Investment Q&A

• Covalon Technologies Ltd. (COV $1.71)
  • $1.71 P/E (TTM): 24.43X Cap: $46M
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• NFI Group Inc. (NFI $15.37)
  • $15.37 Cap: $1.83B
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• Whitecap Resources Inc. (WCP $11.13)
  • $11.13 P/E (TTM): 9.52X Cap: $13.51B
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Q: I'm underwater on these 4 holdings, what are your views on how these stocks will perform over the next 6-12 months? Thanks in advance.

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Read Answer Asked by John on October 25, 2019

• Sangoma Technologies Corporation (STC $6.91)
  • $6.91 Cap: $228M
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Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?

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Read Answer Asked by Charles on October 25, 2019

• StorageVault Canada Inc. (SVI $4.86)
  • $4.86 Cap: $1.77B
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Q: Your thoughts about SVI. Would you consider this stock recession-proof?. Many thanks Joseph.

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Read Answer Asked by Joseph on October 25, 2019

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.59)
  • $4.59 P/E (TTM): 32.79X Cap: $43M
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Q: Hi team,
Any news on when the company's new facility will operate? It should be close to late December and would it be a good time now to add to my position?Is the company undervalued, would analysts cover it once the new plant gets going, and could it be a takeover candidate?
Many thanks,
Jean

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Read Answer Asked by Jean on October 25, 2019

• Zenabis Global Inc. (ZENA $0.15)
  • $0.15 Cap: $147M
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Q: Don't own it, but it shows up on your tax loss list. Down 40% on a very dilutive offering. Would you touch this stock? Even though terrible for existing sharesholders, does this offering finally put them on better finanacial footing going forward? Or is debt still a problem for them?

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Read Answer Asked by Kel on October 25, 2019

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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• Amedisys Inc (AMED)
  • P/E (TTM): 37.25X Cap: $3.32B
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Q: i know you do not like these 2 companies, but the home care market in the u.s. is on fire.
these 2 companies keep scoring new wins.
would you buy either or both.
do you a better choice, small cap.
dave

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Read Answer Asked by david on October 24, 2019

• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $14M
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Q: Could you please comment on their results and outlook?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on October 24, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Any idea what is causing the move today? Thank-you.

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Read Answer Asked by Alex on October 24, 2019

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: This company has shown stronger results, more contracts and was slightly profitable for the last two quarters.However ,I am puzzled to see the weakness in the stock price over the last three months.What would be causing this and is it a good time to accumulate shares?
Thank you,
Jean

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Read Answer Asked by Jean on October 24, 2019

• GlobalSCAPE Inc. (GSB $9.48)
  • $9.48 P/E (TTM): 13.68X Cap: $178M
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Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?

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Read Answer Asked by WAYNE on October 24, 2019

• NexGen Energy Ltd. (NXE $12.59)
  • $12.59 Cap: $8.24B
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Q: Your thoughts please on this company given that uranium may be in big demand.

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Read Answer Asked by Glynn on October 23, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Is this a good time to buy this stock? Do you still recommend it for an aggressive investor?

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Read Answer Asked by Josette on October 23, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: What is your take on above thanks ken

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Read Answer Asked by Ken on October 23, 2019

• Revive Therapeutics Ltd - Ordinary Shares (RVV $0.08)
  • $0.08 Cap: $34M
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• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.05B
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• Ovintiv Inc. (OVV $51.63)
  • $51.63 P/E (TTM): 41.18X Cap: $13.07B
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• FSD Pharma Inc (HUGE)
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Q: Do you see any hope for these “dogs”?

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Read Answer Asked by Paul on October 23, 2019

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Please update opinion on Gear Energy, notwithstanding the weak sector, and thoughts on heavy oil the company produces. thanks

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Read Answer Asked by george on October 22, 2019

• Strathcona Resources Ltd. (SCR $39.55)
  • $39.55 P/E (TTM): 8.01X Cap: $8.47B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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Q: I am interested in small and mid cap companies involved in ONLINE gaming. With the trend in new forms of gaming (legalized sport betting & E- Sports, pending), what do you have on your radar?
Thanks
rick

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Read Answer Asked by Richard on October 22, 2019

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Any chances for this to reverse its downfall?
What is the insiders ownership and financial position?

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Read Answer Asked by Josh on October 22, 2019

• Colabor Group Inc. (GCL $0.04)
  • $0.04 Cap: $3M
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Q: Are the recent results (Oct 17/19) sufficiently on track to justify considering this company for growth? If not. what obstacles do you identify? Thank-you.

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Read Answer Asked by Calvin on October 21, 2019

• Sangoma Technologies Corporation (STC $6.91)
  • $6.91 Cap: $228M
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Q: What is 5i's opinion of Sangoma's Q4 and fiscal 2019 results and the major acquisition just announced? With the acquisition Sangoma's recurring revenues is 45% of total sales. You it be fair that a Company of this size now trade at a sales multiple greater than 1 when a good portion of revenues are recurring?

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Read Answer Asked by Charles on October 21, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: starting to get our toe wet with this one. do you think it will drift lower with tax loss selling. when do they report and what is expected?

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Read Answer Asked by cindy on October 21, 2019