Investment Q&A

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: From a Canadian account, could you provide some suggestions on how to best play the current semi conductor shortage ?

Q: what are your thoughts on POET tech today
Thank You
Peter

Q: Looking through your responses on this company I do not see any reference to what appears to be POETs claim to fame - that is offers a unique integration of optical technology and existing chip production, nor any reference to a fairly long established participation, I assume in this technology. I like belt and braces; if the technology is valid and timely, which I assume it is given the focus of robotics today, and they have a moat by way of patents or other mechanisms, their prospects should be excellent, albeit absent revenues in the short term. Can you clarify these issues for me please.

Q: Hi Guys
This stock will probably go through a consolidation
do you think that this a good step forward ?
I always thought this was bad, do you have
any information or opinion going forward.
bob

Q: What is with PTK and NIO today? These are up significantly, especially PTK

Q: Could you please provide your comments/recommendations on the above three companies. should I buy more, hold or sell?

Also, is NIO heading for bankruptcy? what is the the probability that it would be around in five years?
Thank you

Q: Could you please provide your update on this company. Also, comment on future prospects.
Thanks

Q: On March 6th you advised caution regarding PTK. Has anything changed thart might cause you to recommend taking a position at this tine?
GUY R

Q: Hi Guys
Can you tell me why ptk does not show up on the most active list
also of the lastest news and your opinion on buying a small postion
Bob thxs.

Q: Could you provide your views on PTK. What is the future of this company. Is it buy, sell or hold?
Thanks

Q: Do you have any update on Poet Technologies? I've heard that they may be getting some grant money from the government of India for a plant in that country (?)

Has their balance sheet improved over the last year? Is there enough insider ownership to give you any kind of level of comfort?

Q: Why did this stock drop by over 30% today? Is it going to survive?

Q: It appears that the stock price has support at $0.80. Is it good idea to buy at this price for a one year hold? Could you comment n the future of this company.
Thanks

Q: Hi during most recent presentation , when asked about reverse split the CEO basically said they had been approved and would be doing it
If I decide to take a position would it be better to wait till after it occurs , or buy before it occurs .

Q: How much risk has been added to the share price of Poet Technologies with the acquisition of DenseLight? I know you had considered it expensive at $1.00. The price is now $1.35 (Apr. 28 close). Is the present risk/reward ratio as attractive as their apparent technology?

Q: Could I get your views on this company. Is it buy, sell or hold at current price?
Thanks

Q: Hi Peter,

Could you please give an updated opinion (last November 2014) on POET.

Thanks

Dave

Q: Last question april.
Since then the stock just about tripled and went back where it started. Not unusual for a micro cap, but since then, the news have been on the positive side.
What is your take on this company 7 months later?

Q: Could I have your analysis and take on PTK.T, POET Technologies Inc: Developing planar opto electronic technology (POET), a gallium arsenide semiconductor fabrication process for commercial and military applications.
The stock has been on a wild ride of late with what looks to be a disruptive technology in favor of POET. Thanks!