Investment Q&A

Q: Trying to understand your preference for WELL over LIKE. I changed positions for lack of performance about 6 months ago and am very pleased with a LIKE, good yield and performance. At least in resent times. Is it time to change back? Thanks. James

Q: Moderna has dropped a lot this week. How do you see the valuation now? I am in it for as long as it has momentum promise. Does it still have room for growth in the coming year, or is it time to sell and move on? Thanks.

Q: Peter,

Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?

Thank you,

Paul C

Q: Is LNR a probable candidate for making about 49% ROI on it's stock over the next one year? Thank you.

Q: Do you like the last acquisition of WISP. I thought it would jump a bit on the news. It is now at 6.90 and has been acting like the last short attack.

Thanks Steve

Q: InterRent REIT downgraded to a sell by one analyst.What is your opinion of this company and could you recommend a few replacements?Thanks.

Q: Hi Peter and Staff

I realize the contract this week did not change to share price ....you suspected a lead caused it to go up, then came back down.........how significant do you think it is in the hold thesis?
Thanks for all you do
Dennis

Q: Is there any way to determine the amount in US$ of both crypto currencies and gold that are being purchased by the individual major (US/Cda/EU/GB/Aus) central banks around the world over the last 6 months/year. Thanks for your great service.
Mike

Q: Hello, why is Well Health taking such a beating today (10-01-2021). I see they took on a majority stake in WISP, but shouldn't that be good news? Thanks!

Q: Hi 5i
Wondering about SYZ insider ownership.
I have to guess Mr. Wood is a smart and very qualified guy to be at the helm of SYZ and its ReFocus on Growth Initiative - and after leading several companies through his career.
Today however, I own more shares than this CEO......if one doesn't count the $5 MM Shareholders gave him for showing up. (William Wood)

Should there be an expectation for a small cap CEO to have some of his own skin in the game through share ownership?

Other insiders were buying in 2021 - with the CEO breaking out $5000 for shares.


Also, is there an alert system that notifies on massive selling like David Elder did during the April/May 2021 price run up? (sold 200,900 share @ $15)

Should an investor today be wanting to buy this stock while CEO is not?

Thank
Dave

Q: I’ve been holding this painfully watching it fall everyday. In hindsight, I should have sold it. Now I’m wondering if it will be delisted. Since I own the ADR shares, I’m wondering what would happen if it were delisted and also, how likely an outcome is the delisting in your view? Thank you.

Q: For a growth-oriented investor would you see a switch from SLF to TSU as reasonable if one only wants to own one insurance name in the portfolio?

Q: Hi!

Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but it’s P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.

Thanks,
Jason

Q: About 1 year ago you provided some general guidance on a retirement portfolio and I’m wondering what changes, if any, you might recommend given another year has passed. I’m not looking for specific guidance but rather suggestions for me to investigate further given how the investing landscape has changed this past year. Retirement horizon is 5 years and the portfolio has the following holdings: ZAG(26%), ZSP (3%), CDZ(65%), ZEA(6%). We have a large cash position that we’re ready to deploy. First, what is your take on the viability and allocation of the current holdings? Second, what are some ETF suggestions for the cash - add to existing ETFs or do you have alternative funds you’d recommend for us to investigate. Thanks so much!

Q: WISP was acquired for US$41.3m by US$27.7m cash,US$6.2m shares of Well(issued @ $9.80 per share) & multi year performance earn out up to maximum US$7.4m For the last year Well basically in a range of $6.70 to $8.40,so why Wisp will accept a $9.80 a share? Thanks for u usual great services & views,

Q: KSPI Do you have an opinion on this company? Trades in USD ($107.60 on Fri.) in London.
Is there a way to buy it in the US?

Q: Oops. Addendum to previous question please. Why is ATA down from Sept 3, 2021 by about $7.00 or about
15%? Thank you.

Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

Q: When you do a review of a Company could you lead off with a short summary as to what the company does, ie what business they are in. This would be very helpful in understanding your review Sometimes I hear of a name of a Company but do not know their business . I then see your Review but still do not know what business they are in RAK.

Q: Happy to see LSPD bounce off resistance at recent issue price this week. Can you provide some commentary on Lightspeed's acquisition of Ecwind? Seems like there was some dilution.