Investment Q&A

• Evertz Technologies Limited (ET $12.09)
  • $12.09 P/E (TTM): 15.11X Cap: $911M
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Q: Sales are a record, back orders are strong... is this company finally getting ready for better days. Wha do you see here?

Upvote 2

Read Answer Asked by Harry on March 06, 2025

• Savaria Corporation (SIS $20.51)
  • $20.51 P/E (TTM): 26.64X Cap: $1.46B
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Q: Could you comment on the Q here for Savaria. Would you be comfortable purchasing here?

Upvote 2

Read Answer Asked by Harry on March 06, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $8.26)
  • $8.26 P/E (TTM): 4.95X Cap: $232M
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Q: Hi 5i,

I've read through your previous comments on the company and I was wondering:

1) What do you perceive as the key drivers to this company's performance?
2) What do you think explains the rollercoaster that the share price has gone through?
3) What should I pay attention to if I want to decide whether the company will right the ship and re-establish its momentum?

Thanks!

Upvote 2

Read Answer Asked by Blake on March 04, 2025

• Root Inc. (ROOT $99.08)
  • $99.08 P/E (TTM): 19.31X Cap: $1.53B
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Q: Hello 5i
Could I have your current assessment of ROOT?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on March 04, 2025

• Doman Building Materials Group Ltd. 6.375% Senior Unsecured Notes (DBM.NT $99.89)
  • $99.89 P/E (TTM): 9.34X Cap: $8.69B
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• Doman Building Materials Group Ltd. (DBM $9.71)
  • $9.71 P/E (TTM): 11.42X Cap: $850M
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Q: Please let me know your thoughts on investing in Doman Building Materials Group Ltd...

- I saw an interview with the founder on BNN last week I think and was somewhat intrigued...

- General Overall thoughts and opinion...
- US Lumber Tariff issues...?
- Do you think worth investing in at present or in future Or No altogether...?
- I see they have a few options to Invest/Participate...

Thanks in advance...
M

Upvote 2

Read Answer Asked by michael on March 04, 2025

• Sprout Social Inc (SPT $13.65)
  • $13.65 Cap: $802M
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from Sprout Social, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns and the merits as a long-term hold and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Upvote 1

Read Answer Asked by Michael on March 04, 2025

• Quarterhill Inc. (QTRH $1.16)
  • $1.16 Cap: $135M
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Q: what do you think of this company. has been transitioning to a tech company with recurring revenue.
i realize small cap.brian

Upvote 1

Read Answer Asked by brian on March 04, 2025

• Kinaxis Inc. (KXS $187.00)
  • $187.00 P/E (TTM): 157.17X Cap: $5.28B
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• EQB Inc. (EQB $91.23)
  • $91.23 P/E (TTM): 10.34X Cap: $3.49B
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• kneat.com inc. (KSI $5.35)
  • $5.35 Cap: $508M
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• VersaBank (VBNK $11.90)
  • $11.90 P/E (TTM): 17.87X Cap: $381M
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Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan

Upvote 8

Read Answer Asked by Stephan on March 04, 2025

• ECN Capital Corp. (ECN $3.06)
  • $3.06 Cap: $861M
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Q: Can you comment on ECN quarterly update please?

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Doman Building Materials Group Ltd. (DBM $9.71)
  • $9.71 P/E (TTM): 11.42X Cap: $850M
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Q: Kindly comment on the DBM results released last night, the report seems to be kind of sketchy I take that as a negative sign. Your thoughts?

Upvote 1

Read Answer Asked by Victor on March 04, 2025

• Laurentian Bank of Canada (LB $32.33)
  • $32.33 P/E (TTM): 13.14X Cap: $1.43B
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Q: Hi 5i team,

Laurentian Bank 's report seems positive to my untrained eyes! Your opinion? Will this spur interested parties to the forefront for a buy out proposal?

Upvote 2

Read Answer Asked by Savalai on March 04, 2025

• Vecima Networks Inc. (VCM $9.70)
  • $9.70 P/E (TTM): 60.62X Cap: $235M
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Q: Comment on it's recent decline and attractiveness today please. Thanks.

Upvote 1

Read Answer Asked by Adam on March 04, 2025

• Superior Plus Corp. (SPB $7.58)
  • $7.58 P/E (TTM): 30.78X Cap: $1.70B
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Q: Hi there, could there possibly be a fundamental shift in place now regarding SPB? Your thoughts on their 4Q and full year results please?

What did the markets like here to send the shares higher, or is this just a relief rally, especially on a volatile day?

Thanks!

Upvote 2

Read Answer Asked by Hussein on March 04, 2025

• Troilus Gold Corp. (TLG $1.02)
  • $1.02 Cap: $390M
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Q: Thoughts please on TLG.
Thanks
Rob

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Propel Holdings Inc. (PRL $31.80)
  • $31.80 P/E (TTM): 15.43X Cap: $1.24B
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Q: Hi !

Regarding your answer re PRL poor performance and fear of a recession as possible cause. Just how do you see this stock performing in a recession? Would you add/buy at this point?

Thanks!

Upvote 6

Read Answer Asked by Robert on March 03, 2025

• Ready Capital Corporation (RC $4.19)
  • $4.19 Cap: $688M
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Q: Is the drop warranted? Would you consider the stock a buy, hold or sell? Thanks

Upvote 1

Read Answer Asked by Charles on March 03, 2025

• goeasy Ltd. (GSY $207.45)
  • $207.45 P/E (TTM): 12.47X Cap: $3.33B
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Q: Good Morning, thoughts on the appointment of Dan Rees as CEO at Go Easy.

Upvote 12

Read Answer Asked by Robert on March 03, 2025

• Pinetree Capital Ltd. (PNP $12.60)
  • $12.60 P/E (TTM): 5.78X Cap: $118M
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Q: Hi Peter, Can you comment on Pinetree financial results. Any additional comments on its interest level. It seems to be getting more attention lately. Also would you buy at current levels.

Thank you

Upvote 3

Read Answer Asked by Frank on March 03, 2025

• eXp World Holdings Inc. (EXPI $11.15)
  • $11.15 Cap: $1.75B
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Q: Greetings 5i, would like your current analysis of this company's financial strengths and growth prospects. In your opinion is it worth holding? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 28, 2025

• A & W Food Services of Canada Inc. (AW $38.15)
  • $38.15 P/E (TTM): 56.94X Cap: $915M
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Q: Your thoughts please on AW as a 3 year buy for growth
Thanks

Upvote 3

Read Answer Asked by Peter on February 28, 2025