Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $47.72)
  • $47.72 Cap: $18.63B
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Q: Any reason for the big hit today on big volume. I couldn't find any news and quarterly report not due till No 9

Upvote 1

Read Answer Asked by JEFF on October 31, 2023

• Else Nutrition Holdings Inc. (BABY $0.13)
  • $0.13 Cap: $4M
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Q: Can I get your thoughts please Else Nutrition? Thanks

Upvote 0

Read Answer Asked by MG on October 31, 2023

• ADF Group Inc. Subordinate Voting Shares (DRX $8.78)
  • $8.78 P/E (TTM): 8.78X Cap: $250M
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Q: What is your opinion on this stock as a potential new position at this time? Thanks

Upvote 0

Read Answer Asked by Steven on October 31, 2023

• Thermal Energy International Inc. (TMG $0.15)
  • $0.15 Cap: $25M
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Q: Despite the companies small market cap, the stock price seems to be gaining traction with some new orders. Can I have your opinion of TMG going forward. Thanks

Upvote 1

Read Answer Asked by Bruce on October 31, 2023

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Hi 5i,

Could I please get your thoughts on DND recent earnings?

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on October 31, 2023

• illumin Holdings Inc. (ILLM $1.02)
  • $1.02 Cap: $52M
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Q: What's the outlook on Illumin after the announced departure of CEO in 2024 who is also a major shareholder?

Upvote 0

Read Answer Asked by Nishan on October 31, 2023

• Park Lawn Corporation (PLC $26.48)
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Q: This continues to grind lower and I am thinking it may have gone past a reasonable decline. Any comments you could provide would be appreciated before I start building a position.

Upvote 0

Read Answer Asked by Robert on October 31, 2023

• Western Forest Products Inc. (WEF $13.91)
  • $13.91 Cap: $146M
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Q: Please comment on WEF's Balance sheet and key risks facing the company.

Upvote 0

Read Answer Asked by Harpinder on October 31, 2023

• Galaxy Digital Inc. Class A common stock (GLXY $47.72)
  • $47.72 Cap: $18.63B
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Q: Nice volume and price aprreciation last few days. I did take a 1% position primarily based on your recommendation and I thank you for this. Anything you are aware of that may be driving this.? Also when does company next report?
Thanks
John

Upvote 0

Read Answer Asked by John on October 31, 2023

• Greenlane Renewables Inc. (GRN $0.24)
  • $0.24 P/E (TTM): 23.5X Cap: $37M
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Q: Hi 5i team,

Can you please comment on the recent 35M contract that been rewarded to the company? Will the news be a new catalyst to share price?

Thanks!

Upvote 0

Read Answer Asked by Kirk on October 31, 2023

• Neo Performance Materials Inc. (NEO $19.42)
  • $19.42 Cap: $807M
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Q: I own some NEO performance materials and I noticed it is at 52 week lows, and at the currrent price (a little under $7) the dividend yield is about 5.7 per cent. The net cash on the balance sheet (according to the last quarter) shows that the market cap is about 30 per cent covered by the cash on the balance sheet. This company is profitable, pays a healthy covered dividend, is buying back a few shares with a NCIB and is in a future world part of the economy (magnets for electric cars, wind turbines, defense products, etc. I think I should add more on this weakness in the share price. Am I missing something glaringly wrong with this under-the-radar company?

Upvote 1

Read Answer Asked by Paul on October 30, 2023

• RB Global Inc. (RBA $157.09)
  • $157.09 P/E (TTM): 58.2X Cap: $29.17B
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• XPEL Inc. (XPEL $54.25)
  • $54.25 P/E (TTM): 32.1X Cap: $1.50B
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• ON Semiconductor Corporation (ON $60.33)
  • $60.33 P/E (TTM): 78.35X Cap: $24.27B
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• Ollie's Bargain Outlet Holdings Inc. (OLLI $116.61)
  • $116.61 P/E (TTM): 32.21X Cap: $7.15B
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• e.l.f. Beauty Inc. (ELF $89.99)
  • $89.99 P/E (TTM): 63.37X Cap: $5.36B
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• Kinsale Capital Group Inc. (KNSL $398.84)
  • $398.84 P/E (TTM): 19.6X Cap: $9.27B
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• SPS Commerce Inc. (SPSC $90.07)
  • $90.07 P/E (TTM): 40.39X Cap: $3.39B
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• Weatherford International plc (WFRD $83.74)
  • $83.74 P/E (TTM): 15.09X Cap: $6.29B
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Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Upvote 0

Read Answer Asked by Curtis on October 30, 2023

• Nerdy Inc. Class A (NRDY $1.01)
  • $1.01 Cap: $192M
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Q: Could we have your opinion on NRDT.US as a viable holding.

Thanks

Thomas

Upvote 0

Read Answer Asked by Thomas on October 30, 2023

• Rogers Sugar Inc. (RSI $6.11)
  • $6.11 P/E (TTM): 13.0X Cap: $783M
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Q: RSI which has steadily dropped this year. Should I continue to hold RSI or sell and harvest tax?
Thanks

Upvote 0

Read Answer Asked by Paul on October 30, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.14)
  • $158.14 P/E (TTM): 23.39X Cap: $1.88B
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Q: Nice call on Hammond Power. I have a position in this company. Would you add to it today after the nice gain?

Upvote 1

Read Answer Asked by Les on October 27, 2023

• Moneta Gold Inc. (ME)
  • Cap: $76M
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Q: Could you comment on Moneta Gold and their project update on Oct 19th. National Bank has initiated coverage at Outperform at $3.00/share which is far above the current share price. Your last answer from July 2022 indicated the company had some solid shareholders and is this still the case?

Upvote 0

Read Answer Asked by mike on October 27, 2023

• Propel Holdings Inc. (PRL $23.80)
  • $23.80 P/E (TTM): 10.9X Cap: $936M
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Q: Is it just me or is Propel Holdings trading at quite a ridiculously low p/e for it's growth? What do you think is causing this? Thanks.

Upvote 1

Read Answer Asked by Michael on October 27, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.14)
  • $158.14 P/E (TTM): 23.39X Cap: $1.88B
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Q: The 3rd q numbers came out.comments please.The stock still seems undervalued.

Upvote 0

Read Answer Asked by Murray on October 27, 2023

• Aecon Group Inc. (ARE $33.81)
  • $33.81 P/E (TTM): 338.1X Cap: $2.13B
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Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks

Upvote 0

Read Answer Asked by satish on October 26, 2023

• AirIQ Inc. (IQ $0.53)
  • $0.53 Cap: $14M
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Q: While most microcap tech stocks have been trending down for 2 years now, despite some companies showing financial strength, AirIQ's stock price has been trending upward and hitting new highs. What can we learn from AirIQ?

Upvote 1

Read Answer Asked by Charles on October 26, 2023