Investment Q&A

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
  • View Questions on ITC

Q: Ever since Intrinsyc released its lackluster Q2 report (but with a positive outlook) insider buyer from the Company's CEO and a director has increased rather significantly. Is this a reliable indicator of what is to come in future results?

Upvote 0

Read Answer Asked by Charles on August 18, 2017

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
  • View BUS Profile
  • View Questions on BUS

Q: Could you please comment on their results.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on August 18, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: Morning Peter and team, In addition to the core 5i big-cap stable names, we own healthy positions in GUD, GPS, KXS, PHO, PTE, OTEX, TCN & TV and a 1/2 position in PLI, and have ~35% portfolio cash. What are the next 2 small caps you would add here ? Would you initiate a position in CRH ? Thanks, Paul

Upvote 0

Read Answer Asked by Paul on August 18, 2017

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
  • View KUT Profile
  • View Questions on KUT

Q: Hello your thoughts on redishred? Can you tell me about their financial position?

Upvote 0

Read Answer Asked by Cory on August 18, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
  • View PTG Profile
  • View Questions on PTG
• Alaris Equity Partners Income Trust (AD.UN $19.25)
  • $19.25 P/E (TTM): 6.32X Cap: $868M
  • View AD.UN Profile
  • View Questions on AD.UN
• Franklin Core ETF Portfolio (CBL $23.10)
  • $23.10 P/E (TTM): 0.85X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: Thinking of deploying some cash, maybe 3% of portfolio, between high yielding names that could have significant upside if things work out well for them (not usually my investment strategy - buy names with significant challenges and hope things work out). Among the names I'm considering are Callidus Capital, Pivot Technology and Alaris Royalty. Any problem with this strategy? I'm particularly intrigued by Pivot's eps expectations over the next few years (granted only one analyst follows them but he is forecasting 2018 eps at 63 cents and 2020 eps at $1.24.

Thanks.

John

Upvote 0

Read Answer Asked by john on August 18, 2017

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
  • View FLY Profile
  • View Questions on FLY

Q: Could you please comment on Flyght Aerospace Solutions Q2 report.
Thanks

Upvote 0

Read Answer Asked by Roy on August 17, 2017

• dynaCERT Inc. (DYA $0.14)
  • $0.14 Cap: $64M
  • View DYA Profile
  • View Questions on DYA

Q: Could you please give me your opinion on this company and management.

Upvote 0

Read Answer Asked by Cheryl on August 17, 2017

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
  • View SVC Profile
  • View Questions on SVC

Q: Can you update your July 10 advice. I know there's an offer for $4.40, but no shareholder meeting has been set to vote. Can another offer come forward, if so, your guess as to its probability. Thanks, Great Service!

Upvote 0

Read Answer Asked by John on August 17, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Can you please comment on PHO results. Thanks

Upvote 0

Read Answer Asked by Bruce on August 17, 2017

• Organigram Global Inc. (OGI $2.56)
  • $2.56 Cap: $327M
  • View OGI Profile
  • View Questions on OGI

Q: Could you update your views on this company ? I am down 15%. Is it Worth holding ?

Have a good day,

Jacques

Upvote 0

Read Answer Asked by Jacques on August 17, 2017

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
  • View INP Profile
  • View Questions on INP

Q: Could you comment on release of Input Capital's quarter, how do you interpret the excitement they express in their focus on "Marketing Streams" as greater opportunity than "Capital Streams"?

Upvote 0

Read Answer Asked by Harry on August 17, 2017

• Western Forest Products Inc. (WEF $13.37)
  • $13.37 Cap: $140M
  • View WEF Profile
  • View Questions on WEF
• CareRx Corp Com (CHH)
  • Cap: $93M
  • View CHH Profile
  • View Questions on CHH

Q: I have held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All

Upvote 0

Read Answer Asked by Warren on August 16, 2017

• Ikkuma Resources Corp (IKM $0.46)
  • $0.46 Cap: $50M
  • View IKM Profile
  • View Questions on IKM
• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH
• DIRTT Environmental Solutions Ltd. (DRT $0.83)
  • $0.83 P/E (TTM): 20.24X Cap: $155M
  • View DRT Profile
  • View Questions on DRT
• IMV Inc. (IMV $1.12)
  • $1.12 Cap: $13M
  • View IMV Profile
  • View Questions on IMV
• Great Plains Metals Corp. (GPS $0.07)
  • $0.07 Cap: $2M
  • View GPS Profile
  • View Questions on GPS
  • View Reports on GPS

Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?

Upvote 0

Read Answer Asked by DAVE on August 16, 2017

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
  • View CWX Profile
  • View Questions on CWX
• Conifex Timber Inc. (CFF $0.29)
  • $0.29 Cap: $11M
  • View CFF Profile
  • View Questions on CFF

Q: CWX & Cff. Your opinion. Which is a better buy ? Thank you

Upvote 0

Read Answer Asked by Kamal on August 16, 2017

• Edgewater Wireless Systems Inc. (YFI $0.07)
  • $0.07 Cap: $14M
  • View YFI Profile
  • View Questions on YFI

Q: Do you think this company has a promising technology? They had a non-brokered financing that ends Oct. 31. It appears to be consolidating. What do you think?

Upvote 0

Read Answer Asked by Anthony on August 16, 2017

• Newfoundland Capital Corporation Limited Class A Subordinate Voting Shares (NCC.A $14.31)
  • $14.31 P/E (TTM): 13.8X
  • View NCC.A Profile
  • View Questions on NCC.A

Q: Can you comment on Newfoundland Capital Corp. It screens very well for me.

Upvote 0

Read Answer Asked by Andrew on August 16, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Silvermet (SYI) is controlled by Stephen Roman. They are in the process of amalgamating with Global Atomic (private) another Stephen Roman controlled company. In your opinion why are they doing this? Regards and thank you for the great service.

Upvote 0

Read Answer Asked by roland on August 16, 2017

• Questor Technology Inc. (QST $0.57)
  • $0.57 Cap: $15M
  • View QST Profile
  • View Questions on QST
  • View Reports on QST

Q: Hi 5i - looks like an impressive quarter for QST with EPS doubling and 140% revenue growth. Would you start a position today even with the price bump?

Upvote 0

Read Answer Asked by Rick on August 16, 2017

• Crown Capital Partners Inc. (CRWN $0.57)
  • $0.57 Cap: $3M
  • View CRWN Profile
  • View Questions on CRWN

Q: Could you comment on the possible effects of the Petrowest receivership on Crown capital?

Thank you

Upvote 0

Read Answer Asked by Stephen on August 16, 2017

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
  • View AYA Profile
  • View Questions on AYA

Q: The company has had some good results on its Morocco property lately and a corresponding increase in the stock price. Do you have any additional insight into this junior silver company? How does it stack up against other juniors you might like in the space given the recent news?

Upvote 0

Read Answer Asked by Randy on August 16, 2017