Investment Q&A

• Blackline Safety Corp. (BLN $6.77)
  • $6.77 Cap: $584M
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Q: Can you update your opinion of Blackline Safety and its cash flow milestones? Would you recommend as a small/micro cap?

Upvote 1

Read Answer Asked by Earl on December 11, 2023

• ADF Group Inc. Subordinate Voting Shares (DRX $9.19)
  • $9.19 P/E (TTM): 9.1X Cap: $262M
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Q: Peter; Does the family have a controlling stock position ? And do any institutions hold a large portion? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on December 11, 2023

• Spire Global Inc. Class A (SPIR $10.48)
  • $10.48 P/E (TTM): 22.35X Cap: $332M
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Q: Can you provide you view on this company. How do you like the risk/reward factor? What does the runway look like until fresh cash flow and profitability growth kicks in?
thx

Upvote 1

Read Answer Asked by Chris on December 08, 2023

• Pieridae Energy Limited (PEA)
  • Cap: $95M
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Q: How would you think about this company, in terms of debt? Too much?

Thanks.

Upvote 1

Read Answer Asked by Riku on December 08, 2023

• Nextech3D AI Corporation Com (NTAR $0.15)
  • $0.15 Cap: $34M
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Q: Most of the recent news on NTAR has been positive. They seem to be doing some business with Amazon and other large retailers yet the stock is near historic lows. Tour thoughts please. Thanks

Upvote 3

Read Answer Asked by george on December 08, 2023

• Arianne Phosphate Inc. (DAN $0.20)
  • $0.20 Cap: $42M
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• Scotts Miracle-Gro Company (The) (SMG $61.77)
  • $61.77 P/E (TTM): 23.85X Cap: $3.52B
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• American Vanguard Corporation ($0.10 Par Value) (AVD $3.85)
  • $3.85 Cap: $108M
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• Bioceres Crop Solutions Corp. (BIOX $1.26)
  • $1.26 Cap: $91M
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Q: Are there any decent long-term growth small/micro-cap names in the phosphate/agricultural fertilizer business?

Upvote 3

Read Answer Asked by David on December 08, 2023

• Yangarra Resources Ltd. (YGR $1.06)
  • $1.06 P/E (TTM): 5.89X Cap: $107M
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Q: Would appreciate your current opinion on YGR after last report. Thanks

Upvote 1

Read Answer Asked by george on December 08, 2023

• Baylin Technologies Inc. (BYL $0.28)
  • $0.28 Cap: $42M
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Q: Hello 5i, I own Baylin and these showed up in my account as RTS Dec 19/23 could you explain what these are

Upvote 2

Read Answer Asked by Michael on December 08, 2023

• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
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• TECSYS Inc. (TCS $29.55)
  • $29.55 P/E (TTM): 84.67X Cap: $435M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: What are your top 4-5 Canadian small cap stocks, that you have on your watchlist?

Upvote 18

Read Answer Asked by Greg on December 08, 2023

• Dexterra Group Inc. (DXT $12.48)
  • $12.48 P/E (TTM): 18.75X Cap: $762M
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Q: Time for an update on DXT? Time to start a position?

Upvote 3

Read Answer Asked by Jim on December 08, 2023

• Valeura Energy Inc. (VLE $8.13)
  • $8.13 P/E (TTM): 2.56X Cap: $862M
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Q: Thoresen has been buying shares of VLE in the public market daily for a month now and own about 13 per cent of total shares now. What is your take on that. Would it be for a buy out. Also can you give an update on the company.
Thanks

Upvote 3

Read Answer Asked by Bruce on December 07, 2023

• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
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Q: Hello 5i Team,
Propel has had a really good month; do you know what is making it move?
Thank you,
Brent

Upvote 4

Read Answer Asked by Brent on December 07, 2023

• Park Lawn Corporation (PLC $26.48)
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Q: any reason for the move today? Time to start a position at this level?

Upvote 3

Read Answer Asked by Jordan on December 07, 2023

• Data Communications Management Corp. (DCM $1.89)
  • $1.89 P/E (TTM): 9.95X Cap: $104M
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• CloudMD Software & Services Inc. (DOC $0.04)
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Q: Do you think it would be a good time to start a position in these two companies.

Upvote 2

Read Answer Asked by Steve on December 07, 2023

• Canopy Growth Corporation (WEED $1.73)
  • $1.73 Cap: $655M
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Q: Hello 5i, I noticed a bump up on pot stocks recently, could you comment as to the reason?

Upvote 1

Read Answer Asked by Michael on December 05, 2023

• GoldMining Inc. (GOLD $1.90)
  • $1.90 Cap: $368M
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Q: Your opinion and outlook please

Upvote 1

Read Answer Asked by dennis on December 05, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.39)
  • $14.39 P/E (TTM): 19.86X Cap: $406M
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Q: I have held this stock for low volatility, a little growth and a steady income. However its performance in the last 12 months has been dreadful. Is is just poorly managed or is there some other fundamental problem with the company?
Do you think there is much of a possibility it could be bought out by its major shareholder?

Upvote 5

Read Answer Asked by angus on December 05, 2023

• Premium Brands Holdings Corporation (PBH $100.43)
  • $100.43 P/E (TTM): 68.28X Cap: $4.48B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.68X Cap: $853M
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
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• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.46X Cap: $2.16B
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• iShares Russell 2000 Value ETF (IWN $191.12)
  • $191.12 P/E (TTM): 14.79X Cap: $12.84B
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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• ISHARES TRUST (IJT $147.46)
  • $147.46 P/E (TTM): 19.13X Cap: $6.52B
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Q: Would appreciate a couple of options for holding some U. S. $$ in a taxable investment account for at least one year. I am more interested in capital appreciation than in current .income in these interesting times. Sector not an issue. Could be individual securities or ETFs. Thanks for your continuing support. Bill

Upvote 11

Read Answer Asked by Bill on December 04, 2023

• Abcourt Mines Inc. (ABI $0.12)
  • $0.12 Cap: $111M
  • View ABI Profile
  • View Questions on ABI

Q: Hello 5i,

I generally use the Q/A database to investigate your research on specific stocks. For the first time, there is a Canadian company with no submitted public questions. (Abcourt Mines). A log established but small GOLD producer. I have owned the company in the past and am now considering establishing a very small position. Mostly because GOLD appears to be breaking out. I am thinking a short term (1 -3 years). Can you comment on the company, it's fundamentals and any other comment sthat you think are relevant. Thank you.

Upvote 2

Read Answer Asked by Jim on December 04, 2023

• Vanguard S&P Small-Cap 600 ETF (VIOO $116.71)
  • $116.71 P/E (TTM): 17.28X Cap: $3.12B
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Q: Vanguard S&P Small-Cap 600 Index Fund; ETF (VIOO).

What is your opinion on this ETF?

A buy or not?

Thank you.

Upvote 3

Read Answer Asked by Ross on December 04, 2023