Investment Q&A

Q: Hi 5I:
On April 29 PHIL asked about a pipeline company. I think he is looking for Tidewater midstream and Tidewater renewables.
Thanks, BEN.

Upvote 2

Read Answer Asked by BEN on April 30, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.

Upvote 16

Read Answer Asked by mike on April 29, 2024

• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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Q: According to Yahoo finance , HMM has a cheaper PE. How does it compare to DRX in price appreciation ? Thanks a lot.

Upvote 7

Read Answer Asked by Lai Kuen on April 29, 2024

• Tier One Capital Limited Partnership (TLP.UN)
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Q: Can you give me an opinion on Tier One Capital Limited Partnership.
I note the dividend is very high and the market cap very small Would you consider it for an investment to produce a solid ongoing dividend?
Thanks
Elliott

Upvote 1

Read Answer Asked by Elliott on April 29, 2024

• Sintana Energy Inc. (SEI)
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Q: I came across an article on this small energy company. Can I have your opinion on it. Thanks

Upvote 1

Read Answer Asked by Bruce on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY)
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Q: They issued delayed year end numbers. Seem pretty good. Cash of $1.65 a share. Please provide your thoughts. Thanks.

Upvote 5

Read Answer Asked by Murray on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY)
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Q: Your comments please on the recent quarter. Do you like the space they are in? What is competition like, are there any other public companies focusing on payment processing to gig economy workers? Are you familiar with the management team, do you like them? Is the company on your radar to add to your coverage list?

Thanks.

Upvote 3

Read Answer Asked by Adam on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY)
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Q: Hello,

What are your thoughts on Payfares earnings the ADP contract and its current valuation?

Does it even get close to registering on your favourite small cap list?

Upvote 2

Read Answer Asked by James on April 29, 2024

Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!

Upvote 1

Read Answer Asked by James on April 29, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Hello,

What key valuation metrics is Hammond Power trading at (PE, FCF yield, etc). What are the metrics after this huge run and will the growth ahead meet expectations?

Do you consider it a buy here after hitting its 50 day?

Upvote 6

Read Answer Asked by James on April 29, 2024

• Cematrix Corporation (CVX)
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Q: I have been following CVX for a few years and it finally looks like they are getting some traction including good revenue v. market cap and a marketing and supply deal with Lafarge. Could this be a good industrial/construction stock in the making?
Thanks

Upvote 3

Read Answer Asked by Terry on April 29, 2024

• Vitalhub Corp. (VHI)
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Q: I just submitted a question about VHI in which I referred to the recent prospectus. I am fully aware that all the shares were exercised and that it was to raise money so please ignore that as not relevent to my question. I should have asked how likely it is that this is the only financing this year and does this fit with keeping the share count down?

Upvote 1

Read Answer Asked by Gayle on April 29, 2024

• iShares Core S&P Small-Cap ETF (IJR)
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• Avantis International Small Cap Value ETF (AVDV)
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• Pacer US Small Cap Cash Cows 100 ETF (CALF)
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Q: Can I get your updated views of this fund. I've done well with it but now thinking of replacing it with a US small cap fund. Do you agree with this strategy?

Upvote 1

Read Answer Asked by Brendon on April 26, 2024

• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....

Upvote 17

Read Answer Asked by Garth on April 26, 2024

• Aecon Group Inc. (ARE)
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Q: Aecon reported last night. Revenue down but a pretty good backlog.
Trades at a cheap valuation. Is there a light at the end of the tunnel?

Upvote 2

Read Answer Asked by Helen on April 25, 2024

• Bloom Energy Corporation Class A (BE)
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Q: Interesting article on BE in the Globe today, focusing on Bloom's readiness for on site power generation, and the surging growth of data centers. Does this influence your thinking about BE's current investment attractiveness? Your thoughts are appreciated, thank you

al

Upvote 1

Read Answer Asked by alex on April 25, 2024

• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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• Vitalhub Corp. (VHI)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Propel Holdings Inc. (PRL)
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Q: Hello, I’ve noticed that Propel Holdings Inc. (PRL:CA) is not included in the list of the 10 Canadian Small Cap Companies - Special Report. Is there a reason? Thank you

Upvote 10

Read Answer Asked by Gervais on April 25, 2024

• Titan Mining Corporation (TI)
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Q: Your thoughts on TI. Is it a Hold or a Sell? Thanks

Upvote 1

Read Answer Asked by Charles on April 25, 2024

• Kits Eyecare Ltd. (KITS)
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Q: STOCK DOING WELL. RECENTLY DIPPED. ANY CONCERNS?. YOUR OPINION PLEASE?

Upvote 3

Read Answer Asked by terrance on April 25, 2024

• Sernova Corp. (SVA)
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Q: Your comments on SVA. Is it a Hold or a Sell? Thanks

Upvote 1

Read Answer Asked by Charles on April 25, 2024