Investment Q&A

• Spark Power Group Inc. (SPG $0.82)
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Q: Hi Peter

Can you give us your take on these guys

Thanks Mike B

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Read Answer Asked by Mike on August 08, 2022

• Fluor Corporation (FLR $44.30)
  • $44.30 P/E (TTM): 2.25X Cap: $7.14B
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• NuScale Power Corporation Class A (SMR $19.83)
  • $19.83 Cap: $6B
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Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks

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Read Answer Asked by Ray on August 08, 2022

• Goodfood Market Corp. 5.75% Convertible Unsecured Subordinated Debentures (FOOD.DB $75.00)
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Q: I had these shares in a non self directed RRSP account.
Can you please tell me what you know about these shares. I am down about 75% this year.
I have just transferred to a self directed account.
Is it ok for income? Do you think I should sell?
Thank you

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Read Answer Asked by Lois on August 08, 2022

• goeasy Ltd. (GSY $132.46)
  • $132.46 P/E (TTM): 10.0X Cap: $2.15B
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• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• Propel Holdings Inc. (PRL $22.72)
  • $22.72 P/E (TTM): 10.86X Cap: $904M
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Q: Hi 5i Team,

Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?

Thanks,
Jon

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Read Answer Asked by Jonathan on August 08, 2022

• RioCan Real Estate Investment Trust (REI.UN $19.83)
  • $19.83 P/E (TTM): 90.5X Cap: $5.89B
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• Peyto Exploration & Development Corp. (PEY $22.34)
  • $22.34 P/E (TTM): 11.98X Cap: $4.51B
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• Aecon Group Inc. (ARE $32.02)
  • $32.02 P/E (TTM): 324.6X Cap: $2.10B
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• Freehold Royalties Ltd. (FRU $15.44)
  • $15.44 P/E (TTM): 18.73X Cap: $2.53B
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• Agnico Eagle Mines Limited (AEM $273.74)
  • $273.74 P/E (TTM): 33.2X Cap: $138.91B
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• B2Gold Corp. (BTO $6.48)
  • $6.48 Cap: $8.45B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.29)
  • $13.29 P/E (TTM): 30.74X Cap: $3.86B
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• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
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Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

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Read Answer Asked by Robert on August 08, 2022

• Profound Medical Corp. (PRN $10.72)
  • $10.72 Cap: $348M
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Q: Your opinion on PRN's results and outlook going forward?

Thanks for your service!

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Read Answer Asked by Ozzie on August 05, 2022

• Voxtur Analytics Corp. (VXTR $0.01)
  • $0.01 Cap: $3M
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Q: Hi Team,

Can I get your investment opinion on this company?

Thanks

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Read Answer Asked by David on August 05, 2022

• MindWalk Holdings Corp Com (IPA $6.50)
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• Spark Power Group Inc. (SPG $0.82)
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• Southern Energy Corp. (SOU $0.08)
  • $0.08 Cap: $26M
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• Kolibri Global Energy Inc. (KEI $5.16)
  • $5.16 P/E (TTM): 6.8X Cap: $182M
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Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard

Upvote 1

Read Answer Asked by Howard on August 05, 2022

• NFI Group Inc. (NFI $16.91)
  • $16.91 Cap: $1.99B
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• Viemed Healthcare Inc. (VMD $7.28)
  • $7.28 P/E (TTM): 22.12X Cap: $275M
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Q: Can you comment on the recent quarter for these two company's

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Read Answer Asked by fwb181 on August 04, 2022

• Denison Mines Corp. (DML $4.85)
  • $4.85 Cap: $4.18B
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• UEX Corporation (UEX $0.50)
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• Uranium Energy Corp. (UEC $17.19)
  • $17.19 Cap: $7.13B
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Q: I see there is now a competing offer from Denison, thoughts? Do you see a good old bidding war unfolding here?
thanks

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Read Answer Asked by Chris on August 03, 2022

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Would appreciate your view of latest quarterly. Am in for long term, 5 years plus, but currently underwater by 15%. Appropriate to increase holding or hold tight??

Thanks kindly,
Geoff

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Read Answer Asked by Geoffrey on August 02, 2022

• Doman Building Materials Group Ltd. (DBM $9.78)
  • $9.78 P/E (TTM): 11.01X Cap: $848M
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Q: Good morning folks. I am a relatively cautious retired income investor. I would appreciate your thoughts on DBM. The dividend is attractive. What do you think of the company's outlook? Thanks.

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Read Answer Asked by David on August 02, 2022

• Aecon Group Inc. (ARE $32.02)
  • $32.02 P/E (TTM): 324.6X Cap: $2.10B
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Q: Hi Peter, price is back again to where it was in 2007. Is it the nature of the business, management, poor bets during boom times etc ? Any positive catalysts you see ? Do you think the dividend is at risk, and would you enter ? Thank you.

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Read Answer Asked by Paul on August 02, 2022

• Ultra Clean Holdings Inc. (UCTT $41.10)
  • $41.10 Cap: $1.70B
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Q: Whats your read on their earnings?

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Read Answer Asked by hal on August 02, 2022

• Wellfield Technologies Inc. (WFLD $0.01)
  • $0.01 Cap: $2M
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Q: Could you tell me what you know about Wellfield and your feelings on its prospects for the future. Many thanks.

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Read Answer Asked by Michael on August 02, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

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Read Answer Asked by Rodney on July 29, 2022

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.66)
  • $5.66 Cap: $123M
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Q: PLEASE PROVIDE YOUR ANALYSIS WITH PARTICULAR REFERENCE TO THEIR CURRENT RAISE AND RISK/REWARD OVER THE THE NEXT COUPLE OF YEARS.
THANKS, HUGH

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Read Answer Asked by Hugh on July 29, 2022

• Calian Group Ltd. (CGY $59.38)
  • $59.38 Cap: $677M
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Q: why was there an unusual rise in calian yesterday

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Read Answer Asked by Ronald on July 29, 2022

• FirstService Corporation (FSV $223.04)
  • $223.04 P/E (TTM): 52.99X Cap: $9.95B
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Q: I have been watching this stock for quite some time and read your comments to Greg. A so so earnings report and it has a p/e of 46.40 with expected 10% earnings growth. With this type of market and these figures , I am staying away. I like the company but am looking for much lower price. Your thoughts? Thanks.
Derek

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Read Answer Asked by Derek on July 28, 2022

• Asante Gold Corporation (ASE)
  • Cap: $1.38B
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Q: Hi team,

Can you provide your latest thoughts on this company as an investment?

Thanks!

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Read Answer Asked by David on July 28, 2022