Q: Valeo's business model seems to be to acquire rights to drugs in niche markets that wouldn't appeal to the larger drug companies.
What would be your outlook on the company and its strategy. Many thanks.
I currently have small positions in each of the above stocks as holdings in a diversified small cap portfolio and I would like to add to each position over the next 12 months.
Could you please give me your current outlook for these stocks? Are there any you would avoid? How would you rank these stocks at their current prices?
Q: Hello 5i,
Everquote is down 38% from its 52 week high.
Would you attribute this to the general tech sell off or is there something else causing the drop?
Would todays price represent a good entry point?
Thanks
Dave
Q: Hello,
Can you provide your thoughts on Namaste Technologies. It seems like the company has overcome the major hurtles in the last 1.5 years (less their partnership with Chokolat) and seems to be in the good position to capitalize on the alleged LM boom during COVID. Thank you!
Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.
Q: With very low interest rates forecasted for the next 2 or 3 in North America, what is the growth prospects for this company?
Thanks again for the great service!
Read Answer
Asked by Jacques on September 17, 2020
Q: It appears this is the first question on Wrap Technologies ($8.35, market cap $305 million).. Quick blurb about them:
Wrap Technologies, Inc., a security technology company, develops security products for law enforcement and security personnel. It develops BolaWrap 100, a hand-held remote restraint device that discharges an eight-foot bola style Kevlar tether to entangle a subject at a range of 10-25 feet. The company was founded in 2016 and is headquartered in Tempe, Arizona.
They are starting to get orders for BolaWrap from police departments. Their website claims "Policing Just Got Safer".
Q: I was wondering if you could provide any comments on Relay Medical. I have read that they are involved in rapid testing for COVID-19. I would appreciate any insight you may have to offer. Thanks so much!
I'm not sure what to make of the announcement of QUIS hiring an outside company (Gateway) to help them with investor relations. Is it positive because Gateway will be able to increase QUIS visibility to institutional investors? Is it negative in that QUIS may be desperate and needs assistance? ...or is it a non-issue?
Q: As per my portfolio analysis I have reduced my position in tech and industrial. One area Where I don’t have an investment I.e. communication services I’ve taken A partial position in BCE. I need to add health care. What is your opinion of the above? What would be your top pick in this area.
Q: I would appreciate your overview of the acquisition by Cloud MD of iMD Health Global Corp announced this morning. Is there a chance that CloudMD and Well might merge at some point in the future?
Thanks
Q: Hi 5i team,
Could you please recommend ETFs that invest primarily in US small/mid cap biotech, medical equipment/pharma and digital/IT companies? Thanks.
Q: Notice recent move on PTQ, ,largely, I assume on takeover/merger with company in southeastern U.S. Does management have experience and background in growth by acquisition strategies? and do insiders own much of this small cap ? Thanks, Bill
Q: Could you please comment on their recent financing. One of their Intended use of financing funds seemed to be to repurchase their own shares? Selling shares to buy their own shares doesn’t seem to make sense unless they had plan to Drive the share Price down.
Do you think they are planning a big buy Or a series of acquisitions like their Sister company Phm.
What is your going forward perspective on vmd. They seem to be in an ideal market area (ventilators) and able or pull in funds very cheaply and their shares seem to have consolidated. Thank you for the great unbiased advice you provide us diy investors.