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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: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks
Read Answer Asked by Curtis on November 23, 2021
Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,
Read Answer Asked by ilie on November 16, 2021
Q: KRR has issued a revised news release where the company corrected an earlier news release which incorrectly reported second quarter gold sales higher than actually achieved. Gold production was not changed. I don't really have a problem with the sales error even though it would have been better if the error hadn't occurred. The revised news release projects gold production to more than double to 205,000 ounces by 2024 (from 2020 production levels) with costs declining at the same time. How solid do you feel is this 2024 projection or is it promotional?
Sales errors are one thing but future production "hype" is another.
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 19, 2021
Q: I find inside buying is potentially worthwhile evidence of future prospects of a company. Just a hunch, but I am not sure inside buying or selling can tell me much about gold companies, especially not with the more established companies. Gold does seem quite out of favour, and so I think it would be worthwhile to park some of my idle cash (I am 25% cash, because I just am not finding too many bargains) in one or two large cap and small cap companies: The chart and divy of Yamana looks intriguing. Can you suggest any up and coming junior miners?
Read Answer Asked by Murray on July 13, 2021
Q: Hi. I have a question about the target price set out in the company profiles on 5i. Take Karora Resources, for instance: The current target price is between a high of $6.00 and a low of $5.85. I assume this means that analysts think the share price should go to that level. (Actually, am I even correct in that assumption?) What I can't figure out is what is the timeframe for the target price? In other words, when is it thought that KRR shares will hit the $5.85 - $6.00 range?
Read Answer Asked by William on March 01, 2021
Q: Hi Peter,

Please recommend a basket of small caps (7-8 names) that are looking attractive today. Long term growth, medium to high risk. Would you initiate new positions in any of the noted names?

Thanks in advance.
Kevin
Read Answer Asked by K on February 24, 2021
Q: In my TSFA have equal weightings of PHO, REAL, WELL and XBC. Have additional funds to invest and was thinking of following AT, CTS, KRR, MCR, NVEI, or QST. You have suggested ATZ, GSY, or KXS which own most elsewhere to was looking to something new. How would you rank these stocks and would you have any better suggestions?
Read Answer Asked by David on February 04, 2021
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice
Read Answer Asked by Brian on January 29, 2021
Q: Why do you like KRR so much? and what do you see in the future for this company?Is Maverick still a player here as well and if so to what degree?
Would you rather buy MMX then KRR as for diversification?
Can you tell a bit about KRR financial position ,insiders holdings,cash,cashflow?
In environment with rising interest rates,could KRR still be attractive?
If its about dividend,which mining/materials company would you prefer?
Read Answer Asked by Josh on January 13, 2021
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