Investment Q&A

Q: Hi,
After carefully curating the Q&A over a period of time and posting questions, I put together these companies as my own personal 5i Small cap fund!
As of today this is where I stand:

GSY negative 8%;
LMN negative 11%;

HPS.A Positive 1.5%;
PAY Positive 7%;
PRL Positive 1.5%
TOI Positive 5.3%.

On the whole in terms of raw numbers, it is still positive.


For the new monies, would you add to these positions or suggest another small cap equity.
IF you were to add to these existing positions, in which order would you add.
I am a patient guy and willing to wait for a while. I was with you holding Knight Therapeutics for a long time! (Negative)
Also with you in energy sector (Positive) So, I know how this goes.

Thanks for all your answers.

Q: I notice Payfare’s share price has been climbing a lot in the past 6 weeks. What do you think explains it? Thx.

Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.

Q: What do you think of payfare’s results? Cash flows seem to be growing quickly now.

Q: Hello 5i team, given events of this week, a lot of valuations have changed. I have a lot of CLS and am hoping it's a solid stock that got tossed into the penalty box due to a perception of it just being an AI stock.
If you had $10,000 today, and were looking to invest in high-growth over the next 5 years, how would you allocate it please? Or if that's too specific, please order the stocks from most to least favourable if bought today.
Thank you!

Q: In preparation for putting proceeds of PLC tender to work, can you please rank these stocks for potential total return over a 5-7 year timeframe and taking current valuations into account?

Q: Dear Peter et al:

I know this is an unfair question! Asking you to rank order your favorite children :)

Plan to add some fresh funds in these stocks in an orderly fashion.
Any thoughts?

Please feel free to add any other small cap stock(s) that you think is as good as these favorites of yours!

Q: Hi Again

What are your thoughts on this company? Would you call it a buy? Seems to be growing quickly. Can you give us a run down on your thoughts for these guys.

ken & Cindy

Q: Is Payfare a great buy at this stage given all the auditing worry is behind and no issues were found? SP is barely above its halt mid day Friday. I would have thought this would atleast trade up near 7+. Thanks

Q: There must be growing concern that the company is not meeting any of their reporting dates, nor communicating. What are your thoughts? Thanks

Q: I see trading on payfare has been halted. Can you give the reason why.

Thanks

Q: Payfare is currently under a CTO as (quoted from their press release):

"The delay in the Annual Filings is due solely to the delay in receiving the System and Organization Controls (" SOC 1") auditor's report from its material vendor (the " Vendor ") which is required in order for the Company's independent auditors to complete their required audit procedures to issue their opinion"

How much of a concern or potential red flag do you view this to be?

Thanks

Q: What do you think of Payfare's quarter? Thanks.

Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.

Q: They issued delayed year end numbers. Seem pretty good. Cash of $1.65 a share. Please provide your thoughts. Thanks.

Q: Your comments please on the recent quarter. Do you like the space they are in? What is competition like, are there any other public companies focusing on payment processing to gig economy workers? Are you familiar with the management team, do you like them? Is the company on your radar to add to your coverage list?

Thanks.

Q: Hello,

What are your thoughts on Payfares earnings the ADP contract and its current valuation?

Does it even get close to registering on your favourite small cap list?

Q: Hello,

Can I please get your updated thoughts on payfare and its filing delay. Do you know what the current valuation is and would you put money to work today?

Q: Which of the two companies would you prefer investing in at this time?

Thanks

Q: Hello,

What your thoughts on Payfare’s second delayed earnings report and the subsequent drop yesterday. Also, what do you think of all of the insider sales?

Thank you