Investment Q&A

Q: What is your thoughts on iFabric as microcap investment?

Q: Since you last commented on this one mid Dec of last year it dropped about 40%. I am wondering if it is perhaps becoming more attractive. Do you believe that the real estate market will hold up over the next year?

Q: I received WGX shares in exchange for my KRR shares, when KRR got taken over. The WGX shares have not done very well, but I have been hanging on to them for now, thinking that this poor performance may just be due to the reshuffling of shareholders that often takes place whenever a company is bought, but I'm starting to have doubts.

It is hard to do research on WGX because there doesn't seem to be much information out there, other than the WGX website.

Do you have a feel for how substantial this company is, i.e. how good is the management team, how good are its resources and its plant and facilities, how sound are its finances, etc.?

Do you think it would be wiser to hold on to WGX for now, or to sell, and wait to see how everything works out?

Q: This company just reported 3Q results on February 5 and the share price increased 10% since then on large volume. Do you think the results represent a turn and that it could be bought here?

Q: EcoSynthetix released 2024 results. What is your opinion of this stocks upside?

Q: What is your view on WRN? It’s languished in the $1.50/$1.60 range for an extended period. Stock price targets range from $3.00 to almost $6.00. Worth holding or move on?

Thanks
Jim

Q: Hi Team,
Admittedly, my portfolio is on the growthy, aggressive side of things being tech heavy with some smaller cap names. It now seems like daily I wake up to another name in the headlines dropping 10,20,30% with the slide on a few names continuing . Is this a sign the market is about to topple over cause this is what it’s feeling like. Or is the positive view 5i held for the year still in place? U assume as usual the move is to hold steady and ride the wave?
Thanks ,
Shane

Q: Hi. What’s your opinion of this ETF? Thanks.

Q: ALT: US What is your impression on this clinical stage bio pharmaceutical company ?
Do these small bio pharma companies have any chance of being a take out target from the larger player?
What is your risk assessment on this company
From 1-10 . 1 being high risk . 10 being low risk.

Thanks
Cal .

Q: Follow-up to previous question. When do PNG and WELL next report?

Q: Hi,

After A&W’s recent conversion into a Corporation do you feel they could be a candidate for a takeover? Is it possible that this conversion to a corporation, which would simplify the structure, was done make them more desirable to an acquiring company? Two obvious Canadian suitors may be QSR and Fairfax which owns many casual dining restaurants under its Recipe Unlimited division. Looking forward to your comments. Thanks.

Q: Please give us your opinion on this company going forward. From your last analysis, did the trend improoved? What would be the metrics and their threshold that you would watch? What would be the alternatives stocks for long term growth?

Thank you and congratulations on a great job

Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.

Q: Hello again,

RSI has just closed their convertible debenture offering. Does this significantly improve growth potential and therefore investor attention? Is it now timely to invest, or, are there better alternatives?

Grazzia

Q: Can I get your view and prospects on Bannerman Energy Ltd. (BBNLF:US) please.

Q: Kraken seems like a very interesting company but I am worried about it's vulnerability to intensified 'buy American' policies, and Trump tariffs. Does it have a moat that could help it deal with these? What is your assessment of overall risk?

Q: Is it time to let it go? Thanks

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Thanks for answering my previous question on WEF (western forest products). I have been taking a closer look at wef and trying to decide if I should liquidate my smallish position. One thing I noticed is that WEF has nearly $300 million 'on deposit' with the USA government. This is for the softwood lumber tariffs that they have had to pay over various years. This is a unique situation but what does it mean to be 'on deposit". Does any of this money ever get returned to a Canadian lumber producer? If not, then why does WEF even mention it? I found out about this in a WEF press release and I made a perfunctory search of the balance sheet and I could not find anything, although I am certainly not any expert navigating balance sheets. Does it appear on the balance sheet but I just missed it? Is this a complete non-issue or is it a hidden source of future revenue for WEF?

Q: CLBT has dropped significantly in the past month. I would appreciate your thoughts on the company and do you see this as a buying opportunity?