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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there
Read Answer Asked by simon on May 14, 2021
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice
Read Answer Asked by Brian on January 29, 2021
Q: Hi Ladies and Gents, hope you are doing well! Can you please provide your thoughts on Largo's latest earnings? Anything stand out to you, positively or negatively? Holding a small position since I think metals will do better 2H2020 with rising inflation, but not sure LGO should be part of this basket. Do you have other favorite materials companies that you think have good leverage in this scenario?
Read Answer Asked by Kel on July 20, 2020
Q: Had tax-loss sold LGO in September, full intending to buy back around now. But the falling price of vanadium is giving me pause. It has dropped a lot in the last week, and if it stays at this level and see Y/Y earnings taking a hit. Thank goodness they got rid of their prior sales agreement, however do you see price revovery for LGO over the next year? Based on vanadium pricing it seems more pain to come unless this is already baked into the valuation.
Read Answer Asked by Kel on November 04, 2019
Q: LGO, at 1.37 is close to its 52 low. The chart/ trend is ugly.... definitely not my friend :( BUT according to RBC it is cheap at 6xe .... and has a Morningstar "Undervalued" rating with a FMV of $2.05 (~50% upside). All of this has me thinking that this is a good time to add to a losing current position.
Could I have your current thoughts on LGO given its continuing presence in the 5i Growth Portfolio.

Thanks.
Read Answer Asked by Donald on September 02, 2019
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