Investment Q&A

Q: Hi, Wondering your thoughts on PDH (Premier Diversified Holdings) on the CSE. I have taken a position as a bet on the jockey (CEO-Sanjeev Parsad) and his ability to invest and grow the business over the long term. Also, I like the idea of some exposure to their start-up / venture style investments (E.g. Sequant Re, MyCare Medtech etc). However, in saying that I understand the risks given the balance sheet and illiquidity so just looking for a second opinion on a stock like this in ones portfolio.

Q: Any thoughts on their earnings report? Looks like a good quarter and demand is picking up. Good buy at these levels?

Q: What are your thoughts on Input Capital? Was thinking of initiating a small position. What is the main risk to this business and what would be the catalyst to move the stock forward?

Q: Update

Q: Hi Guys, if you were to put money to work in one or two Canadian microcaps today...what would you choose. This is approx. 2% of a diversified portfolio...thx

Q: Hi the great team, for a high risk investor, which one of the three mentioned will you pick for long term investing ? and why ?

Q: Hi the great team, is there still potential in this stock ? Is it way under valued ? Thanks.

Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?

Q: People reported Q3 results on Monday - comments?

Q: QST - anything to explain weakness of late, particularly today? What's your take on the company going forward? O know they have good product.

Q: With news out this morning that BUS will have its first profitable quarter and production is ramping up would it be a good time at add to an existing position? It sounds like some of the execution risk is starting to be eliminated.

Q: Currently own a fair number of shares. Thinking of increasing on forthcoming anticipated sales. Your thoughts.

Q: I am interested in Village Farms to diversify my holdings in the marijuana sector and it seems like a safer play, currently I just hold ICC for a speculative play on South America.
What are the key metrics on VFF, earnings, book value, P/E etc… and would you consider this a good entry point now that it has come off its recent high after the Emerald Health joint venture announcement?

Q: I have been reading the recent news on Patriot One Technologies. Their technology identifies concealed weapons without the person's knowledge. If their technology is as good as it would appear to be, than PAT's revenue will explode in the coming years.

The current market valuation is more or less ¬$50,000,000, my best guess is PAT's income for the next twelve months will be in the $12,000,000 to $15,000,000. I am unable to predict how profitable the company will be, but their product sells for $10,000 plus PAT will receive some recurring revenues. I am guessing that most of the development and research costs are behind them, and that the cost of manufacturing their product will be less than $10,000. My question is, is there a method one can use in order to figure out if the current valuation is reasonable or not ?

Q: good day...these five stks are 5% of my portfolio of which I hold all of the balanced portfolio and six income portfolio stks...I am down on these five stks 24% cumulatively...what should I do in these circumstances as I tend to be a long term investor and am retired but do not require income from this portfolio for about two years from now...thank you for the best investing education that I have had...gene

Q: I currently hold half position in NNO and have the cash to go to full position. My question is to enter into full position now or wait for a bit to see what happens with the new plant and patent. I would then use the cash to purchase half position in PHO.

Q: AT WHAT PRICE WOULD YOU START BUILDING A POSITION IN THIS COMPANY OR WOULD YOU PREFER SEEING IT BOTTOM AND START ON THE WAY BACK UP? LOTS OF INTEREST IN THE IPO AND NOW DOWN 30 PERCENT AND I AM INTERESTED IN YOUR THOUGHTS. THANKYOU

Q: Brick Brewing Company has shown very good gains since I bought it. Do you see further upside in relation to the fundamentals and momentum? I am at a decision point and considering taking my profits and investing the original amount in another small/medium size brewery. If I were to do this do you have any suggestions regarding this type of company. Thanks.

Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

Q: Hello 5i group
I find that the information you provide is very informative and really useful for studying new investment opportunities. I am interested in midcaps at a reasonable price, with solid dividends and decent growth possibilities. In this connection I have been following Calian Group for some time. Could you give me your opinion of this company?

Thanks, David