Investment Q&A

• Aclara Resources Inc. (ARA $3.83)
  • $3.83 Cap: $659M
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Q: ARA is approaching $400M in market cap and recently has been rapidly increasing in share price - I would be interested in hearing your take on the company, especially given by the lack of news that might account for the recent price action. Thanks for all that you do, John

Upvote 1

Read Answer Asked by John on July 25, 2025

• A & W Food Services of Canada Inc. (AW $38.00)
  • $38.00 P/E (TTM): 21.94X Cap: $911M
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Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Upvote 4

Read Answer Asked by Peter on July 24, 2025

• Red Cat Holdings Inc. (RCAT $14.67)
  • $14.67 Cap: $1.46B
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• World Acceptance Corporation (WRLD $179.28)
  • $179.28 P/E (TTM): 12.1X Cap: $976M
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• VTEX Class A (VTEX $4.28)
  • $4.28 Cap: $814M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $28.98)
  • $28.98 P/E (TTM): 16.27X Cap: $1.85B
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• Champion Iron Limited Ordinary Shares (CIA $4.45)
  • $4.45 P/E (TTM): 26.81X Cap: $2.37B
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Q: Is this a good time to buy either of these iron companies?

Upvote 2

Read Answer Asked by John on July 24, 2025

• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 340.59X Cap: $631M
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• Propel Holdings Inc. (PRL $25.84)
  • $25.84 P/E (TTM): 12.36X Cap: $1B
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Monroe Capital Corporation (MRCC $7.02)
  • $7.02 P/E (TTM): 78.44X Cap: $147M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Celestica Inc. (CLS $379.63)
  • $379.63 P/E (TTM): 55.34X Cap: $43.66B
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• goeasy Ltd. (GSY $159.61)
  • $159.61 P/E (TTM): 9.54X Cap: $2.56B
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• WELL Health Technologies Corp. (WELL $5.15)
  • $5.15 Cap: $1.30B
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• Axon Enterprise Inc. (AXON $644.99)
  • $644.99 P/E (TTM): 174.25X Cap: $50.63B
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• Topicus.com Inc. (TOI $137.61)
  • $137.61 P/E (TTM): 66.08X Cap: $11.42B
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• Propel Holdings Inc. (PRL $25.84)
  • $25.84 P/E (TTM): 12.36X Cap: $1B
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• Lumine Group Inc. (LMN $37.34)
  • $37.34 P/E (TTM): 140.64X Cap: $9.58B
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Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Upvote 27

Read Answer Asked by Timothy on July 23, 2025

• Celestica Inc. (CLS $379.63)
  • $379.63 P/E (TTM): 55.34X Cap: $43.66B
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• OceanaGold Corporation (OGC $35.56)
  • $35.56 P/E (TTM): 15.64X Cap: $8.21B
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• 5N Plus Inc. (VNP $18.06)
  • $18.06 P/E (TTM): 36.65X Cap: $1.60B
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• Kraken Robotics Inc. (PNG $6.06)
  • $6.06 P/E (TTM): 104.33X Cap: $1.85B
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• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 340.59X Cap: $631M
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• MDA Space Ltd. (MDA $36.65)
  • $36.65 P/E (TTM): 41.04X Cap: $4.57B
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• Propel Holdings Inc. (PRL $25.84)
  • $25.84 P/E (TTM): 12.36X Cap: $1B
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Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Upvote 39

Read Answer Asked by Greg on July 23, 2025

• Carvana Co. Class A (CVNA $355.42)
  • $355.42 P/E (TTM): 86.26X Cap: $70.85B
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• Opendoor Technologies Inc (OPEN $7.38)
  • $7.38 Cap: $5.43B
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Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• LithiumBank Resources Corp. (LBNK $0.38)
  • $0.38 Cap: $23M
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Q: Please may I have u comments and opinion on Lbnk.Is it buyable,and a good entry point if applicable. Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on July 23, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.56)
  • $139.56 P/E (TTM): 20.89X Cap: $1.66B
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Q: What are the estimates for upcoming Q on July 24.Despite not u style,is it buyable prior to Q release?.Also what is a good entry point? Txs for u usual great services & advices

Upvote 5

Read Answer Asked by Peter on July 23, 2025

• EMX Royalty Corporation (EMX $7.18)
  • $7.18 Cap: $783M
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Q: What is your opinion of this company. Is it a buy?

Upvote 1

Read Answer Asked by christianne on July 23, 2025

• kneat.com inc. (KSI $5.80)
  • $5.80 Cap: $551M
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• WELL Health Technologies Corp. (WELL $5.15)
  • $5.15 Cap: $1.30B
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Q: I have held WELL ( at $5.00 ) for years in my growth oriented TFSA and am starting to look around for replacements. The next set of earnings will be important. Am looking at KSI and have read your report and questions asked. Several questions : will the general negatively towards healthcare be a drag on these two , should I sell partial WELL , do you have other ( CDN ) small cap recommendations ?
Thanks. Derek

Upvote 19

Read Answer Asked by Derek on July 22, 2025

• Frontera Energy Corporation (FEC $5.19)
  • $5.19 Cap: $401M
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Q: Would you provide an update on your thoughts on FEC.

Upvote 1

Read Answer Asked by Brendon on July 22, 2025

• Cantaloupe Inc. (CTLP $10.65)
  • $10.65 P/E (TTM): 12.35X Cap: $781M
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• Genius Sports Limited (GENI $12.24)
  • $12.24 Cap: $2.93B
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• BlackSky Technology Inc. Class A (BKSY $31.63)
  • $31.63 Cap: $1.12B
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Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Upvote 2

Read Answer Asked by dan on July 22, 2025

• BlackSky Technology Inc. Class A (BKSY $31.63)
  • $31.63 Cap: $1.12B
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Q: Hi Folks,

Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!

Upvote 2

Read Answer Asked by Josh on July 22, 2025

• Celestica Inc. (CLS $379.63)
  • $379.63 P/E (TTM): 55.34X Cap: $43.66B
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• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 340.59X Cap: $631M
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• Galaxy Digital Inc. Class A common stock (GLXY $58.93)
  • $58.93 Cap: $22.17B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $32.50)
  • $32.50 P/E (TTM): 11.55X Cap: $707M
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• Topicus.com Inc. (TOI $137.61)
  • $137.61 P/E (TTM): 66.08X Cap: $11.42B
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• Propel Holdings Inc. (PRL $25.84)
  • $25.84 P/E (TTM): 12.36X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.67)
  • $63.67 P/E (TTM): 105.6X Cap: $142.84B
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• Lumine Group Inc. (LMN $37.34)
  • $37.34 P/E (TTM): 140.64X Cap: $9.58B
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Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.

Upvote 15

Read Answer Asked by Chris on July 22, 2025

• Magellan Aerospace Corporation (MAL $16.64)
  • $16.64 P/E (TTM): 25.62X Cap: $950M
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• Firan Technology Group Corporation (FTG $10.53)
  • $10.53 P/E (TTM): 19.0X Cap: $265M
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Q: Your analysis please for these stocks,preference for a 2 to 3 year hold and entry price. Thanx.

Upvote 3

Read Answer Asked by Steve on July 22, 2025