Investment Q&A

Q: GRC is down 3.85% today, with heavy trading volume. I see no news. Is there any hope for a recovery for this company? (I'm 80% in the red.)

On Feb. 13, the CEO made this statement below. Is it credible?
"The portfolio continues to generate strong royalty income on a consistent basis. The operating cost reductions we implemented earlier this year and the conservative approach we continue to ascribe to both Contract Buyouts and underperforming investments in the portfolio position us to exit 2017 stronger than 2016," said Steve Parry, Chief Executive Officer of Grenville. "Our pipeline is stronger than ever as it relates to both the volume and the quality of the opportunities we are reviewing. In our review, we place an increased emphasis on companies with strong growth, recurring/predictable revenues and the ability to raise capital from multiple sources. We intend to return to a more consistent pace of investment in 2017 with the support of our two joint venture partners who have already co-invested in three opportunities with us since October."

Q: Can you update with thoughts on PHO? Any further views on what CEO announcement means for future?

Q: After market closed on 3/31,Mike Goldstein,acting CEO listed his achievements thank everyone & decided to step down for the betterment of the co.Believe that PHO is on a break out now.Stand by co.& cheer on new management & board.After announcement of new ceo @ 12.05pm,the price of PHO started to decline till the close on big volume.Are there any concerns here?Would appreciate your view on the situation.Txs for u usual great views & services

Q: Hi 5i. What is your view on Knightswood? Do you know management? Any reason for the huge pop this week? Any insight on this company would be much appreciated. Thanks Rob

Q: More of a comment than a question. They announced on Thursday that they have refinanced their debt with RBC and paying out the Crown capital debt. Aside from the significant interest expense saving, I have found that if a bank like RBC gives a small company the thumbs up then this is almost always a good sign that the business prospects are improving.

Q: Hi, any news or reason of a halt .

Q: What do you think is happening with CEO and board changes?

Q: I would appreciate your views on the sharp decline in EXFO's share value today and the possibility of recovery going forward.

Thank you

Q: WHAT ARE YOUR THOUGHTS RE PURCHASING THIS STOCK?

Q: Please comment on yesterday's quarterly and annual earnings. Many thanks.

Q: Could you please give me your thoughts on the ITX 2016 financials released today>
Kind regards, Bill

Q: Hi Peter and the team.

My question is in regards to Kalytera Therapeutics. My stocks of Santa Maria Petroleum were converted to Kalytera when the company decided to get out of the oil business and refocus in the cannabinoid space. Is it a keeper, buy more or sell ? What are your thoughts on this company.

Thank you Marc

Q: Curious to know your thoughts about this company?
I would like you to reference all valuation metrics that you use in your answer. Also, I hear they have a partnership with Facebook?

Q: Hello 5i,
What are you toughts on Napec at this point? It seems to be going in the right direction. Thanks!

Q: A couple of days ago, Greenspace Brands had a NR which appears to indicate that they are making serious in roads into the retail space in Canada with a multitude of products. Although a small company at this point and despite the competitive nature of the business, their rapid progress is impressive and management seem to be very switched on. In addition, the warrants also look like a serious bargain given that they don't expire for 2 years.

In light of these developments, is it possible that you may begin to analyze JTR as a potential candidate for your growth fund.

Keep up the great work.

Q: Could you please comment on Pivot Technology's earnings release. Is the debt still a big concern? I initiated a 1/2 position last week and wonder what indicators I should wait for to add the other 1/2 or if at all. They indicated a commitment to the dividend but I guess I would too if I was a board member trying to increase share price. Thanks.

Q: Is it too late to climb aboard this crazy train?

Q: Good morning can you explain to me what happened to Palidin(doesn't look good)and what can an investor do now with Pdn shares if anything thanks

Q: I would appreciate your opinion of Route1 as a small speculative investment/trade.

Thanks!

Q: What is your updated outlook on Pyrogenesis (PYR)? They appear to be getting closer to larger-scale production of a critical input for 'additive manufacturing' (3D printing) and the share price has started to move up.

Thanks