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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: I am planning to get out of a full position in ZCL. I have partial positions in the other 4 above, thinking of topping up on 2 or 3 of them. Does this make sense and what would be your preference?? Thanks Jim
Read Answer Asked by jim on November 17, 2017
Q: Good Morning.

I have a small position in FTG and note from past news releases of the company that they are a supplier, either directly or indirectly to BBD.B. Trying to quantify what the impact of the US penalty on BBD might be on FTG. Any commentary you can offer would be appreciated.

Thanks
Read Answer Asked by Robert on October 02, 2017
Q: Good Morning.

Regarding Firan, they reported earnings of .01 vs est .06 They seem to be making good progress on building the business considering:

Achieved sales of $25.5M, an increase of 29% over Q2 2016
Grew Aerospace segment sales by 60% over Q2 last year
Grew Circuits segment sales by 17% over Q2 last year
Gross margins increased by $0.9M or 18% over Q2 last year
Closed the Teledyne PCT facility at the end of Q2

Q2 profitability impacted by the extension of Teledyne PCT operations and ongoing ramp up of activity of Chatsworth operations, which are expected to continue to ramp up through Q3

May I have your thoughts? Thank you
Read Answer Asked by Martin on July 18, 2017
Q: Hi Team,

I would like add a high risk/high reward micro cap stock to my portfolio, and would not be crushed at all if I lose a good chunk of my investment should the stock end up tanking.

All 3 of these stocks have had great runs, but I'm leaning toward rolling the dice on FLY. BUS seems the riskiest to me given the huge influx of orders and lack of a lengthy track record of being in business. FTG seems the least risky, but not sure if its growth rate would be comparable to the other 2 companies.

Which of these 3 do you think has the best growth potential for a long term hold? And what other speculative micro cap high growth names do you like right now?

Also, generally speaking, over a similar time frame (say 5 or 10 years) do you think it is easier for a micro cap company to increase its share price from $0.25 cents a share to $0.50 cents a share, vs. a larger company's ability to increase its share price from $25 to $50 a share?

Final question is what are the key metrics you guys look at when trying to evaluate micro caps that often aren't quite profitable yet?

(I understand if you dock me for a few questions here - its all good!)
Read Answer Asked by Jason on March 06, 2017
Q: Which of the Aerospace/Defense companies do you think is the cheapest with the highest growth potential for next few years from the list.
Read Answer Asked by Imtiaz on July 25, 2016
Q: Hi 5i Team!

FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:

What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?

What metrics would you focus on when evaluating FTG a year from now?

What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?

Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?

Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?

Appreciate your opinion, as always...

SGR
Read Answer Asked by SG on May 14, 2016
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