Investment Q&A

Q: Can I please have your view on TROY?

Q: I have seen tweets here and there that Artis is accumulating units of Dream office. What would the motivation behind this? Thanks for any insight you can provide.

Q: Would you please provide an update on CXM (Sprinklr)? Is it time to cut my losses and move on?

Q: Can you provide an update. It’s beginning to look like dead money

Q: Hi, All above stocks have been beaten down over past few weeks, after a strong run. They are now trading at much lower valuations compared to their larger industry peers in Canada and US. Power Infrastructure, Construction, Industrial and Banking sector have been in a steady uptrend for most of this year and growth is expected to be solid in the foreseeable future.

Just wondering, if they are simply following the trend in US markets where small caps continue to lag the market. What are your thoughts and do you see the trend reversing anytime soon ?

On a different note, ADF Group stock is now trading below $17.31 ( price at which the owners sold some shares recently } and Terravest trading below the recent secondary at $74.25. Some investors seem to be freaking out ?

Thank You

Q: What are your thought on this company and as a speculative buy?

Q: Can I get your take and valuation on this company please. How does it look for small cap, risk tolerant exposure? Thanks

Q: Hi, Hammond Power stock is now tracing back to the levels, traded at, two quarterly earnings ago, down to $98, from a high of $160, not long ago. Apparently, the sell off was caused by some stock compensation concerns and profit taking. From business, operations and financial perspective, company seems solid and stock, now trading at a low valuation of 16/17 times forward earnings ( I believe ). With power/electricity consumption and infrastructure demand , expected to multiply exponentially ( AI/Data Centres etc ) over several years, market for company's speciality transformers should continue to be strong with a long runway of growth.

Analysts are still quite bullish on the co. with price targets ranging from $156 to $167.

So, in your opinion, what could be the basis of the continued weakness in its stock price ?

Do you believe that stock will be higher, say 50%, in 2-3 years from now and should be bought/added aggressively at these depressed levels ?

Thank You

Q: HPS is dropping like a stone again. Any new ? Thanks for your excellent service.

Q: Canadian Investment Regulatory Organization Trading Halt - DRX 06/13/2024

Can you explain this?

Thank you.

Q: Hi 5i,
In about the last 2 weeks LICY has gone up close to 100%.
Any insights?
Thoughts on the company (and stock) as a long term investment?
Thanks!

Q: Is there new life from the ashes?

Q: There is a lot going on with this company lately....
Candiac development, agreement with Worley, OEM collaborations, more patents, Rio Tinto $10m and Sumitomo $17m investments, $10m from Canadian govt, and JDA's with Our Next Energy and Umicore.
Current sp is at 52 wk. low
I don't really care to average down with stock choices, but I'm really tempted here,
What are your thoughts?

Thank you

Q: The super brief flurry of interest in ADF seems over.Short of major material contract announcements;is there any reason to hold this name until next earnings?

Q: Hi 5I
How would you rate these three companies
VMD, QIPT, and VHI. I’m thinking replacing the first two with VHI.
Thank you very much for your excellent service.
Maurice

Q: Stumbling a bit-is that general market ? or other reasons-had for awhile but might add on for income

Q: Do you think Sherritt would be a good investment for refineries and exposure to the possibility of the Cuban economy opening up to foreign investment? Thanks.

Helen

Q: Hi there, is Covalon a good turn around stock here? Would you be a buyer at these levels? Thanks!

Q: Why big drop this morning (Monday) ? Thanks a million.

Q: With their US acquisition all but effectively locked (only Canadian regulator to go), is this a good buy? For small cap growth over the next year or two?