Investment Q&A

Q: comment please on BYL looks like some new contracts.
thanks

Q: Dear 5i team.

Please comment on Flow beverage recent Q1 results. Just read Stifels' downgrade and fairly bleak assessment for future. Sure sounds like insolvency knocking.
Appreciate hearing your take.

Q: Hi Peter,

Can I get your thoughts on Grey Wolf Animal Health (WOLF). It looks like it is profitable and is interesting to me. It is a small cap. I would like to get your overall thoughts on the company and its operations.

Thanks

Q: in looking for smaller caps in health space came upon mdx on tsxv.
i notice stock + 125% past month and i see a research report on their website in news
section, would you think this report is responsible for the stock move?
many thanks.

Q: This microcap look s like it may be doing interesting things. Can I please get your comments on the company. I realize it is very small.

Thanks

Q: Received a Class Action Notice from XBC..CA regarding a proposed class action settlement, which reads in part:
"SUMMARY OF THE SETTLEMENT:
On October 19, 2023, the Superior Court of Québec (“Court”) approved the settlement of this class action.
Under the Settlement, CAD $5,000,000 (the “Settlement Amount”) has been paid in full and final settlement of all claims against the Defendants, including Class Counsel’s fees, applicable taxes and expenses, and interest, in exchange for a full release and settlement of the class action."
Number of shares purchased was 800 @$10. Would you know the approximate number of shares that were outstanding at the time (Nov 10 2019 to Mar 24 2021) and In your experience, is it worth it to submit a claim?
Many thanks.

Q: The company is an interesting profitable small cap. Looking at their income statement bad expense is a large component of total revenue. I believe they deal in giving smaller high risk loans. Is their business model sustainable and scalable ? If you like what would be good entry point ?

Q: I am looking for a good dividend payer in a non-registered account. The industry does not really matter but a stable dividend and preferably a growing dividend would be important for the next 3 years.

Would Cascades be a good bet? If it is, what would be a reasonable entry point for price?

Thank you.

Q: Could I have your analysis of the results for DE. Thanks

Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.

Q: Any idea for weakness in SMR RAK

Q: Good morning,

What are your thoughts on the recent news with Payfare. Is this a miscommunication or something deeply wrong with their internal controls. They did reiterate guidance for the quarter that helped the stock.

Q: Do they have any competition? How would you rate their last few years? Your general thoughts as well please. Thanks.

Q: Your much appreciated analysis please, thanks.

Q: Is it trading at a low pe on 3 for a reason? Would it be a buy and if so low medium or high conviction?

Q: Results yesterday from CPH and DR both looked excellent and the stock prices have moved up significantly in response. They both look cheap, particularly CPH, even more so if you ex out the $2.20 cash on the balance sheet. What do you think of these as part of a small cap portfolio?

Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Q: Can I please have your view on Pulsar Helium Inc.. Does recent news add any prospects? A buy or a pass?

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Q: I bought CALF in early January and it's been unchanged since then, while the broader markets are up significantly YTD. Would you suggest betting on small cap recovery this year and keeping CALF or selling it and buying something like VTV, SPYV, or MOAT? If switching, which one out of these 3 you'd recommend for better long term growth? My portfolio is well diversified between the sectors, so I picked these 3 options as they will keep my portfolio in target ranges. Thanks.