Q: Hello 5i, as there is a takeover offer for Melcor REIT could you offer an opinion as to is the offer a fair price for current shareholders and the possibility of a competing take over offer.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Team,
after today's decline in DRX that seems overdone I am thinking to initiate a position in DRX. I am very tempted to sell my NFI stake and make the switch for shares of ADF Group. What would you think of the move and would you have any other suggestions to replace NFI in my Portfolio.
after today's decline in DRX that seems overdone I am thinking to initiate a position in DRX. I am very tempted to sell my NFI stake and make the switch for shares of ADF Group. What would you think of the move and would you have any other suggestions to replace NFI in my Portfolio.
Q: TVK at $98+! Similar to an earlier question, is the valuation getting stretched at this point, or is it worth jumping in a bit? Given the current circumstances, what would be a good entry point price in your view? Thank you!
Q: Hi Peter, I've held EGLX since 2021 in my RRSP and my cost is 3.91 ( haha good for me) it's hard to let it go especially because it's in my RRSP. Is there even a chance of a slight recovery, takeover, if so what could they offer for it, or is it time to bite the bullet and sell. Thanks
Q: I wanted to push back a little on the last answer. You noted they have high debt. The release said they have over 200 million cash and no external debt. Also you referred to eps next year as dropping to 2020 levels. The company started in late 2022 and I see forecasts as growing. I do agree the sentiment is horrible and I believe it is tied to the short position and tactics. However I really think this is a great buying opportunity when this stops dropping and settles at an ridiculous level. I was hoping you would agree.
Q: Hi Team,
I do not own Tvk yet, mostly being hesitant that it would be tied to the oil and gas sector too much which is highly cyclical and I now mostly avoid resource stocks after being burned in the past. However Tvk has not fallen with the recent downturn in Canadian oil stocks. Still riding new highs daily here it seems. I guess my question is do you see a lag effect coming here in possible weakness coming for Tvk being that the oil sector is once again getting hit? Or is it diversified enough to completely avoid this? I am wondering if a better entry point might present itself down the road a quarter or 2? The
Thanks ,
Shane
I do not own Tvk yet, mostly being hesitant that it would be tied to the oil and gas sector too much which is highly cyclical and I now mostly avoid resource stocks after being burned in the past. However Tvk has not fallen with the recent downturn in Canadian oil stocks. Still riding new highs daily here it seems. I guess my question is do you see a lag effect coming here in possible weakness coming for Tvk being that the oil sector is once again getting hit? Or is it diversified enough to completely avoid this? I am wondering if a better entry point might present itself down the road a quarter or 2? The
Thanks ,
Shane
Q: Is it possible for Sherritt to file bankruptcy due to debt and what would happen to assets/operations? Nickel prices have been poor. They have a complex asset structure entangled with Cuban businesses so it's not foreseeable to be bought out due to political risk but their large refinery in Fort Sask also poses a concern for environmental reclamation to the government.
Q: Can you recommend a few small cap. tech companies tied to AI that could have outsized gains due to their unique potential with higher but OK debt that may provide further leveraged gains with interest rate declines?
Q: Looking for your thoughts on a/m; appears to be treading water in anticipation of U.S dockworkers potential strike; other than the dividend, considering selling.
Q: This one year new ETF holds around 100 US small caps and tries to select the most profitable in the field thus ideally removing what many experts lament as the main issue with holding broadly the Russell 2000 namely the large number of high debt unprofitable companies therein. Would appreciate your view on the strategy, the managers, and the holdings of this ETF and of course any other comment. Thank you.
Q: Please comment on latest Q,company & advise.The latest 2 Qs have very positive market reaction prompting rocket to recent 0.78 H. But since then retreated to current 0.65(+ 0.7)on high daily volumes (472k on Sep 10)greater than the average volume. Please advise who are the seller(s). Add,Hold or Sell ? My p/p was 0.50 a few years ago. Txs for U usual great services & views
Q: Hello 5i
Any news on the Cipher drop and trading halt?
Thank you
Dave
Any news on the Cipher drop and trading halt?
Thank you
Dave
Q: I see that TVK is a front runner, if not your #1 small cap recommendation right now. I agree with the thesis but unfortunately was hungup on waiting for a pullback. Its now even more expensive vs historical valuations. Do the valuation lower it a few notches in your order of what you'd buy today versus like an ADX or HPS which have come down a bit, or do you find the valuation reasonable? Thx
Q: Knowing that it was ancient history what may have caused the massive drop in DRX from 13.60 to .40 in 2002-04?
Thx
Thx
Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley
Thanks, Lesley
Q: OGN's has reported consistently good results and the share price has responded accordingly, such that it trades, now, at pennies below its target price (per your database.) Likewise, while it's profitable, its P/E is 143. Is its appreciation potential baked-in, or do royalty plays' different capital structures (vs mining) recommend different yardsticks?
Q: Can you please provide your assessment of investment into these two companies.
Q: I think this stock has reported. Any good news?
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $169.23)
-
Crocs Inc. (CROX $85.46)
-
Vertiv Holdings LLC Class A (VRT $172.02)
Q: The above stocks are currently under performing since buying in March/April, especially HPS.A. What are your forward looking prospects for these companies? I am looking to continue to hold over long time horizon.
Thanks!
Thanks!
-
Celestica Inc. (CLS $467.28)
-
TerraVest Industries Inc. (TVK $125.00)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $169.23)
-
ADF Group Inc. Subordinate Voting Shares (DRX $7.35)
-
Docebo Inc. (DCBO $29.21)
-
Propel Holdings Inc. (PRL $24.67)
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.