Investment Q&A

Q: do you have 2 or 3 penny stocks that have decent potential? my son has $1000 that he wants to dump and see what happens

Q: Please comment on HTL's Q4 and 2021 results released today.

Q: This company has been posting some good growth. Do you think it would be a good growth investment? Also, it has been in business for 30-years. Do you know when they went public?

Q: These stocks were mentioned in the article about possible TSX graduates. Knowing they are small caps, could you comment on them and rank them. Are any of them a buy at this time. Thanks

Q: Can you give me your update on Hamilton thorne.Would you start a position

Q: You found some microcaps interesting years ago and I'm wondering if you still like some of them and/or perhaps there are others you like for a 5-10 year hold?

Thanks.

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: I have a question about 276
Hi 5i,
May I please get your thoughts on HTL's latest quarterly results released on Feb. 18, 2021. What operational cash flow rate would you estimate for the next 3 to 5 years?

Q: Could you please rank the companies on potential growth for next 3-5 years?

Q: Any news here? Seem to have broken out the last couple days

Q: May I please have your thoughts on this company? Thank you.

Q: Hello, can I please get your general opinion, as well as comments on recent earnings for the following small caps: HTL, CLIQ, AND, MVP

Q: Hi,
I have a few questions.
1) BAM is still about 50% off its February high. Why is that, given that so many other stocks have recovered considerably more? What is your opinion of it as a long-term investment? What about BEP?
2) What is your opinion of MIC as a long-term investment? Does it at least merit a “hold” at present?
3) How likely is it that the following small-caps will survive the present crisis: PL, HTL, ENW, VFF and PILL.CN?
Thanks,
Camille

Q: Thoughts on the earnings released this morning?

Sales increased 21% to $35.4 million for the year-ended December 31, 2019; up 34% to $10.8 million for the fourth quarter; Sales in constant currency increased 24% for the year; 36% for the quarter.

Gross profit increased 15% to $19.0 million for the year; up 34% to $6.1 million for the quarter.

Net income of $793 thousand for the year and $931 thousand for the quarter.

Adjusted EBITDA increased 15% year over year to $7.1 million for the year; up 28% to $2.2 million for the quarter.

Organic growth was 12% for the year; 15% in constant currency. Organic growth was 17% for the quarter, 18% in constant currency.

Cash flow from operations was $6.4 million for the year, up 48%, and total cash at December 31, 2019 was $12.8 million.

Q: I own some of this at around 85 cents. I am shocked (but pleased) that this stock has really held up during this market carnage. Any change in sentiment from you folks? Any idea why it has such staying power?

Q: While you have not been particularly enthusiastic to this point, I would appreciate your analysis of their latest results. Clearly the market was very impressed as it cracked both the highest gainers and most heavily traded lists yesterday.

BEVERLY, Mass. and TORONTO, Feb. 19, 2020 (GLOBE NEWSWIRE) -- Hamilton Thorne Ltd. (TSX-V:HTL), a leading global provider of precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets, today reported preliminary selected unaudited financial results for the fourth quarter and year ended December 31, 2019.

Based on preliminary unaudited results, 2019 revenues increased 21% to a record $35.3 million with adjusted EBITDA for the year of approximately $7.1 million (14.6% year over year growth). Fourth quarter sales increased 34% to $10.8 million, with adjusted EBITDA estimated to increase 27% to approximately $2.2 million. Organic growth on a constant currency basis was approximately 15% for the year and approximately 20% in the fourth quarter, largely driven by sales increases of equipment and consumables. Gross profit margins were approximately 53.8% for the year and 56.4% for the fourth quarter.

Q: Hi 5i Team,

I have partial positions in both of the 2 stocks above and I am looking at adding to one of them. I've had HTL for awhile and has climbed back to my purchase price and trending nicely even with recent volatility. TCS is a relatively new position for me. I've watched it for a while and missed the initial run I really like its potential. Both are part of a diversified small cap portfolio.

I would like to know if you would be comfortable adding to positions in these stocks today? Do you have a preference for one or the other today?

Many Thanks and have a great day!

Q: Another service really likes fertility company Hamilton Thorne and has made it a recommendation. Progyny in the US seems to be doing well in a related business so I wanted your thoughts. With people marrying later the theme seems to make sense. Do you like it? A brief example of the write is up below. They write interesting stuff but don't have your track record so I'd love to know what 5i thinks.

When we recommended Hamilton Thorne back in August, we believed the strategy for growth was three-pronged, involving both acquisitions and organic opportunity as well as margin improvement along the way. Recent results fully support our belief, and we’re firmly of the mind that we’re nicely on track.

Q: Hi. Do you believe that HTL could represent a buying opportunity at its current price (below $ 1) ? Thanks in advance.

Q: Hi 5i Team,
I have a small existing position in htl and would like to start positions in the other 3 companies. Could I please get your opinion of the above companies and assuming there are no significant concerns (other than small cap risk) in what order you would rank them at today's price?
Many Thanks