Investment Q&A

Q: I am receiving some shares in Lantronix Inc. (LTRX) listed on the Nasdaq for the takeover of Intrinsyc Technologies. What is 5i's opinion of LTRX? The growth in revenues and adjusted earnings from Managment's guidance seems positive with inclusion of Intrinsyc.

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Read Answer Asked by Charles on January 24, 2020

• Questor Technology Inc. (QST $0.49)
  • $0.49 Cap: $13M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: The federal government has has recently been signalling it was going to step up action on the environment. I’m interested in your take on this as it relates to these 2 companies. Looking to initiate a position in either or both for a high growth play. Your thoughts?

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Read Answer Asked by Warren on January 24, 2020

• PowerShares S&P SmallCap Information Tech Ptf (PSCT $56.97)
  • $56.97 P/E (TTM): 22.72X Cap: $332M
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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Q: Can you recommend a small/medium cap tech ETF?
Thank you for considering my question

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Read Answer Asked by Gail on January 24, 2020

• Diana Shipping inc. (DSX $1.72)
  • $1.72 Cap: $199M
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Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

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Read Answer Asked by Ernest on January 24, 2020

• Avita Medical Inc. (RCEL $3.36)
  • $3.36 Cap: $99M
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Q: Hello 5i,
Thank you for the quick reply to my question on the healthcare companies.
For some reason the ticker for Avita Medical was not accepted. Could you give me the 2020 growth estimates for it please?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Strathcona Resources Ltd. (SCR $41.11)
  • $41.11 P/E (TTM): 8.09X Cap: $8.80B
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Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri

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Read Answer Asked by KERRI on January 24, 2020

• VIVO Cannabis Inc. (VIVO $0.03)
  • $0.03 Cap: $9M
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Q: Does this company have any hope of growing and returning to it's highest price.

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Read Answer Asked by Albert on January 24, 2020

• Covalon Technologies Ltd. (COV $1.73)
  • $1.73 P/E (TTM): 22.12X Cap: $47M
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• CSX Corporation (CSX $36.61)
  • $36.61 P/E (TTM): 23.86X Cap: $68.17B
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• CVS Health Corporation (CVS $77.79)
  • $77.79 P/E (TTM): 206.03X Cap: $98.74B
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• Diagnos Inc. (ADK $0.31)
  • $0.31 Cap: $31M
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• Chase Corporation (CCF)
  • P/E (TTM): 34.98X Cap: $1.21B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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• NuGen Medical Devices Inc Com (BZBZ.P $0.17)
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• Athabasca Minerals Inc. (AMI $0.14)
  • $0.14 Cap: $10M
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Q: Ignoring taxes, cash requirements and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of the following would it be prudent to currently sell, buy, or hold? Thank you.

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Read Answer Asked by Harold on January 24, 2020

• Forterra Inc. (FRTA)
  • P/E (TTM): 13.58X Cap: $1.61B
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Q: Hello 5i,
Please give me your assessment of Forterra. Growth, debt, management etc
Thanks
Dave

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Read Answer Asked by Dave on January 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Have held for about a year now and up nicely so far, need your analysis on dividend safety growth prospects and tailwinds on the horizon? Echelon has it as a top 20 for 2020 with a $3.30 PT. What are your views please.
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• Chico's FAS Inc. (CHS)
  • P/E (TTM): 8.4X Cap: $937M
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Q: Watching them for a few months now and would appreciate your analysis of this specialty retailer. Do you see the dividend as safe and do you think there are sufficient tailwinds to keep them on an upward climb?
Thanx gary

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Read Answer Asked by Gary on January 23, 2020

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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Q: EGLX is moving to the TSX is this worth conidering as a medium term investment

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Read Answer Asked by Paul on January 23, 2020

• Western Forest Products Inc. (WEF $11.09)
  • $11.09 Cap: $117M
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Q: Hello, this is about WEF labor dispute. Is there something new regarding the strike, is there an end in sight? Should one expect a good rebound in price once the strike is over? Would that make sense to buy now at the current price? Thanks, Gervais

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Read Answer Asked by Gervais on January 23, 2020

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: What are your thoughts on HWO as far as an investment for a contrarian play with a large dividend and a loss of 50% in the last year. Where do you see them going in the next 12 months , any tailwinds on the horizon and is the fat dividend safe?
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• XPEL Inc. (XPEL $50.98)
  • $50.98 P/E (TTM): 29.6X Cap: $1.41B
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Q: Any news on XPEL today? Stock was up over 10% this morning on huge volume.

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Read Answer Asked by David on January 22, 2020

Q: Huge volume on this one today on news of a new business strategy. Would appreciate any information you may have on this small cap company.
Thanx Gary

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Read Answer Asked by Gary on January 22, 2020

Q: I know this is a small company but it appears to have an interesting technology for renewable energy applications. It has also recently made an agreement with New York Power Authority to collaborate on installing some of their systems. Could you give your comments on the company, technology, competitive position, etc and whether you think a small investment at this stage would be too premature.
Many thanks, as always.

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Read Answer Asked by Alexandra on January 22, 2020

• Sangoma Technologies Corporation (STC $6.97)
  • $6.97 Cap: $230M
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• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $202.02)
  • $202.02 P/E (TTM): 64.08X Cap: $10.24B
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• Enghouse Systems Limited (ENGH $20.91)
  • $20.91 P/E (TTM): 15.4X Cap: $1.16B
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• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.03B
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• Tucows Inc. (TC $31.58)
  • $31.58 Cap: $338M
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.51)
  • $20.51 P/E (TTM): 26.82X Cap: $2.06B
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• Namsys Inc. (CTZ $1.28)
  • $1.28 P/E (TTM): 14.22X Cap: $34M
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• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Vitalhub Corp. (VHI $9.12)
  • $9.12 P/E (TTM): 171.96X Cap: $567M
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• Adcore Inc. (ADCO $0.16)
  • $0.16 Cap: $10M
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Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

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Read Answer Asked by Andrew on January 22, 2020

• EverQuote Inc. (EVER $27.53)
  • $27.53 P/E (TTM): 18.79X Cap: $965M
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Q: Hey Guys;

Everquote, if this was a Canadian company, where would you place this, balance or growth portfolio? Also, could you compare this company to a lspd or shop? Finally, would you take a position on it?
Thanks,
Jim

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Read Answer Asked by jim on January 21, 2020

• CounterPath Corporation (PATH $4.20)
  • $4.20 P/E (TTM): 31.38X Cap: $27M
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Q: Would you please provide your analysis of this small cap company and would you consider them worthy of a small investment?
Thanx as always, Gary

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Read Answer Asked by Gary on January 21, 2020