Investment Q&A

Q: What would be your top 5 small cap recommendations in order 1 being your highest conviction

Q: Good Morning and Happy New Year !!
CGX used to be a market darling prior to Covid 19. Their long serving CEO is slated to retire in 2026. According to a BNN guest, the CEO's employment contract has a clause whereby he would receive a payment of $12 Million CDN if the company was sold prior to his retirement. Prior to the pandemic, Cineworld agreed to purchase Cineplex for $2.8 Billion. That of course fell through and CGX received a settlement of $1.23 Billion from Cineworld.
The BNN guest felt that CGX shareholders would fetch north of $30 per share if a transaction were to take place.
I just was curious as to your opinion of this situation ?
Thank you so much for all that you do. DL

Q: I recently decided that this drone firm was worth a roll of the dice. Drones are clearly the weapon of the future as we're witnessing in Ukraine. Canada needs to get up to speed with this technology and according to the corporate marketing blurbs it is supposed to be happening, although at a choppy pace. I know it's a small cap with the inherent risks. What do you think? Can the Federal defense dept. get their act together and help to nurture this important industry sector?

Q: Based on your prediction that small caps may do better than large caps in 2026, which of the above do you think are ready to giddy up ie: best chance for a 12 month return > 15%. Thank you

Q: Re: Mayfair Gold Corp and Snowline Gold Corp

Watched an interesting interview with Darren Mclean who highlighted a couple of gold companies:
MFG (not listed on your database yet) and SGD.
He's the one who actually flew satellites over mining projects and read drill reports personally to decide whether projects were a "scam" or legit.

What drew me to this was the idea that Muddy Waters and Darren Mclean are taking long positions in these companies, despite their primary business being short sellers.

Here is the original article by Larry McDonald of the Globe and Mail, including the video link:

Video link:
https://www.youtube.com/watch?v=VYA3S3N-dgQ&list=PLHXV1yDW9VX9Nu7g6mQVCTL5fzzDCmg9C&index=37

Article:
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-short-sales-on-the-tsx-what-bearish-investors-are-betting-against-72/?utm_source=Shared+Article+Sent+to+User&utm_medium=LinkCopy&utm_campaign=Shared+Web+Article+Links

Wondering what your thoughts are on these two companies, especially as share prices have run up parabolically on SGD?
My interest would be in small speculative positions only.

Thanks and happy holidays.

Q: SAGA Metals Corp. (TSX-Venture: SAGA)

Another propaganda miner trying to get investors to lose money?

Thank you.

Q: Do you feel OUST makes sense as a speculative add now?

Q: What are your thoughts on AGMR. I'm bullish on silver and it's trading at a fraction of first year revenues with exploration upside. Do you see any risks other than the obvious restarting of a mine and operating in Peru? I see there are some strikes and roadblocks happening there and an election upcoming, any thoughts on this?

Thanks

Q: Due to the Venezuelan issue should sell Hemishphere? If so what should I replace it with?
Thank you
80 year old income investor with some growth stocks.

Q: May I have your thoughts on QIMC? I know it is high risk but is it more than a lottery ticket? It appears Jeff Bezos is purchasing exploration rights surrounding QMIC’s holdings. For Bezos it is a “rounding error” so I wouldn’t read too much into it. Are their Hydrogen grades very good and assuming the Hydrogen can be successfully collected how would they get the gas to market?
Jim

Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Q: GBT seems a bit ahead of LNF in terms of developing its real estate arm, but with a weak market, it’s paying a price for it. Is GBT a good stand alone investment, and secondly if I already own LNF to you think they will largely move together?

Q: Alithya Group inc. Class A subordinate voting shares (ALYA:CA)

What exactly does it do?

Who are it's competitors?

Thank you.

Q: DMAC Do you have an opinion on this company??

Q: I am Curious about this 49 Million small cap based in Florida. Ticker SIDU-Q
Could you give me an analysis of this one and is it similar to MAXQ that sky rocketed in Canada?
Thanx as usual!
Gary

Q: Given that tax loss season has ended, how likely are we to see new 52 week lows on GSY in the first months of 2026?

Thank you!

Q: Your opinion of Surge Energy? Thanks

Q: Would this be a good time to take a position in FAN? Thanks for the great service and Happy new year to all.

Q: looks good on paper, my novice opinion. whats your view? thanks

Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed