Investment Q&A

• BioSyent Inc. (RX $12.90)
  • $12.90 P/E (TTM): 16.67X Cap: $144M
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Q: I have a small position in this company and a long term time horizon.
Looks to me like a good candidate to either go private or be bought out.
Am I way off the mark on this.?
Thanks John

Upvote 1

Read Answer Asked by John on June 28, 2024

• Exro Technologies Inc. (EXRO $0.02)
  • $0.02 Cap: $11M
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Q: Any comments about EXRO Technologies? Over 5 years EXRO has seen $6.50 now at $0.50

Upvote 2

Read Answer Asked by Michael on June 27, 2024

• E3 Lithium Ltd. (ETL $1.11)
  • $1.11 Cap: $101M
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Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you

Upvote 1

Read Answer Asked by Gordon on June 27, 2024

• WSP Global Inc. (WSP $267.90)
  • $267.90 P/E (TTM): 40.45X Cap: $35.06B
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• Stantec Inc. (STN $135.86)
  • $135.86 P/E (TTM): 32.48X Cap: $15.46B
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• TFI International Inc. (TFII $165.38)
  • $165.38 P/E (TTM): 28.75X Cap: $13.25B
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• Bird Construction Inc. (BDT $30.66)
  • $30.66 P/E (TTM): 18.04X Cap: $1.73B
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Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?

Upvote 9

Read Answer Asked by Pierre on June 27, 2024

• WELL Health Technologies Corp. (WELL $4.00)
  • $4.00 Cap: $1B
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Q: Hello 5i team,

Any reason WELL is moving up this past month. Strange that it never moved with past
good quarters but now is moving upwards with nothing really happening.

Andrew

Upvote 7

Read Answer Asked by Andrew on June 27, 2024

• Invesco S&P MidCap Quality ETF (XMHQ $106.80)
  • $106.80 P/E (TTM): 17.83X Cap: $5.25B
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Q: Can you comment on the prospects for XMHQ?

Upvote 5

Read Answer Asked by Kim on June 27, 2024

• Toromont Industries Ltd. (TIH $178.59)
  • $178.59 P/E (TTM): 28.92X Cap: $14.47B
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• Kinaxis Inc. (KXS $122.85)
  • $122.85 P/E (TTM): 79.39X Cap: $3.45B
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• TerraVest Industries Inc. (TVK $140.77)
  • $140.77 Cap: $3.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.08)
  • $188.08 P/E (TTM): 27.18X Cap: $2.27B
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• Ulta Beauty Inc. (ULTA $683.22)
  • $683.22 P/E (TTM): 25.55X Cap: $29.52B
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• Elastic N.V. (ESTC $59.74)
  • $59.74 Cap: $6.32B
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• Aspen Aerogels Inc. (ASPN $3.20)
  • $3.20 Cap: $276M
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.27)
  • $9.27 P/E (TTM): 9.79X Cap: $270M
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• Celsius Holdings Inc. (CELH $48.57)
  • $48.57 P/E (TTM): 466.55X Cap: $12.98B
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• Propel Holdings Inc. (PRL $24.80)
  • $24.80 P/E (TTM): 11.83X Cap: $972M
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• Nextpower Inc. (NXT $115.05)
  • $115.05 P/E (TTM): 30.03X Cap: $17.79B
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Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim

Upvote 39

Read Answer Asked by Timothy on June 26, 2024

• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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Q: would you buy the stock given the news of capital returned and 2 new stocks being issued?

Upvote 1

Read Answer Asked by Gary on June 26, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X
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Q: I see trading on payfare has been halted. Can you give the reason why.

Thanks

Upvote 2

Read Answer Asked by steven on June 26, 2024

• Century Communities Inc. (CCS $68.90)
  • $68.90 P/E (TTM): 9.19X Cap: $1.82B
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Q: Hi 5i - looking to please get some insight on CCS. Have held it for a while in a LIRA and make very decent returns. Noticing analysts are split 50-50 on a HOLD and SELL. Do you think it's time to take my winnings and reinvest? If so, do you have recommendations? Thanks as always.

Upvote 1

Read Answer Asked by Julie on June 25, 2024

• BRP Inc. Subordinate Voting Shares (DOO $109.54)
  • $109.54 Cap: $7.84B
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• Premium Brands Holdings Corporation (PBH $99.07)
  • $99.07 P/E (TTM): 64.72X Cap: $4.34B
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• lululemon athletica inc. (LULU $175.85)
  • $175.85 P/E (TTM): 12.46X Cap: $19.24B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.08)
  • $188.08 P/E (TTM): 27.18X Cap: $2.27B
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Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Upvote 23

Read Answer Asked by Peter on June 25, 2024

• SolarEdge Technologies Inc. (SEDG $33.24)
  • $33.24 Cap: $1.85B
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Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Upvote 1

Read Answer Asked by Stephen on June 25, 2024

• AutoCanada Inc. (ACQ $29.28)
  • $29.28 P/E (TTM): 18.45X Cap: $679M
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Q: Your thoughts on ACQ. Buy, sell or hold?

Upvote 2

Read Answer Asked by Charles on June 25, 2024

• Linamar Corporation (LNR $90.22)
  • $90.22 P/E (TTM): 21.06X Cap: $5.21B
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Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

Upvote 2

Read Answer Asked by Lloyd on June 24, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X
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Q: Payfare is currently under a CTO as (quoted from their press release):

"The delay in the Annual Filings is due solely to the delay in receiving the System and Organization Controls (" SOC 1") auditor's report from its material vendor (the " Vendor ") which is required in order for the Company's independent auditors to complete their required audit procedures to issue their opinion"

How much of a concern or potential red flag do you view this to be?

Thanks

Upvote 2

Read Answer Asked by Scott on June 24, 2024

• COSCIENS Biopharma Inc. (AEZS)
  • Cap: $7M
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Q: Any idea why this is dropping so drastically following the CZO merger?

Upvote 2

Read Answer Asked by Rick on June 21, 2024

• Meta Critical Minerals Inc. (TROY)
  • Cap: $12M
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Q: Can I please have your view on TROY?

Upvote 1

Read Answer Asked by John on June 21, 2024

• Artis Real Estate Investment Trust (AX.UN)
  • Cap: $920M
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• Dream Office Real Estate Investment Trust (D.UN $18.66)
  • $18.66 Cap: $306M
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Q: I have seen tweets here and there that Artis is accumulating units of Dream office. What would the motivation behind this? Thanks for any insight you can provide.

Upvote 2

Read Answer Asked by Jeff on June 21, 2024

• Sprinklr Inc. Class A (CXM $6.05)
  • $6.05 P/E (TTM): 15.73X Cap: $1.57B
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Q: Would you please provide an update on CXM (Sprinklr)? Is it time to cut my losses and move on?

Upvote 1

Read Answer Asked by Catherine on June 21, 2024

• E3 Lithium Ltd. (ETL $1.11)
  • $1.11 Cap: $101M
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Q: Can you provide an update. It’s beginning to look like dead money

Upvote 1

Read Answer Asked by Philip on June 20, 2024