Investment Q&A

• Avanti Helium Corp. (AVN $0.14)
  • $0.14 Cap: $16M
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• Air Products and Chemicals Inc. (APD $244.77)
  • $244.77 Cap: $54.48B
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• Linde plc (LIN $425.10)
  • $425.10 P/E (TTM): 28.23X Cap: $198.49B
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Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?

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Read Answer Asked by TG on April 22, 2022

• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 68.64X Cap: $4.54B
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Q: WHAT IS YIUR OPINION OF THIS STOCK> THANKS

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Read Answer Asked by gary on April 22, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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• Coveo Solutions Inc. Subordinate voting shares (CVO $6.78)
  • $6.78 Cap: $668M
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Q: I bought the above 3 companies when they IPO. CVO and CPLF have lost almost half their value. Should I sell and the loss.? And what do you think of MAGT?
What would you recommend as replacement?

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Read Answer Asked by Joanne on April 21, 2022

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Would appreciate your comments on results. Thanks John

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Read Answer Asked by John on April 21, 2022

• Replenish Nutrients Holdings Corp Com (ERTH $0.12)
  • $0.12 Cap: $22M
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Q: ERTH .. your opinion please on buying at these levels for future growth

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Read Answer Asked by Bob on April 21, 2022

• Sylogist Ltd. (SYZ $5.60)
  • $5.60 Cap: $130M
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• SunOpta Inc. (SOY $5.02)
  • $5.02 Cap: $607M
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Q: Hi Team,
I have small position of SOY and SYZ at 50% & 36% lost in registered account. Do you think they have chance to rebound at all ?
Your comment is highly appreciated.
Thanks as always,
Tak

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Read Answer Asked by Tak on April 21, 2022

• Trillion Energy International Inc - Ordinary Shares (TCF $0.02)
  • $0.02 Cap: $4M
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Q: I know this is a small cap co.What is your opnion with gas being in short supply in that region.Thanks

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Read Answer Asked by Harris on April 21, 2022

• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 8.84X Cap: $250M
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Q: They released yr end numbers last week. I would appreciate your comments. I think their numbers will get better over the year with their newer higher margin contracts and material automation upgrades kicking in by June. Pays a dividend while waiting. Lots of bridges and their commercial construction projects are across all of the US and Canada

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Read Answer Asked by Murray on April 20, 2022

Q: Mastercraft marine holdings. Interested in this company can you provide your opinion? Thanks
John

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Read Answer Asked by John on April 20, 2022

• Adcore Inc. (ADCO $0.15)
  • $0.15 Cap: $9M
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Q: The company is growing and expanding. But like all adtech was beaten up over the past year. It seems very undervalued now. Is this a good time to get in and hold for the long term?

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Read Answer Asked on April 19, 2022

• Largo Inc. (LGO $1.39)
  • $1.39 Cap: $115M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: I guess you have lost once again my question on these two companies. It was when do you expect revenues to begin from the recent contract at XBC and the battery initiative at LGO.

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Read Answer Asked by Mike on April 19, 2022

• Bragg Gaming Group Inc. (BRAG $2.91)
  • $2.91 Cap: $75M
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Q: BRAG has been a frustrating stock to hold recently. They seem to be doing very well expanding their platform (almost weekly) in Europe but almost every NR the stock goes down. Your comments would be appreciated. Buy, sell or hold

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Read Answer Asked by Bruce on April 19, 2022

• Bee Vectoring Technologies International (BEE)
  • Cap: $33M
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• Good Natured Products Inc. (GDNP $0.02)
  • $0.02 Cap: $5M
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• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
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• AbCellera Biologics Inc. (ABCL $3.69)
  • $3.69 Cap: $1.09B
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• Thinkific Labs Inc. Common Shares (THNC $1.86)
  • $1.86 P/E (TTM): 217.73X Cap: $126M
  • View THNC Profile
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Q: I've been following these stocks for some time and while all risk picks, they do have some appeal to me. They've also all been beaten down the last while - do you have any thoughts on which of these you would find the most appealing currently, or how you would rank them?

Thank you for your advice and all the information you provide.
Evan

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Read Answer Asked by Evan on April 19, 2022

• Docebo Inc. (DCBO $30.44)
  • $30.44 P/E (TTM): 29.25X Cap: $876M
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• Thinkific Labs Inc. Common Shares (THNC $1.86)
  • $1.86 P/E (TTM): 217.73X Cap: $126M
  • View THNC Profile
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• D2L Inc. Subordinate Voting Shares (DTOL $14.07)
  • $14.07 P/E (TTM): 18.96X Cap: $782M
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Q: We have money put away for a 17-year old's growth portfolio (long time horizon of over 10 years, no need for income and willingness to take risk).
Portfolio already has VTI, SKYY, BYD, TSU & SHOP. Thinking of adding DCBO for the balance of cash. Would you endorse this? Or would you recommend a different holding?

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Read Answer Asked by M on April 19, 2022

• Orogen Royalties Inc. (OGN $2.51)
  • $2.51 P/E (TTM): 78.0X Cap: $148M
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Q: Hi 5i Team - Could you provide the latest information on Insider trading in Orogen as well as its most recent cash position and any projects it has that might be of particular interest/potential Also when did Evrim and Renaissance Gold amalgamate to form this company. Thanks.

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Read Answer Asked by Rob on April 19, 2022

• PHX Minerals Inc. (PHX)
  • P/E (TTM): 22.89X Cap: $164M
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Q: Any thoughts about PHX’s immediate prospects and longer term potential?

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Read Answer Asked by David on April 19, 2022

• Redline Communications Group Inc. (RDL $0.90)
  • $0.90 Cap: $15M
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Q: The offer for RDL seems way to low plus given their outlook is strong too. It also looks bad given that Pender Funds owns a big slice of both the buyer (Aviat) and RDL. The board is not acting in good faith here.

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Read Answer Asked by Charles on April 18, 2022

• Caldwell Partners International Inc. (The) (CWL $1.02)
  • $1.02 P/E (TTM): 11.44X Cap: $29M
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Q: Does Caldwell's stock price reflect what is happening with their business? They just posted another big quarter with EPS almost $0.14.

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Read Answer Asked by Charles on April 18, 2022

• Eskay Mining Corp. (ESK $0.27)
  • $0.27 Cap: $50M
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Q: would appreciate your opinion re potential.Thanks.Gaston.

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Read Answer Asked by Gaston on April 18, 2022

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Can you give me your opinion about Cathedral Energy Services? And what do you think of the drillers generally right now? Thank you

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Read Answer Asked by christianne on April 18, 2022