Investment Q&A

• Genius Sports Limited (GENI $6.26)
  • $6.26 Cap: $1.52B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $14.94)
  • $14.94 Cap: $3.50B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $17.39)
  • $17.39 Cap: $5.16B
  • View SRAD Profile
  • View Questions on SRAD

Q: I’m looking to invest in two or three Small Caps for a short term gain. Nationality does not matter. Suggestions appreciated.

Upvote 7

Read Answer Asked by Dennis on March 31, 2025

• Vitalhub Corp. (VHI $8.01)
  • $8.01 P/E (TTM): 156.86X Cap: $505M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Upvote 7

Read Answer Asked by Roger on March 28, 2025

• goeasy Ltd. (GSY $128.32)
  • $128.32 P/E (TTM): 9.46X Cap: $2.06B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $25.87)
  • $25.87 P/E (TTM): 11.7X Cap: $1.01B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.

Thanks for the great service.

André

Upvote 16

Read Answer Asked by André on March 28, 2025

• Kits Eyecare Ltd. (KITS $20.05)
  • $20.05 P/E (TTM): 183.91X Cap: $644M
  • View KITS Profile
  • View Questions on KITS

Q: KITS is up big recently. Should I still be adding more?

Upvote 3

Read Answer Asked by Patrick on March 28, 2025

• ZIM Integrated Shipping Services Ltd. (ZIM $20.73)
  • $20.73 Cap: $2.49B
  • View ZIM Profile
  • View Questions on ZIM

Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?

Upvote 1

Read Answer Asked by terrance on March 27, 2025

• Oklo Inc. Class A (OKLO $69.47)
  • $69.47 Cap: $10.85B
  • View OKLO Profile
  • View Questions on OKLO

Q: Hi 5i!

Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?

Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!

Upvote 2

Read Answer Asked by Josh on March 26, 2025

• Volatus Aerospace Inc. (FLT $0.54)
  • $0.54 Cap: $32M
  • View FLT Profile
  • View Questions on FLT

Q: What are the prospects for future growth? Thanks.

Upvote 1

Read Answer Asked by Michael on March 26, 2025

• Zoomd Technologies Ltd. (ZOMD $1.03)
  • $1.03 P/E (TTM): 4.52X Cap: $103M
  • View ZOMD Profile
  • View Questions on ZOMD

Q: Could you comment on results?

Upvote 2

Read Answer Asked by tom on March 26, 2025

• Townsquare Media Inc. Class A (TSQ $7.18)
  • $7.18 P/E (TTM): 3.8X Cap: $113M
  • View TSQ Profile
  • View Questions on TSQ

Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Upvote 1

Read Answer Asked by David on March 26, 2025

• Cantaloupe Inc. (CTLP $10.56)
  • $10.56 P/E (TTM): 14.34X Cap: $777M
  • View CTLP Profile
  • View Questions on CTLP

Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Upvote 2

Read Answer Asked by John on March 25, 2025

• Knight Therapeutics Inc. (GUD $5.87)
  • $5.87 Cap: $585M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Your thoughts on GUD going forward in light of:

07:20 AM EDT, 03/24/2025 (MT Newswires) -- Knight Therapeutics (GUD.TO) overnight Sunday said G252 Capital has disposed of 2.5 million of its shares at $6.30 each, and no longer holds over 10% of Knight's outstanding shares.

G2S2 now owns 7.54 million Knight shares, for a 7.6% stake.

Does this limit upside of the stock price?

Upvote 2

Read Answer Asked by Michael on March 25, 2025

• MDA Space Ltd. (MDA $36.02)
  • $36.02 P/E (TTM): 42.29X Cap: $4.54B
  • View MDA Profile
  • View Questions on MDA
• Telesat Corporation Common and Variable Voting Shares (TSAT $38.18)
  • $38.18 Cap: $1.34B
  • View TSAT Profile
  • View Questions on TSAT

Q: Hi,

If MDA is owned already, would there be too much overlap to own TSAT as well?

Thank you.
Michael

Upvote 2

Read Answer Asked by Michael on March 25, 2025

• Maxim Power Corp. (MXG $4.41)
  • $4.41 P/E (TTM): 19.55X Cap: $280M
  • View MXG Profile
  • View Questions on MXG

Q: Hi Peter, Can I get your thoughts on Maxim quarterly results. Also can you provide your opinion on the company and whether it is a buy hold or sell. Also is sale of the business a real possibility - the company looks clean and has no debt and simple share structure in an attractive sector.

Thanks

Upvote 1

Read Answer Asked by Frank on March 25, 2025

• Northern Dynasty Minerals Ltd. (NDM $2.77)
  • $2.77 Cap: $1.53B
  • View NDM Profile
  • View Questions on NDM

Q: NDM (Northern Dynasty Minerals) has recently seen price increases. After reviewing previous Q/A, I notice NDM has a lot of controversy. Have those problems of the past been resolved enough to justify the market's current price? Do you think it's buyable, or still too speculative?

Upvote 1

Read Answer Asked by Lionel on March 25, 2025

• Champion Iron Limited Ordinary Shares (CIA $5.50)
  • $5.50 P/E (TTM): 15.21X Cap: $2.93B
  • View CIA Profile
  • View Questions on CIA

Q: Can , you give me your take on CIA ,I am down 28% should I buy more, what seems to be the problem is the crazy politics.

Thank you
James Allore.

Upvote 1

Read Answer Asked by James on March 25, 2025

• Impinj Inc. (PI $110.38)
  • $110.38 Cap: $3.36B
  • View PI Profile
  • View Questions on PI

Q: This company was a recent top pick on BNN, the last question on it seems to be many years ago. The share price has come off pretty dramatically recently. Can I please have your latest thoughts on their prospects and current valuation?

Upvote 2

Read Answer Asked by Stephen R. on March 25, 2025

• Simply Solventless Concentrates Ltd. (HASH $0.17)
  • $0.17 P/E (TTM): 5.33X Cap: $18M
  • View HASH Profile
  • View Questions on HASH

Q: I am considering investing in this company as it appears to be one of the only companies in this sector that is growing even though it is not a big. Can you please give me your analysis on its prospects and position and advise if it is worthwhile long term investment,

Upvote 1

Read Answer Asked by Robert on March 25, 2025

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Upvote 1

Read Answer Asked by Rick on March 25, 2025

• Diversified Royalty Corp. (DIV $4.03)
  • $4.03 P/E (TTM): 23.71X Cap: $686M
  • View DIV Profile
  • View Questions on DIV

Q: Thoughts on their latest quarter.

Upvote 2

Read Answer Asked by don on March 25, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $35.87)
  • $35.87 P/E (TTM): 20.03X Cap: $844M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: Should I continue to hold GDI or sell? If hold, for how long?
Thanks

Upvote 2

Read Answer Asked by Ben on March 25, 2025