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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: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
Read Answer Asked by Chris on March 28, 2024
Q: Dear 5i team.

Can you take a look at TMC and give me your assessment of fundimentals and explain their business activity?
I see from the charts they went public 9/21ish. Had a geat few early days of trading, 10-15 dollar range, before immediate retracement back to 10 before month end. From that point, it's been a steady decline trading in a 2-4 dollar range to date.
Some good trades along the way, but early investors are now left holding this bag. Seen this movie before couple of times.

Appreciate your help with this one.
Read Answer Asked by Arthur on March 28, 2024
Q: Hi, any specific reason for the recent surge in VFF? Up 65% in the last month (albeit from a very low base). I have held on to this one thinking/hoping that one day it may do well again. (Perhaps this is the catalyst it needs). Can it be picked away at over the next 6 months? Or still too speculative?

I know there was the German law that recently passed but was this enough for the surge?
Also VFF in your db is still showing it belongs to the TSX but I believe it is now listed only on the US exchange (Nasdaq?).

Cheers,
Steve
Read Answer Asked by Stephen on March 28, 2024
Q: Hi, Hammond Power stock has been on a tear, for all good reasons, as noted in numerous 5i comments. However, it seems that the valuation has also moved up to a forward PE of 21.5 up from 10.5 less than a year ago. The stock has historically been volatile after company's earning release. What could be the factors, in your assessment, which could cause a pullback in the stock ( If any ), post March 27 earnings ? And, if it does, would to consider it to be a buying opportunity and at what price level ?

Could you please also provide the street estimates.

Thank You
Read Answer Asked by rajeev on March 27, 2024
Q: Where could one look to learn about investing in critical minerals?
If you were to buy 5 companies in this area today, which would they be? Note: I prefer CDN companies, but would buy a U.S. one if it were significantly better
Read Answer Asked by john on March 27, 2024
Q: Hi, Powell Industries seems to be in the right sector of electrical infrastructure and stock has done very well. However, as noted in your recent comments, it has been quite volatile, specially after the last quarterly results released in January.

The founder CEO, Mr Thomas Powell has sold bunch of shares in late 2023, as well over 50,000 shares, over a period of several days, between Feb and March, this year, ( $154 to $187 ). In addition, as per F144 filed on March 4, he intends to sell additional 200,000 shares, of which only 4000 shares have been sold on March 4 ( $185-$189 ). So, effectively, there continues to be an overhang of an impending sale of remaining shares, in the market.

Does it explain the sharp and precipitous decline of the stock over past 3 weeks ?

Is this a red flag and limits the future upside of this stock ?

On the bright side, Mr Powell still owns over 2.2 mln shares, which is about 22% of issued and o/s common shares of Powell Industries.

In your opinion, is the price decline of $45 from its recent high is overdone and POWL is a decent buy now, based on current valuation, minimal debt and future growth potential ?

We purchased the shares recently and own with ACB of $160 ( 1.25% weight ) to complement our HPS.a 3% position. Do you recommend holding the shares and add at current level or wait for next quarter ?

Thank You



Read Answer Asked by rajeev on March 27, 2024
Q: I just read your report on propel holdings. They sound like a good takeover candidate for GoEasy. Will give GoEasy an entrance and exposure to the US consumer, as well as Propel’s AI program. What are your thoughts on this?
Read Answer Asked by Shweta on March 27, 2024
Q: Peter and His Wonder Team
I have been a loyal share holder for years and am down of course. These results look good...However...please tell me... if they should help the stock price knowing of course there is not guarantee only favourable odds. In other words does it have any kind of future progress or is my loyalty really unwarranted. Your opinion is always of great help...thank you immensely.
Read Answer Asked by Ernest on March 27, 2024
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