Investment Q&A

• Dye & Durham Limited (DND $3.60)
  • $3.60 Cap: $243M
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Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks

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Read Answer Asked by Shanelle on December 19, 2022

• HEXO Corp. (HEXO $0.88)
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Q: Management continues to rationalize operations and cut costs. A potentially painful share consolidation of 1 for 14 so the company can retain its NASDAQ listing. Is there any value here with the most recent collapse, in a very long series of collapses, of the stock price? Or is this just a bad trip ...

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Read Answer Asked by Derrick on December 19, 2022

• Waterloo Brewing Ltd. (WBR $4.01)
  • $4.01 P/E (TTM): 141.39X
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Q: Good morning team, thoughts on the odds of a rival bid for WBR?

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Read Answer Asked by Robert on December 16, 2022

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $862M
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Q: Please comment on their earnings and future outlook. Thanks.

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Read Answer Asked by Michael on December 16, 2022

• Waterloo Brewing Ltd. (WBR $4.01)
  • $4.01 P/E (TTM): 141.39X
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Q: How can they sell so cheap.Management getting sweet deal?

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Read Answer Asked by Don on December 15, 2022

• Kinaxis Inc. (KXS $119.08)
  • $119.08 P/E (TTM): 75.6X Cap: $3.34B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.74B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $862M
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• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• InMode Ltd. (INMD $14.20)
  • $14.20 Cap: $899M
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• Celsius Holdings Inc. (CELH $49.22)
  • $49.22 P/E (TTM): 439.27X Cap: $12.45B
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Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?

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Read Answer Asked by Chris on December 15, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $862M
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Q: tcn, ecn
what is your option on owning these stocks for 3 year period or longer
thanks

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Read Answer Asked by gabriel on December 15, 2022

• IBC Advanced Alloys Corp. (IB $0.21)
  • $0.21 Cap: $21M
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Q: Not even sure why I bought this company many years ago but with the recent drop wondering if its an opportunity to buy more. What's your view on their financial situation?

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Read Answer Asked by Brendon on December 15, 2022

• Kinaxis Inc. (KXS $119.08)
  • $119.08 P/E (TTM): 75.6X Cap: $3.34B
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• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.74B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $862M
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• WELL Health Technologies Corp. (WELL $3.85)
  • $3.85 Cap: $977M
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• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• InMode Ltd. (INMD $14.20)
  • $14.20 Cap: $899M
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• Azenta Inc. (AZTA $28.03)
  • $28.03 Cap: $1.37B
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• Sensus Healthcare Inc. (SRTS $3.82)
  • $3.82 Cap: $63M
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Q: In anticipation of a January small cap bounce, please recommend 4 Cnd and 4 US stocks to start to track now. Thanks for your continued guidance,

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Read Answer Asked by Rob on December 15, 2022

• Dye & Durham Limited (DND $3.60)
  • $3.60 Cap: $243M
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Q: The Globe and Mail has an interesting piece on DND. Apparently the CEO has received share grants of over 9,000,000 shares in the last 3 years. These have a current market value of over $100,000,000. The market cap of the company is only $900,000,000. I see red flags, but Mr. Proud sees a parade. What do you think?

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Read Answer Asked by Michael on December 14, 2022

• Valeura Energy Inc. (VLE $10.95)
  • $10.95 P/E (TTM): 3.66X Cap: $1.16B
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Q: Can you comment on the stock with its recent acquisition and its share spike. Would you consider it a buy and if so at what price.

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Read Answer Asked by Bruce on December 14, 2022

• Xebec Adsorption Inc. (XBC $0.51)
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Q: What can be learned from XBC fall from grace? It was a highly touted stock and went to zero in a flash. Were there any warning signs that in retrospect you should have seen and can you share those with us as a teaching moment for us, your subscribers.

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Read Answer Asked by Sandy on December 14, 2022

• Algoma Steel Group Inc. (ASTL $6.38)
  • $6.38 Cap: $669M
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Q: Your thoughts on ASTL ? Is it "safe" ? I note it is at a 52 week low.

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Read Answer Asked by Randy on December 14, 2022

• Fobi AI Inc. (FOBI $0.04)
  • $0.04 Cap: $8M
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Q: I have a position in FOBI and am down quite a bit. I understand small caps are under a lot of pressure currently. Is there a worry that this company could go bankrupt? With a longer term outlook would you continue to hold it ?

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Read Answer Asked by Ken on December 14, 2022

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 19.0X Cap: $76M
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• Argonaut Gold Inc. (AR $0.52)
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• Plurilock Security Inc. (PLUR $0.18)
  • $0.18 Cap: $14M
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• BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
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• Haivision Systems Inc. (HAI $9.41)
  • $9.41 Cap: $255M
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• Emerge Commerce Ltd. (ECOM $0.11)
  • $0.11 Cap: $15M
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• D2L Inc. Subordinate Voting Shares (DTOL $10.05)
  • $10.05 P/E (TTM): 14.3X Cap: $549M
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• WonderFi Technologies Inc. common share purchase warrants (WNDR.WT.A $0.01)
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Q: I have several small cap stocks which are significantly down in 2022. I need to harvest some tax losses. Can you rank these in on a scale of 1 to 10.....#1 being "Sell for sure", and #10 = "speculative hold for possible recovery".

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Read Answer Asked by Craig on December 14, 2022

• MDA Space Ltd. (MDA $37.84)
  • $37.84 P/E (TTM): 46.56X Cap: $4.77B
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Q: Looks attractive at these prices. Is it considered cheap with good upside in the future?

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Read Answer Asked by Chris on December 13, 2022

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: is there any hope after latest drop.The company has been quiet

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Read Answer Asked by Don on December 13, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Converge Technology Solutions Corp. Announces Houlihan Lokey Capital, Inc and Canaccord Genuity Corp as Co-financial Advisors. Does this strongly point to a deal being considered or just part of the strategic review process.

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Read Answer Asked by Steve on December 12, 2022

• Largo Inc. (LGO $1.92)
  • $1.92 Cap: $159M
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Q: hi,
thoughts on LGO as an investment?
cheers, chris

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Read Answer Asked by chris on December 12, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $7M
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Q: Hello 5i Team
I have a same position in the above stock do you recommend that I hold on to them or move to something else. Where is there more upside in 2023 ?
Thanks

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Read Answer Asked by claudio on December 12, 2022