Investment Q&A

• World Acceptance Corporation (WRLD $131.15)
  • $131.15 P/E (TTM): 16.8X Cap: $647M
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• VTEX Class A (VTEX $3.16)
  • $3.16 Cap: $614M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $30.23)
  • $30.23 P/E (TTM): 17.58X Cap: $1.93B
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• Champion Iron Limited Ordinary Shares (CIA $5.15)
  • $5.15 P/E (TTM): 14.51X Cap: $2.74B
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Q: Is this a good time to buy either of these iron companies?

Upvote 3

Read Answer Asked by John on July 24, 2025

• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 422.86X Cap: $624M
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Monroe Capital Corporation (MRCC $6.22)
  • $6.22 Cap: $134M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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• Axon Enterprise Inc. (AXON $429.67)
  • $429.67 P/E (TTM): 135.54X Cap: $34.10B
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.17B
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Upvote 27

Read Answer Asked by Timothy on July 23, 2025

• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• OceanaGold Corporation (OGC $52.75)
  • $52.75 P/E (TTM): 22.92X Cap: $12.05B
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• 5N Plus Inc. (VNP $27.72)
  • $27.72 P/E (TTM): 41.67X Cap: $2.46B
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• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 123.17X Cap: $2.26B
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• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 422.86X Cap: $624M
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• MDA Space Ltd. (MDA $34.90)
  • $34.90 P/E (TTM): 41.06X Cap: $4.40B
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Upvote 39

Read Answer Asked by Greg on July 23, 2025

• Carvana Co. Class A (CVNA $342.87)
  • $342.87 P/E (TTM): 78.1X Cap: $74.58B
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• Opendoor Technologies Inc (OPEN $4.45)
  • $4.45 Cap: $4.23B
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Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• LithiumBank Resources Corp. (LBNK $0.50)
  • $0.50 Cap: $34M
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Q: Please may I have u comments and opinion on Lbnk.Is it buyable,and a good entry point if applicable. Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on July 23, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
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Q: What are the estimates for upcoming Q on July 24.Despite not u style,is it buyable prior to Q release?.Also what is a good entry point? Txs for u usual great services & advices

Upvote 5

Read Answer Asked by Peter on July 23, 2025

• EMX Royalty Corporation (EMX $5.70)
  • $5.70 Cap: $621M
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Q: What is your opinion of this company. Is it a buy?

Upvote 1

Read Answer Asked by christianne on July 23, 2025

• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $387M
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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Q: I have held WELL ( at $5.00 ) for years in my growth oriented TFSA and am starting to look around for replacements. The next set of earnings will be important. Am looking at KSI and have read your report and questions asked. Several questions : will the general negatively towards healthcare be a drag on these two , should I sell partial WELL , do you have other ( CDN ) small cap recommendations ?
Thanks. Derek

Upvote 19

Read Answer Asked by Derek on July 22, 2025

• Frontera Energy Corporation (FEC $10.09)
  • $10.09 Cap: $703M
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Q: Would you provide an update on your thoughts on FEC.

Upvote 1

Read Answer Asked by Brendon on July 22, 2025

• Cantaloupe Inc. (CTLP $10.22)
  • $10.22 P/E (TTM): 14.0X Cap: $771M
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• Genius Sports Limited (GENI $5.79)
  • $5.79 Cap: $1.38B
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• BlackSky Technology Inc. Class A (BKSY $21.48)
  • $21.48 Cap: $890M
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Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Upvote 2

Read Answer Asked by dan on July 22, 2025

• BlackSky Technology Inc. Class A (BKSY $21.48)
  • $21.48 Cap: $890M
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Q: Hi Folks,

Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!

Upvote 2

Read Answer Asked by Josh on July 22, 2025

• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 422.86X Cap: $624M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.49)
  • $29.49 Cap: $11.51B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $37.38)
  • $37.38 P/E (TTM): 11.72X Cap: $804M
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.17B
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.06)
  • $65.06 P/E (TTM): 95.84X Cap: $146.08B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.

Upvote 15

Read Answer Asked by Chris on July 22, 2025

• Magellan Aerospace Corporation (MAL $20.03)
  • $20.03 P/E (TTM): 25.68X Cap: $1.14B
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• Firan Technology Group Corporation (FTG $15.30)
  • $15.30 P/E (TTM): 35.58X Cap: $385M
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Q: Your analysis please for these stocks,preference for a 2 to 3 year hold and entry price. Thanx.

Upvote 3

Read Answer Asked by Steve on July 22, 2025

• BlackSky Technology Inc. Class A (BKSY $21.48)
  • $21.48 Cap: $890M
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Q: Just saw two recent questions on this company, both calling Blacksky as being one of your top small-cap picks in the US. These two questions are the only two questions that come up from the symbol.
Can you share more on why it's one of your top picks? Has anything changed recently?

Upvote 6

Read Answer Asked by Mark on July 22, 2025

• Energy Fuels Inc. (EFR $28.25)
  • $28.25 Cap: $6.70B
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Q: What are your thoughts about Energy Fuels at current price? stock action is very strong.
Jerry

Upvote 2

Read Answer Asked by Jerry on July 22, 2025

Q: Can you share any insights on FCCN - Spectral Capital Corporation? I have a high level understand of what their business is but would like your comments on the following:
1. What is the probability of them being granted a Nasdaq listing as a result of their pending application and if granted, would their be an immediate impact on share price?
2. Is there a functioning business today or is it just a Quantum hope story?
3. An overview for their potential growth if their areas of focus pan out.

I understand it's raw and speculative as well as that you likely don't cover it but the market cap isn't absurdly small and it seems to be focused in high upside areas.

Upvote 1

Read Answer Asked by Tim on July 22, 2025