I've been holding this stock for a long time and am happy to see it start to show some good signs. I'm still underwater about 28% but can continue to hold. I've looked at recent questions on MCR and it looks like you are fine to hold as a small cap, with some risk. Is that accurate?
Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.
I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks
Q: Earnings call coming May 8th., what are the expectations and do you think they will meet them. What do you think of this company and their recent purchase of Sanmark BV. and do you think any of the big pot stocks might show some interest in an investment for the CBD craze.
Thanks as always
Gary
Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary
What are your thoughts on European Residential REIT? They have done a couple of interesting deals with CAP REIT. Looks like there is some management and trustee overlap.
Q: You mentioned that Sangoma Technologies got upgraded by Acumen Capital. What is their new target price? With a current market cap about $90 million do think the stock price and multiples will jump when the market cap exceeds $100 million? For example based on last quarter's revenue run rate the stock trades only 0.75 X sales despite its strong growth rate, profitability and good balance sheet.
Q: I have noticed that 5i has made positive comments regarding GXE as of late. Does the heavy crude differential play a role? Look forward to your breakdown on the company. Cheers.
Q: TV announced they are releasing 1st quarter results May 6th, with a warning " annual zinc treatment charges (“TC”) have increased significantly since the Company’s 2019 cost guidance was set, resulting in increased off-site costs at Trevali’s operations.
They also have appointed a new President and CEO, how do you see these affecting the share price? Thanks for your insights...
Q: Hi guys:
You guys were fans of this company in the past . Been in the doghouse for awhile now , would it be a good time to open a position now?
Thx
Mark