Investment Q&A

• McCoy Global Inc. (MCB $2.25)
  • $2.25 P/E (TTM): 10.04X Cap: $60M
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Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 4

Read Answer Asked by Michael on July 04, 2025

• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 37.86X Cap: $867M
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Q: Have been sitting on this for a while, and am break even. Looking to sell and re invest in better opportunities. 15 year hold/horizon. Can you provide 5 considerations , ranked as a replacement. Thank you!

Upvote 5

Read Answer Asked by Chris on July 04, 2025

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.68)
  • $4.68 P/E (TTM): 32.43X Cap: $43M
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Q: Hello 5i could you comment on Swiss Water as to the company and investment candidate. Also why the recent share price spike.

Upvote 1

Read Answer Asked by Michael on July 04, 2025

• Vitalhub Corp. (VHI $7.70)
  • $7.70 P/E (TTM): 153.33X Cap: $493M
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• WELL Health Technologies Corp. (WELL $4.22)
  • $4.22 Cap: $1.08B
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Q: For a 3 year investment which would 5i prefer along with a brief reasoning.
Thank you

Upvote 10

Read Answer Asked by Les on July 04, 2025

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.36)
  • $2.36 Cap: $96M
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Q: Good morning,

Is TRZ a good buy today?

Thanks,

George

Upvote 1

Read Answer Asked by George on July 04, 2025

• NMI Holdings Inc (NMIH $37.18)
  • $37.18 P/E (TTM): 7.59X Cap: $2.83B
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Q: Your thoughts on NMI holdings please, thanks

Upvote 1

Read Answer Asked by MG on July 04, 2025

• Tornado Infrastructure Equipment Ltd. (TGH $1.92)
  • $1.92 P/E (TTM): 38.4X Cap: $265M
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Q: Could you provide your opinion on Tornado Infrastructure. Although it is a small cap, is it managed well, does it have a bright future if infrastructure spending does ramp up?

Thanks

Upvote 5

Read Answer Asked by Reg on July 04, 2025

• Neo Performance Materials Inc. (NEO $23.84)
  • $23.84 Cap: $1.03B
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Q: I note the question and your response on this today but was wondering if you might add a comment on the current valuation and whether it is reaching fair value or not.
Thanks

Upvote 2

Read Answer Asked by Robert on July 03, 2025

• Constellation Software Inc. (CSU $2,570.50)
  • $2,570.50 P/E (TTM): 77.81X Cap: $54.99B
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• Kraken Robotics Inc. (PNG $9.64)
  • $9.64 P/E (TTM): 160.0X Cap: $3.08B
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• Topicus.com Inc. (TOI $97.56)
  • $97.56 P/E (TTM): 310.73X Cap: $12.65B
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• Lumine Group Inc. (LMN $24.30)
  • $24.30 P/E (TTM): 95.46X Cap: $6.38B
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Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.

Upvote 14

Read Answer Asked by James on July 03, 2025

• HCA Healthcare Inc. (HCA $502.49)
  • $502.49 P/E (TTM): 18.5X Cap: $113.99B
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• Tenet Healthcare Corporation (THC $203.37)
  • $203.37 P/E (TTM): 14.16X Cap: $18.40B
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• Universal Health Services Inc. (UHS $189.47)
  • $189.47 P/E (TTM): 8.38X Cap: $11.81B
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• Ardent Health Inc. (ARDT $9.00)
  • $9.00 Cap: $1.34B
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Q: What is your analysis of this company, its potential growth long term and a comparison with others in the sector?

Thank you and happy Canada day

Upvote 1

Read Answer Asked by Jean on July 03, 2025

• Kraken Robotics Inc. (PNG $9.64)
  • $9.64 P/E (TTM): 160.0X Cap: $3.08B
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• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 390.0X Cap: $592M
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• kneat.com inc. (KSI $3.73)
  • $3.73 Cap: $356M
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Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 390.0X Cap: $592M
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• kneat.com inc. (KSI $3.73)
  • $3.73 Cap: $356M
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• Vitalhub Corp. (VHI $7.70)
  • $7.70 P/E (TTM): 153.33X Cap: $493M
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Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.61)
  • $0.61 P/E (TTM): 8.71X Cap: $127M
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Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Source Energy Services Ltd. (SHLE $16.17)
  • $16.17 P/E (TTM): 6.64X Cap: $215M
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Q: Can I have your opinion on this companies earnings and growth potential both in the short and long term? Do you think they are a target to be acquired? Thank you

Upvote 3

Read Answer Asked by Cory on July 02, 2025

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: Thoughts on Quorum Information Technologies Inc? It's been a while since the last question, and it has come down to 75 cents.

Upvote 1

Read Answer Asked by Craig on July 02, 2025

• Kraken Robotics Inc. (PNG $9.64)
  • $9.64 P/E (TTM): 160.0X Cap: $3.08B
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Q: The press release does not say what Kraken intends to do with what looks like a significant addition to their funds. Do you know and what might be the expected share price response?

Upvote 10

Read Answer Asked by Mike on July 02, 2025

Q: HOVR Would you consider this a good speculative investment?

Upvote 3

Read Answer Asked by Gary on July 01, 2025

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Peter and His Wonder Team
RCG was up 12% today...any news. Please give your thoughts on this company. They have not done well for several years...your prognosis please. Thank you as usual.

Upvote 2

Read Answer Asked by Ernest on July 01, 2025

• Savaria Corporation (SIS $25.51)
  • $25.51 P/E (TTM): 29.57X Cap: $5.85B
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• TerraVest Industries Inc. (TVK $139.73)
  • $139.73 Cap: $3.05B
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Q: Hello. I’ve held Savaria in an RESP for a number of years and have done decently though it has not performed well recently. Ignoring diversification etc I’m wondering if a switch into TVK might provide better returns. Thoughts on this ignoring other holdings?

Thanks

Upvote 9

Read Answer Asked by Bryan on June 30, 2025

• Neo Performance Materials Inc. (NEO $23.84)
  • $23.84 Cap: $1.03B
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Q: Peter and His Wonder Team
Neo is up 12% on high volume. Why do you think? What is the good news?
Thanks...your insights are always helpful

Upvote 2

Read Answer Asked by Ernest on June 30, 2025