Investment Q&A

Q: KBLT has been weak recently, even after the end of tax-loss selling. On Tuesday, they announced the friendly acquisition of the shares of Highlands Pacific that they do not already own. Could you comment on this transaction and the impact on KBLT?

Q: Emerging companies in the Marijuana industry like these two need focus to progress in a positive way. What are your top 3-5 areas of attention that you would like to see and continue to research to make them a worthwhile investment opportunity in 2019 and beyond?

Q: What has happened to PLI?? It was once a recommended stock with 5i but now it is practically a penny stock. Will it survive??

Q: The share price is at 28 cents today. Does this not make the company an attractive takeover target. That's about 210 million with no premium and there first FDA drug is just around the corner with a priority voucher attached. I don't think their going broke with Thompson backing.

Q: I know you don't have a crystal ball, but I'm starting to feel that COV may be another RHT. Any thoughts?

Q: Hello,
If available, what are the estimated 2019 earnings for WED? What is your view of its potential for price appreciation over a 2+ year period from current levels?

Q: What would your top three small or micro cap stocks in Canada and the US that could have a nice bounce once the market settles down. Thanks and Merry Christmas to all at 5i.

Q: Hi, I'd love some feedback on this company. Looking forward their potential seems great, and partnerships smart. One project, the Delta greenhouse at an eventual 2.2 million sq ft would place it near Canopy Growth for production, throw in Houweling's involvement and it looks promising. I have a long term outlook and don't mind the risk here.
Thanks in advance!

Q: Peter,

I am looking at purchasing the Russell 2000 in my TFSA. I see IWO, VTWO and IWM. Do you know of any that are offered in Canadian dollars, either hedged or unhedged?

Merry Christmas!

Paul Condon

Q: Merry Christmas Peter and Co.

I need a couple of potential 10 baggers for our 2019 stock pool .
Can you help me?
Thanks

Q: May I have your opinion about the latest news, The Score launching a Mobile Sportsbook. Do you think they will expand into other States? Do you think this makes them a better take out candidate for companies such as TSGI.TO, GC.TO, etc.? I feel like there has been a lot of consolidation in this space. Thank you for your opinion.

Q: May I have your opinion? It seems rather beat down. Possibility of GUD.TO taking them out?

Q: I see that Searchlight Capital Partners, L.P. has been loading up on this lately. What is your thoughts of a possible buyout? Thank you.

Q: I have these shares down 50 to 60 percent they are offering 1.10 per shar should I take it or hold on Thanks

Q: ITC has been be putting together a string of good quarters, positive press releases plus a new distribution deal with Qualcomm announced today. Of all my microcap losers this one looks as though it may actually have some potential to go places. Your thoughts
thanks

Peter

Q: Good Evening,
Is LAC safe to continue to hold,it has gone down a lot close to an yearly low and a big loss for the year. Any particular reason for the huge recent sell off?
Thanks,
George

Q: With the estimated take-over price of NEO at 19.34, are there any risks to buying NEO now at 16.49?

Thank you.

Q: Hi 5i, On September 19 a client asked you a question on this stock and its price peaked at $0.45 that day. Here is part of your response "At $220M market cap, each 'future' location is being valued at about $4M, which seems high to us for a small retail outlet."
Stock is now $.05 - market cap 28.55 million. With the managements experience running Solo Liquor stores, does this seem like a good entry point, this would of course be risky and speculative as it is the Cannabis space, negative momentum etc, I am not looking to add a ton of money to this but maybe a 1% position, what are your thoughts on the company now? Recent update states they hope to have 25 stores open by end of 2019 and are focusing growth on Ontario now. Also, with Ontario possibly opening up liquor to private retailers this could be a play on that as well. Thanks for your advice.

Q: What is your evaluation of this company?
Is it more of a growth or income?
What do you think of the management team?

Q: At current price levels ITP at $14.80 and UNS at $19.38 would you buy more to average down, currently both are at a loss, hold or sell. Not required for tax loss. Please give reason for answer. Are dividends safe?

John