Investment Q&A

Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC

Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks

Q: New all time highs, new contracts pouring in. Can you give me an updated analysis on this stock, insider ownership and balance sheet and where it might be in 10 years.

Would it be a candidate to be bought out? Who would purchase it?

Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim

Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Q: Tantalus Systems (GRID) just reported can you give me your take on the earnings and on the outlook for the company going forward this year? Can you also give us your take on the demand in the industry going forward for their products, management and insider ownership. Lastly if you can comment on their last acquisition. Thank you as always.

Q: Tantalus looks like it could be breaking out. Have you seen any news to explain this? I believe you were mildly interested before; has your opinion changed at all?

Thanks for all you do.

Q: Could I have your assessment of earnings for Tantalus Systems .
Thank-you.

Q: Portfolio Cleanup Part 4:
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: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: Can you give me an in depth look at Tantalus Systems recent earnings report and outlook going forward. If it helps, you can wait until after the conference call and respond then if you wish if that will help with your assessment.

Q: On a sclae of 1-10, how would you rank these companies from an investment viewpoint.

Q: Everyone, I have been watching the above growth stocks since late last year. I usually have one or two high growth quality stocks that will add to the average returns of my portfolio. My last purchase of a high growth stock was LMN, which I purchased last September, with an average price of $20.50. The ones I am watching now have risen significantly and I am hesitant to buy into them since they might decline 50%. So should I buy a small portion of each to maybe a 10% holding of my overall portfolio? Or should I wait till……..
Clayton

Q: Can you comment on the earnings release and outlook going forward. Does this one earnings release change your most recent opinions on the company or are your recent opinions remaining status quo for now?

p.s. how do we find out how many credits do we have left before subscription renewal?

Q: What is the business model for Tantalus System. Also, what is their competitive advantage in the next 10 years. Does management and insiders own a lot of shares. Thank you for taking the time to answer my questions.

Q: Hi

Two questions

.1. Is there any chance of HPS.A being bought out?

2. Jason Donville mentioned on BNN that he sold HPS.A, but owns GRID for the long
term. What is your thinking of this stock?

Thank you and have a nice week.

Mike

Q: Tantalus seems to be attracting a lot of attention - so i looked for more information on the 5i database . that was totally confusing , because a lot of the information referred to Grid Battery Materials ( symbol CELL:CA ) . Is there any connection between Tantalus ( symbol GRID:CA ) and Grid Battery Materials ?

Q: Hello. Can you please profile this company and evaluate why it is a buy, sell or hold? Do you see the recent run as overdone or the start of something? Please focus on potential over 3+ years vs. 2024

Q: Based on your previous thoughts on Tantalus systems can you comment on their recent partnership with General Electric and what would be the impact on their future revenues? And can you comment on their unusual spikes in volume on February 22nd and 28th? Big buyers before the spike up?

Thank you

Q: How is Tantalus Systems coming along, I've owned it and been interested in it for a while. What do you think or their recent earnings and can I still hold it for a long term hold? Thanks.