skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Can you comment on its most recent Q please. Also, Ace Beverage has acquired Nude RTD beverage. There has also been some recent change to the board. Seems like much activity has been going on with this company relatively speaking. Can you comment on whether you see the recent Q, additional RTD acquisition of Nude has potential to
generate some growth or do you continue to view it as an income stock. Would you buy, sell or hold the stock. If sell what would you buy instead?
Read Answer Asked by John on May 22, 2024
Q: I’d like to know what you think of small cap CDB.V (Cordoba Minerals). Their main project (Alacran) is in Columbia. Recently they partnered up with Chinese mine construction co. JCHX, who purchased 50% of the Alacran project for $US100,000,000. This certainly makes the current market cap of CAD$45M look cheap. Years ago this was a favoured stock of Brent Cook and Joe Mazumdar, but they lost interest when Robert Friedland took control of the company (via IE), citing that further development had lost its urgency and near term returns unlikely. They were quite correct, as it’s 5 years later and little has happened except share price collapse helped by RF diluting retail shareholders to oblivion. Things do finally seem to be looking positive with the JCHX involvement, so I’d like your opinion, how the future might play out for this stock considering IE’s significant control position and the small retail float, – e.g. Given RF’s prior behaviour in similar circumstances do you think he’s likely to either promote this and liquidate part of his investment in future, or continue to grind the retail float to dust? (PS, they have another greenfield asset in Nevada with Bell Copper (BCU), but it’s not clear if this option has any value)
Read Answer Asked by petra on May 21, 2024
Q: Could I get a list of the best Small Cap ETF's to buy for Canada, USA & International?

Thank you.
Read Answer Asked by Ross on May 21, 2024
Q: Hope everyone had a great long weekend!

I've a question well outside of your regular commentary on Canadian and US markets. Fevertree Drinks PLC had a great run from listing until 2018, and then again after sinking when Covid hit until January 2022. The stock has since hit what appears to be another floor and has bounced along it since.

I am curious what your thoughts are, if any, on their performance, what management issues has led to their share price challenge and what they are doing about it, and lastly the stocks potential for value appreciation over the next 3-5 years.

Thanks very much
Read Answer Asked by Dave on May 21, 2024
Q: Thoughts on latest results. Listened to the call - while not in a position to follow everything -I felt the tone was a bit dismissive to the questioners. And what are your thoughts on the debenture buy back - not seeing where they have the cash to complete that but easily might have misread the statements or perhaps a line of credit? Mainly just wondering if that points towards or away from a share issue as Engine is concerned about.
Read Answer Asked by Graham on May 17, 2024
Q: I had high hopes for small caps this year, and it looks like, in the past 30 days, they finally started moving up with IWM at 5% gain and IJR at 6%. Unfortunately, my choice for small caps ETF was CALF and it barely moved up in the past 30 days. What is wrong there? I know that it is actively managed and has less holding in its portfolio... is there some problem with one of the holding? Should I sell it and switch to IJR or IWM? I know that CALF overperformed these two over longer periods of time, but the lack of momentum in the past 30 days when the small caps are up worries me.
Read Answer Asked by Richard on May 17, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!