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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: Which stock: HPS.A, PRL, TVK or VHI would have the most growth going forward? I take after today, it's best to wait a few days?

Thanks for your service!
Read Answer Asked by Ozzie on January 28, 2025
Q: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).

With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.
Read Answer Asked by Brant on January 27, 2025
Q: It is doing well with Project Eagle turning around its US operations. It has gone from 0 analyst coverage to 3 covering it since November, and PT of $209. After hitting a high of $195 it has drifted to $175 on no news. I am thinking this is due to tariff threats, would you agree? With a negative beta I like it as a hedge, but I am wondering if there is now market specific risk and should sell.
Read Answer Asked by John on January 27, 2025
Q: The last 3 Q's it has shown good growth through its acquisitions in the RTD market. The price has not responded to what I see as the potential growth turn around and you have provided some support for this thesis in previous questions. It reports February 12 and I am wondering if the Q is good would you continue to wait for a turnaround in the price or would you move on? How long would you wait? It is at a long term low price, feel it can't go any lower, but while waiting I have missed on stocks like CLS.
Read Answer Asked by John on January 27, 2025
Q: Hello 5i
I took up a small partial position in Atex with the news AEM bought a stake….at the AEM deal price
I did not buy huge due to dilution reminder in AEM deal……they have anti dilution rights.

Seeing the price jump obviously make me wish I had bought more.

What to do now?
I was going to buy more over time but did not expect the price jump.

Does one just add at this point or should a pull back be expected after recent move. Tough call but what’s your experience with wippy mining stocks say to you.

The deposit is real and heavy weights are in. That does not always mean timing is good for buy at $1.90/share.

Thoughts on adding here or a plan with this type of position?

Thanks

Dave
Read Answer Asked by David on January 27, 2025
Q: Hello 5i Research Team,
What is your opinion of KITS senior management and board members? Could KITS be significantly affected by U.S. tariffs (manufacturing in Canada versus geographic breakdown of sales: 80% U.S. and 20% Canada)? What is the sales potential in $ with current production capacity? What is the next steps in KITS's strategy to continue its growth? If the end game for KITS is the sale of the company as the founder did in the past with its previous company,: where should KITS be in its development and when that could be (time horizon)? What does KITS lack to be included in the growth portfolio? What characteristics of KITS prevent you from writing a report on KITS? If you had written a report on KITS, what would its rating be (B+?)? How do you explain the loss of stock market momentum in recent months prior to the last week? What weighting of your (Peter's) portfolio would you like to have in KITS, or what is the maximum number of KITS shares you would buy, given its daily volume? Which Canadian small caps (market cap below $1,000M) are you considering better than KITS?
Thanks for your cooperation, Eric
Read Answer Asked by Eric on January 27, 2025
Q: Dear 5i
Could you provide me with the expected earnings growth rates for the year for the above mentioned stocks .
Also would your order of buying these stocks be the same order as the expected growth rates ? In other words are there any other significant factors to consider other than growth rate for the above stated stocks that might change your order of buying ? So considering the above what would your level of conviction be from highest to lowest for these listed stocks ?
Thanks again for your valuable assistance in the challenging world of stock picking . I'm pretty sure there are quite a few of us DIY investors that would be lost without the great advice from 5i Research .
Bill C
Read Answer Asked by Bill on January 23, 2025
Q: Hi Peter…A couple of days ago FWZ announced that Adam Lundin would take on the role of Chairman of the Board of Directors. Do you think the Lundin group is signalling an intent to take complete control of Fireweed in the near future? Would you be a buyer if you were willing to accept the risks? I’m assuming at some time in the future Lundin will buy out FWZ’s minority shareholders by issuing shares in Lundin. Any comments you have would be appreciated.
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim
Read Answer Asked by James on January 23, 2025
Q: Good morning

I saw yesterday that NDA really popped. Looks like from yesterday news they have secured a LOC and will be using it to acquire bitcoin. Similar to MSTR??

Where do you see the share price and earnings going over the next few years?

Jimmy
Read Answer Asked by Jimmy on January 22, 2025
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