Investment Q&A

Q: Hi 5i,

I know I asked you a few months about Easy Home (EH-T), but was hoping to get an update as to your views given the recent pull back. I'm thinking of investing in either EH or NFI. Which do you think has the most upside? NFI's yield appears to be more attractive, but I am looking for an opportunity with the highest capital appreciation upside. Thanks!

Q: What are your thoughts on C-Com Satellites (CMI)? Why is it going down last two days? Is there any problem coming?

Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.

Q: what are your thoughts on AlarmForce(AF) it appears that Mr Matlin has been given the boot,is it time to exit this company?

Q: I have read your previous comments on SUM. What is your opinion on Solium's latest quarter? Are you planning on covering this company? At current prices would you prefer this or Sylogist?

Q: Hi Peter and Team,

Any thoughts on Mongolia Growth Group, YAK.

Q: Hi Peter,

Any thoughts on the news regarding BEK.B retaining PWC for the possible sale of the company? I know this has happened in the past with no success, do you think market conditions are better now for the sale?

Also, is there any additional news other than the press release that you may have access to that we don't?

Thanks

Alex

Q: Hi Peter and the team, what is your view on TKM?

Q: Hi Peter and the team, please comment on DSY?

Q: Hello Peter,

You've recommended SYZ previously and I bought shares at $4.00. It is now at $6.70 and I'm wondering if you would continue to hold at this price or is it time to divest and move on to a new stock?

Thank you

Q: Hi Peter,
ARN.DB and ARN.DB.B have fallen off rapidly. Interest is being paid and maturity is short ( 2016 & 2018 ). The common have fallen off heavily. What obligations does the company have to debs and is there still value in either common or debs?

Q: Hi , can you guys make heads or tails of ZMS on the venture exchange.
Cern, Hamamatsu they are involved with high quality organizations /companies and seem to have potential?
Thanks

Q: hello 5i people - excellent info ,thanks
appreciate any info on uex.to -price increase om large vol.
any idea whats going on?
thanks
ed

Q: Hi 5i,

Dissapointed to have missed the SYZ run recently. There wasn't enough liquidity up until recently to buy a meaningful position. Your thoughts on getting in at current levels? Shoudl we wait for a pull back? Volumes have really picked up in the last few trading sesions. Your thoughts please

Q: What do you think about Major corporation (v.MCC)?
Do you think Amaya Gaming and Sodium Capital are still Buy or are they too expensive? What should be their buy prices?

Q: Hi, TGO( Terrago)- posted numbers this morning can you comment ? what do you like/dislike about his company going forward? TD has a 1 yr target of $14. thanx norm

Q: hi folks,took 1/2 position in karnalyte krn/t @ $3 as stock cut in 1/2 on potash news. Pls get your opinion on company/stock,then will decide on other half pos,thx JB

Q: I have asked about CCZ when it trading at 52 week low. Do you see fundamentals improving to rate it a speculative buy since the price has now doubled to 29 cents. Thank-you
Best Regards
Harold

Q: ROI has had some significant activity in the past week....any idea on what might be happening....thanks...Karl..

Q: I continue to be very impressed with your service. For Solarvest Bio Energy Inc (SVS), I would be interested in your opinion about the long term viability of this enterprise.
Many thanks...Karl.