Investment Q&A

• Digital Turbine Inc. (APPS $4.91)
  • $4.91 Cap: $576M
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Q: Is this company getting any traction ?

Many Thanks

Greg

Upvote 2

Read Answer Asked by Greg on February 11, 2025

Q: What is your opinion on this stock, doesn’t seem to be in your data base.

Upvote 2

Read Answer Asked by Greg on February 11, 2025

• The Fresh Factory B.C Ltd. Subordinate Voting Shares (FRSH)
  • Cap: $46M
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Q: What is your opinion of the growth profile at The Fresh Factory?

Upvote 1

Read Answer Asked by Charles on February 11, 2025

• Jamieson Wellness Inc. (JWEL $34.37)
  • $34.37 P/E (TTM): 24.12X Cap: $1.42B
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Q: After a really good 2024, JWEL has starting the year off poorly. Not sure its all about tariffs. Thoughts on the stock?

Upvote 2

Read Answer Asked by Michael on February 10, 2025

• Cellebrite DI Ltd. (CLBT $18.35)
  • $18.35 Cap: $4.49B
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Q: What does CLBT do. ? Do they deal with many countries What Countries ? What is outlook for Company Growth Rates . Is it a strong Buy RAK

Upvote 8

Read Answer Asked by bob on February 10, 2025

• Genius Sports Limited (GENI $10.54)
  • $10.54 Cap: $2.48B
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• Cellebrite DI Ltd. (CLBT $18.35)
  • $18.35 Cap: $4.49B
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• Sportradar Group AG (SRAD $21.23)
  • $21.23 Cap: $6.30B
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• ReposiTrak Inc. (TRAK $11.65)
  • $11.65 P/E (TTM): 32.67X Cap: $216M
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• Nebius Group N.V. (NBIS $97.30)
  • $97.30 Cap: $22.90B
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Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!

Upvote 21

Read Answer Asked by Kim on February 10, 2025

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: On Gear: I understand that 82% voted for the Gear Energy sale, and the new company Lotus. Does Gear have a timeline, for settlement with the shareholder. As an example, if one has 1000 shares, how would the settlement happen, how much cash would one receive, and how many Lotus shares ? When will Gear be delisted ? Given the poor deal that was struck by Gear, I have trouble believing 82% voted for the deal, but that is another topic, for another venue?

Upvote 2

Read Answer Asked by Mark on February 10, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $161.28)
  • $161.28 P/E (TTM): 24.56X Cap: $1.97B
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Q: At an average price of 111$ today down 14%.I agree with your take on not to sell in the Trump threat but? Already overweight so can not add.Are you confident a hold is best or ? Much appreciate your insight.Thanks Larry

Upvote 5

Read Answer Asked by Larry on February 10, 2025

• Kenorland Minerals Ltd. (KLD $2.71)
  • $2.71 Cap: $196M
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Q: Do you think the insiders have a solid track record and have enough "skin in the game"? Do you think they have enough capital for the next couple of years to execute their plans or would you be expecting routine dilutive offerings over the next five years? Your thoughts on the pros and cons of this company please.

Upvote 2

Read Answer Asked by Tony on February 10, 2025

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Now that CTS will be taken over. What would you put the proceeds into for small cap growth

Upvote 7

Read Answer Asked by Dennis on February 10, 2025

• Titanium Transportation Group Inc. (TTNM $1.59)
  • $1.59 Cap: $75M
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Q: Looking for an updated opinion on Titanium, are either the potential of tariffs or dividend cut enough to stay clear?

Upvote 1

Read Answer Asked by Jim on February 10, 2025

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Hello 5i, Could you comment on the recent all cash transaction by H,I.G. Capital to acquire Converge Technology Solution, Thanks.

Upvote 2

Read Answer Asked by mike on February 10, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Hello 5i Team,
DEFI is my first step into the crypto world; what percent of a portfolio would you be comfortable with?
Thank you
Brent

Upvote 4

Read Answer Asked by Brent on February 10, 2025

• TerraVest Industries Inc. (TVK $156.96)
  • $156.96 Cap: $3.47B
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  • View Reports on TVK

Q: Hi, is TVK priced too high right now? Thank you

Upvote 4

Read Answer Asked by Marcel on February 10, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $14.43)
  • $14.43 P/E (TTM): 20.0X Cap: $976M
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Q: Please comment on the 3rd q and outlook. I listened to their conference call and it sounds like this is a growing business and they are leaders in their space.

Upvote 1

Read Answer Asked by Murray on February 07, 2025

• Medexus Pharmaceuticals Inc. Common Share Purchase Warrants (MDP.WT $0.01)
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Q: Would welcome your analysis on this small cap- it has recently received some positive reports. It appears to be cash flow positive and has a new drug approval.

Upvote 1

Read Answer Asked by Scott on February 07, 2025

• North West Company Inc. (The) (NWC $49.01)
  • $49.01 P/E (TTM): 16.74X Cap: $2.31B
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• Exchange Income Corporation (EIF $88.01)
  • $88.01 P/E (TTM): 31.98X Cap: $4.70B
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• Diversified Royalty Corp. (DIV $3.90)
  • $3.90 P/E (TTM): 22.53X Cap: $658M
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Q: Hi 5i Team,

Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.

Thanks for the Great Service!

Upvote 2

Read Answer Asked by Colin on February 07, 2025

• Freshworks Inc. (FRSH $11.74)
  • $11.74 Cap: $3.36B
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• Cellebrite DI Ltd. (CLBT $18.35)
  • $18.35 Cap: $4.49B
  • View CLBT Profile
  • View Questions on CLBT
• ReposiTrak Inc. (TRAK $11.65)
  • $11.65 P/E (TTM): 32.67X Cap: $216M
  • View TRAK Profile
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Q: Peter/5i staff, could I have your best 3 ideas for small caps, three from US and 3 from Canada, Thank you for all your helpful advice, Cheers, Geoff

Upvote 14

Read Answer Asked by Geoff on February 07, 2025

• Sensus Healthcare Inc. (SRTS $4.43)
  • $4.43 Cap: $72M
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Q: I know this is a small cap but it took a big haircut today. Were the results that bad or is it a result of being thinly traded? Thanks as always.

Upvote 1

Read Answer Asked by Nigel on February 06, 2025

• Sangoma Technologies Corporation (STC $6.68)
  • $6.68 Cap: $225M
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Q: Would you see this recent weakness as a buying opportunity,I didn’t think the quarter was that bad,what are your thoughts on the company as far as debt growth and management for a 2-3 year hold
Thank you

Upvote 2

Read Answer Asked by Greg on February 06, 2025