Q: Since the last question on PTK, it seems to go up and up. Has anything changed? Has 5is opinion changed?
They won "Best in Artificial intelligence" in the "Global Tech Awards". Does this mean anything? Looking at the judges for this organization, there does appear to be some people with some clout in there, but scrutinizing it a bit it seems to be very much marketing focused, and with 86 categories and 200 companies, not the broadest competition.
It looks like it spikes every couplefew months, followed by up to 20% retreat, and spikes again. I almost feel like swing trading this or something.
With your recent small cap likes, PNG, MDA, ZDC, and BRM, Would you please Rank them from best to worst with a solid entry price (I know you said MDA is good right now), expected growth for 2025, whether they're profitable (yes, no, or close), and a score of 1 - 10. (1 being moonshot, 10 Solid buy). IE {NVDA, profitable X%, 10} sort of thing.
All of these scores exclude the normal smallcap risks etc (i understand that MDA is considerably larger, and is primarily in here for comparison purposes)
Q: This company has run up quite a bit with a very strong RSI rating >80 so would it be wiser to wait for a pull back or buy a small portion here? Hard to answer as I know timing can't be perfect.
Lots of tailwinds for the 'security' sector and ability to use onsite cameras to do other things (eg manage project status updates, onsite manpower etc) so do you consider this a buy? What risks do you foresee in its business model as I realise small cap sizing and YTD large gains can be potential headwinds.
Q: In the higher risk/higher reward small cap part of a portfolio, which of these 7 companies would you be interested in holding? BRM, E, FORA, MCB, MDA, ZDC, ZOMD. Any that stand out as particularly attractive, and any that you would be opposed to adding to an existing small cap portfolio?
Q: Hello team,
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.
Q: Hey 5i, the 5 stocks above are favoirites of DKAM and I'm thinking about putting a few in my TFSA. Now the problem is Jason Donville loves all of them but I'm sure 5i probably could tell me if they would rank some above the others? Thanks for your help. Cheers
Q: Everyone, I am having trouble with Zedcor, I love the stock because of it’s stock price growth but…. I have been watching it for about six months and it has not stopped climbing higher and higher. But I don’t find a compelling reasons to own it forever, there is no moat. They have a pick and shovel business. This is a stock for a few weeks or months but it’s gotta go down and when it does it will go down hard. Why should I or anybody buy this stock for a long term hold? Clayton
Q: I have noticed the stock price has been steadily rising, very abnormal activity for this stock. Yet ... no news. Can you see any reasons for this, such as volume levels, etc.? Please speculate as to any reasons that are likely at all. Thanks! PK
Q: I am curious if your opinion of these two firms has changed. I am interested if you see any catalysts for significant growth from either of them. I do realise they are - or at least were - high risk. Just looking for some play money attempts at a 10 bagger plus! Some of my comments are below.
1) In the last couple of years ZDC has managed to move in to something we might be able to call profit, and their market cap has grown from your $4 million estimate in 2019 to about $30 million today.
2) AMI you called a sell in 2020. Their fracking sand was supposed to be a hot thing for them for years now, and I do see "some" movement in that direction, but slowly indeed.