Investment Q&A

• New Gold Inc. (NGD $11.27)
  • $11.27 P/E (TTM): 24.04X Cap: $9.31B
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• Coeur Mining Inc. (CDE $16.73)
  • $16.73 P/E (TTM): 23.62X Cap: $11.22B
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Q: Dear Peter et al:

The deal between these two just hit the wire. I know CDE is one of your picks in Silver.
What is your take on CDE following this announcement?

Upvote 2

Read Answer Asked by Savalai on November 03, 2025

• Strathcona Resources Ltd. (SCR $42.01)
  • $42.01 P/E (TTM): 8.28X Cap: $9.04B
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• Greenfire Resources Ltd. (GFR $6.31)
  • $6.31 P/E (TTM): 2.31X Cap: $492M
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Q: Could you give an update on this company and how it fits into Strathcona's plans?

Upvote 2

Read Answer Asked by brian on November 03, 2025

• Kraken Robotics Inc. (PNG $6.06)
  • $6.06 P/E (TTM): 105.0X Cap: $1.89B
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• kneat.com inc. (KSI $4.44)
  • $4.44 Cap: $435M
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• MDA Space Ltd. (MDA $25.47)
  • $25.47 P/E (TTM): 30.38X Cap: $3.24B
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• Coinbase Global Inc (COIN $264.58)
  • $264.58 P/E (TTM): 23.8X Cap: $72.53B
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• Galaxy Digital Inc. (GLXY $27.38)
  • $27.38 Cap: $11.66B
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Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you

Upvote 22

Read Answer Asked by John on November 03, 2025

• Premier American Uranium Inc. (PUR $0.68)
  • $0.68 Cap: $56M
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Q: I had this company on my watchlist a while back and then basically forgot about it. I see it is trading at close to its lowest price in the last year. I also noticed insider trading in the last month so was wondering of you see any upside to this.
Thanks

Jim

Upvote 2

Read Answer Asked by Jim on November 03, 2025

• CECO Environmental Corp. (CECO $60.40)
  • $60.40 P/E (TTM): 41.05X Cap: $2.17B
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• Genius Sports Limited (GENI $11.04)
  • $11.04 Cap: $2.65B
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• Cellebrite DI Ltd. (CLBT $18.72)
  • $18.72 Cap: $4.56B
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• BlackSky Technology Inc. Class A (BKSY $18.10)
  • $18.10 Cap: $698M
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• Sportradar Group AG (SRAD $23.22)
  • $23.22 Cap: $6.92B
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• Karman Holdings Inc. (KRMN $69.02)
  • $69.02 P/E (TTM): 961.0X Cap: $9.17B
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• Limbach Holdings Inc. (LMB $76.00)
  • $76.00 P/E (TTM): 24.59X Cap: $857M
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Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Upvote 7

Read Answer Asked by Tim on November 03, 2025

• Western Energy Services Corp. (WRG $2.13)
  • $2.13 Cap: $72M
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Q: This company seems to be financially stable and I am wondering what your thoughts are regarding a speculative purchase. I note that Sime Armoyan has a big chunk of this also.

Thanks!

Upvote 1

Read Answer Asked by Robert on November 03, 2025

• Coveo Solutions Inc. Subordinate voting shares (CVO $6.04)
  • $6.04 Cap: $593M
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Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.

As always, would appreciate your viewpoint.

Upvote 4

Read Answer Asked by karl on November 02, 2025

• Aecon Group Inc. (ARE $30.41)
  • $30.41 P/E (TTM): 312.3X Cap: $1.96B
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• MDA Space Ltd. (MDA $25.47)
  • $25.47 P/E (TTM): 30.38X Cap: $3.24B
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Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,

Upvote 5

Read Answer Asked by Helen on October 31, 2025

• Remitly Global Inc. (RELY $14.84)
  • $14.84 P/E (TTM): 169.22X Cap: $2.80B
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Q: Is Remitly Global a well run company considering what they have done in the last few years?

Upvote 3

Read Answer Asked by MG on October 31, 2025

• Abaxx Technologies Inc. (ABXX)
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Q: Can you pls comment on ABXX.

Upvote 3

Read Answer Asked by Valter on October 31, 2025

• Vitalhub Corp. (VHI $8.65)
  • $8.65 P/E (TTM): 176.27X Cap: $559M
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Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L

Upvote 5

Read Answer Asked by Paul on October 30, 2025

• GeneDx Holdings Corp. (WGS $149.54)
  • $149.54 P/E (TTM): 1441.55X Cap: $4.49B
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Q: Hello, can you please comment on the company and recent results?

Thank you
Robert

Upvote 1

Read Answer Asked by Mariusz on October 30, 2025

• Sylogist Ltd. (SYZ $5.76)
  • $5.76 Cap: $133M
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Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?

Upvote 2

Read Answer Asked by Harry on October 30, 2025

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Upvote 1

Read Answer Asked by Joel on October 30, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $13.86)
  • $13.86 P/E (TTM): 18.45X Cap: $943M
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Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Upvote 3

Read Answer Asked by Greg on October 30, 2025

• goeasy Ltd. (GSY $122.04)
  • $122.04 P/E (TTM): 9.15X Cap: $1.98B
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Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.

Upvote 7

Read Answer Asked by Greg on October 30, 2025

• Avalon Advanced Materials Inc. (AVL $0.06)
  • $0.06 Cap: $45M
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Q: DO YOU STILL CONSIDER THIS STOCK A LOTTERY TICKET? LITHIUM I BELIEVE HAS GAINED INTEREST. RECENT MOMENTUM LOOKS GOOD. WHAT IS YOUR OPINION?

Upvote 1

Read Answer Asked by terrance on October 30, 2025

• Ondas Holdings Inc. (ONDS $8.45)
  • $8.45 Cap: $3.06B
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Q: Hi there,

Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?

Thank you!

Upvote 1

Read Answer Asked by Michael on October 30, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $175.02)
  • $175.02 P/E (TTM): 26.31X Cap: $2.14B
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• Neo Performance Materials Inc. (NEO $16.09)
  • $16.09 Cap: $692M
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• Vitalhub Corp. (VHI $8.65)
  • $8.65 P/E (TTM): 176.27X Cap: $559M
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Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.

Upvote 6

Read Answer Asked by Brendon on October 29, 2025

• Hut 8 Corp. (HUT $56.90)
  • $56.90 Cap: $7.04B
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Q: Initially I would appreciate your comments regarding:
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation

Your comments regarding initiating a position in this company\
Thanks
Rick

Upvote 1

Read Answer Asked by Rick on October 29, 2025