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Investment Q&A

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

Q: I bought NMX in 2015 at .36 and sold it in 2016 for 1.84 then bought it back again at $1.09. It is up 60% since July. With today's surge it has reached 10% of my portfolio. Again. But compared with similar projects it is undervalued (ie Mason LLG.X that is at 2.25 and is no where near starting production). My dilemma is do I hold on or take profit. I am well diversified and going to retire in 60 days.

Thank you for your input!
Read Answer Asked by Bryan on October 20, 2017
Q: Hello 5i,

Can you provide an opinion of the potential of this little company please? As a tiny, pre-revenue? company I expect they aren't even close to being on your radar but it's the concept and/or target industry niche that has me questioning whether there is potential and worthy of monitoring them for a while.
Thank you
Mike
Read Answer Asked by mike on October 20, 2017
Q: Peter and His Wonder Team
GCL just reported a 3rd Q. miss and the stock has crashed 25%. Please give your assessment of this company...especially there financial strength...debt vs. cash on hand. Do you think they qualify as a contrarian play or are the risks just too high. Also since the 4th Q. appears poor do you think they are vulnerable to tax loss selling?
Thanks for your consistent excellence...
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 20, 2017
Q: Good morning doing some house cleaning pre-tax loss season. I had half positions in the above firms and sold same this morning. Original investment $10K. 44% loss in CRH, 20% loss in GPS &26% approx. loss in ITC. I have full positions in GUD,TOY,SIS,GSY, PBH,NFI,KXS,1/2 position in PHO. My question do I wait and buy back the 3 sold or allocate the cash to the above names with momentum; and if so how would you suggest I allocate the funds.Thanks in advance david P.S. 15 blue chip names back up these small caps; banks ;utilities; pipelines and telecoms.
Read Answer Asked by David on October 19, 2017
Q: Hi Peter and team:
Two of the companies in my small cap portfolio, Acuity
Ads and TSO3, have performed badly for me in the last year. I am down 50% on AT and down 40% on TSO. I am willing to be patient but wondering if this is a recovery that could take many months, if not years, which is too long for me. Do I hang on, or are there other small cap stocks with promising technologies that may be preferable with a shorter timeline to success? By the way, I own PHO after reading your reviews, which has worked out well for me, thanks.
Pierre
Read Answer Asked by Pierre on October 19, 2017
Q: I have noticed that Questor's stock is hitting 52-week highs and the average trading volumes are on the rise over the last 3 months. Given its seller financial results year-to-date, rising market cap and strong balance sheet and its clean tech business, do you think the stock will get more attention again from bigger investors like it once had?
Read Answer Asked by Charles on October 19, 2017
Q: What are your thoughts on the above three companies? Seems like everyone (even novice investors) are jumping on the band wagon bragging how much they made to date which has made me a bit uneasy. I have no exposure in the sector. Take out 3 credits if required.
Read Answer Asked by Chris on October 18, 2017
Q: Morning 5i team... apologize in advance for the length of my question!

Am I wrong in thinking we should all looking for who will be the future big winners in the Marijuana sector? Personally, I think this is going to be a significant global industry moving forward with lots of cash flow yet, on September 20 you said “We are really not endorsing any in the sector…” when asked what company should be looked at.

My question(s) is two-fold;

First, do you mind me asking which you aren’t endorsing any companies in this sector? Is it because you don’t see any quality companies at hand? Or is it more of a sector avoidance thing? And on that thought, do you have an opinion on how this sector could play out over the next 5 years?

Second, QCC recently announced a non-brokered private placement of units of the Company at a price of twenty cents per unit for aggregate proceeds of up to $1 million. I have visited QCC personally and met with Management. Their operation appears to be running well, they are very busy, are a proud group and are very optimistic re their new BOSS C02 extractor (oil production) which according to them is cutting edge technology. I have seen these units first hand and up close and they do look slick. They produce an incredibly pure product which is difficult and costly to do, and I think Cannabis Oil has to be the future as no one will be comfortable getting behind anything that is carcinogenic.

It appears the stock has seen a nice gain in the past few days. Do you think it’s because of the placement news? (I know it’s small) Or is there another reason at hand for the gain? Can you provide any additional insight on the future of this company, (I know they are small) and if the Private Placement is a good thing, bad thing, or irrelevant because of the size? And do you think there is a market for growers buying their "portable" extractor?

I’d love to get into a small company that takes advantage of the Billions sure to be spent on cannabis products over the next 10 years plus!

Thanks for all you do

gm
Read Answer Asked by Gord on October 17, 2017
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