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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: OGN's has reported consistently good results and the share price has responded accordingly, such that it trades, now, at pennies below its target price (per your database.) Likewise, while it's profitable, its P/E is 143. Is its appreciation potential baked-in, or do royalty plays' different capital structures (vs mining) recommend different yardsticks?
Read Answer Asked by John on September 12, 2024
Q: The above stocks are currently under performing since buying in March/April, especially HPS.A. What are your forward looking prospects for these companies? I am looking to continue to hold over long time horizon.

Thanks!
Read Answer Asked by Liam on September 11, 2024
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD

Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.


Read Answer Asked by Anh on September 11, 2024
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession



Read Answer Asked by Yanika on September 09, 2024
Q: Hi,
After carefully curating the Q&A over a period of time and posting questions, I put together these companies as my own personal 5i Small cap fund!
As of today this is where I stand:

GSY negative 8%;
LMN negative 11%;

HPS.A Positive 1.5%;
PAY Positive 7%;
PRL Positive 1.5%
TOI Positive 5.3%.

On the whole in terms of raw numbers, it is still positive.


For the new monies, would you add to these positions or suggest another small cap equity.
IF you were to add to these existing positions, in which order would you add.
I am a patient guy and willing to wait for a while. I was with you holding Knight Therapeutics for a long time! (Negative)
Also with you in energy sector (Positive) So, I know how this goes.

Thanks for all your answers.
Read Answer Asked by Savalai on September 07, 2024
Q: Hi,

Haivision has announced a few new contracts or collaborations in the last few weeks and has hit a new 52 week high today (Sept 04).
Can you please provide your thoughts on the recent news and if they are significant (from a revenue/earnings view) going ahead.
They are due to report their 3Q soon I believe.
I currently have about a 1/3 position. Would you top up to a 1/2 position based on recent developments....assuming a diversified portfolio?
I recall ET had made a play for them awhile ago and assume that is now off the table given the increased share price.

cheers,
Steve
Read Answer Asked by Stephen on September 06, 2024
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