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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: Can I please get your thoughts on the recent press release?

Vecima Networks Inc. (the "Company" or "Vecima") (TSX: VCM) today announced that it has entered into a warrant agreement with Charter Communications Holding Company, LLC ("Charter").

The warrants issued as part of the agreement provide Charter with the opportunity to purchase an aggregate of up to 361,050 common shares in the capital of Vecima at an exercise price equal to C$17.09 per warrant (the "Warrants") until January 1, 2031. The Warrants are subject to vesting conditions based on the achievement of significant multi-year spending targets by Charter.
Read Answer Asked by Adam on September 15, 2023
Q: Hi, i have recently become more impressed by the performance by my micro/small caps in my portfolio (above). In that vein, could you suggest a few more that have decent balance sheets, dividends, and momentum ?

thank you.
Read Answer Asked by Nick on April 24, 2023
Q: Please name your favourite 5 small cap companies expected to grow sales at 50 per cent or more within the next one to two years. Thanks
Read Answer Asked by Marco on October 06, 2022
Q: I'm liking Information Services Corp. dividend and it seems their earnings look pretty good as well. I'm guessing not a huge growth potential, but wondering about thoughts of company in possible recession and dividend security.
VCM seems to be on a positive trend, thoughts on this company as a potential addition at this time.
Thanks
Read Answer Asked by Colleen on August 04, 2022
Q: It has been awhile that a question has been asked about this company.

It has been breaking out technically.

Can you provide a fundamental update of this company. How does the future look for this company and do you have any opinion on the c-suite here.

Would you recommend for a TFSA?

Thanks for all you do!!!
Read Answer Asked by Thomas on July 08, 2021
Q: Hi 5i Team,
I would like your opinion on AirIQ as a speculative. It's had an impressive year growing sales and I presume reoccurring revenue to follow. It has high amount of ownership by Vecima Networks and Mosaic and is actually buying back it's shares rather than trying to promote them which I find odd for such a small company. Do you think it could be setting itself up to go private?
Many thanks for your service!
Read Answer Asked by Colin on May 30, 2019
Q: Could you suggest some candidates to buy during year-end tax loss selling, either from the 5i universe or more generally? I am considering BOX, DHX.B, VCM, KBL, DH. Your views on these five would be appreciated.
Read Answer Asked by David on October 21, 2016
Q: Hello,

To further your last response on the company:

"Markets did not like the May quarterly release and since that time the stock has fallen roughly 18%. So we are not huge fans of the momentum here and would prefer to wait for a sign of strength but at 12 times earnings, the stock is likely getting close to a fair level."

Revenue was up 37%, net income +68.6%. What's not to like? Did they have 1 time items that bloated results?

"The current platform for VCM is reaching maturity and the company now needs to transition to a new platform, the uncertainty around this is likely what has caused the weakness but the outlook remains positive."

Could you elaborate, the company says "Sales of Terrace Family products this quarter reached the highest level ever for the product line as deployment of the MPEG4 capable TC600E continued"...are some of their other products being replaced by newer technologies, or...?
Read Answer Asked by Adam on June 15, 2016
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