Investment Q&A

• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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Q: Peter; With the article on LENDCARE, whose parent company is GSY, do you see this affecting GSY? Thanks,
Rod

Upvote 6

Read Answer Asked by Rodney on November 25, 2025

• TECSYS Inc. (TCS $23.31)
  • $23.31 P/E (TTM): 64.75X Cap: $343M
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• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $387M
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• Quarterhill Inc. (QTRH)
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.74)
  • $9.74 P/E (TTM): 9.74X Cap: $278M
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• Neo-Concept International Group Holdings Limited (NCI $2.39)
  • $2.39 Cap: $9M
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• MDA Space Ltd. (MDA $34.90)
  • $34.90 P/E (TTM): 41.06X Cap: $4.40B
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• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $2.70)
  • $2.70 Cap: $58M
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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• illumin Holdings Inc. (ILLM $0.97)
  • $0.97 Cap: $50M
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Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?

Upvote 11

Read Answer Asked by Brendon on November 25, 2025

• Commerce Resources Corp. (CCE)
  • Cap: $33M
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• Geomega Resources Inc. (GMA $0.35)
  • $0.35 Cap: $51M
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• Avalon Advanced Materials Inc. (AVL $0.07)
  • $0.07 Cap: $58M
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Q: With the reliance on rare earths becoming more profound lately and the need to possibly mine more rare earths in-house I'd like your thoughts on these companies going forward.
Please rate the following companies in terms of future growth and possible share price appreciation,AVL:TSX,TSXV:GMA,TSXV:CCE

Upvote 2

Read Answer Asked by Kevin on November 24, 2025

• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 123.17X Cap: $2.26B
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Q: Good afternoon,
The numbers looked good from Kraken today, your thoughts going forward?
Thank you

Upvote 10

Read Answer Asked by Marty on November 24, 2025

• Dye & Durham Limited (DND $3.73)
  • $3.73 Cap: $250M
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Q: Hi 5i
Currently hold a small position in DND. The Stock had a brief pop last Fridays on news of an unsolicited offer from Plantro at approximately double the previous days closing share price suggesting possible $5 SP.
What is 5i's opinion on this offer and on the possibility of it being successful?
Time frame ?

thx

Upvote 2

Read Answer Asked by jim on November 24, 2025

• Caldwell Partners International Inc. (The) (CWL $0.96)
  • $0.96 P/E (TTM): 10.67X Cap: $28M
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Q: Your thoughts about Caldwells Q4 and Fiscal 2025 results, dividend increase and outlook?

Upvote 2

Read Answer Asked by Charles on November 24, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $89.06)
  • $89.06 P/E (TTM): 685.08X Cap: $15.16B
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Q: ZenaTech - ZENA on the Nasdaq, looks like an interesting product offering, would you consider it investable? Another company with the same product that you like better?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 24, 2025

• Genius Sports Limited (GENI $5.79)
  • $5.79 Cap: $1.38B
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• Sportradar Group AG (SRAD $16.47)
  • $16.47 Cap: $4.93B
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Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Upvote 7

Read Answer Asked by Shane on November 24, 2025

• Tiny Ltd. (TINY $7.14)
  • $7.14 Cap: $210M
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Q: What are your thoughts on this small cap that was at one time a high flyer?
Would love your analysis on there recent Earnings report and do you see some good things down the road?
Thanx as always
Gary

Upvote 2

Read Answer Asked by Gary on November 24, 2025

• WonderFi Technologies Inc. (WNDR $0.31)
  • $0.31 Cap: $206M
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Q: What is going on with this Company? Has it still been sold?

