Investment Q&A

Q: I've held Lassonde for a couple of years and am off 30%. Buy more or sell?

Thanks

Q: Another occurrence yesterday of out-sized volume on this normally illiquid stock.
Any insight into what was transpiring and what, if any , significance ?
Thank-you

Q: Hello,

The stock has been on fire recently,
Any reason behind it, besides buying after tax loss selling?

Thank you

Q: I am looking over VCI for yield. I see the last payment was a paltry .03! Compare this to a .13 payout earlier it seems a rather large fluctuation.
Is this strictly a quarter to quarter variation in the business or did they overpay early and cut back subsequently? I was hoping to see more stability in payout considering the lack of growth in the name. Could you give some colour on all this?

TIA

Q: Currently reviewing these two stocks, could I please get your opinion

Q: Can you please provide your comments and thoughts on this mining company and whether you view it as a reasonable speculative investment? (Yes, I know that can be seen as an oxymoron!)

Q: Any explanation for the recent run-up in share price of Baylin stock and thoughts on its prospects? Thanks.

Q: The stock has been down the last 2 days on slightly higher volume.
With oil price moving up, this should be a positive but stock not acting well.
Anything the I am missing here? Thanks

Q: Another uranium question. How are the finances of Fission? How long can they survive with their current cash and rate of spending? Will they need to finance in the next 2-3 years? Thanks!

Q: Please rank these companies on a best bang for the buck over a 5 year + investment time frame. Thank you. Dave

Q: What is 5i's current opinion on Quorum Information Technologies as the stock is trading at its all-time highs. They just recently raised about $10 million and had some good board additions. Several analysts have picked up coverage on the Company in 2019 too. The vast majority of Company's revenues are all recurring.

Q: This stock had a drop recently can you tell me if this company is a buy here?

Q: Hello 5i
Could I have you assessment of Microbot Sciences please?
Merry Xmas
Dave

Q: You’ve mentioned that’s it should be taken private. What would make people realize the value in this stock and business?

Q: CCW just had a silver discovery at their mine. Was it sizable & significant? How is their debt load & prospects for growth? I've inherited a few shares from the dissolution of another company I held. Buy, sell or hold? Thanks ,as always , & happy holidays.
Dave

Q: Happy Holidays 5i Team,

Could I please get your analysis on the above names as part of a diversified small cap portfolio focused on capital gains over 3-5 year hold. I have partial positions at higher prices in both IOM and SIM but they seem undervalued now given their prospects and current price. I generally prefer to diversify over averaging down while still building a portfolio as a strategy, but I am also willing to be flexible if the risk and reward is right. Would you add to existing positions in these stocks? Under what circumstances would you recommend someone consider averaging down?

I also like the prospects of GSI VHI and FLY and would appreciate your comments on them as being added to a aggressive growth portfolio. Any red flags or risks other than size? How would you rank them given their current price?

Thanks for the great service and happy New Year to everyone.

Q: Could you share your thoughts about the Dec. 17th announcement of the 51% ownership in Florida Panhandle Anesthesia Associates? With the $2MM accretive revenue do you feel this will help them long term?

Q: I see eglx has applied to move to the TSE and will interlist on the pink sheets??(not sure here how they plan to gain US exposure) in light of this do you have a current view of the company? thanks Richard

Q: Hi,
Can you please let me know your opinion on this ? I know this has been beaten down and this may not fit in your investment style. However based on the cash in hand and net assets do you think it's trading less than it's book value , ignoring other factors such as law suits, possible re-instatement of the licence, etc. Thanks

Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020