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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: Hi 5i team,
Using the following classification: micro-cap < 250 < small cap < 1000 < medium cap < 5000 < large cap. 5i recommended to an average investor (?) a portfolio allocation of: micro-cap: 10%, small-cap: 25%, medium-cap: 35%, large-cap: 30%.
I believe in and am practicing capturing the liquidity premium of small cap, and investing in companies followed by very few analysts, companies that will start dividend or that are growing their dividend. I have seen several companies in which I am invested slowly migrating up towards the next group cap. What is your asset allocation capitalization recommendation for an patient investor. I don't like the term aggressive investor, I prefer to say: not nervous, who can ride a market correction, and who is willing to reinvest in his best selections in market downturn. What additional risk am I bearing versus average investor? What economic environment should I fear?
Under the assumption that this portfolio is diversified in 20 companies and between industries. I won't withdraw from capital for the next 15 years.
Thank you for your collaboration, Eric
Read Answer Asked by Eric on July 20, 2015
Q: I would appreciate your comments on GCL's results announced this morning.
Thanks!
Read Answer Asked by Gregory on July 16, 2015
Q: What metric would you use to value the company at this early stage? is 3x loan book a fair way to value it(35Mx3=105M)? How does 3x compare to its peers? Thank you.
Read Answer Asked by Michael on July 16, 2015
Q: Hi guys, Michael Dalsin just launched (yet again) a new company today on the tsx venture: Inspira which targets small healthcare providers throughout the United States by offering revolving lines of credit (“RLOC”) and loans.

What is your view on it and isn't he getting a bit stretch with all his ventures: PHM, Convalo and now Inspira?

Thanks
Read Answer Asked by Richard on July 15, 2015
Q: Can you give your views on a company called Napec. Their book value is around $1.3 and they seem to have good business.
Read Answer Asked by Imtiaz on July 15, 2015
Q: I am curious if you guys have any thoughts on the newly listed Inspira on the venture exchange?
Read Answer Asked by Donald on July 14, 2015
Q: Given the recent quarter, expansion announcements and takeover possibilities isn't Caldwell's stock price very attractive at current levels for a small cap investment?
Read Answer Asked by Charles on July 14, 2015
Q: Would you kindly up date you thoughts on Valeura Energy Inc

Thanks.
Read Answer Asked by Henry on July 14, 2015
Q: Any idea as to why iFabric's share price has dropped so dramatically in the past few weeks? Is it just "no news" on low volume, or is something more menacing lurking behind the scenes?
Thanks!
Read Answer Asked by Gregory on July 13, 2015
Q: What do you think of FTG's latest quarter? I like the currency torque(which should be even higher next quarter without the hedge in place) and aerospace tailwinds.

Is this a good small cap to buy?
Read Answer Asked by Scott on July 10, 2015
Q: Could you please comment on this company, thank you.
Read Answer Asked by Maria on July 09, 2015
Q: Hi Peter, could you please comment on today's news release.
It would seem to me that CE Mining (Brad Mills/Mark Sander) sees potential in the SMP deposit and this is re-enforced by the fact that they exercised 6,140,000 share purchase warrants at 5 cents even though the market bid price was 2.5 cents (a 100% premium).
Read Answer Asked by Ralph on July 09, 2015
Q: Good morning Peter & all.
What is your take on Mogo Finance Technology Inc (GO).
It has not stopped declining ever since its IPO late last month... Where do you see it bottoming?
Is the decline company specific or related to the greater issues in the market?
Thank you.
Read Answer Asked by Ariel on July 08, 2015
Q: looking for stem cell companies to invest in. thanku
Read Answer Asked by dale on July 08, 2015
Q: I have owned these 2 small cap energy names for quite some time. Are they worth holding or is one better of liquidating them ?
Read Answer Asked by Brent on July 08, 2015
Q: What do you think of Sandspring Resources latest news release . They are taking over PNO Resources that Frank Giustra is a large share holder in . Do you think this holds well for the company in raising money for mine development
Read Answer Asked by glenn on July 08, 2015
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