Investment Q&A

• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 312.5X Cap: $717M
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Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member

Upvote 12

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.74)
  • $6.74 Cap: $182M
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Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?

Upvote 3

Read Answer Asked by Peter on February 27, 2026

• Hydrograph Clean Power Inc. (HG $7.70)
  • $7.70 Cap: $2.40B
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Q: I realize the graphene stock 'Hydrograph' is very speculative, but is it worth a small opening position?

Thank you,

Dean

Upvote 2

Read Answer Asked by Dean on February 27, 2026

• Cipher Digital Inc. (CIFR $17.04)
  • $17.04 Cap: $6.91B
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Q: Thoughts on recent earnings, name change and outlook?

Upvote 3

Read Answer Asked by Sal on February 26, 2026

• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.10B
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Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?

Upvote 3

Read Answer Asked by Helen on February 26, 2026

• kneat.com inc. (KSI $4.49)
  • $4.49 Cap: $431M
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Q: Please comment on KSI's earnings. Most metrics look good except for the expanded loss. Any explanation for the increased loss and what do you think of this stock going foward?

Upvote 2

Read Answer Asked by Ken on February 26, 2026

• Polaris Renewable Energy Inc. (PIF $12.78)
  • $12.78 Cap: $267M
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Q: Can you please provide names of Canadian companies who are involved in the geothermal sector?
Thank you.

Upvote 2

Read Answer Asked by Greg on February 26, 2026

• Sailfish Royalty Corp. (FISH $3.48)
  • $3.48 P/E (TTM): 254.34X Cap: $265M
  • View FISH Profile
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Q: Hello. Can I get your take on the recent transaction involving FISH and OR?

What assets does FISH have left post sale?

The new dividend yield will be around 5%. Sustainable?

What do you know about management and their track record?

Wexford owns over half the shares. Who are they?

Thanks!!

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• CEMATRIX Corporation (CEMX $0.56)
  • $0.56 P/E (TTM): 22.0X Cap: $84M
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Q: Could you provide an update on Cematrix: fundamentals, insider holdings, potential for growth, and your opinion on whether this is a good time to buy both for short term and long term.
Thanks.

Upvote 1

Read Answer Asked by Rob on February 26, 2026

• ImmunityBio Inc. (IBRX $7.11)
  • $7.11 Cap: $7.15B
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Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?

Upvote 1

Read Answer Asked by Judith on February 25, 2026

• CECO Environmental Corp. (CECO $74.30)
  • $74.30 P/E (TTM): 54.51X Cap: $2.66B
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Q: Hi Guys,

Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on February 25, 2026

• Ultra Clean Holdings Inc. (UCTT $74.61)
  • $74.61 Cap: $3.34B
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Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?

Upvote 2

Read Answer Asked by Loretta on February 25, 2026

• MCAN Mortgage Corporation (MKP $25.65)
  • $25.65 P/E (TTM): 13.38X Cap: $1.04B
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Q: What do you think of this company for a income investor and their latest quarter.

Upvote 3

Read Answer Asked by don on February 25, 2026

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 56.2X Cap: $65.47B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
  • View PNG Profile
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• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 312.5X Cap: $717M
  • View ZDC Profile
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• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.07X Cap: $32.41B
  • View AXON Profile
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• Kratos Defense & Security Solutions Inc. (KTOS $62.05)
  • $62.05 P/E (TTM): 485.0X Cap: $11.62B
  • View KTOS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Cellebrite DI Ltd. (CLBT $13.35)
  • $13.35 Cap: $3.33B
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Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.

Upvote 18

Read Answer Asked by Alexandra on February 25, 2026

• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 42.28X Cap: $3.14B
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Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.

Upvote 9

Read Answer Asked by Dennis on February 25, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.64X Cap: $3.44B
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Q: Hello 5i
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on February 24, 2026

• Lemonade Inc. (LMND $56.66)
  • $56.66 Cap: $4.35B
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Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?

Upvote 1

Read Answer Asked by Anthony on February 24, 2026

• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.48X Cap: $540M
  • View GSY Profile
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Q: The company has set a release date of earnings as of March 25th. That is more than a month past the normal date.
What maybe causing the delay? This release has the stock down 7 %.
Do you expect the price to fall further?
Is GSY a buy, sell or hold? What might be good buy price?
Thank you

Steve

Upvote 9

Read Answer Asked by Steve on February 24, 2026

Q: Your comments on United States Antimony Corporation(UAMY)appreciated.

Upvote 1

Read Answer Asked by Maurice on February 24, 2026

• PetroTal Corp. (TAL $0.53)
  • $0.53 Cap: $487M
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• Cognyte Software Ltd. (CGNT $9.75)
  • $9.75 Cap: $708M
  • View CGNT Profile
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Q: TAL,chc.v(hot chili),cgnt(copper giant).Your comments on these smallish companies would be appreciated.

Upvote 2

Read Answer Asked by Maurice on February 24, 2026