Investment Q&A

Q: I am a bit confused why a company with about 25% of its current market cap (40+ million USD cash as per last quarter report) sitting in cash on the balance sheet - with no debt - would raise 10% more equity (just 20 million cad) at a 10% discount to its current price which is already quite cheap… I am scratching my head… I really like this stock/company but now I am questioning management haha. Am I wrong? Thanks

Q: Gern has been trending down since its spike up after getting FDA approval. Is this a typical quiet period for a biotech before revenues begin? Can I get your perspective on Gern, please.

Q: Peter and His Wonder Team
I have held this stock for years and am down a ton. Recently it has moved up. Any thoughts on why it has a little life? Thanks!

Q: Any idea why Well has dropped so much in the last few weeks and especially today?

Q: Good morning 5i.

Please update your analysis of GIP and indicate the risk level and possible entry point.

Always appreciating and thankful for your sage analysis.

Grazzia

Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.

Q: Is the drop warranted? Is it worth keeping? What are the chances of recovery?

Q: I’m interested in starting a position in Pollard? Is there any concern with the low volume traded on a daily basis?

Q: Oklo Inc. Class A (OKLO:US)

To buy or not? Says it has 2 employee's, true or false?

Thank you.

Q: Hi 5i, today on BNN a PM @ Donnville just commented on his view that Hammond will have capacity constraints even though they are expanding in Canada and Mexico. He stated that they would only be able to grow the topline by 10%, and at today's price it was expensive. Any views on this comment?

Thx.

Q: I just picked up some AFM.v at a very low (seemingly) $.92. Is there any reason to be concerned over its recent rather precipitous drop from $1.10 or so?

Q: Hello, Bird has seen a lot of volatility in the last few weeks, with daily price ups and downs of 3-6%. Just curious, this is a construction company, why does it fluctuate like a volatile tech stock? Thanks

Q: Please comment on the merits of buying DAKT now, and provide an alternative you believe might be a better choice for growth if you have one.
Thanks

Q: HIVE SHARE PRICE NOW IS $4.42 AS OPPOSED TO $7.12 IN NOV. 2024. ITS SHARE PRICE LOST ABOUT 40% DESPITE BIT COIN GAINING APPROX 10 %. SINCE. REALLY I CAN'T FIGURE WHATS GOING ON. COULD U GIVE ME YOUR OPINION THANKS

Q: Hi 5i Team - How would you rate the management of Vitalhub, Kraken Robotics, Zedcore and MDA Space. I realize that this is somewhat of a subjective question so no specific number/letter grades are needed - general comments would be fine. Thanks.

Q: With headquarters being moved to the US and a greater demand for tungsten is ALL looking more attractive these days?

Q: Cosciens seems to be in a death spiral since the merger. Is there any hope here?

Q: Hello 5i,

Your thoughts please on KEI.CA, CRNT, and Idaho Strategic Resource. All three show growth in 2025.

Is the risk/reward too high? Please rank best to worst for a high-flyer in 2025 and beyond. .

Thank you
D&J

Q: How would you rate this company? Looking to diversify some holding out of the tech. Would you consider this a save bet?

Q: Last October, WULF and BTBT were two of your recommendations in the crypto space. What are your thoughts on them today, in light of the broad selloff? For WULF in particular, does this seem like an overreaction and an opportunity to buy? Thanks.