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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: Greetings and thanks for all that you do in helping retail investors.

3 or more questions here so deduct as many credits as needed.

What would 5i think of CMX? Looks like they have interest in a nickel operation as well as copper and gold. This came on my radar as a member of a group I share ideas with saw it possibly in a financial post article. All the same I would appreciate your opinion on CMX for a small speculative battery material/commodity play. What to be careful of and what to be hopeful for. Risks ect.

Also while we are on the topic of battery materials I would be interested in 5is general opinion of the sector? I have seen various sources stating battery materials are in short supply and are expected to be a major issue as we move to greater adoption of E-VEHICLEs. Further, what companies do you like for battery materials?

Lastly, I currently hold a 1.75% position in NOU which I think should do ok but would like 5i honest opinion here as well. Ill be hanging on to this for 3-5 years all the same.

Cheers and thanks for the insights.
Read Answer Asked by Duane on March 03, 2021
Q: Hello Peter,
Robert McWhirter on BNN was a big advocate of Xebec but on Fridays call Feb 26th he was not as keen as the stock has run up alot.. He did say it is a good stock for 1 to 2 years timeframe. However, if i understood correctly, he has shifted his dollars to CMC, Cielo Waste Solutions and within an hour the stock shot up 80 percent. I understand this is speculation on behalf of retail investors and not an endorsement by Mr. McWhirter to jump on it.. He is basically be re-positioning his weights as i understood and sees greater upside. He is a solid picker but i have no idea of how much he owns so would like your opinion. Since XBC moved over to TSX and i understand there is a management change, I just did not think the stock would be become a dog so quickly. I have a large position and am patient. Do you think it is worth holding on for the 1 to 2 years or longer timeframe or should i move some money into CMC. . I am noticing the same with Greenlane renewables. I was hoping that going to tsx , institutions would be jumping onto XBC and GRN given the green initiatives, but it does not look like it , atleast up to now. Please provide your comments and would appreciate it.
Read Answer Asked by umedali on March 02, 2021
Q: I saw your response to the only question on Cielo from Feb 08 and was wondering if your thoughts had changed in the last couple weeks. The CDIC / CDEV has turned in to an equity investor as of late. I have a lot of respect for Robert McWhirter and his abilities to accurately make no BS calls on stocks and he declared his interest on BNN market call on Friday. I bought a large position on Feb 04 after reading about the company I hope it can rival Xebec.
Thanks Steve
Read Answer Asked by STEVE on March 01, 2021
Q: I took a look at LODE a while back when its low P/E caught my eye. Any idea on whether its current momentum is sustainable (or understandable?)? Thanks for your input.
Read Answer Asked by David on March 01, 2021
Q: What 5i's opinion on Avante's Q3 results. It appears revenues was way above expectations, the majority of which recurring according to the Company and now at a $100M run rate. Should this stock be trading at 45% of revenues at this internal growth rate while other stocks trade at 10x revenues with negative EBTITDA? Seems mispriced notwithstanding debt levels are also reducing.
Read Answer Asked by Charles on March 01, 2021