Investment Q&A

Q: What is your analysis of this as a going concern? Debt, cash burn, etc.

Q: Dear 5i team.

Please provide updated analysis of recent earnings and outlook for FY22/23.
Interested in any views on the departure of the CEO. I missed the conf call so also curious if there was any update on the battle with investor agitators?

Looks to me like things might be turning the corner given covid being more and more in the rear view mirror. I know they depend on commercial (re)construction which have been postponed/delayed last couple of years.

Thanks for your insights.

Q: Dear 5i team.

Please provide updated commentary on DRT last qtr results.

Also, can you comment on the increasing %shorts, and the recent activist investor action to replace 6 Board members. Seems like a flurry of activity for a small company to attract this kind of attention.

Thanks for your insights.

Q: Hello,
What are your current 'best ideas' in the micro to small cap space, 5 in Canada and 5 in the US for a 5 year hold that have a market cap of at or below $1 billion market cap, are founder-led, have high insider ownership and high forecasted annual revenue growth (greater than 20%/yr)? Thank you.

Q: What is your assessment of DRT recent quarterly results, and the outlook for the next fiscal year?
Appreciate your input.

Q: I have these stocks in a tfsa. Any you feel could be eliminated and can you recommend an addition or 2? Thank you.

Q: Please provide update on latest earning results.

Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.

Q: Any comment on the sudden rise of Dirt Environmental - Thanks as usual.

Q: Can i have your take on DRT please. Looks to me like they have to improve their margins.

Q: I read the most recent press release from DIRRT Environmental on their 3rd quarter release. The CEO Kevin O'Meara made some pretty pointed comments about the company's failure to execute. I have never heard a CEO publically give such a frank and honest assessment of the company's missteps. Is Mr O'Meara a one off or is his rant a normal response from an unhappy CEO

Q: Are Dirtt earnings a disaster?
Thanks.

Q: How did DRT's Q4 stack up against expectations?

Q: is dirtt a company you would own, hit a 52 week high or close to it yesterday.dave

Q: Please comment on their Q1 and if you would be comfortable owning it at its current price.

Q: Do you recommend these three companies for purchase by an investor, primarily interested in growth and why. Thanks.
Klaus

Q: Though the current quarter disappointed, the outlook for Q1 sales ($78-80 mil) as well as for 2018 EBITDA (13 to 15%,) look great. I listened to the conference call and it was extremely upbeat. Even with this the stock has fallen. Any thoughts? Is this a good buying opportunity?

Q: I own alot of shares in this company outside any tax sheltered plan. I have lost over 20% and am considering selling to take the loss against next years taxes. I realize the company has had alot of turnover in the last month, but it just seems dead in the water. Any thoughts on continuing to own or would you sell and buy something else?

Q: Big drop is it time to buy.

Q: Hi 5i,

I was wondering if you had any insight into the recent price movement of DRT?