Q: Morning Peter and team, In addition to the core 5i big-cap stable names, we own healthy positions in GUD, GPS, KXS, PHO, PTE, OTEX, TCN & TV and a 1/2 position in PLI, and have ~35% portfolio cash. What are the next 2 small caps you would add here ? Would you initiate a position in CRH ? Thanks, Paul
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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 your thoughts on redishred? Can you tell me about their financial position?
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Pivot Technology Solutions Inc. (PTG)
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Alaris Equity Partners Income Trust (AD.UN)
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Franklin Core ETF Portfolio (CBL)
Q: Thinking of deploying some cash, maybe 3% of portfolio, between high yielding names that could have significant upside if things work out well for them (not usually my investment strategy - buy names with significant challenges and hope things work out). Among the names I'm considering are Callidus Capital, Pivot Technology and Alaris Royalty. Any problem with this strategy? I'm particularly intrigued by Pivot's eps expectations over the next few years (granted only one analyst follows them but he is forecasting 2018 eps at 63 cents and 2020 eps at $1.24.
Thanks.
John
Thanks.
John
Q: Could you please comment on Flyght Aerospace Solutions Q2 report.
Thanks
Thanks
Q: Could you please give me your opinion on this company and management.
Q: Can you update your July 10 advice. I know there's an offer for $4.40, but no shareholder meeting has been set to vote. Can another offer come forward, if so, your guess as to its probability. Thanks, Great Service!
Q: Can you please comment on PHO results. Thanks
Q: Could you update your views on this company ? I am down 15%. Is it Worth holding ?
Have a good day,
Jacques
Have a good day,
Jacques
Q: Could you comment on release of Input Capital's quarter, how do you interpret the excitement they express in their focus on "Marketing Streams" as greater opportunity than "Capital Streams"?
Q: I have held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All
Thanks to All
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Ikkuma Resources Corp (IKM)
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CRH Medical Corporation (CRH)
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DIRTT Environmental Solutions Ltd. (DRT)
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IMV Inc. (IMV)
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Great Plains Metals Corp. (GPS)
Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?
Q: CWX & Cff. Your opinion. Which is a better buy ? Thank you
Q: Do you think this company has a promising technology? They had a non-brokered financing that ends Oct. 31. It appears to be consolidating. What do you think?
Q: Can you comment on Newfoundland Capital Corp. It screens very well for me.
Q: Silvermet (SYI) is controlled by Stephen Roman. They are in the process of amalgamating with Global Atomic (private) another Stephen Roman controlled company. In your opinion why are they doing this? Regards and thank you for the great service.
Q: Hi 5i - looks like an impressive quarter for QST with EPS doubling and 140% revenue growth. Would you start a position today even with the price bump?
Q: Could you comment on the possible effects of the Petrowest receivership on Crown capital?
Thank you
Thank you
Q: The company has had some good results on its Morocco property lately and a corresponding increase in the stock price. Do you have any additional insight into this junior silver company? How does it stack up against other juniors you might like in the space given the recent news?
Q: They issued strong 2nd q results today. There was not a news conference to add some "colour" to the numbers but the MD & A sounds upbeat. The Oil and Gas service sector is not very popular however their product is also green related and government regulated. Anything you care to add?
Q: Thank you for your excellent service. The best piece of advice that you have given is not to add to loosing positions. Due to that advice both ITC (1.5% of portfolio) and CRH (0.6% of portfolio) contribute little to my overall portfolio of 34 stocks. Would you sell in a clean up trade or top them up to 2.5% weighting. My portfolio mirrors your balanced portfolio and is well diversified.