Investment Q&A

Q: What are your thoughts on Q4 and FY 2023 results?
Thank you.

Q: Regarding Frank's question on Pinetree Capital
It is seemingly up because they hold shares in Bravura Solutions traded on the ASX and main reason is they reported nice results a few days ago.

Some connections to Constellation Software here as of course Mark Leonard's son Damien runs this company (Pinetree) as I am sure you know and they seem to align with Constellations investments a few times (holding Sygnity and Topicus) and a Volaris Group Vice President (Shezad Okhai) joined Pinetree in 2021and then left for Bravura Solutions in 2023... they look undervalued when you review all their investments and report soon.

Q: Please provide an update on GPV. Do you like this one as a small speculative position?

Q: Peter and Hi Wonder Team
I have owned this stock for 1.5 years and am up. The 4thQ beat on the top line and missed on the bottom. I think it looks like a positive quarter. Your opinion please...how does it's prognosis look to you. Hold or take my profit and be happy. I ask the question because 5i says we should let our winners run. Thanks...as usual...your professional insights are always helpful.

Q: Can you give an ypdate on this

Q: I am thinking of selling WELL held in my TFSA.for over 3 years and buying VHI can you provide 3 current metrics compared to historical metrics you use to value VHI thanks Richard

Q: Comments on earnings?? Thanks!

Q: Looking for a good quality small or mid cap to invest into my TFSA. I own LUM, HPS, topicus. GSY. I have 7,000 and was thinking of adding to TVK. please give me reasons for your ideas and a good entry price. Thanks Stephen

Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Q: please comment on vhi expansion news out this a.m. and the health care space
as well.
thank you

Q: Hi 5i Team,
Your thoughts on FAR's FY2023 results.
Thanks as always.

Q: I have a very small position in Royal Helium... it is down a lot. I am wondering what you think.
Helium is a finite/diminishing resource that is key for things like computing and semi conductors and certain high tech equipment - i'd have thought with the AI craze and Royal Helium finally producing/being one of the few (only) traded companies in Canada with active production.. but it has just kept falling.

Q: Are there any small cap names on your radar that have been growing their top line and profits every year that appear to have a long runway of growth ahead of them -or any that you're excited about?
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.

Thanks very much

Q: Straight up, disregarding any metrics, which of these two stocks would have the mostvupside in the short term, like a one year time horizon, Thanks?

Q: So I've started to travel solo more (thank you divorce) and I've booked 2 different Airbnb at 2 different cities (Montreal, and Nashville). Both were excellently operated remotely and great value by a company named Sonder.

They appear to want to be a premier 5 star Airbnb chain. I saw the hotel run by them in Nashville and booked immediately- so they already have my consumer loyalty.

I looked them up and they're trading on the NASDAQ but at massive lows.

No one here has asked a question about this company, but it looks like a hold at $3 a share (from a high of $200...)

I am not an analyst- what are your thoughts on this company, future estimates for growth. I am guessing they are a victim of high finance rates hitting their profit margins - but then again,, who isn't.

Regards,
Jeff

Q: The 5i profile on Cipher Pharma lists only 5 employees - how accurate and current are such numbers? Also you dropped coverage on this stock in 2018 "until some visibility emerges." which now seems to be clear, would you consider recovering?

Q: please comment on thnk research acquisition by lender beedie, is this taking
thnk private? what is meant by continuing shareholders? who will own the private co?
is loan to own a common practice? thanks

Q: Typical scenario where I was at a party and a guy recommended this mining stock based on their second mine in Mexico starting full production in the near future. Has your view on this company softened any?

Q: I am looking for an etf that addresses small-mid cap US stocks in a cash account, but can be bought in $CDN. I stumbled across TQSM which is a little small for my liking and has a higher MER than I prefer, but otherwise seems to cover the field I am interested in.
What is your opinion of TQSM and do you have other suggestions for this area?

Q: I'm evaluating these 4 microcaps, I'd like to add to add a small position in the one that has the most potential for returns. Ignoring the risk of these being very small market caps. Can you rank these in order that you would buy if you were looking for a microcap with big potential? Or if you would avoid any of them all together you can say so. Thx