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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: Interested in these Canadian small caps. Can you provide quick thoughts on the prospects of these companies knowing the risks of small caps.
Do you know management at all and how would you rate each?
What is in your mind the main reason to invest in each company and the biggest worry for each? (debt, dilution etc)
Read Answer Asked by Michael on February 13, 2024
Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.
Read Answer Asked by Brian on February 13, 2024
Q: How well do you know this company and its management?
Interest rates have really helped clearly but seems like they have made some nice moves ...2021 acquisition of 40,000 accounts from community/Computershare Trust right before rates went up... relaunching the CSS and increasing mortgage loan originations
Also from what I read they are the dominant player in Canada for alternative investments (growing) by a large margin is this true and why are there no other players in this? Noted that TMX Group and Western Pacifc are the only other options in Canada for these investments.
Sharecount has seemed stable for close to 10 years down 90,000 shares.
Any other thoughts?
Read Answer Asked by Michael on February 13, 2024
Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.
Read Answer Asked by Michael on February 13, 2024
Q: Good morning, what is your view of OCI? it is invested in many other companies but the stock doesn't move up at all. 14% of MIS, 11% AE, 3% of QCCU, 15% of ARIC, and 43% of Cuprum Corp. Some of this investments are interesting like AE and QCCU . The market cap of OCI does not match the value of its investments??
Thanks,
George
Read Answer Asked by George on February 12, 2024
Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks
Read Answer Asked by Mark on February 12, 2024
Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Read Answer Asked by Sal on February 12, 2024
Q: Can you comment on the company's most recent Q results. It seems the Ace Beverage acquisition is providing a good catalyst for top and bottom line growth but the stock price didn't seem to respond to this. I have held this patiently for several years and am wondering if more patience is warranted or if there is a better alternate you would suggest.
Read Answer Asked by John on February 09, 2024
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