Thanx as always
Gary

Upvote 1

Read Answer Asked by Gary on November 24, 2025

• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 123.17X Cap: $2.26B
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• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $387M
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• Vitalhub Corp. (VHI $7.99)
  • $7.99 P/E (TTM): 156.67X Cap: $504M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.49)
  • $29.49 Cap: $11.51B
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• VPN Technologies (VPN)
  • Cap: $5M
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Q: Hi, these are my growth stock and would like to know in which order you would sell . Will sell one and maybe lighten up on on two other.
Thanks

Upvote 11

Read Answer Asked by Brad on November 21, 2025

• Hemisphere Energy Corporation (HME $2.13)
  • $2.13 P/E (TTM): 7.1X Cap: $201M
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• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.82X Cap: $90.73B
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• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.03X Cap: $159.88B
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• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
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• Wheaton Precious Metals Corp. (WPM $198.68)
  • $198.68 P/E (TTM): 63.16X Cap: $90.20B
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• Tourmaline Oil Corp. (TOU $61.80)
  • $61.80 P/E (TTM): 17.71X Cap: $23.91B
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• Kelt Exploration Ltd. (KEL $8.29)
  • $8.29 P/E (TTM): 29.61X Cap: $1.65B
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• Agnico Eagle Mines Limited (AEM $295.07)
  • $295.07 P/E (TTM): 37.22X Cap: $148.33B
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• Capstone Copper Corp. (CS $15.86)
  • $15.86 P/E (TTM): 29.2X Cap: $12.10B
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• Tamarack Valley Energy Ltd. (TVE $9.59)
  • $9.59 Cap: $483M
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• Denison Mines Corp. (DML $5.16)
  • $5.16 Cap: $4.63B
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• 5N Plus Inc. (VNP $27.72)
  • $27.72 P/E (TTM): 41.67X Cap: $2.46B
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• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
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• Silvercorp Metals Inc. (SVM $14.97)
  • $14.97 P/E (TTM): 91.89X Cap: $3.29B
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• Lundin Gold Inc. (LUG $109.59)
  • $109.59 P/E (TTM): 28.42X Cap: $26.45B
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• Neo Performance Materials Inc. (NEO $20.56)
  • $20.56 Cap: $855M
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• G Mining Ventures Corp. (GMIN $49.32)
  • $49.32 P/E (TTM): 33.95X Cap: $11.23B
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Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Upvote 18

Read Answer Asked by Stephen R. on November 21, 2025

• EarthLabs Inc (SPOT $0.42)
  • $0.42 P/E (TTM): 2.77X Cap: $57M
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Q: Hi crew, could I get your quick analysis on Earthlabs? Sprott has some interest in the company. What results will the company need to get them to over a dollar a share? Thank you,
Kevin

Upvote 1

Read Answer Asked by Kevin on November 21, 2025

• Mene Inc. (MENE $0.18)
  • $0.18 Cap: $46M
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Q: With very low expectations for MENE were these "ok" Q3 results? Turned a corner or one off boost because gold is at all time highs?

Upvote 1

Read Answer Asked by MG on November 21, 2025

• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 123.17X Cap: $2.26B
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• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $387M
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Q: Is KSI a candidate for tax loss selling? If so what would you replace it with? VHI?

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on November 21, 2025

• CanCambria Energy Corp. (CCEC $0.41)
  • $0.41 Cap: $50M
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Q: Could you please provide your thoughts on the above company. I am thinking about taking a small position initially.

Upvote 1

Read Answer Asked by david on November 20, 2025

• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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Q: Hi 5i Team - I am having some difficulty deciding whether to sell or hold onto my shares of Propel. Could you summarize the reasons for its decline as well as the potential for recovery over both the next year and longer term. Do you have confidence in the ability of management to do this. There are certainly many developing opportunities in other companies to use the money if I were to sell. Thanks.

Upvote 12

Read Answer Asked by Rob on November 20, 2025

• MTY Food Group Inc. (MTY $42.35)
  • $42.35 P/E (TTM): 29.62X Cap: $967M
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Q: would you consider MTY stock to be a hold ? or a sell ? with the recent news. I've owned this for several years.

Upvote 1

Read Answer Asked by steve on November 19, 2025

• Mattr Corp. (MATR $9.20)
  • $9.20 P/E (TTM): 15.86X Cap: $562M
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Q: Hi
Is there any hope holding on to this stock long-term.
Thank you.
Fred

Upvote 1

Read Answer Asked by fred on November 19, 2025

• Defense Metals Corp. (DEFN $0.23)
  • $0.23 Cap: $88M
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Q: Greetings 5i,

Your thoughts on DEFN amidst all this Rare Earth hype would be appreciated.

Cheers!

Upvote 3

Read Answer Asked by Duane on November 19, 2025