Investment Q&A

• Constellation Software Inc. (CSU $3,257.27)
  • $3,257.27 P/E (TTM): 80.56X Cap: $69.02B
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• Pinetree Capital Ltd. (PNP $11.90)
  • $11.90 P/E (TTM): 3.97X Cap: $111M
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• TruBridge Inc. (TBRG $19.50)
  • $19.50 Cap: $292M
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Q: What can u tell me about this company? It seems to have a very low P/E but recently has had a bit of a pullback. I am not a holder of it but it has had a steadily rising stock price last 5 years. Would you consider it a good investment and why or why not? Thank you.

Upvote 5

Read Answer Asked by John on July 07, 2025

• Mattr Corp. (MATR $10.38)
  • $10.38 P/E (TTM): 14.28X Cap: $632M
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Q: Peter and His Wonder Team
When you look at geopolitics, international tariffs and the companies strength do you think it is a buy at this level? If not what is it's biggest risk? Thanks for your professional opinion.

Upvote 1

Read Answer Asked by Ernest on July 05, 2025

• Gatekeeper Systems Inc. (GSI $2.34)
  • $2.34 Cap: $244M
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Q: Hello 5i Could you comment on Gatekeeper as a company to invest in and why the recent spike in the share price

Upvote 3

Read Answer Asked by Michael on July 05, 2025

• Cellebrite DI Ltd. (CLBT $15.70)
  • $15.70 Cap: $3.75B
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Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Upvote 5

Read Answer Asked by Bill on July 04, 2025

• Atrium Mortgage Investment Corporation (AI $11.22)
  • $11.22 P/E (TTM): 10.72X Cap: $534M
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Q: Should there be any concern with the news release on June 30 of Audit Remediation needs of the stock? Stock dropped and a large holding of mine, was considering increasing my position, hold, sell?

Thank-you

Upvote 1

Read Answer Asked by Kimberely on July 04, 2025

• McCoy Global Inc. (MCB $3.15)
  • $3.15 P/E (TTM): 12.86X Cap: $84M
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Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 4

Read Answer Asked by Michael on July 04, 2025

• ECN Capital Corp. (ECN $2.72)
  • $2.72 Cap: $765M
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Q: Have been sitting on this for a while, and am break even. Looking to sell and re invest in better opportunities. 15 year hold/horizon. Can you provide 5 considerations , ranked as a replacement. Thank you!

Upvote 5

Read Answer Asked by Chris on July 04, 2025

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.54)
  • $4.54 P/E (TTM): 114.5X Cap: $43M
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Q: Hello 5i could you comment on Swiss Water as to the company and investment candidate. Also why the recent share price spike.

Upvote 1

Read Answer Asked by Michael on July 04, 2025

• Vitalhub Corp. (VHI $9.29)
  • $9.29 P/E (TTM): 113.76X Cap: $586M
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• WELL Health Technologies Corp. (WELL $4.15)
  • $4.15 Cap: $1.05B
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Q: For a 3 year investment which would 5i prefer along with a brief reasoning.
Thank you

Upvote 10

Read Answer Asked by Les on July 04, 2025

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.25)
  • $2.25 Cap: $90M
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Q: Good morning,

Is TRZ a good buy today?

Thanks,

George

Upvote 1

Read Answer Asked by George on July 04, 2025

• NMI Holdings Inc (NMIH $37.73)
  • $37.73 P/E (TTM): 7.85X Cap: $2.81B
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Q: Your thoughts on NMI holdings please, thanks

Upvote 1

Read Answer Asked by MG on July 04, 2025

• Tornado Infrastructure Equipment Ltd. (TGH $1.90)
  • $1.90 P/E (TTM): 38.0X Cap: $263M
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Q: Could you provide your opinion on Tornado Infrastructure. Although it is a small cap, is it managed well, does it have a bright future if infrastructure spending does ramp up?

Thanks

Upvote 5

Read Answer Asked by Reg on July 04, 2025

• Neo Performance Materials Inc. (NEO $17.13)
  • $17.13 Cap: $722M
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Q: I note the question and your response on this today but was wondering if you might add a comment on the current valuation and whether it is reaching fair value or not.
Thanks

Upvote 2

Read Answer Asked by Robert on July 03, 2025

• Constellation Software Inc. (CSU $3,257.27)
  • $3,257.27 P/E (TTM): 80.56X Cap: $69.02B
  • View CSU Profile
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• Kraken Robotics Inc. (PNG $5.45)
  • $5.45 P/E (TTM): 95.33X Cap: $1.75B
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• Topicus.com Inc. (TOI $128.00)
  • $128.00 P/E (TTM): 1051.31X Cap: $10.81B
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• Lumine Group Inc. (LMN $27.39)
  • $27.39 P/E (TTM): 102.52X Cap: $7B
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Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.

Upvote 14

Read Answer Asked by James on July 03, 2025

• HCA Healthcare Inc. (HCA $462.31)
  • $462.31 P/E (TTM): 17.73X Cap: $105.49B
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• Tenet Healthcare Corporation (THC $198.32)
  • $198.32 P/E (TTM): 12.93X Cap: $17.42B
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• Universal Health Services Inc. (UHS $224.41)
  • $224.41 P/E (TTM): 10.58X Cap: $14.50B
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• Ardent Health Inc. (ARDT $14.05)
  • $14.05 Cap: $2.06B
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Q: What is your analysis of this company, its potential growth long term and a comparison with others in the sector?

Thank you and happy Canada day

Upvote 1

Read Answer Asked by Jean on July 03, 2025

• Kraken Robotics Inc. (PNG $5.45)
  • $5.45 P/E (TTM): 95.33X Cap: $1.75B
  • View PNG Profile
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• Zedcor Inc. (ZDC $6.65)
  • $6.65 P/E (TTM): 384.12X Cap: $699M
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• kneat.com inc. (KSI $4.90)
  • $4.90 Cap: $465M
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Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Zedcor Inc. (ZDC $6.65)
  • $6.65 P/E (TTM): 384.12X Cap: $699M
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• kneat.com inc. (KSI $4.90)
  • $4.90 Cap: $465M
  • View KSI Profile
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• Vitalhub Corp. (VHI $9.29)
  • $9.29 P/E (TTM): 113.76X Cap: $586M
  • View VHI Profile
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Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.55)
  • $0.55 P/E (TTM): 7.57X Cap: $119M
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Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Source Energy Services Ltd. (SHLE $11.45)
  • $11.45 P/E (TTM): 3.8X Cap: $150M
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Q: Can I have your opinion on this companies earnings and growth potential both in the short and long term? Do you think they are a target to be acquired? Thank you

Upvote 3

Read Answer Asked by Cory on July 02, 2025

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: Thoughts on Quorum Information Technologies Inc? It's been a while since the last question, and it has come down to 75 cents.

Upvote 1

Read Answer Asked by Craig on July 02, 2025