Investment Q&A

Q: I am down on these 3 stocks. Do you see a positive future on them anytime soon?

Q: Hi, We have some large capital gains crystallized this year, as a result of trimming of some overweight holdings and rebalancing of our Taxable account portfolio. The two securities, we have some losses in, are DRX and TVK. We are toying with a plan to sell those positions in full ( 2% and 1.75%, respectively) in order to book some losses to help us offset the large gains.

We also intend to buy back full or partial positions, after 30 days, as these are some of highly recommended companies by 5i.

Considering that both stocks are trading close to their recent lows, do you see any merit in this strategy ? Are there any catalysts, in the near term for these companies, which could be favourable to stocks but pose a risk to our buyback plan ?

Thank You

Q: Hello, I know 5i like both of the above but if only one could be bought today for a 3-5 year holding period which one would be best. Thank you

Q: Good afternoon,

WM is at .085 cents and a market cap of $86 million. It has not responded at all with the gold rally. It has a positive PEA that appears to have much more value then the market cap. What is your opinion at this time.... Thanks, George

Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.

Q: CVO is down more than 16% so far today, why?

What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?

Does the management of this company and its track record to date support it being "shareholder friendly"?

Is this the classic "falling knife" story?

Do you consider it under valued or fairly valued?

What other Canadian companies in this sector would you consider to be under valued or fairly valued today?

Please feel free to add any additional comments worthy of consideration.

S

Q: Could I have your views on the takeover of this company announced this morning. Is this a good offer and are there more offers coming or should I sell this stock and invest the proceed in another company. Are there other Canadian companies that you feel are similar with a good outlook. Many tnx.

Q: What do I do with Anaergia? There has been a major restructuring of the capital and I sense that my old shares are no longer worth so much.

Q: What is your view on IBAT? How significant is today's news and does it have further upside? Would you consider it a Buy, Hold or Sell. Thanks

Q: Hi, Could you please comment on MTY earnings. Thank you

Q: Hi Peter…I bought some QS early in the year. As of Monday I was down 25%, c’est la vie! Today the stock is up 30%. Apparently Barron’s has a positive report on the company “the’re making progress”. What’s 5i’s take on the company?
Thanks,
Jim

Q: What's behind the increase in PLUR the last 2 days? Is it warranted and does it have legs? Is the stock a buy, sell or hold? Thanks

Q: I would like your take on the earnings report for Firan Tech group that just came out, warts and all.

Q: Pls give your analyisis for UHG Tks in advance

Q: What would have to happen at Tixt to get the company back on track and have insiders been buyers?

Thx

Q: While it's outside your normal sphere of interest, is there a solid basis for believing JMIA has turned the corner to realize its potential? I have long liked their Baillie Gifford association but their potential's realization has been a long-time coming...
Best regards,
David

Q: Hi 5i Team - Could you please provide an update on Mirasol Resources including cash on hand, debt, any interesting projects and insider ownership. Thanks.

Q: Hi, what was the reason for the 18% drop on July 11th and can you comment on if this represents a good entry point?
Thanks,
Peter

Q: Paul asked today if PRL's dividend has been increasing in proportion to its income increases, or are they increasing the payout ratio. In your answer, you mentioned the dividend is up by 30% compared to last year at this time, but you didn't compare this to the income increase. PRL had an 84% income increase in 2023 compared to 2022, and in Q1 of 2024, the income was up 77%, so in fact they have been DECREASING the payout ratio, as the income has been increasing at a much faster rate than the dividend.

Q: what is the exercise price on the warrants which expire 24 April 2027? How many warrants at what price will purchase one common share? Thank you