Investment Q&A

Q: Hi Team, I echo the others to say thanks re: TNC, I have doubled my investment. I will replace with 2 different holdings and would like something of the same risk dynamic. In my small/cap higher risk category, I own PHO and a half position of DBO (down 35%). I also own PLI and LTE. I am up on everything except DBO. You have suggested ITC, which I don't yet own yet, is there another holding that you could suggest that would fit the description of a good quality company with growth potential, although higher risk? Should I add the other half position of DBO? Thanks as always.

Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?

Q: Hi 5i,
I have held for nyx for sometime. Very very frustrating. When do they report?
I'm thinking of selling it and moving into either itc or pho. What do you think. Thank you as always.

Q: Hello Peter and Team,
This is more of an observation than a question concerning companies that own great metrics and show excellent results, but get little volume or shareholder appreciation. I picked up ITC ( Intrynsic Technologies) just previous to you including it in your own portfolio, and have seen nothing but SP deterioration since. This, in spite of a very good last quarterly, and also the anticipation of strong upcoming growth in 2017. The word on the boards is that the company does little to promote itself to the investment community and is basically flying way below the radar. Another example is SYZ ( Sylogist); I am very interested in taking a position in SYZ, but despite its posting of a remarkable fiscal report, ( Revenue up 31%, Adjusted EBITDA up 53%) there has been very little, to no volume since. Volume of 600 as of noon today. There was substantial appreciation in the share price over the last couple of years, but the stock has been basically going sideways for the last 6 months. In your experience, what is the typical catalyst for SP advancement on these types of illiquid stocks, and do you feel that that these two are still ``in play``?
Thank you kindly,
Rick

Q: I have half positions in these 6 stocks in a TFSA and would like your opinion as to which if any you would top up at this time and in which order. Any other suggestions would be appreciated as well.Thanx Robbie

Q: It is time to invest new TFSA money. I wonder if you could rank these six small cap companies for potential growth?
DXD, DBO, IRD, ITC, PEO and TNC.

Thank you

Q: Peter and team

I am looking to add some growth potential (along with acknowledged risk) to an otherwise fairly balanced portfolio.
Sector allocation aside, could you please comment on CRH, ITC, and PHO with regard to current valuation, potential growth, risk, and order of preference in the current market.

Thank you for a great service.

Phil

Q: How would you order these in terms of growth potential.
Thank you for great service.
Milan

Q: Hi 5I,

I just wanted to thank you for bringing ITC to my attention. I've just finished my own homework on it and WOW- What a rocket this could be over the next few years. These are the little gems that I would have not found on my own.

Q: In the past, you have been reasonably upbeat about ITC. However, over the past couple of months, it has slowly gone down. If you had to rank it, what grade would you give it? Is it a worthwhile buy at this level or best to sit on the sidelines?

Q: Hi Peter and staff
Stock hasn't done well since you added it (as long team hold I realize) - thesis still intact and if my weighting is low and have long term view any harm in averaging down?
Thanks for all you do
Dennis

Q: I sold some of my TNC at a profit and bought some ARZ and some ITC. What do you think of these three companies and which ones will have the most potential going forward?

Q: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil

Q: do you still maintain a buy on this company and also is the last few days down draft just a reflection that it had went up so much
how much lower do you think it might go

Q: Please share your thoughts on the earnings release and forward guidance for OTC, ITC & MG.

Thanks
FJ

Q: What is you thoughts of Q3? Maybe not as good as Q2, but the outlook statement from Management and record backlog looks good for Q4 and beyond.

Q: Have we missed the boat here? Up over 50% in the last 2 weeks. How would you approach a purchase in this situation?
Thanks Peter.

Q: intrinsic software and intellipharma
are either one or both of these companies worth a speculative bet?
how would they rank compared to other specualtives opportunities such as czo

Q: Intrinsyc Technologies stock continues to climb setting another 52-week high today at $2.00. Nobody covers the stock and never gets mentioned by small cap professionals on BNN given its strong financial performance. Is it still a buy at these levels despite being up over 100% this year so far?

Q: I keep seeing Intrinsyc's stock trending upward this year and so too its market capitalization, now at about $37 million. Do you expect the trading multiple will expand on Intrinsyc's stock and hence put upward pressure on the share price once this TSX-listed Company's market cap gets closer to $50 million which could attract a first wave of small cap funds as new investors?