Investment Q&A

Q: Peter; Could you comment on earnings and conf call? Should I add some ? Thanks.
Rod

Q: Afternoon Troops. AW seems to be quite highly rated with several analysts rating it as a buy. Yet for the last several months it has just seemed to drift lower. Is there a reason for this and how would you see this stock performing going forward? Cheers.

Q: Thoughts on the acquisition just annouced? Thanks!

Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.

Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.

Q: How dependent is hps product sales on AI infrastructure related buildout?

Q: Greetings,

1. The last time a question was posted on this platform, regarding Allied was in November. Does that suggest a lack of interest? 11 year lows can't be helping much.


2. There are many insider buys at less than $200 per transaction. On January 14th, an insider spent just $43! To my eyes, unusual, so my question - why would insiders buy in such tiny tranches?

3. Payout ratio's - I'm having trouble trusting some of the numbers out there. What do you think it is and after the December dividend reduction, do you think future dividends are relatively safer?

4. What's the connection with CHP.UN and is it a good sign?

5. Oversold? At what price would you consider the purchase worth the risk / reward ?

All the very best
A

Q: Can you update your opinion on DX please (from 5 years ago)

Q: Zero Point Cryogenics

What is your opinion on this company.

Will it become public?

Thank you.

Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob

Q: Anything moving Sylogist on big volume today?

Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.

Q: Can you explain a bit about Anduril and how it currently and in the future might impact Kraken. How much overlap is there? Do they compete in the same arena? It was mentioned that Anduril is going public. How might this impact Kraken?

Q: GSY has yet to announce Q4 earnings release date, whereas in past years earnings have been released on ~ Feb 11th. Lack of an earnings date means it’s still another two weeks out. Should one interpret this as a sign management does not have their house in order or worse?

Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).

Q: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).

What could be behind the selling ? Should we be concerned ?

With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.

Thank You

Q: Terravest stock seems to be losing its lustre as a reliable compounder. Over past year, Co has not displayed much consistency with its earnings. One quarter is good then the next is not so much. Tariffs continue to haunt its prospects for growth and profitability.

Management has done well on acquisition front, but debts also continues to rise.

Stock has been in 5i portfolio for many years and has done well.

How many quarters, in your view, it could take for the Co to generate more confidence with investors ?

Thank You

Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?

Q: This company has the magic letters AI, but it is going in the wrong direction. What is your view on this. What is holding them back ?

Thank You for your good service.