Investment Q&A

Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.

Q: Hi Peter and Team,
Could you please comment on Acerus’ Q2 earnings including debt status? Does Acerus need to raise cash to support operation?
Thanks
Victor

Q: Pivot just appointed a new CFO (with a great resume) and will be starting a share buyback. There's also talk of moving from the Venture to the TSX. Lots of catalysts to give the share price a pop.
Do you feel comfortable with this name and the company's future?

Q: I had asked the a previous question with two companies but unfortunately the response to the other company was not received as something happened. However the other company I wanted to know about was called Greenspace Brands Inc (CA;JTR). Can you please comment if this is a good company to buy at current prices. Thanks

Q: Hello 5i, Tucows got a nice pop today, what do you think of the earnings release and risk / reward going forward?

THanks Kuldar

Q: re:patient home monitoring
well above average volume for the past few trading days...
substantial gain in stock price!
any idea or rumours you are aware of??
ed

Q: Is there any hope for this stock, or should I just bail out and lick my wounds? Thanks1

Q: No one ever talks about this stock. Is it best in class ? Is it worth a small position ?
Thank you Peter and Team !

Q: Please comment on ZCL latest earning release. Thanks

Q: I know it is way to small for you guys, but is it possible to get an opinion about future potential for EUO Eurocontrol.
One of the largest players in that sector SICPA now owns 12.4%. They are doing a share buy back up to 10% of the companies estimated public float , and insiders have decent positions

Thanks,
David

Q: Considering Redknees most recent results, is it worth holding on to this stock?

Q: Given npc recent contract wins, looming infrastructure spending,U.S. presence and growing back log,would you consider taking a small position? Thanx.

Q: You guys do an amazing job and I really enjoyed your appearance on BNN recently Peter. QHR has had a big run up lately and has been hitting all time highs. Any reason for the recent gains? I have not been able to find any news. I know they are reporting in the next week or two, and is this just market anticipation for a good quarter? Will the stock tank if they disappoint vs. expectations or are you comfortable with adding more today? QHR is currently 3% of my portfolio. Thanks.

Q: Can you give your insight into there results which came out yesterday? Thank you.

Q: My investment in 5iR has given me a sesnse of comfort in my due diligence. I've noticed that IRD has been winning contracts, most recently with Illinois and Pennsylvania. I would appreciate your view on the company and its future prospects. Thank you Marty

Q: Is there anything to like about VXS? A quick review of the recent earnings suggests not. However, your opinion and insight, as always, is greatly appreciated. Thank-you.

Q: Inspira just reported and initiated a 5.5% dividend. This was a shock.
What do you think?
Thanks.

Q: Hi Peter and Ryan,

Was wondering if you could comment on Tier 1 Capital LP. Very small company, but was curious about your thoughts on the company's performance and the management team.

Thanks again.

Q: Could I have your outlook on Amerigo Resources / ARG on TSX.

I would like to average down to recover losses.

Thank you.

Albert

Q: Any thoughts on Stingray's results and dividend increase? Thanks