Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
Q: Hi, thinking of adding a small position in one of these to add some torque within an RSP. Which one would you choose right ow and what price would you recommend buying at? Thanks
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Q: Hello 5i
ZDC had taken a hit recently due to, I assume, the new share offering at $3.35.
Based on your experience how long do stocks typically languish in this situation before resuming their upward trajectory?
Thank you
Dave
Q: Your analysis about the future earnings of the companies. What is the major catalyst in order for Real Inc. to recover from recent lows? Which companies are major competitor of Real Inc.?
Thanks
Piyush
Q: Hi team. You have not answered any questions on Aurora since 2022. The stock seems to be gaining momentum since September. What are you views on it now?
Q: My question is on Cerrado Gold, a Canadian company that was a spin-off from a piece of junk I bought a long time ago. Its symbol on the venture exchange is CERT but it is not in your database. I was planning on selling it to clean up my portfolio but after some initial due diligence, it seems like it might be worth keeping. I find its balance sheet confusing in regards to its debt level so I want your thoughts before I do anything. Its a very small position so not a factor in my portfolio.
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.
Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Q: Declining debt and higher margin for its products: Do you think this company would be a takeover target? Clearwater went that way a number of years ago. I also noticed a very high volume trade day (almost 10X normal volume) on December 19, 2024. Pays a dividend of 4.4%.
Q: I would like your thoughts on NTG Clarity Networks (NCI), a small company that has been profitable for a few years now, and is showing triple digit growth in revenue, EBITDA and profit for 2024, yet trading under 10 times earnings. Today they put out an interesting wrap up of their activity in 2024. Is their concentration in Saudi Arabia a big risk?
Q: Hi Team, I noticed DRX was removed from Growth PF .
If you own it as GARP patient investor (-22%) in 4 accounts for a total $ =2%. Will you sell, hold or add ?
Thanks
Best Regards