Investment Q&A

Q: 2025 is meant to be a big year for C-COM Satellite Systems? What are your thoughts on CMI, thanks.

Q: Hello 5i research, could you give me a current standing on Archer Aviation compare to similar companies? Is there another prospect in the field of short distance aviation that is worth considering to hold? I would like to buy ACHR and hold fit or the next 5 years.

Thank you

Q: are they good to invest now ? or you have a few better suggestions. thanks.

Q: What are your thoughts please, thanks.

Q: Any update and your analysis if this company will ever be going to be reward its shareholders with good working. So far it only dilutes it shares every 3 or 4 years by merging or acquiring other small companies.
Thanks
Piyush

Q: Your analysis of the company as a transportation sector. Its quality of earning as operating in Transportation sector. How you see it being a small cap stock in transportation sector where big players are TFI:T, CNR:T or CP:T? Is it good small cap to keep for future growth.
Thanks
Piyush

Q: XTRA This company seems to totally fly under the market’s radar. It develops and produces AI tech to provide physical security access at large venues and events. Financials are out soon and optimism is high. Recent multiple new contracts with major sports franchises, arenas and stadiums. Some major player customers (Tesla etc). The technology ought to be deployed at every school entrance across the US. Its major competitor is facing multiple lawsuits over its inferior product and is now embroiled in the New York Mayor/New York Subway contracts scandal. Seems to me the stock price should be on a steep upward projectile, yet it has remained stagnant for ages. What it is about Xtract that the marker doesn’t seem to like? Or is there something more nefarious at play to keep the stock price stifled? Thanks for all your advice and mentoring.

Q: Re PRL earnings. Strange?
Yahoo lists 2023 earnings as $1.35
2024 Est. $2.19
2025 Est. $3.28

Q: Hi 5i Team - Could you provide a summary of the fundamentals for IES Holdings including cash on hand, free cash flow and a measure of its profitability. Could you also provide its growth potential over the next 3 to 5 years and if possible indicate the ratio of organic growth to growth by acquisition. Also what are the insider holdings and has there been any significant buying or selling over the past few months. Is this a company that could benefit substantially from the dramatic increase of data centres needed for AI purposes.
Thanks.

Q: Hi 5i,
DRX keeps falling and I keep crying! What's up? Any news? Any possible catalysts on the horizon? Thank you!

Q: Hello

In just 2 days of trading, this week, stock has dropped from $152 to $136, on no news !
Any thoughts or concerns ?

Thank You

Q: Hi

Do you think that the spat with India is the cause of the share price drop?

Thank you

Mike

Q: ECN seems to be slowly rising from the ashes. Given that 🇨🇦 is now on a downward interest rate cycle, do you see good potential for them going forward? I know you used to think their management team was top notch.

Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Q: Any news on whats happening with Versabank?

Thanks for all the good work.
Cheers, Chris

Q: It must be known by now how Door Dash is replacing Payfare's service. Are they internalizing the immediate pay function or are they selecting an alternate provider? If it was easy to internalize the function aren't other customers likely to follow suit? Pls. give me your best guess on Payfare's future - does it have a saleable service or not?
Thanks, Hugh

Q: How would you rate how management has run these two companies over the last few years? Please include at what valuation or price point one would comfortable starting a small position, if at all. Thanks.

Q: I hold a small amount as a market hedge as the beta is -.16. It trades very thinly and has not issued any stock for at least 10 years. Going back 6 years from 2022 EPS did not grow at all. In 2023 EPS grew 63% from a low base in 2022, and sales 8%. For the 1st 6 mo. of 2024 EPS has grown 36% and sales 6%. In the 2nd Q of 2022 "Project Eagle" initiative began in an effort to revive anemic sales and margins in the US. Technically, the chart looks very positive. The company now has its first every non family member in its 106 year history, as its CEO effective September 1 2024. He had a positive 10 year track record at Coke prior to joining LAS.A in 2020. The company held its 1st ever investor day in 2023. Do you think more shares in this company could be purchased here on the confidence that a turn around is in place? Does the rational for holding and potentially acquiring more of it make sense. Please add insights you may have on the company and the sector it operates in.
Thank you.

Q: I own PRL shares and am happy with their performance. The shares have risen rapidly over the past year and I wonder if shares, either a partial or full position, should be sold. I have seen some data that shows very rapid growth in EPS over the next couple of years .Can you provide key metrics over the next two years that would support your position on this company. Also over this period what would be a reasonable multiple of earnings for the shares? If possible could you factor in its recent acquisition. Thanks.

Q: Hey 5i, the 5 stocks above are favoirites of DKAM and I'm thinking about putting a few in my TFSA. Now the problem is Jason Donville loves all of them but I'm sure 5i probably could tell me if they would rank some above the others? Thanks for your help. Cheers