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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: Hello Peter and Team,

Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?

Thanks.

Brad
Read Answer Asked by Bradley on December 09, 2019
Q: I am reviewing all portfolios and have an investment in each of these. Please provide your thoughts on each company going forward... Thanks!
Read Answer Asked by Bruce on December 09, 2019
Q: Good Morning:
In a well diversified portfolio I have above "growth" stocks at 1.5-2.5% weighting in my TFSA. They've all performed the same either slightly down or flat and was wondering if you would add to, hold or sell any of these for long term hold.
Thanks For any advice.
Read Answer Asked by Craig on December 09, 2019
Q: Hi 5i team,

Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?

Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).

Cheers,
Steve
Read Answer Asked by Stephen on December 09, 2019
Q: I was thinking of putting $1,000 in 10 small caps before year end for total returns. My picks are Sangoma, Trican, Royal Nickel, Savaria, Aphria, Martello, The score, Questor, Photon and Well Health. I know you don’t give financial advice but is this a smart thing to do? Or would a big gain in one just offset all the potential losses? And are there any of these 10 companies you would not invest in and I know timeframe needs to be longer than a month! Lol


Read Answer Asked by Helen on December 09, 2019
Q: Hello, I would like your opinion on Reitmans (RET.A). The stock is at its lowest level in 37 years. The latest results are not good and the competition is very strong, but on the other hand, the debt is not very high and the managers have a lot of experience. Is there any hope in your opinion? Are we trying to catch a falling knife? Thank you.
Read Answer Asked by Stéphane on December 06, 2019
Q: Quarterhill has decided to discontinue their listing on the Nasdaq... they have indicated that this will save them about $1,000,000. annually.
Was the U.S. listing that beneficial to them and do you believe that this will affect their long term growth opportunities? Also, have you heard of any rumbling in the market place regarding their lawsuit with Apple?
Ed in Montreal
Read Answer Asked by ed on December 05, 2019
Q: Hi 5i team,

Like many here, I follow the 5G theme, but there is a proliferation of participants in many facets of the technology. I own KEYS and am happy there. About a year ago, I put INSG on my watch lists. It has been dormant since then but now seems to be breaking out. I don’t see any real catalysts as such. It missed its last earnings report, but I have read some positive reviews on its 5G prospects for hot spots and SaaS. It is a smaller name and I am unlikely to buy it but I was curious as to your thoughts on it.

Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 05, 2019
Q: Would appreciate it if you could comment on the latest results for Nova Leap Health. A microcap with lots of risk, however, they certainly seem to be moving in the right direction. Thanks as always.

HALIFAX, Nova Scotia, Nov. 07, 2019 (GLOBE NEWSWIRE) -- NOVA LEAP HEALTH CORP. (TSXV: NLH) (“Nova Leap” or “the Company”), a 2019 TSX Venture 50™ ranked company focused on the home health care industry, is pleased to announce the release of record financial results for the third quarter ended September 30, 2019. All amounts are in United States dollars unless otherwise specified.

Nova Leap Third Quarter of 2019

Highlights for the quarter ended September 30, 2019 included the following:

Nova Leap’s financial results for Q3 2019 are the best in the Company’s history;
Record quarterly EBITDA of $324,676 in Q3 2019 was an increase of 685% over Q3 2018 EBITDA of $41,357 and an increase of 49.2% over Q2 2019 EBITDA of $217,549;

Read Answer Asked by karl on December 04, 2019
Q: Hi 5i Team,
I am looking at gradually building up positions in the above stocks over the next year as part of a diversified small cap growth portfolio.

Could you please comment on them and their growth prospects? If their is an economic downturn how does their survivability look? Are their any red flags that I'm missing?
In what order would you start buying them given today's price?
Thank you for the great service!
Read Answer Asked by Colin on December 03, 2019
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