Investment Q&A

Q: Hi Peter, Ryan & Team;
I am having nightmares about LSI. Is there any indication of when the company will come out with the year end financials?
Shareholders appear to be jumping ship.
FYI: Teenburgers at A&W for $3.00 (+ taxes). Thank you.

Q: Good afternoon 5I team,
I would like to have your opinion on DuSolo, would you consider this a buy at this time?
Thank you for your help, David K.

Q: Peter, could you comment on Mandalay's first quarter results and the shareholder rights plan just announced. Was the recent 10 cent drop to 82 cents related to the "in-the-works" rights plan ?? Are you still positive on this stock going forward??

Q: Hi Peter! I have collected a few names in my portfolio that have shrunk to little value and am wondering if you think I should hold on to these names or just exit the positions and move on. I'm not losing much by holding on to them but am unclear on whether there is much upside with any of these names? Ian

Q: Caldwell Partners release fiscal Q2 last night. From revenue multiple the Company appears insanely cheap given that revenues are growing over 20%. What is your view on Caldwell as a small cap stock investment at current trading levels.

Q: Spectra has gained some momentum of recent with new products and "design ins". with the warrants out of the way and stronger capital position what do you think about SEV at this level?

Thank you

Q: Hi Team,
Could you advise if you have an updated opinion on Neptune? Seems to me that the risk reward profile is becoming more favourable in light of their ore business stabilizing and potential for Acasti etc. would appreciate your thoughts.

Thank you

Q: Please comment on the results announced today. Also, was ESP or SVC considered as candidates for your growth portfolio. What would be the one reason they were not selected.

Q: I'm thinking of selling ESP as it appears to be over valued. What is your opinion on its valuation? Thank you for your input.

Q: Hey 5i team,

The following is an email I received re ASG from Josh Sandberg, Founder, OrthoSpinenews. I thought it would be interesting for our family to read, but only if you feel it is appropriate to post it.

... Thank you for your thoughtful question. I think that ASG has a tough road ahead of them. There are many issues that have to be navigated before I believe the market will respond positively to the stock. I am not a stock advisor so please don’t take this as advice of whether or not you should hold or sell, however, I know the market of spine extremely well and there are many reasons why I wouldn’t invest my money in ASG. The product offering is limited which makes it difficult to get enough attention from independent distributors. They have had significant turnover in the executive staff (primarily in the VP of Sales role). I don’t know why that is but having a few executives come and go within 6 months of hire is a concern. Lastly, the use of marketing funds is a little bit of a head scratcher and they have become kind of a punchline of what not to do (regarding high burn). It seems that they wanted to blitz the market and try to sell quickly, which I just don’t see happening in the short term because there’s not enough value for a strategic in the foreseeable future.

Q: Can you report an update on the overall state of affairs of Advent Wireless (AWI) Thank you in advance!

Q: Just wondering if you follow StonePoint Energy and if you believe management is in a good position for making acquisitions in this cheap oil environment? Thanks.

Q: current thoughts on this company for a 3+ yr hold

Q: Today's update from Input Capital was record deployment of Capital into Canola streaming contracts. I thought that this was what investors were hoping for from the company but this morning the stock is down 8% or so?? I realize that the stock has had a nice run up so is this just profit taking or did I miss something in the latest release.

Q: Any further comment on TOS now that they have completed their bought deal financing ?

Q: Just wondering why this stock has been doing poorly lately.
I know it's a risky stock with a high valuation, but I cannot see any particular negative news to explain the recent decline.
Thank you.

Q: Hi Team,
I own a small position in CXV and was thinking about adding a little more or taking some profit. What do you think of the company at this time. Do you think a 2% weighting in a balanced portfolio is too much?
Thanks
Luke

Q: Any idea whats driving this co. Going like a rocket with almost a double in 3 weeks?

Q: Hi, Alterra has been creeping up into new territory. Have you heard any news here?

Thanks,
Robert

Q: Any idea why this stock is up some 16% at this moment. Thanks so much.