysts forecasting a price of $23 (now at about $15), so i take it you don’t share that view ... also, when we see an analyst forecasting a price (e.g. $23 for ARE), what is the time frame? (By the end of this calendar year?) ... thanks!

Q: Can I get your thoughts on this company please.

Thanks,
Scott

Q: Hello Folks,
Perhaps you could take a look at this one and update your comments. It has been a while since you have addressed it. Looking at it from the position of adding to a small position within the context of a speculative tech small-cap.
Kind Regards

Q: What is your current view of this company.
Thank you

Q: Disregarding everything else in a persons portfolio, which of these two stocks would be the best investments over a five year period, thanks?

Q: Hi, I need to raise some cash and thinking of selling this stock, to help with my decision do you know of any impending news that may affect the s/p in the near term.
In your educated opinion is it up, down, or sideways in the near future?
Many thanks,
George

Q: I have done a little research on present prospects and my feeling is there should be some improvement ahead. I bought it in the mid teens and have held it because of the good dividend. My question is should I hold
or move on.
Thanks Chester

Q: Your thoughts on todays bought deal , stock re-action and what we can expect going forward.
Thanks
John

Q: What do the stock fundamentals (and peer comparable numbers) say about VMD right now? Nice run past month, is it overbought and getting ahead of itself or just catching up to its peers?.....thanks.

Q: Long term spec, Your thoughts please. Thx James

Q: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position

Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.