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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: What is your current opinion of RDVT (i.e. Red Violet)?
Read Answer Asked by David on July 30, 2024
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."

If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
Read Answer Asked by Tim on July 30, 2024
Q: Cipher Pharma made a major acquisition today that they say will double their sales and profits. The new products acquired are also superior to the existing treatment, which has 71% of the USA market, so lots of room there for growth, plus they plan to get approval in Canada and make a deal for ex-North America sales. They also have their drug for toenail fungus, a big market, set to produce final results in about 6 months, with sales expected starting in 2026. This looks like a good growth stock to me, trading at a cheap valuation, given the profit from the new products, and I am wondering what your take is on the acquisition and the stock.
Read Answer Asked by Dan on July 30, 2024
Q: Dear Peter et al:

I know this is an unfair question! Asking you to rank order your favorite children :)

Plan to add some fresh funds in these stocks in an orderly fashion.
Any thoughts?

Please feel free to add any other small cap stock(s) that you think is as good as these favorites of yours!
Read Answer Asked by Savalai on July 29, 2024
Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?
Read Answer Asked by Don on July 29, 2024
Q: Due to the amalgamation of G Mining Ventures and Reunion Gold I received a disbursement of shares in Greenheart. The only information I could find online is that Dundee Corporation holds 12% of the outstanding shares. Will it be publicly traded?
Read Answer Asked by Nigel on July 29, 2024
Q: I have noticed MAL stock price moving upward a bit. I am seeing a $16 price target. I've been waiting patiently for this stock to recover so I can sell it, since it cut it's dividend. What is your 6-12 month outlook on it? I bought it just under $10 - would you continue to wait until I can realize my price, even make a small profit or sell? Thanks so much.
Read Answer Asked by Pat on July 26, 2024
Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024