Investment Q&A

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James

Q: DWR and IP: Could I get your opinion on both of these small cap stocks? Thanks!

Q: I have been looking for exposure in the hydrogen business and have a few questions. I own XBC based on your coverage and have done well so thank you. My first question is whether it makes sense to just pile into the US names like PLUG or FCEL as they are much more explosive given the audience or to look for quality names doing similar things in Canada. If you could also state your thoughts on why one market is better despite similar tech.

The second part of my question is that I notice DYA comes up alongside Ballard Power and Xebec in your answers related to hydrogen. The chart on DYA is almost an exact reverse of BLDP and XBC which holders of those stocks will know is a bad thing. What is DYA not doing yet (or has done wrong) that has caused it to go down vs. up? What needs to happen for it to catch investor attention? Is there a product or service yet to launch? Is there a technology not yet widely adopted? Lastly, does 5i see strong potential here for DYA to do "that thing" that will be a catalyst for the stock price or are you merely mentioning it as one in a sector.

Q: Would you recommend a position in this company? If so, at what weighting? Would you consider this company a mini CSU?

Q: I picked up a small lot of this in the sell off last year on a spec..
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?

Q: looks like an interesting company in the entertainment business no debt huge insider ownership clients include Netflix PBS CBC. etc.prominent shows they have produced include Kims convenience highway to hell. your thoughts. please thanks Richard

Q: Can you comment on this company? Apparently, they are a lithium ion battery recycling company.

Q: RESN What do you know about this American Stock

Q: Last week on BNN Bloomberg the ceo mentioned that they are supplying to Tesla. On the company website they have technical/ marketing papers that explain the use of their transformers in electric power stations and how there will be large demand for more dry transformers as the demand for charging cars increases. I note they opened a plant in Reno Nevada in January 2020 that is 3 times larger than their other plants nearby and is not meant to replace current plants but to add capacity. Tesla has a big battery factory in Nevada.

Q: I see that Grand West Transportation BUS-X is up 27.5% on the day. Do you have any news to support this update? Thanks

Q: I recently lucked out with this small cap (+50%). Should I cash in and move on?

Q: I did a lot of research on this recent IPO and liked what I saw. It's pulled back lately and I'm wondering if I blew it. What do you think?

Q: Why do you think this small cap has bumped up so much lately?

Q: Eddy Elfenbein of Crossing Wall Street fame has added Miller Industries to his portfolio this year. I know Eddy spends a lot of time analyzing companies ahead of bringing them into his portfolio and he is giving Miller a glowing recommendation. I wonder what your take is of Miller as an addition to a growth TFSA portfolio?

Q: Hello 5i’s,
I’ve been following this company’s challenges in trying to get traction and get their mining section into full operations. Their stock and outlook looked good about a year ago, now moving forward from today, I’m wondering what your insights are for this stock and companies profitability?

Thanks kindly,

David

Q: Hammond Power Solutions was featured on BNN yesterday. They seem to have a history of paying a good dividend (4%) and potentially in a position to catch the benefits from the renewable energy wave. Would you invest in this stock, or are there any similar investments that are a better play you'd suggest? I'm considering selling some gold mining stocks in KNT to buy HPS to diversify my portfolio a bit, I won't be drawing from my RRSP for 50+ years.

Q: Why do you think HUT shares crashed today?

Q: Hello,

Could you provide your insight in to TH given their recent earnings and update?

Thanks

Q: What do you think of agriculture as an investment? I think it is a good inflation hedge (and a lesser known investment asset class). Do you know of any good ways to get exposure. I see LAND and FPI, but don't know too much about it.
How are the valuations / how does one valuate those things?