Investment Q&A

• Calian Group Ltd. (CGY $51.46)
  • $51.46 Cap: $583M
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Q: Hi team,

Calian just reported what looks like another strong quarter. They seem to be firing on all cylinders, ie 'Record quarterly revenue for the seventh consecutive quarter'. Thoughts?
How does this tech company compare/rank against some of 5i Canadian favourites?
Would you slowly initiate a position over the next 6 months?
The one downside I see is that their FY EPS forecast for 2020 vs 2019 does not seem overly convincing (seen on the 5i Companies page). Maybe the brokers have not adjusted things yet?
Their May 12 revised adjusted net profit and EBITDA per share numbers have been reduced but not sure if that is simply due to the increased share count. Is this a concern?

Cheers,
Steve

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Read Answer Asked by Stephen on May 14, 2020

• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.19B
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Q: Hello can you tell me the difference in cloud md and well healths telemedicine approach?

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Read Answer Asked by Cory on May 14, 2020

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: just wondering if i should write this investment off or is there any chance of survival?
many Thanks

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Read Answer Asked by Robert on May 14, 2020

• Tree Island Steel Ltd. (TSL $2.61)
  • $2.61 Cap: $67M
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Q: Peter, I would like your opinion on Tree Island Steel. Do you still see debt as a concern? The chart has turned favourable with a large spike in buy volume recently.

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Read Answer Asked by David on May 14, 2020

• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $7M
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Q: could you give some insight in this company?financial position and insider ownership.
would you buy it at this level?

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Read Answer Asked by John on May 14, 2020

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 44.96X Cap: $4.17B
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• MTY Food Group Inc. (MTY $38.57)
  • $38.57 P/E (TTM): 23.02X Cap: $878M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Ruth's Hospitality Group Inc. (RUTH)
  • P/E (TTM): 6.97X Cap: $690M
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Q: Good day! If as and when this pandemic passes, most couples will want to go out and enjoy themselves at some restaurants (ex. steak houses,fast food, etc). Can you please give me two choices of some big names and pls provide their three top revenue producing divisions that will deliver good growth over next 3-5 yrs.. too.. thanks again..

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Read Answer Asked by adam on May 14, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Hi,

Could I have your take on Pivot's latest results ? Do you consider the stock to be cheap and worth investing in ?

Thanks

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Read Answer Asked by Guy on May 14, 2020

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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Q: Could you please comment on PL's recent quarter. Times are strange is this a must sell quarter or should it be ignored a as covet 19 short term situation and may even represent a buying or a hold situation.

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Read Answer Asked by mike on May 13, 2020

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $170.28)
  • $170.28 P/E (TTM): 25.97X Cap: $15.55B
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Q: Hello 5i could you comment on Bombardier as to its future health as a company, is it invest-able or is it dead in the water? I dropped to .45 today. If it is worth investing in which symbol is the best shares to buy. Thanks

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Read Answer Asked by Michael on May 13, 2020

• Covalon Technologies Ltd. (COV $2.18)
  • $2.18 P/E (TTM): 27.5X Cap: $60M
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• Baylin Technologies Inc. (BYL $0.30)
  • $0.30 Cap: $43M
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Q: Hi,
Having to choose to keep one of these 2 stocks COV or BYL. Which one would be the keeper and why?
Thank you

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Read Answer Asked by Edward on May 13, 2020

• Sylogist Ltd. (SYZ $7.60)
  • $7.60 Cap: $175M
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• Mene Inc. (MENE $0.16)
  • $0.16 Cap: $33M
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Q: Looking for insider ownership for SYZ .
Total shares about 29 M.
Mene insider ownership is 81%. But the float is still I think about 40 M, please correct me.
Is there such a thing as too much insider ownership ? What is the best percentage for insider ownership or is this something worth considering ? Please comment.

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Read Answer Asked by Luc on May 13, 2020

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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• MTY Food Group Inc. (MTY $38.57)
  • $38.57 P/E (TTM): 23.02X Cap: $878M
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $19.81)
  • $19.81 Cap: $506M
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• Spirit Airlines Inc. (SAVE)
  • Cap: $27M
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• SunOpta Inc. (SOY $8.85)
  • $8.85 Cap: $1.02B
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• TECSYS Inc. (TCS $33.39)
  • $33.39 P/E (TTM): 186.11X Cap: $496M
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Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille

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Read Answer Asked by Camille on May 13, 2020

• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
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Q: a few months ago i asked you a question on this company and you were negative on it.
in the last 3 weeks facedrive has taken off.
whats your opinion now.

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Read Answer Asked by david on May 13, 2020

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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Q: Hi 5i,

Would you be able to share your perspective on Pinnacle Renewable's results and the dividend cut?

Thank you in advance for the great work.

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Read Answer Asked by Greg on May 13, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?

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Read Answer Asked by Danny on May 13, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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• Neo Performance Materials Inc. (NEO $17.13)
  • $17.13 Cap: $694M
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Q: Can you name 5 smaller companies with cash, good cashflow dividend and have growth potential.
Thank you

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Read Answer Asked by Edward on May 13, 2020

• American Creek Resources Ltd. (AMK $0.16)
  • $0.16 Cap: $73M
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Q: Can you tell me anything about American Creek Resources?

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Read Answer Asked by Giovanni on May 13, 2020

Q: Can you please give me your opinion on the above company
Thanks in advance

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Read Answer Asked by Rick on May 12, 2020

• iFabric Corp. (IFA $0.98)
  • $0.98 P/E (TTM): 34.67X Cap: $31M
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Q: Please comment on this company. Any idea why their stock has been so strong, up 259% in 2020.
Thanks,
Jim

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Read Answer Asked by James on May 12, 2020

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $19.81)
  • $19.81 Cap: $506M
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Q: Am down 63% . Was holding for the div. witch is now gone. Will Air Canada honor their revenue contract with them ? Would you hold or sell and place the money elsewhere ? Thanks.

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Read Answer Asked by Frank on May 12, 2020