Investment Q&A

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Q: Please comment on the recent year-end report of MTL Cannabis. Thank you.

Q: Good afternoon 5i
A number of people have asked about the best small cap etf. You have sometimes mentioned ijt as a good one. But, lately you have been recommending ijr. In the answers 5i always mentions whether or not someone on staff holds the given stock or etf. I was curious as to wht you would say that ijr is your preferred but not own it and own ijt, though
Thanks

Q: Can you please comment this stock and its report? Thank you

Q: Please recommend ETFs to follow the Small Cap Index that you have the most confidence in; one in Canada and one in the USA.

Q: I have recently become aware of the potentially valuable AI aspect of the otherwise uninteresting (to me) bitcoin mining business. Which firms are best situated to profit from AI?
Best regards
David

Q: Hi 5i Team.
Pls comment on North American Construction Group qrty earning and this company going forward.

Q: Hello 5i Team,

Long-time holder of CBZ, which has been a consistent performer.

The share price has dropped significantly today after an earnings miss and a coincident announcement to acquire Marcum. Not sure which event is contributing more to the share price reduction... or if it's both.

Could you please comment on the current situation and future prospects for CBZ. Is this an opportunity to add to my position? Or do you expect the share price to languish for a while? If so, how long?

Thanks in advance for your always helpful advice!

Q: Hi,

Thank you for answering my question on small caps on the 29th of July.
Thank you also for adding HPS.A ahead of PAY. Your list in the order that suggested is as follows:
GSY, PRL, LMN, HPS.A, PAY, TOI.

To Theodore's question today (31-07-2024) you relegated TOI down the list and pointed out to it's European exposure.

With that in mind, may I ask you to consider some of your favorite metrics, FUTURE GROWTH, Momentum and DEBT Load and then give us the names in the small caps sector. If you used the above metrics, will your list change?

My iTrade platform seems to indicate that PRL has a lower debt load than GSY. Yet your rank ordered GSY ahead of PRL. I know you must have a good reason. Just wanted to know the rationale.

Many thanks in advance.

Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Q: What would be your best 3 Canadian growth companies for the next 3 years, regardless of category?

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Q: What is your favourite predominantly Canadian small cap ETF ? And American ?
Which of the two do you prefer for a 3-5 year hold?
Thank you,
Philip

Q: Your thoughts on Alaris please. Have they ever cut dividend and do you feel it is safe going forward

Q: Hi .. any thoughts on why the recent nice upward moves? Nice, but why?

Q: This stock is rocketing higher on q2 financials just released. What do you think of it? Despite the gains, first half 2024 eps of 0.13 is very impressive. Risky name but decent small cap opportunity? Thanks.

Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend

Q: Please comment on TLRY's current quarter, debt reduction and the expectations for the German license going forward. Thanks

Q: 5I has been putting HPS.A at the front of the line in growth stocks and I have been getting interested. I like the idea of the business. I also subscribe to Simply Wall Street and get regular emails on stocks I'm watching. Below is my last email from them

" Second quarter 2024 results:
EPS: CA$1.98 (up from CA$1.12 in 2Q 2023).
Revenue: CA$197.2m (up 14% from 2Q 2023).
Net income: CA$23.6m (up 77% from 2Q 2023).
Profit margin: 12% (up from 7.7% in 2Q 2023).
The increase in margin was driven by higher revenue.Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 1.5%.Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Electrical industry in Canada.Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 125% per year, which means it is tracking significantly ahead of earnings growth. "

I appears to me that the revenue is lagging the electrical industry and earnings are being exceeded by share price by quite a bit . The thing that hit me the hardest was the revenue forecast { 7.3% per anum } versus the electrical industry { 28% } . That is almost 4 times HPS.A's outlook .....Add to that that earnings increased 50% and the share price increased 125% suggesting the stock is well ahead of itself ..... Could 5I comment on this ? It looks to me like the shares are priced for perfection and one bad quarter could result in a major correction ? ......Thanks for your great service ......

Q: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David