Investment Q&A

Q: Hello Team,
Being that Mrs is such a small cap company, I can only assume you envision big potential for this name down the road as you recommended it. The main question is, is this a name you foresee a multi bagger 1000% type return potential over a few years? Or is it more of a trade where you expect a pop as good numbers come in, and then sell out? I usually don’t buy such small names, but I am debating putting some speculation money into this one if you think it’s got big potential. I don’t want to invest in a micro cap unless it’s got some crazy potential with makes it worth the risk. Also would this be one of your highest conviction pics at the moment for huge multibagger potential returns , or can you recommend other high potential names you would prefer more for this type of play? Thanks for your advice.

Q: can this company kill the penalty get back on the powerplay is their a belief this managment has what it takes to compete .thanks

Q: I am thinking of selling Score and investing that money in Photon. Your opinion??
Thanks.

Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks

Q: What is your opinion of DOO? Would you buy the stock at these levels?

thanks

Kim

Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?

Q: What are your thoughts on REAL earnings announced this morning (Wednesday). Looks good and a beat. Should this get the stock moving?

Q: Hi Team,

Please give us your thoughts on the quarter.

Thanks!

Q: Hi 5i team,

Was looking at the Kinaxis Company Profile page on your web site in anticipation of KXS upcoming earnings report on May 5.
There is a huge divergence in the Q1, Q2, FY1 and FY2 wrt the 90/60 vs the 30, 7 and Current consensus EPS estimates.
Can you please explain the reason for the divergence? Was this simply due to their lowered guidance after their last Q release?
It seems like this is setting up for some major disappointment ahead wrt EPS changes.
Is this already reflected in the current stock price?
What is Kinaxis track record for meeting/beating guidance?
I assume the stock is a hold until on or after May 5 and perhaps buy into any weakness in anticipation of some new meaningful contracts in 2021?

Cheers,
Steve

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You

Q: Last week DND held a Virtual Investor Day which I missed. Were there any highlights concerning the company's plans going forward or was it mostly housekeeping material?
Thanks
Dave

Q: My question is on MRS which was just included in your portfolio.
When and more importantly, how often does MRS report quarterly earnings?
I am looking at a few sites and I do not see them reporting every quarter!
Am I right and why is this?

Thanks

Q: Hi Team,
Could you comment on SHOP? it hasn't gone anywhere since last July.... Is this about market sentiment? no more momentum? Should I get out???
Thanks!

Q: Interesting that Well Health has shot up 8% this morning. Was there any news? Could there be a potential short squeeze occurring?

Q: Do you see BYD as fully valued or would KXS have more room to grow?
Thank you. Excellent site!

Q: Great article on Csu and its founder Leonard by Andrew Willis, Apr26 Globe and Mail Report on Business

Q: Hello,

Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?

Q: Do you believe Magna is a buy at today's price?