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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: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. Kudos to your Portfolio Team !!!

If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?

Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?

Thank You

Read Answer Asked by rajeev on May 23, 2024
Q: Hi team,

Very much appreciated your solid reply to Brant this morning. I am sure most members are happy the way you run your site.

Grateful if you could provide, in order, your favorite U.S smaller caps for strong growth, indicating the level of risk of each in your view.

Take credits as you see fit.

Thanks again for the outstanding work,

Jacques IDS
Read Answer Asked by Jacques on May 23, 2024
Q: Asking your views for CompoSecure and SurgePays please thanks.
Read Answer Asked by MG on May 22, 2024
Q: Hello 5i,

When I look at a chart of WELL, I see that its momentum is not horrible but not good either. When I read 5i's responses to members, I see that his opinion is rather favorable about this company. My question is: If 5i had never had a position in WELL, would he consider initiating one now or would he wait until the momentum has improved?

Thank you
Read Answer Asked by Charles on May 22, 2024
Q: Can you comment on its most recent Q please. Also, Ace Beverage has acquired Nude RTD beverage. There has also been some recent change to the board. Seems like much activity has been going on with this company relatively speaking. Can you comment on whether you see the recent Q, additional RTD acquisition of Nude has potential to
generate some growth or do you continue to view it as an income stock. Would you buy, sell or hold the stock. If sell what would you buy instead?
Read Answer Asked by John on May 22, 2024
Q: I’d like to know what you think of small cap CDB.V (Cordoba Minerals). Their main project (Alacran) is in Columbia. Recently they partnered up with Chinese mine construction co. JCHX, who purchased 50% of the Alacran project for $US100,000,000. This certainly makes the current market cap of CAD$45M look cheap. Years ago this was a favoured stock of Brent Cook and Joe Mazumdar, but they lost interest when Robert Friedland took control of the company (via IE), citing that further development had lost its urgency and near term returns unlikely. They were quite correct, as it’s 5 years later and little has happened except share price collapse helped by RF diluting retail shareholders to oblivion. Things do finally seem to be looking positive with the JCHX involvement, so I’d like your opinion, how the future might play out for this stock considering IE’s significant control position and the small retail float, – e.g. Given RF’s prior behaviour in similar circumstances do you think he’s likely to either promote this and liquidate part of his investment in future, or continue to grind the retail float to dust? (PS, they have another greenfield asset in Nevada with Bell Copper (BCU), but it’s not clear if this option has any value)
Read Answer Asked by petra on May 21, 2024
Q: Could I get a list of the best Small Cap ETF's to buy for Canada, USA & International?

Thank you.
Read Answer Asked by Ross on May 21, 2024
Q: Hope everyone had a great long weekend!

I've a question well outside of your regular commentary on Canadian and US markets. Fevertree Drinks PLC had a great run from listing until 2018, and then again after sinking when Covid hit until January 2022. The stock has since hit what appears to be another floor and has bounced along it since.

I am curious what your thoughts are, if any, on their performance, what management issues has led to their share price challenge and what they are doing about it, and lastly the stocks potential for value appreciation over the next 3-5 years.

Thanks very much
Read Answer Asked by Dave on May 21, 2024
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