Investment Q&A

• Sangoma Technologies Corporation (STC $7.81)
  • $7.81 Cap: $261M
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Q: Good buy for someone with 5+ year holding period?
Thanks

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Read Answer Asked by Curtis on May 12, 2022

• Dye & Durham Limited (DND $10.80)
  • $10.80 Cap: $725M
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Q: On the previous question about DND you answered "At 6.8x earnings, it is very cheap and we think the risks are more than priced in at this point."

I would agree but how did you come up with 6.8 x earnings? I'm not coming up with this ratio at all TTM or future. Please explain the math behind it.

Dave

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Read Answer Asked by Shanelle on May 12, 2022

• Geodrill Limited Ordinary Shares (GEO $3.40)
  • $3.40 P/E (TTM): 8.93X Cap: $160M
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Q: Geodrill first q results looked good to me. I was also pleased to see that the company announced that insiders exercised 1,170,000 options at an exercise price of CAD$2.14 for proceeds of approximately CAD$2.5M.
I often find when insiders buy on "the sky is falling days" that it is a good indication that the shares are in the bargain bin.
Likewise, there 2 large inside buys of BAM.A on Monday by Flatt and Cockwell-- both very smart guys.

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Read Answer Asked by Murray on May 12, 2022

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Hi 5i Team - Could you provide an update on Mission Ready Solutions. How much cash and how much debt does it have. In general what is the state of the balance sheet - can it weather a continued downturn. Could you also comment on insider trading and potential going forward. Thanks.

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Read Answer Asked by Rob on May 12, 2022

• Leon's Furniture Limited (LNF $29.26)
  • $29.26 P/E (TTM): 12.25X Cap: $1.99B
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Q: Greetings 5i team and thank you for answering the phone during these rocky times.
The 30 Apr 22 Model Inc Portfolio has LNF at a 'B' whereas the 3 Sep 21 Report on LNF is 'B+'. Plse confirm LNF is a 'B+'. Also, if you were to write a report on LNF today would you be likely to maintain the 'B+'?
Thanks again
SP

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Read Answer Asked by Steve on May 11, 2022

• High Arctic Energy Services Inc. (HWO $0.80)
  • $0.80 Cap: $10M
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• Buhler Industries Inc. (BUI $7.29)
  • $7.29 P/E (TTM): 928.03X Cap: $182M
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• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Is there any small cap companies that have caught your interest for insider buying.

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Read Answer Asked by Steve on May 11, 2022

• Alphamin Resources Corp. (AFM $0.97)
  • $0.97 P/E (TTM): 7.99X Cap: $1.26B
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• Bragg Gaming Group Inc. (BRAG $3.87)
  • $3.87 Cap: $98M
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• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 9.18X Cap: $1.71B
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Q: Could you please give the earning consensus for these three stocks

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Read Answer Asked by Bruce on May 11, 2022

• Superior Plus Corp. (SPB $7.58)
  • $7.58 P/E (TTM): 30.87X Cap: $1.70B
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• Alaris Equity Partners Income Trust (AD.UN $19.16)
  • $19.16 P/E (TTM): 6.21X Cap: $870M
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• Exchange Income Corporation (EIF $70.31)
  • $70.31 P/E (TTM): 27.68X Cap: $3.61B
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Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

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Read Answer Asked by Derek on May 11, 2022

• Richards Packaging Income Fund (RPI.UN $34.18)
  • $34.18 P/E (TTM): 16.59X Cap: $374M
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Q: Hi, Could you please comment on company’s earning release, its outlook and valuation. Thanks

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Read Answer Asked by rajeev on May 10, 2022

• Alpha and Omega Semiconductor Limited (AOSL $28.43)
  • $28.43 Cap: $853M
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Q: Can you comment on the latest earning? It looks like a beat but why drop so much, 20%?

Thanks

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Read Answer Asked by Adam on May 10, 2022

• Exco Technologies Limited (XTC $6.84)
  • $6.84 P/E (TTM): 11.1X Cap: $262M
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Q: The last earnings were disappointing and the price trend negative for a period of time. What do you think of XTC.A and its opportunities going forward. Would you buy at this time or sell?

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Read Answer Asked by David on May 10, 2022

• InMode Ltd. (INMD $14.83)
  • $14.83 Cap: $1.03B
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Q: INMD looks cheap at this price. What am I missing? Why is it being hit harder than the markets?

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Read Answer Asked by Nick on May 10, 2022

• StorageVault Canada Inc. (SVI $4.81)
  • $4.81 Cap: $1.75B
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Q: looking to get in some storage vault during this pull back, is it safe to dip my toes back in .

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Read Answer Asked by Tony on May 10, 2022

• Chemtrade Logistics Income Fund (CHE.UN $12.86)
  • $12.86 P/E (TTM): 12.18X Cap: $1.45B
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Q: Would appreciate your comments on their earnings.
With a payout ratio of 25% for the quarter and 48% for the year, do you see this as an attractive dividend stock at this time?
Thanks! ... Paul K

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Read Answer Asked by Paul on May 10, 2022

• 5N Plus Inc. (VNP $14.95)
  • $14.95 P/E (TTM): 30.45X Cap: $1.33B
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Q: Could you comment on the earnings here? Market doesn't like them- but seems extreme.

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Read Answer Asked by Robert on May 09, 2022

• WildBrain Ltd. 5.875% Convertible Unsecured Subordinated Debentures (WILD.DB $99.90)
  • $99.90 Cap: $20.59B
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Q: Former DHX Media which was a favourite of yours years ago in the $10 range. Does Fine Capital still own a lot of stock? The CEO appears to be doing a good job. I like his Marvel experience and the fact that he sold two companies in prior years. Can you analyze their earnings last night?

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Read Answer Asked by Helen on May 09, 2022

• Cielo Waste Solutions Corp. (CMC $0.06)
  • $0.06 Cap: $8M
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Q: With price of fuel at levels we have almost never seen. This company Cielo has a possibility to make his mark. Is there any update on there progress if not when could we expect some input. Lets face it oil wells will go empty one day we need to look at all other alternative. Thanks
Hubert

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Read Answer Asked by Hubert on May 09, 2022

• Magnite Inc. (MGNI $23.87)
  • $23.87 P/E (TTM): 77.87X Cap: $3.39B
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Q: Please comment on Mgni's Q1 results released on May 4,& guidance. Apparently Rev & Eps beat estimates. On May 5 it closed at $10.94 + 0.32 despite great Bear attack on the markets.On may 6 dropped $1.07 to $9.87.Any reasons. Txs for u usual great services & views.May have asked similiar Q earlier

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Read Answer Asked by Peter on May 09, 2022

• Gratomic Inc. (GRAT $0.03)
  • $0.03 Cap: $6M
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Q: They raised $5.5 million in march at 1.40.
Why do you think the current .52 sp is so low.
Is this the bottom?
Thank you

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Read Answer Asked by JACK on May 09, 2022

• Vanguard Small Cap ETF (VB $255.41)
  • $255.41 P/E (TTM): 18.83X Cap: $63.26B
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Q: Vanguard Small-Cap ETF (VB) Would this ETF be worth including in a portfolio?

Thank you.

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Read Answer Asked by Ross on May 09, 2022