Investment Q&A

Q: I just listened to episode 09 of the Monthly Rollup mediacast. Thanks for your great work there.

I have two questions.

I'm very interested in the ETF based on quality companies and also in the diversity (ex-US) that this one offers. However, the 5-year chart on it seems quite flat. Am I missing something? Steady growth, even if slow, seems to be what this thesis offers.

By the way, I couldn't find the TTAI fund on the FCF Advisors website. I did find it on Yahoo. The holdings presented in the mediacast seem more similar to the ABLG fund on the FCF Advisors website. Would you recommend one over the other?

Also, I am interested in Knead Inc (KSI) but the price seems to have run up. Do you consider it a worthwhile buy at current levels ($5.75)?

Q: Hi,

Can I please get your latest thoughts on the above companies?

Thanks & regards

Q: Good morning! What are your thoughts on KSI these days. Buy, hold or sell. What would be a good entry price if you are positive on it? Thanks

Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.

Q: Hi,

Can you please confirm the FY24 and FY25 consensus EPS as seen on your Key Ratios company page for WELL. It seems the EPS is forecast to drop approx 40%.... .17 cents vs .12 cents respectively which does not seem very enticing. Although many of the other key ratios do look attractive so I wonder what is keeping this stock from performing better?
I have owned WELL for awhile now (marginally ahead) but my patience is growing thin and was thinking of splitting some of the proceeds (if I sell) towards Vitalhub and/or Kneat (which are both now close to their 52 week highs vs WELL) as part of my small cap health exposure. I took part in a DKAM update yesterday and they have VHI and KSI as part of their top 10 stocks for 2025 and I have followed some of their recommendations for years and done very well.
Just curious what your favourite is of these 3 health stocks. In the past you have suggested all 3 as favourable at various times but I know acquisitions etc can move some stocks ahead of others and all have made recent headlines.

Cheers,
SMc

Q: Portfolio Cleanup Part 5:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!

Q: Hello, can you please share your top 5 candidates for potential multi bagger returns within the speculative part of my portfolio? I'm fine with taking on the associated risk and would likely hold within a TFSA as a smaller speculative portion of my portfolio.

Q: Hi 5i Team - Could you provide an up-to-date assessment on Kneat including its fundamentals, insider ownership, and growth prospects. Thanks.

Q: This company seems to be doing a lot of things right. The ceo Dan Matlow knows this space well, based on my conversations with him a few years ago. It's business is primarily in the UK but it is making some inroads in Ontario. How does one go about evaluating this business: what comparable companies and what ratios etc do you use? Thank you as I am not very good at determining values in the software industry.

Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do

Q: Please list 5 small or microcap companies that you like right now and would be comfortable purchasing.Thank you

Q: Can you give me your 5 best microcaps in either the US or Canada that are cash rich, undervalued, that could possibly do very well when the market recovers?
Thx

Q: Can you tell me the debt levels and valuation of Kneat? It seems to have bucked the general downtrend for small caps lately, why is this? Is there a long revenue growth runway here? Thanks!

Q: These companies are possible tax loss candidates this fall. Which are most likely to be the best choices for a rebound over the medium term (one - three years)? Please grade accordingly: most likely to rebound (best to worst); potential upside (highest to lowest).

John

Q: This was on BNN top picks. Irish company. Interesting they are on TSX. Thoughts on the company?

Q: I hold a basket of small technology companies as part of my TFSA and it includes the above names. I am thinking it would be advantageous to switch some or all of the above names into energy. In what order would you dispose of the above companies and are there any you would suggest should be kept? I do have energy holdings in my unregistered account.Thank you.

Q: Could I get your opinion on Kneat (KSI), its balance sheet, valuation, headwinds/tailwinds and competitors?
Thanks for your great advice.

Q: could you comment on quarterly results for KSI?

Q: Hi 5i Team - Could you please comment on Kneat, in particular its cash on hand, level of debt, insider ownership/buying or selling, revenue growth and any other metrics that might make it a good growth stock over the next 2 to 5 years. Thanks.

Rob