Investment Q&A

Q: with the earnings release this month how do you view this stock?

Q: Colin Cieszynski had this ETF as a top pick. My Question is is it a better stock to own compared to Russel's IWM.

Thank You
Earl

Q: Greetings:
What is your latest analysis of Orezone Gold? J F Tardif thinks it is a multi- bagger, but I think it has a long history of share dilution. What
say you? There hasn't been any questions on this one for a long time.

Thanks, Ben

Q: These are running higher finally. Any comments on why they are moving upwards so fast? closing a valuation gap or just its time for small caps to shine?

Q: I have HPS.A in my portfolio and I see it in the 5i model growth portfolio. At $135, I have made a gain of 40%. I am very concerned about the new Trump administration putting a 10-25% tax on imports from Canada and Mexico. HPS has manufacturing facilities in Canada and Mexico and the majority of their sales is in the US. Tariffs will definitely affect HPS sales and profits. How concerned should I be and should I sell and lock in my gains? I originally intended to keep this stock for a long time.

Q: I read on Yahoo Finance that POET has voluntarily delisted from the TSX:V. I see I can get a quote on NASDAQ and the Canadian exchange, but the volume on the latter is limited. I prefer to buy it on a Canadian exchange with C$, but am I better off buying on the US exchange given the higher volume?

Q: CALF (81 %) has led IWO (50 %) and IJT (59 %) in 5-yr returns, yet has fallen behind the other 2 in 1-yr returns (about 11 % vs 30+ %). Can you please provide a reason for that and also comment on which might do better in the next few years? Thank you.

Q: I would appreciate an updated assessment of Mattr Corp., formerly known as Shawcor. Thanks!

Q: ILLM What are your thoughts on the recent results? Also with the potential break up of some of google's dominance do you think a company like them will benefit?

Q: I am looking for more information on this ottawa company

Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim

Q: Would you please give your opinion on the last earnings release

Q: Thoughts on Exco earnings and has anything. Changed since the last question from May? Hold still?

Q: What are your current thoughts on DEFI?

Thanks!

Q: Why the big drop today? Is it warranted? What is your outlook for the company? Is it a buy, sell or hold? Thanks

Q: Your thoughts and analysis on Playtika would be appreciated, thanks.

Q: When does TVK report their results and what is expected? The stock has run up quite a lot already this year and while most of the business growth comes from M&A (minimal organic growth) is there still room to strengthen a position or should is it better to wait for a pull back?

Q: I have some SHLE and I'm thinking of adding to it, despite its recent run up. It seems quite cheap and substantial gains in profits are expected in 2005. Its taking a hit today, presumable because of Trumps announcement of a 25% tariff on all things from Canada. Yet, Most of Source's business is in western canada. But they do have a site in midland texas too, so i wonder if: a) there is much exposure from sales to/in the US and b) would having a site in the US shield the whole company from tariffs?

You said in response to a recent question on SHLE that you expect profits to more than double in 2025. Does that estimate change if tariffs are in fact enacted?

Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality

Q: Since the last question on PTK, it seems to go up and up. Has anything changed? Has 5is opinion changed?


They won "Best in Artificial intelligence" in the "Global Tech Awards". Does this mean anything? Looking at the judges for this organization, there does appear to be some people with some clout in there, but scrutinizing it a bit it seems to be very much marketing focused, and with 86 categories and 200 companies, not the broadest competition.

It looks like it spikes every couplefew months, followed by up to 20% retreat, and spikes again. I almost feel like swing trading this or something.

With your recent small cap likes, PNG, MDA, ZDC, and BRM, Would you please Rank them from best to worst with a solid entry price (I know you said MDA is good right now), expected growth for 2025, whether they're profitable (yes, no, or close), and a score of 1 - 10. (1 being moonshot, 10 Solid buy). IE {NVDA, profitable X%, 10} sort of thing.

All of these scores exclude the normal smallcap risks etc (i understand that MDA is considerably larger, and is primarily in here for comparison purposes)

Thanks a tonne, James