Investment Q&A

Q: As with most retail companies ATZ took a pretty good hit after the China tariffs were announced and has been plummeting ever since (except the past couple of days). Do you think these tariffs are now fully priced into ATZ or do you think there will be another hit to earnings when the next quarterly report comes out? Is ATZ good enough to overcome this risk?

Q: Hi 5i Team,
I have a small existing position in htl and would like to start positions in the other 3 companies. Could I please get your opinion of the above companies and assuming there are no significant concerns (other than small cap risk) in what order you would rank them at today's price?
Many Thanks

Q: I have been watching NOA but it keeps drifting lower is there any reason why . Thx

Q: Is the recent momentum for HYG due to the increase in backlog? They are still losing a ton of money. Thanks.

Q: Is XAU.to a valid speculation on the short-term potential of gold or just OTC:bb type “flim-flam”? I would sincerely value your perspective.

Q: Crp seems to be the type of commodity infrastructure company I need; however, are they suffering from restructuring/expansion costs that will hurt temporarily or are they just a true dud?

Q: Thoughts on this one please

Q: Hello 5i
Please give your thoughts on CHM. Thank you, Bill

Q: I am thinking about a small investment in PUMP. May I have your thoughts on this corporation

John

Q: Last question on this company dates back to 2017. It has had a nice ride up; but is currently taking an ugly and fast ride down. Down 15% for me in about 1 week alone. My “rules” say sell! Should I? Or can hanging in anticipation of a turnaround be justified?

What does the future look like for this company based on your analysis?

Thanks.

Q: I have a question about bdt what do you think of it at these lows . thx

Q: It has been a while since GSB has been discussed in the 5i question forum and a lot has changed at this company since. Although the stock has pulled back a bit recently, it has shown good momentum the last few months. Add in the special $.50 dividend paid last month and the stock does look interesting. Your thoughts? Does this company have legs and further upside in your opinion?

Q: Hi Peter, Ryan, and Team,

In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).

Thanks in advance for your valued advice.

Q: Your thoughts on today’s announcement?? Also, would you ever pick up coverage again?? Once bitten?? What would you have to see?

Q: Could you please give me your assessment and prospects for Freshii going forward?

Tks, Hal

Q: With an impending one use plastic ban what small cap stocks in Canada that you follow would possibly benefit ? I am wondering if Eco.T could be one of them?

Q: Could you please provide an update on Martello? The Leiden announcment on Friday seems like good news but the stock dropped. Thanks.

Q: I have a small position in this company recommended by Hidden Gems Canada. Do you have an opinion on the prospects and general invest ability of this company. Should one consider adding to it?

Q: Can you give me your opinion on this company

Q: Hello,
Can you recommend an exchange listed (Canada and /or USA) drone detection company?
Thanks,
Morris