Q: PBL has lost its momentum again. I am down 13% after holding less than a week. Other than this puppy is a 3 to 5 year hold, any thoughts as to what is going on here? Thank you
Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?
Q: Hi Team,
PRL appears to be breaking out recently. If looking to add to a position here is now the time? Also, would you advise selling Ats and switching into PRL with the funds? Ats has been a drag for a long time now in my portfolio .
Q: What are your thoughts on their June 6th report?
Seems the revenue is up and can't hurt getting the Florida Panthers contract.
Thanks and Happy Canada Day
Paul
Q: Hello,
I have follow up questions on your June 19 response to Scott. I am not a shareholder and not planning on becoming one - Just curious about the next steps following the defaults.
You mentioned the convertible holders may issue stock causing massive dilution. It is essentially a takeover to take control of the asset disposition process and negotiation with the 1st mortgagees.
Are debentures always convertibles?
I presume the 1st mortgagee for each property owned will also send their notice of default and ask for repayment / start the foreclosure process. Is that correct and do the convertible owners have any remedy to try protecting the remaining equity?
Just looking for your general comments to understand next steps. Thank you for your great service.
Q: I have a small position in this company and a long term time horizon.
Looks to me like a good candidate to either go private or be bought out.
Am I way off the mark on this.?
Thanks John
Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you