Investment Q&A

Q: Hi,
Thoughts on numbers for MTLO today?
thanks

Q: Would appreciate your analysis of yesterday's Q4 and FY 2021 results. At first glance, the 11 % decline in SP seems to be an overreaction.

Thanks as always

Q: I took the plunge on this today. I feel that the HVAC sector is ripe for modernisation/greening/consolidation/growth. What do you think about this one?

Q: I thought I picked a winner here but this small cap solar equipment manufacturer is dropping precipitously. What is wrong? Is it a hold?

Q: Rare Earth Elements traded for over $4 this year, and was hovering between $1-2 in the last few weeks. Last week, they announced that each shareholder is being given one right for every share we own, that allows us to purchase another share for $0.24. My question is why would they do this so far below current and recent prices? Is this another way of giving shareholders a pseudo-dividend or sweet deal? I assume this is why the share price has been falling in the last few days (a possible doubling in the number of shares). Can you comment? Here is a snippet from their announcement. I assume it would be silly NOT to take them up on their offer.

"One (1) subscription right will be required to subscribe for one (1) common share of Rare Element Resources Limited at the subscription price of $0.24 USD per share. ... Additional Shares: If you exercise your basic subscription privilege in full, you may also exercise an oversubscription privilege to purchase additional common shares that remain unsubscribed for at the expiration of the rights offering, subject to availability and pro rata allocation of shares among persons exercising the oversubscription privilege."

Q: Hello,

Can you please provide an update on these three companies and your thoughts on long term appreciation.

Thanks

Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC

Q: Earnings released after close. Revenue growth appears very strong but loss increased. Can you comment on results and if the revenue growth trumps poor earnings. What do you see happening going forward. I'm warming up to QUIS. Is it a speculative buy?

Q: 3Q out for WeCommerce holdings. Looks like strong revenue increase, but large loss on EBITA. Can you please decipher results versus expectations and valuation?

Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.

Q: Hi, do you have any compelling purchases from the stocks that have recently achieved 52 week low status? The negative momentum is not an ideal buying strategy but perhaps tax loss selling has pushed some of these stocks to this status, warranted or not. (AT, Well, VFF are a few that hit this status today...and that I have on a watch list).
Do you see these or others that have this recent status as a buying opportunity or should one wait to see more positive momentum?

Cheers,
Steve

Q: In reflecting on the next direction to place some funds I looked at the performance of the Russel 2000 fund in your growth portfolio. Then looked at some alternatives in the Vanguard family of US based small cap and Russel ETFs. Going more mid or small cap seems appealing but where would your preference lies or is it in the current ETF you hold in the growth portfolio?

Q: Hi,
Would you know when is MRS reporting and what are the expectations?
Thanks

Q: Please comment on quarterly results for BBTV and although you may prefer neither,which would you give a higher ranking,BBTV or Haivision.Thanks.

Q: What is your current assessment of Osisko Mining? Is the balance sheet and are the cash holdings still strong? What sort of prospects do you see going forward? Where are its mines located? Many thanks for your excellent service.

Q: Dear 5i team.

Please provide updated commentary on DRT last qtr results.

Also, can you comment on the increasing %shorts, and the recent activist investor action to replace 6 Board members. Seems like a flurry of activity for a small company to attract this kind of attention.

Thanks for your insights.

Q: What are your thoughts on the outlook on the carbon credits market? Good future opportunity? How should one invest in it? I came across this company recently but it's quite small and on a jr exchange.

Q: Is CVO ( Coveo) ipo a buy at 0.5 position?

Q: Hi
I own the listed stocks and at this point time they are all profitable .
They are all off of their highs and appear to be heading downward .
Are these stocks that you would suggest to hold for the long term ,

Thank you
Howard

Q: What does 5i think about AirIQ, its recent quarterly results and stock valuation for a company with growing recurring revenue stream?