Investment Q&A

Q: Been following SUP for sometime & am puzzled ? What I know : NDG recently purchased 10% of shares for $1.27 M. Board members also recently added $ 705000 buying shares. None of this made much movement in the price. It has been moving up slowly for the past 3.5 months from $0.07 to $0.30. Then this Friday , it jumped $0.075 ( 23.8%) = $0.39 on a volume of 197657 shares ( barely nothing.) Question :the injected $ from NDG and the board members hardly made the stock move ? Are these preferred shares ? Question : Friday, I can assume maybe 50 people bought 4000 shares each at $0.35 = $1400 = total $70,000 and that made the stock jump 23.8 % . Do you see anything happening in this company ? Appreciate your input. Thanks.

Q: Hello,
I own shares of Clarke Inc. They recently spun out Terravest, which I know little about. Terravest seemed to be about half of the value of my original Clarke investment. Clarke a few years ago provided 2 large $2 per share dividends but has not paid any dividends since. I haven't looked into any details of the spinout, though Terravest has dropped about 10% since then. It is holding up better than the market. Can you give me further insights into these 2 positions and whether either are worth holding or adding to? Each represents about 1% of my portfolio. Use as many questions as needed. Thank you.

Q: Could I have your latest views on this small cap. It seems likes it's been moving up rapidly of late. Is this one that a person should keep an eye on for the long run.
Tnx

Q: Hello Peter & 5 I team,
Thank you for the update yesterday. You mentioned that solvency is a risk in these turbulent times. We are holding the above mentioned stocks and are wondering if any of them are an insolvent potential.
Thank you

Q: your thought on cyptocurency in general and on these company in particular. do you think these will survive even though they appear to be small caps

Q: Hi Everyone at 5i! Now that health is in the forefront, what do you foresee Reliq’s role in this might be? Might there be an up tick in the stock? Cheers, Tamara

Q: Thoughts on the earnings released this morning?

Sales increased 21% to $35.4 million for the year-ended December 31, 2019; up 34% to $10.8 million for the fourth quarter; Sales in constant currency increased 24% for the year; 36% for the quarter.

Gross profit increased 15% to $19.0 million for the year; up 34% to $6.1 million for the quarter.

Net income of $793 thousand for the year and $931 thousand for the quarter.

Adjusted EBITDA increased 15% year over year to $7.1 million for the year; up 28% to $2.2 million for the quarter.

Organic growth was 12% for the year; 15% in constant currency. Organic growth was 17% for the quarter, 18% in constant currency.

Cash flow from operations was $6.4 million for the year, up 48%, and total cash at December 31, 2019 was $12.8 million.

Q: Could you tell me anything about this small US company and it’s suitability for an investment. I am underweight industrials. A friend loves their products.

Q: Do you see a bottom on Magellan as it is getting no support for its stock price? I believe Edwards average price is around $3.

Q: Been a long time holder, getting hard to hold while all my other Tech stocks are doing very well, looking for a reason to not bail?

Q: 1)QST.Please comment announcement after close that it reduced staff to only essential ones & expect to cut fixed costs by 20% year over year 2)SYZ. Nice to hear of the $3.5m cash acquisition. CIBC has a tech.target price of $10.90-11.40.Please comment. 3)STC.After close,stated a newest cloud services:video meeting. Please comment on its impact

Q: What do you think of SYZ's announcement this morning that they made an acquisition? Looks like it's right up their alley (good fit) but not sure how material it is.

Q: I have positions in both companies in my TFSA. With the turmoil in the oil industry, the damage to oil companies and the likelihood that it will continue for a while, I have been thinking about selling QST and buying more XBC. Individual stock weightings is not an issue. Your thoughts ?

Q: CHW has been on my watchlist for a few months. Now that they cut the dividend in half and shared a pretty informative press release, I feel more confident about making a buy. My hold time is 5 - 10 years.
Any new thoughts on this company, post div cut?
Thank you.

Q: Can I have your thoughts on PLT given their earnings and recent developments? Thank-you.

Q: What do you think of their latest financial results? Is this a decent time to enter this one for a 1 year trade.

Q: 1) What is their burn rate? I can't seem to find.
2) Am i correct in seeing that they are net cash 200m?
3) Aren't these companies at a significant advantage? They have essentially been short the market... and being short the loyalty market puts them at an incredibly advantageous position.

Q: May I have your opinion on the psychedelics space? More specifically Mind Medicine Inc. (MMED.TO) and Champignon Brands (SHRM.CN). Thanks.

Q: What are you doing with Largo right now? I noticed you guys took it out of your portfolio's. I have a four-year investment timeline and a large stake in Largo, do you think the price of vanadium will rebound?

Thanks, Jacob.

Q: Do you expect the jewelry business to decline in 2020 ? Mene being an online business might see more traffic, do you agree ? They will report their Q4 and end of year around May 31st. I have no doubt this will be their best quarter yet. But I am questioning how their business will fair for 2020 and beyond. Can you comment on management and business model ?
Thanks