Investment Q&A

Q: what is the explanation for the unusual price swing yesterday ?

Q: Hi Peter..,may I have your thoughts FNM and their relationship with AEM? It looks like AEM is going to purchase 13% of FNM with the money going to in turn fund the purchase of some land and this year’s development work. I suppose $8 million is not a huge sum for AEM. Would you characterize FNM as your proverbial lottery ticket or is it a small step better?
Any comments you have would be appreciated. I don’t own the stock as, I suppose, I don’t have the same level of confidence that AEM appears to have.
Jim

Q: Hi Peter: Further to 5i's response to John today, it was stated (I think) that I could sell my shares of RHT trading OTC in U.S. as opposed to gifting them to TD. I tried to do this. The TD rep said I couldn't because RTH or its American equivalent was not trading either.

Publish at your discretion.

Q: Hi, Could you please provide street estimates for the upcoming quarter. Thank You

Q: Is this a good time to initiate a position. If not, what is a good entry price. It will be a long term hold.

Thank you

Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave

Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.

Q: Is there any updated information on Reliq Health? Is it doomed?

Q: Would you please recommend a Canadian dollar hedged small cap etf, north american and global for my TFSA

Thanks for all you do
GUY

Q: What do you think of NCX today as opposed to your answer back in 2022.
Does it look better or worse s an initial investment?

Thanx Gary

Q: hello
like to start a partial position
on DRX
what would be a good entry price? it has been on a delcine
thanks
Michael

Q: What is your opinion of this company today?
Thanks for all you do.

Q: It has been some time since a question was asked about this company.
It is performing very well technically and has a nice long term chart.
Can you please provide your excellent fundamental analysis and an opinion on purchasing in a TFSA.

Thanks very much

Q: Hello; I would love your thoughts on Serve Robitics……thx.

Q: Cemetrix is a small Cdn. Co. with a unique concrete product. It fits in well with infrastructure upgrades. They have good future contracts and I have been slowly building a position. Now they have issued a "bought deal" private placement financing of 7,778,000 units (the "Units") of the Company at a price of $0.45 per Unit (the "Issue Price") for aggregate gross proceeds to the Company of $3,500,100 (the "Offering"). The Units will be issued under Part 5A (the "Listed Issuer Financing Exemption") of National Instrument 45-106 - Prospectus Exemptions ("NI 45-106").
The shares dropped like a stone. Your thoughts please on this Company going forward.
Regards Gordo

Q: Hi, The stock has been on a precipitous decline, almost every single day( Down over 35%, from post earnings high ) and can's seem to find a floor. The earnings were considered to be spectacular, but what spooked the market, perhaps was the owners' sale of 2.8 mln shares @ $17.31, being 8.5% below the prevailing market price, causing a surge of sellers and profit takers.

Most of the infrastructure/steel fabricators companies stocks are doing excellent, but DRX happens to be an outlier. Should this be a red flag and a concern ?

5i recently bumped the stock weight in the Growth Portfolio to 2.5%, which speaks of your conviction.

Do you see the market sentiment shifting and stock trading back to its recent high, any time soon?

Thank You

Q: This questions is regarding US Russell 2000 etf called IWM. Do you think the rally in this can keep going over the next 2-3 months?

Q: Hi,

Your faith in resurgence of Small caps seem to be paying off! IWM is on a tear, eh?! However an article in Barron's seem to suggest that it is bit early to dive into Small caps!

Having said that, can you suggest some LOW COST Small cap ETFs both in the US and the rest of the world. If you want to give some for growth and some for value, it will be appreciated.

Many thanks.

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Q: I’m looking to replicate IWM and IWO with US growth companies but with a Canadian registered ETF. Any suggestions or is that not a possibility.
Thank you

Q: Hi, US Small caps are finally showing some love, with IWM - Russell 2000, up more than 10%, in past 4 days, after trading sideways for over 2 years. Experts seem to be watching this move with great interest, due its significance, pointing to expanding breadth of the market beyond a handful of Technology mega cap stocks.

My question is about the Small cap sector in TSX, which still seems to be lagging its US peers, except some strength in the materials. Is this normal, historically? What could be the reasons for this divergence and do you see this gap narrowing, in the near term ?

Your perspective would be really helpful as many of us follow your advice and Model Portfolios. Small Caps are your expertise, without doubt and you ( Peter, Ryan and Team ) are regarded as one of the Best Portfolio Managers in US and Canadian stocks.

Thank You