Investment Q&A

Q: I know it's tricky to evaluate a potential pharma cancer treatment equity but what do you think about this one? It looks like they'll need to dilute massively soon which likely explains my current ~80% paper loss. It's in my TFSA (stupid move on my part as it turns out). Time to take my hit and move on or hope for a miracle?

Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.

Q: Dear 5i team.

Can you take a look at TMC and give me your assessment of fundimentals and explain their business activity?
I see from the charts they went public 9/21ish. Had a geat few early days of trading, 10-15 dollar range, before immediate retracement back to 10 before month end. From that point, it's been a steady decline trading in a 2-4 dollar range to date.
Some good trades along the way, but early investors are now left holding this bag. Seen this movie before couple of times.

Appreciate your help with this one.

Q: Can you comment on the earnings release and outlook going forward. Does this one earnings release change your most recent opinions on the company or are your recent opinions remaining status quo for now?

p.s. how do we find out how many credits do we have left before subscription renewal?

Q: Do you have any insights into GXE? It's oddly holding at .64 despite Oil rising and other companies moving higher. Beyond the dividend cut and strategic review flop, is there anything else you can add about their prospects? Thanks.

Q: Hi, any specific reason for the recent surge in VFF? Up 65% in the last month (albeit from a very low base). I have held on to this one thinking/hoping that one day it may do well again. (Perhaps this is the catalyst it needs). Can it be picked away at over the next 6 months? Or still too speculative?

I know there was the German law that recently passed but was this enough for the surge?
Also VFF in your db is still showing it belongs to the TSX but I believe it is now listed only on the US exchange (Nasdaq?).

Cheers,
Steve

Q: Your comments please on earnings. Thank you.

Q: Hi, Hammond Power stock has been on a tear, for all good reasons, as noted in numerous 5i comments. However, it seems that the valuation has also moved up to a forward PE of 21.5 up from 10.5 less than a year ago. The stock has historically been volatile after company's earning release. What could be the factors, in your assessment, which could cause a pullback in the stock ( If any ), post March 27 earnings ? And, if it does, would to consider it to be a buying opportunity and at what price level ?

Could you please also provide the street estimates.

Thank You

Q: Good morning everyone at 5i!
Quick question...does PSI increase its dividend yearly? And of so how long has it consistently doing so??

Cheers,
Tamara

Q: Hey can I get your take on q4 results for DNG please. Is it a buy here for sector exposure. Thanks.

Q: OGI closed yesterday at $3.65. The company announced this morning that it was selling 7.74 million shares to a syndicate of underwriters for $3.23 per share.

After the market opened, OGI is down >20% to ~$2.85.

Why did the company apparently shoot itself in the foot by doing this?

Q: Where could one look to learn about investing in critical minerals?
If you were to buy 5 companies in this area today, which would they be? Note: I prefer CDN companies, but would buy a U.S. one if it were significantly better

Q: Hi, Powell Industries seems to be in the right sector of electrical infrastructure and stock has done very well. However, as noted in your recent comments, it has been quite volatile, specially after the last quarterly results released in January.

The founder CEO, Mr Thomas Powell has sold bunch of shares in late 2023, as well over 50,000 shares, over a period of several days, between Feb and March, this year, ( $154 to $187 ). In addition, as per F144 filed on March 4, he intends to sell additional 200,000 shares, of which only 4000 shares have been sold on March 4 ( $185-$189 ). So, effectively, there continues to be an overhang of an impending sale of remaining shares, in the market.

Does it explain the sharp and precipitous decline of the stock over past 3 weeks ?

Is this a red flag and limits the future upside of this stock ?

On the bright side, Mr Powell still owns over 2.2 mln shares, which is about 22% of issued and o/s common shares of Powell Industries.

In your opinion, is the price decline of $45 from its recent high is overdone and POWL is a decent buy now, based on current valuation, minimal debt and future growth potential ?

We purchased the shares recently and own with ACB of $160 ( 1.25% weight ) to complement our HPS.a 3% position. Do you recommend holding the shares and add at current level or wait for next quarter ?

Thank You

Q: Please provide your outlook for CHR. I have been in it since it was paying a decent dividend and have held on to my detriment since COVID. Is there any hope or should I cut the cord.

Q: What is your view of ARIC, it appears like it had some amazing drill results lately.

Thanks,
George

Q: I just read your report on propel holdings. They sound like a good takeover candidate for GoEasy. Will give GoEasy an entrance and exposure to the US consumer, as well as Propel’s AI program. What are your thoughts on this?

Q: Peter and His Wonder Team
I have been a loyal share holder for years and am down of course. These results look good...However...please tell me... if they should help the stock price knowing of course there is not guarantee only favourable odds. In other words does it have any kind of future progress or is my loyalty really unwarranted. Your opinion is always of great help...thank you immensely.

Q: What did you think of their latest quarter , future growth and shares at the current price ?

Q: May I please have your current outlook for MP Materials?
With appreciation,
Ed

Q: Can you comment on their latest results? Is there enough there to continue to hold or time to move on?