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Asked by christianne on August 19, 2022
Q: Thank you for great service.
I am not a gold bug but tend to hold some for downturns in the market/economy. I am up about 20% over 2 years in two mid-cap positions and down up to 60% in three juniors. Appreciating economic growth (or expected growth) is not the only factor impacting gold prices, why are we not seeing gold run in this environment? What factors will influence positive momentum in the coming 1-2 years?
Q: The Canadian dollar vs Euro has appreciated quite a bit over the last year +. Can you provide 3 or 4 names that look attractive both from a growth perspective and possible upside with Euro vs Cdn dollar FX in the future.
Q: With the upcoming balance sheet tightening by the fed does it make sense to have dry powder in the event that markets drop again significantly. If one is fully invested what percentage of cash would you usually recommend? Thanks. Shyam
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?
Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
Q: Can you address the lack of performance by Topicus?I know it’s venture listed…no analyst coverage….etc etc.Why doesn’t the company recognize this and change that?It supposedly has this great CSU leadership
Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.
PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺
Q: Hi, you mention short interest from time to time. Using MTTR as an example, you say that short interest is very high at 15%. I assume this is a negative as there are a lot of shorts (or shares short) that want to drive the price down. However, some view this as a positive as any good news can force all the shorts to cover. There are also different views on days to cover. MTTR shows 6 days. Some view higher numbers, such as 10, as positive as it means there could be a sustained rally if the shorts have to spread out their buying over a longer period rather than a quick spike.
What short interest levels and number of days to cover do you view as being positive or negative influences on a stock price?
Thanks
Q: Hi 5i I have been stopped out of ODV and am questioning a repurchase. I am interested in a pro opinion on their latest results. Thanks for all the valuable input.