Investment Q&A

• Spark Power Group Inc. (SPG $0.82)
  • $0.82 Cap: $74M
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Q: What is your opinion of Spark? Last comment in Q&A was last year.

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Read Answer Asked by Tim on November 27, 2019

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Peter/Ryan,
NVEE has had a tough month. Was the 1/4 and proposed aquisition that bad, or is this an opportunity ? Thanks, Paul

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Read Answer Asked by Paul on November 27, 2019

• FormFactor Inc. (FORM $49.05)
  • $49.05 P/E (TTM): 97.54X Cap: $4B
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Q: do you know this company, would you buy it, is it similar to photon.dave

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Read Answer Asked by david on November 27, 2019

• Bird Construction Inc. (BDT $24.93)
  • $24.93 P/E (TTM): 14.26X Cap: $1.38B
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Q: I have been holding few shares of it for a very long time in my RRSP account. For last couple of years it is not performing well. Do you have any suggestion to replace it with any other company or should I still hold on to it? Thank you

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Read Answer Asked by A on November 27, 2019

• Sangoma Technologies Corporation (STC $7.05)
  • $7.05 Cap: $238M
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Q: Given Sangoma's market cap now and current valuation would 5i consider it worthy of inclusion in your model growth portfolio?

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Read Answer Asked by Charles on November 27, 2019

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Is this a good entry point for this stock

Thanks

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Read Answer Asked by Sean on November 27, 2019

• New Relic Inc. (NEWR $86.99)
  • $86.99 Cap: $6.17B
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• Bandwidth Inc. (BAND $14.09)
  • $14.09 Cap: $430M
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• Alarm.com Holdings Inc. (ALRM $48.22)
  • $48.22 P/E (TTM): 21.36X Cap: $2.40B
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• PagSeguro Digital Ltd. Class A (PAGS $9.37)
  • $9.37 Cap: $3.11B
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• Asure Software Inc (ASUR $7.99)
  • $7.99 Cap: $221M
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• Domo Inc. (DOMO $11.56)
  • $11.56 Cap: $476M
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Q: Hi Gentlemen ,

My US portfolio has a few laggards in it that have underperformed the market. I'm not sure if their underperformance is a temporary blip or a permanent tumor.

I'll list them below so I can get a fresh perspective from you on them and whether you think that they are worth holding or not.

Many thanks.


ALRM
ASUR
BAND
DOMO
NEWR
PAGS
Please deduct the number of credits you think is fair.

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 26, 2019

• BeWhere Holdings Inc. (BEW $0.80)
  • $0.80 Cap: $71M
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• Vitalhub Corp. (VHI $8.85)
  • $8.85 P/E (TTM): 180.0X Cap: $558M
  • View VHI Profile
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Q: Could you please comment on the recent earnings of BEW and VHI? I own both and I'm think about adding more of either of these, which would you choose.

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Read Answer Asked by Owen on November 26, 2019

• Largo Inc. (LGO $1.30)
  • $1.30 Cap: $108M
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• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: Any 'value' in lgo or faf at current pricing?

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Read Answer Asked by Maurice on November 26, 2019

• Meredith Corporation (MDP $59.07)
  • $59.07 P/E (TTM): 10.43X Cap: $2.70B
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Q: Any thoughts - the dividend has been increased for 20 years.

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Read Answer Asked by David on November 26, 2019

• Denison Mines Corp. (DML $3.38)
  • $3.38 Cap: $3.03B
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• Laramide Resources Ltd. (LAM $0.53)
  • $0.53 Cap: $150M
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Q: Is this a good time for Tax Loss selling Denison Mines and Larmide Resources
in the Uranium Sector

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Read Answer Asked by Curry on November 26, 2019

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Any idea why NMX would climb 30% today?

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Read Answer Asked by Bryan on November 26, 2019

• Covalon Technologies Ltd. (COV $1.93)
  • $1.93 P/E (TTM): 23.62X Cap: $54M
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Q: have taken a large loss in my TFSA on cov. rather than waiting it out am thinking of selling it and replacing it with a junior trading in the 2.00 to 3.00 dollar range. are there any juniors that you like in this price range? I am not risk averse. thanks for your help Richard

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Read Answer Asked by richard on November 26, 2019

• Neo Performance Materials Inc. (NEO $16.73)
  • $16.73 Cap: $696M
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Q: Hey! 5i team have you done any research on Neo performance materials.

Can't find any previous research.

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Read Answer Asked by Louis on November 25, 2019

• Green Organic Dutchman Holdings Ltd. (The) (TGOD)
  • P/E (TTM): -0.6X Cap: $89M
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Q: What is your view of the company today,at $265 million market cap is it a takeover target?
Thanks, George

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Read Answer Asked by George on November 25, 2019

• Torstar Corporation Class B Non-voting Shares (TS.B $0.74)
  • $0.74 Cap: $60M
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Q: Now that the dividend has been finally removed and the Trust is no longer getting the income. Is it a possible takeover target and who would want to buy it??
It appears like there must me some value to this company.
Thanks,
George

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Read Answer Asked by George on November 25, 2019

• Avante Corp. (XX $1.03)
  • $1.03 Cap: $26M
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Q: It appears from the fiscal Q2 results that Avante Logixx has turned the corner to future profitability. The Company's stock trades very cheaply at about 60% of revenues based on their forward outlook of C$72 Million. Do you agree?

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Read Answer Asked by Charles on November 22, 2019

• Nexus Industrial REIT (NXR.UN $7.47)
  • $7.47 Cap: $724M
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Q: Every once in a while, I see a question asked about this company, and your response always says that being small they have small cap risk. While that is true, I have never seen another company that has been so consistently stable between 1.90 and 2.00. Rarely strays away from the $2.00 mark. For 5 years now. So, as a monthly dividend payer, at 8%, this is one of my go to stocks when there is market uncertainty. No growth but consistent dividend.

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Read Answer Asked by Tom on November 22, 2019

• AirIQ Inc. (IQ $0.51)
  • $0.51 Cap: $15M
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Q: What is 5i's opinion on AirIQ's Q2 results. Cash is growing nicely.

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Read Answer Asked by Charles on November 22, 2019

• Real Matters Inc. (REAL $6.07)
  • $6.07 Cap: $450M
  • View REAL Profile
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Q: Your comments on the latest results would be appreciated.

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Read Answer Asked by Leo on November 22, 2019