Q: Suggestion for 5i. Please be more careful in what stocks you feel will move up in price and raise to your customers' attention.
I see that MRS has fallen like a rock since 5i spoke so highly of it back I believe in April. A mere 7 months ago the stock was 70 cents and now under 20 cents. When 5i first touted the stock, I found it odd as it didn't seem all that solid a company for the long term, something that 5i keeps reminding customers about. MRS had won big government contracts but much was related to the pandemic. What would it do for an encore after the pandemic? I was lucky I guess and chose to pay little attention to it but I'm sure others didn't and had to take a loss. It's on us (customers) to due due diligence and decide what seems like good investments. But I expect 5i to raise names to our attention that fit a long term strategy and aren't get rich quick wonders. I supported the 5i decision to strongly caution against getting involved in the early days of cannabis stocks.
Keep up the good work, thanks
Q: Do you have any insight into Blackline’s (fairly steady) share price decline over the last 3 months? It has now dropped about the same amount as the 2020 Covid news decline (just not quite as precipitous). Based on it’s historical performance it seems a bit more than “small cap volatility”?
Q: Mgni vs Apps are in the same space as advertising? which company do you prefer more at this point for more growth and what would be a good entry price? Many thanks
Q: Can I have your outlook on Aecon.
It is off from its high for quite some time.
Do you see it a good hold and eventually going back to its 21 $ range with the Liberal infrastructure plan ?
Q: I recently purchased a position in AFM. I also recently asked a question on it and comments from 5I were generally favorable but since then the new variant arrived and with the company based in The Congo would this be a cause for concern. Thanks
Q: What happened to this company since a couple of year and could you give me some information concerning their business relation with Pyrogenesis (PYR.TO)? Please.
Q: The recent earnings report was very impressive and some analysts have a positive rating and outlook for the stock. I do recognize the trend to digital so would like your opinion as to if there is still some potential and upside for this company. Would you consider it a buy?
Q: Hi 5i team,
I just received notice from PFB that the board wants to sell out to
PFB Bidco for 24.10/share, a small premium to the current trading price. Am I correct in seeing this as just a way of taking the company private? Would that indicate that the trading price has been too low in their opinion? Any general lessons I should learn from this? (I'm in a profit position, but I was holding under the belief that there was still lots of upside.)
As usual, thank you so much, 5i, for your investment help and opinions.
Q: What should we make of all of these links between Enthusiast Gaming CEO and the Bridging Finance scam that was just written up in the Globe and Mail? Should I think of the management now as ‘rotten’ and sell my stock?
Q: Hello, curious to hear your thoughts on Itafos. Raymond James recently set a target price of $4, which is a huge multiple over current price. I already hold NTR, so wondering whether to also add a small position in IFOS. Thanks as always!