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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: What is your opinion of CWL results and outlook. The fiscal Q2 results only reflect 2 months of recent acquisition but the "new" Caldwell has a revenue run rate of over $100M now against a market cap of $46 million despite the share price gains year-to-date. Do you think the company will garner more investor attention now to bring the market cap more in line with the revenue growth?
Read Answer Asked by Charles on April 09, 2021
Q: Hi Gang, can you please give me any information about this company? How would you rate it for2-3 years hold. Is the price of GEVO today you would buy? Is the company cheap? Thanks
Alnoor
Read Answer Asked by Alnoor on April 07, 2021
Q: I would appreciate your updated outlook on PNP, and answers to the following 3 questions:
My understanding is that this company is gradually being taken private by the family holding company. Do you believe that to be the case? Also, what do you think the rationale was for the upcoming rights offering that PNP announced last week? As an existing shareholder with a 1% position, do you recommend that I exercise the rights once they are issued?
Thank you...Glenn
Read Answer Asked by Glenn on April 07, 2021
Q: I have been following and have read the q&a on this stock as a speculative buy ( 10 % weighting in TFSA which I believe you will say is way too high ? ) for quite some time and have some questions/ comments.
1. Management is intriguing with co chairs, which I consider messy. One is a salesman who hit it rich in the weed business (Canopy), while the other is respected and experienced ( Mathews). Their CEO is experienced ( but still with no cash in the game? ) Management a positive/ negative?
2.Their products are promising and they have made the right kind of acquisitions. Agree?
3. You have commented that the stock has been ignored and is a wait and see such like GUD.
Wondering if the market is less excited with small tech companies at the moment. Does this create the opportunity to jump in a a good price or to stay away from for a while longer?
4. Balance sheet seemed fine; true ?
Your thoughts are appreciated.
Derek


Read Answer Asked by Derek on April 07, 2021
Q: Hi Guys
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks
Read Answer Asked by Gordon on April 06, 2021
Q: Hi 5i team!,

What is your opinion of the acquisition today by Converge Technologies (CTS)?
Is it a big deal (accretive) for the company vs prior acquisitions or simply a nice tuck in?
Is it still considered a good small cap add/buy in a basket of small caps?
It is up 11% today so it looks like the market likes the deal!

Cheers,
Steve
Read Answer Asked by Stephen on April 05, 2021
Q: Hello
Since you are dipping your toes in the small fish pond with MRS.V I thought I would ask about these two microcaps, Sifco Industries(USA) and Hammond Manufacturing(CDA).
I've had them on my watchlist for about four months and find them interesting although risky due to the small size.
Your thoughts please.
Thank you
Dave
Read Answer Asked by Dave on April 02, 2021