Investment Q&A

• Aurora Innovation Inc. (AUR $4.28)
  • $4.28 Cap: $7.91B
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Q: Can you please provide your view of AUR.
Thank You in advance.

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Read Answer Asked by John on June 01, 2023

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
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Q: What do you think of this company?
Recycling of batteries…building a plant in Kingston, Ontario. Headquartered in Toronto,

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Read Answer Asked by Helen on June 01, 2023

• Trupanion Inc. (TRUP $25.72)
  • $25.72 P/E (TTM): 58.36X Cap: $1.11B
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Q: I tend to be a buy and hold investor and have held Trupanion for a few years. In my TFSA It has fallen quite a bit in the last year and more so in the last 3 months or so. Is there a readily apparent reason for this other than small company jitters in this type of market. What is your general opinion of the stock and is it worth continuing to hold?

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Read Answer Asked by Todd on June 01, 2023

• Wavefront Technology Solutions Inc. (WEE)
  • Cap: $1M
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• Indiva Limited (NDVA)
  • Cap: $5M
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Q: On 5/30 Canopy Growth announced it acquires a 19.99% interest in Ndva,signs some lease agreement and holds an interest in the Wanda brand.Pleasecomment.In view of above,is it worthwhile holding on? No material movement in price after announcement.Txs for u usual great services & advices.

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Read Answer Asked by Peter on June 01, 2023

• Electrovaya Inc. (EFL)
  • Cap: $159M
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Q: Hello 5i, Could you comment on Electrovaya as a company to invest in.

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Read Answer Asked by Michael on May 31, 2023

• Bird Construction Inc. (BDT $37.47)
  • $37.47 P/E (TTM): 20.95X Cap: $1.99B
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Q: Is BDT a good buy at this time?

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Read Answer Asked by David on May 31, 2023

• Digital Turbine Inc. (APPS $2.98)
  • $2.98 Cap: $354M
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Q: im a new buyer long term thinking are institutions getting out of this i dont mind if they are not perfect do you feel they have upside

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Read Answer Asked by cliff on May 31, 2023

Q: My Canadian small caps are really dragging my portfolio down. I just don't understand why these stocks trading at like a 6 P/E are not recovering when technology stocks are skyrocketing. I thought small caps recovered first.

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Read Answer Asked by Pamela on May 30, 2023

• iShares Russell 2000 Growth ETF (IWO $321.78)
  • $321.78 P/E (TTM): 22.36X Cap: $12.44B
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Q: Hi Peter,

I hold IWO in my portfolio, currently at about 30% loss.

What you suggest, hold it, sell it Or ADD MORE OF IT ?

Thanks

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Read Answer Asked by HARRY on May 30, 2023

• RE Royalties Ltd. (RE $0.38)
  • $0.38 Cap: $16M
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Q: Any updated thoughts on RE Royalties, are they cash flow positive yet? Better risk return now?

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Read Answer Asked by Craig on May 29, 2023

• Hamilton Thorne Ltd. (HTL $2.24)
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Q: Hi 5i,
I own HTL and hope you can provide your thoughts on the long term prospects for this company. It seems to be stuck in a trading range for the last year but did very well during 2021 to 2022. I thought the business was very interesting. thanks

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Read Answer Asked by Ian on May 29, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: TIXT stock has been in a steady decline in recent quarters. Does this reflect a decline in their business fundamentals (slower growth) and prospects going forward?

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Read Answer Asked by Joel on May 29, 2023

• Tethys Petroleum Limited (TPL $1.69)
  • $1.69 Cap: $153M
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Q: What is your opinion on TPL for a small investment?

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Read Answer Asked by Ken on May 29, 2023

• BioSyent Inc. (RX $14.50)
  • $14.50 P/E (TTM): 20.2X Cap: $173M
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Q: On May 23 I asked for 5iR thoughts on RX recent quarter. I see that RX does not report until May 26. So would you please hold off my request until they report. Thanks ... Cal

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Read Answer Asked by cal on May 29, 2023

• Logistec (LGTB)
  • P/E (TTM): 30.71X
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Q: Just wondering what your thoughts are on the strategic review initiated and the current rise in the shares. Really can’t find any further news. Got a 5% position and just wondering if one should hold on or sell.
Thanks

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Read Answer Asked by Sonny on May 26, 2023

• Dye & Durham Limited (DND $4.43)
  • $4.43 Cap: $290M
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Q: Thoughts on DND? Down over 8% yesterday with no news (or, at least, none that I can find). Perhaps an opportunity to buy?

Thanks

Dave

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Read Answer Asked by David on May 26, 2023

• Evertz Technologies Limited (ET $16.18)
  • $16.18 P/E (TTM): 19.52X Cap: $1.22B
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Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

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Read Answer Asked by cal on May 26, 2023

• Defence Therapeutics Inc. Class A (DTC $0.60)
  • $0.60 Cap: $33M
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Q: Hi, Your feedback about DTC please.

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Read Answer Asked by Harpinder on May 26, 2023

• Sylogist Ltd. (SYZ $3.66)
  • $3.66 Cap: $85M
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• Descartes Systems Group Inc. (The) (DSG $96.29)
  • $96.29 P/E (TTM): 43.78X Cap: $8.40B
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• Kinaxis Inc. (KXS $138.59)
  • $138.59 P/E (TTM): 42.05X Cap: $3.70B
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• Topicus.com Inc. (TOI $96.88)
  • $96.88 P/E (TTM): 312.2X Cap: $12.48B
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• Lumine Group Inc. (LMN $22.14)
  • $22.14 P/E (TTM): 90.16X Cap: $5.92B
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Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks

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Read Answer Asked on May 25, 2023

• Data Communications Management Corp. (DCM $1.58)
  • $1.58 P/E (TTM): 8.47X Cap: $84M
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Q: DCM had great momentum for a while but it seems to be breaking down. What are your thoughts on this company going forward?

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Read Answer Asked by Marco on May 25, 2023