Investment Q&A

Q: pih has pulled back lately but still up a lot over the last 52 weeks, earnings the week of sept. 12. what is your opinion on this company. dave

Q: What are your thoughts on the Score? SCR is interesting to me for a few reasons, mostly that the revenue is growing, they have some cash, and to be honest I like the product. That being said, is there a dollar to be made here if a person isn't in a rush and can stomach the risk? Thanks

Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.

Q: Enjoying the Savaria ride. Great Story. Nice call. Slowly growing small company. Are there any other Companies that you are following that are up and coming similar to the Savaria Story. Low under the Radar. Keep up the Great Work. Thanks for everything.

Q: Hi Team,

I know the expectations on ceapro are probably VERY HIGH and the recent attention on it is probably pricing it for perfection. On the other hand, it is debt free, adding a new facility, has rising sales and has a patented technology. Could the current price be justified?
Great job as usual guys!!

Q: Hi Peter et Al
Just read Moriarity,s glowing comments on Equana Tech (V.EGT). Would appeciate any thoughts you may have. Tks in advance.

Q: any insight into these two small companies, Data Communications Management Corporation,and Canadadream Corp?

Thanks !
Linda

Q: Hi guys,

I'm looking into XPEL technologies could I get your opinion on it please.

Q: Any chance this company turns things around over the next 2-3 years ? I had a small position which is now tiny. Do you usually recommend to move on in these situations.

Also, i was reading stock options are offered to management at $0.48 , is it common practice for a company that has been doing so poorly. Does not feel right for investors who have paid way more. Thank you !

Q: I am liking what I see with recent results and news on FLY and am looking at taking a small position of 1% possibly 2%.
Would appreciate your review in light of latest news and financials.
Thanks
John

Q: The acquisition of 140 Proof by Acuity Ads seems to add an important component to Acuity as well as being a very well structured deal all around. Comments? 5i plan on covering some day?

Q: Bee Vectoring Tech Int.(BEE) I expect that you do not follow this company, however, can you give an opinion on the viability and expected future for this company and it's process. Thanks you, Terry

Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean

Q: Hey 5i,
Can you provide your analysis on YFI.v after the recent news and shareprice appreciation. I own shares with some "play" money in my TFSA. After basing for a long period in the 20 cent range it has essentially doubled in price to coincide with some news that validates their technology. Understanding the risk involved, do you ride out the momentum?
Seamus

Q: Intrinsyc Technologies reported yet again another stellar quarter of both revenue growth and profits. This company's stock seems really cheap compared to other small tech companies and given this stock trades in $C and and results are reported in $US. Shouldn't this stock get much more attention given the space they are in, the growth, the profits and the strong balance sheet?

Q: Please comment on the market reaction to the quarter.

Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.

Q: Hi Peter and Team,
Could you please comment on Acerus’ Q2 earnings including debt status? Does Acerus need to raise cash to support operation?
Thanks
Victor

Q: Pivot just appointed a new CFO (with a great resume) and will be starting a share buyback. There's also talk of moving from the Venture to the TSX. Lots of catalysts to give the share price a pop.
Do you feel comfortable with this name and the company's future?

Q: I had asked the a previous question with two companies but unfortunately the response to the other company was not received as something happened. However the other company I wanted to know about was called Greenspace Brands Inc (CA;JTR). Can you please comment if this is a good company to buy at current prices. Thanks