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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: Hi 5i,

I am interested in the asset tracking space. I have read comments/replies on above mentioned companies in this space and wondered what your current opinions might be of each of these.
Is there a 'best of breed' company or 'industry leader' in this space or is the space just to fragmented for someone to be dominant?
Your last comment on TKX was a company to watch. They have done a number of deals the past 18 mos and the most recent involves some collaboration with Impinj. How do you feel about this company today (TKX)?
Impinj has fallen quite a lot the last 18 mos (I don't own it), has it gotten to a point of being buyable or too much downward momentum still exists? They seem to have a lot of RFID tags out there (25 billion)...that has to count for something. :)

I do own GPS (2%) and am patiently waiting for them to get back on track....pun intended :)

Thanks as always for your valued guidance!!

Cheers,
Steve
Read Answer Asked by Stephen on May 07, 2018
Q: My small cap holdings consist of:
Biosyent (RX), Versa Bank (VB), Sangoma (STC), and Dynacor Gold (DNG)
If you were going to add to one of these which would it be and why?
Would you sell any of these today?
Thanks.
Read Answer Asked by Scott on May 03, 2018
Q: As you can see this company suffered a significant hit this morning. Yet from the accompanying statement the reasons for today's slide, which appears to be the culmination of a much more severe slide which began some months ago, are not clear. Can you clarify how the announced changes will affect company prospects so severely?
Read Answer Asked by Mike on May 03, 2018
Q: Greetings 5i,

VFF is a stock you considered a spec buy earlier this year. It has since came down to $5.00 however is still way up from its 52 week lows. What are your thoughts on this company, is it still a spec buy in your opinion, and at what weighting in a portfolio would you be most comfortable.

Lastly can you suggest a few names, Canadian or otherwise, that have become interesting to you as "pick and shovel" suppliers for the MJ industry.

Cheers!
Read Answer Asked by Duane on May 01, 2018
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