Investment Q&A

Q: If I may add a follow up to your answer to Michael regarding concentration of business. While DRX supplies steel structuring for many different buildings throughout the US, their contracts are with the general contractor/project manager who has been hired been hired by say Eli Lilly to build 12 buildings in Boone County, Indiana. The large contractors (eg Fluor Corp) like to work with companies that have a proven track record of quality and on-time reliability. ADF Group has a terrific reputation and has the most automated steel structure plant in North America. The huge large scale building taking place in the US ( semiconductor plants, battery plants etc) require a company like ADF to meet their demand. If you are good, there is lots of repeat business from the same large contractors.

Q: Good afternoon,

What is you opinion of AE?

Thanks,
George

Q: I know that your most recent assessment of FORA was downbeat, however, they just released results that blew everyone out of the water and a number of analysts (RBC,TD, CIBC, RJ etc.) were falling over themselves to provide upgrades and significantly increase their targets. Would appreciate your view.

Q: Can i have your analysis on the report - seems to be quite profitable and growing nicely? How is balance sheet and insider ownership?

Q: Hi, What would be the Forward PE/valuation of TVK at current price $81-82 ? Is this multiple reasonable, for Co's historical average and the industry in general, considering the growth ( annual rate ? ) trajectory and with the risk of high interest costs and labour shortages. Do they have competition ?

Thank You

Q: Can you kindly comment on Alaris recent quarterly report? It seems that the company is doing well.
Thank you
Miroslaw

Q: Thoughts please on their latest quarter, I think I can guess :-)
Do you see any signs pointing to a turn around?
Thanks!

Q: Could you comment on results and going forward ?

Q: Could you please comment on the recent Q1 report for Vitalhub? Has your confidence in this company's future increased or diminished as a result? Thanks so much - your service to the DIY investing community is remarkable. You are my #1 go-to source for stock research.

Q: My total small cap stands at about 12% of total portfolio. As a reminder volatility is part of the game when investing in small caps regardless of the time frame you invest in. I bought these 3 in the last few months with the hope that I had properly evaluated the risk-reward. Having said all that I intend to keep these companies as I still believe that most of the short term risk has now been taken into account. As the Rolling Stones sing... Time is on my side.

Question to 5I, are the 3 all keepers with 3-5 years time frame or are there better options. Those are invested in registered accounts so there is no fiscal benefit to sell. Please identify a sell if one is.

Thanks

Q: Just read the earnings report for ECN . Looks like they had earning of zero per share which the market appears to like .... Could 5i give an analysis and opinion on the two businesses and thoughts for a catalyst going forward ? Also comment on the management changes. I believe management was a large part of the company's original attraction . I also received the " Management Information Circular " in the mail which has comments on the strategic review. It mentions someone called " Skyline " . Could 5i explain who they are,what they do, and translate the explanation of the strategic review from " Business gobbleygook " to " Business for dumbies " so I understand it and what you think of the results of the review ? ..... Thanks for your always sound analysis ..... Garth

Q: looks like an interesting company with possible earnings growth please enlighten me with your thoughts..... patient long term for me

Q: thoughts and projecting 5 years

Q: Please comment on the latest Q, company and advise .Bough few years ago at .50 . Txs for u usual great services & views

Q: Can you tell me any info you have on this stock in regards of management,production,debt ,inside ownership any upcoming catalyst and what you think could be an attractive entry point and would consider for a highly speculative and volatile 6-12 month hold thank you

Q: your comments on dbm earnings please.
thank you

Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.

Q: Hi 5i,

Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.

I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.

Thank you,

Greg C.

Q: Could you please provide your analysis of their latest quarterly results? Do you believe their valuation is still attractive and would you endorse an initial position in a TFSA account?
Thanks for your excellent insights!

Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave