Investment Q&A

• Firan Technology Group Corporation (FTG $20.72)
  • $20.72 P/E (TTM): 40.15X Cap: $521M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $328.95)
  • $328.95 P/E (TTM): 51.26X Cap: $3.91B
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• Kraken Robotics Inc. (PNG $6.94)
  • $6.94 Cap: $2.13B
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• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 303.5X Cap: $650M
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• kneat.com inc. (KSI $5.15)
  • $5.15 Cap: $495M
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Q: For fun, a year from now what order will these stocks be in based on price appreciation, would your answer change if it was a 3 year term?

Upvote 15

Read Answer Asked by Charles on May 27, 2025

• goeasy Ltd. (GSY $30.80)
  • $30.80 P/E (TTM): 2.4X Cap: $511M
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• Propel Holdings Inc. (PRL $22.46)
  • $22.46 P/E (TTM): 11.95X Cap: $884M
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Q: Hi,
Having read a lot of Q&A s on both these stocks, I know you still support a Hold position and bit cautious because of tariffs drama but not too worried about the management or long term prospects of either company.

My question is this. I have GSY and understandably now I am down. I was up a while back before it trended down. However I did take the profit in PRL! (Lucky me!)

Should one sell some of GSY and buy with that money a position in PRL now? To hedge one's bet in that risky lending domain? Or add to GSY gradually and wait? If I am right in interpreting your answers, you think PRL has more potential for faster growth and rebound than GSY. Hence I am contemplating on such a move.

Many thanks in advance.

Upvote 11

Read Answer Asked by Savalai on May 27, 2025

• Garrett Motion Inc. (GTX)
  • P/E (TTM): 0.7X Cap: $152M
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Q: Can I get your take on this company.

Thanks

Upvote 1

Read Answer Asked by Scott on May 27, 2025

• Firm Capital Property Trust (FCD.UN $6.60)
  • $6.60 P/E (TTM): 9.43X Cap: $243M
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• Welltower Inc. (WELL $214.84)
  • $214.84 P/E (TTM): 153.31X Cap: $151.65B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $89.43)
  • $89.43 P/E (TTM): 12.51X Cap: $18.91B
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• Power Corporation of Canada Subordinate Voting Shares (POW $78.44)
  • $78.44 P/E (TTM): 35.45X Cap: $49.63B
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• Bird Construction Inc. (BDT $52.47)
  • $52.47 P/E (TTM): 48.2X Cap: $2.90B
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• Mainstreet Equity Corp. (MEQ $173.32)
  • $173.32 P/E (TTM): 5.91X Cap: $1.61B
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• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X
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• Valhi Inc. (VHI $14.53)
  • $14.53 Cap: $404M
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• TFI International Inc - Ordinary Shares (TFII $137.43)
  • $137.43 P/E (TTM): 48.18X Cap: $11.29B
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• Propel Holdings Inc. (PRL $22.46)
  • $22.46 P/E (TTM): 11.95X Cap: $884M
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Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.

Upvote 11

Read Answer Asked by Frank on May 27, 2025

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
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Q: Recently received their final construction permit. Shovel ready.

And today "Generation Announces Receipt of Support Letter for up to $200 Million from leading Financial Lender."

This is in addition to "other money" already on the table. Looks like this mine may be built.

What is your perspective

Thank you

Upvote 2

Read Answer Asked by JACK on May 27, 2025

• Neo Performance Materials Inc. (NEO $29.64)
  • $29.64 Cap: $1.23B
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• Green Impact Partners Inc. (GIP $2.30)
  • $2.30 Cap: $49M
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Q: Hi looking at two small caps at the moment. What are your thoughts on the news of the conclusion of the strategic review for NEO and news put out today on GIP's sale of its water, waste and recycling facilities and lead equity partner agreement for the Future Energy Park? thanks

Upvote 1

Read Answer Asked by Bryan on May 26, 2025

• Eli Lilly and Company (LLY $966.99)
  • $966.99 P/E (TTM): 41.33X Cap: $910.65B
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• Pfizer Inc. (PFE $25.81)
  • $25.81 P/E (TTM): 18.88X Cap: $147.10B
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Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Upvote 1

Read Answer Asked by David on May 26, 2025

• West High Yield (W.H.Y.) Resources Ltd. (WHY $0.33)
  • $0.33 Cap: $38M
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Q: Just took about a 30% jump but cant find out any news

I think somebody in Big Pharma has taken an interest

Have you heard anything?
Thanks

Upvote 1

Read Answer Asked by peter on May 26, 2025

• Zoomd Technologies Ltd. (ZOMD $0.53)
  • $0.53 P/E (TTM): 2.25X Cap: $53M
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Q: ZOMD's share price has exploded upwards in the past month, aided considerably by blow out Q1 earnings late last week. Its market cap has also doubled to more than $100M so perhaps it's time for an analyst or two to sit up and take notice. Appreciate your views as always.

Upvote 5

Read Answer Asked by karl on May 26, 2025

Q: Your opinion as to the future prospects for BTQ Technologies Corp

Upvote 1

Read Answer Asked by Edgar on May 26, 2025

• Quipt Home Medical Corp. (QIPT $4.98)
  • $4.98 Cap: $220M
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Q: What do you make of the news that QIPT has an offer to be taken private by Forager for $3.10 USD. What are your thoughts on its trading at $1.80USD..... the market clearly does not think this is going to happen or that a competing offer is likely. What is Qipt worth and does it make sense to hang on to see how this plays out?

A long suffering stock holder

Upvote 1

Read Answer Asked by Scott on May 26, 2025

• MNTN Inc. Class A (MNTN $8.28)
  • $8.28 Cap: $716M
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Q: I know you don’t typically recommend IPOs but would like your thoughts on this. How is the valuation vs peers? Is this a solid growth story or too hyped? RR seems to have the Midas touch.

Upvote 2

Read Answer Asked by Scott on May 23, 2025

• Bitcoin Well Inc. (BTCW $0.07)
  • $0.07 Cap: $23M
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Q: I'm wondering what your thoughts are on this company in general and also it's financial health and prospects going forward.

Thanks,

Upvote 1

Read Answer Asked by Dustin on May 23, 2025

• NervGen Pharma Corp. (NGEN $5.15)
  • $5.15 Cap: $375M
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Q: Can I get your assessment of NGEN? Can the fundamentals support a sustained move in this one? That is some major volume coming in on those up days! Thanks.

Upvote 1

Read Answer Asked by Philip on May 22, 2025

• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 303.5X Cap: $650M
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Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?

Upvote 8

Read Answer Asked by Robert on May 22, 2025

• TSS Inc. (TSSI $12.20)
  • $12.20 P/E (TTM): 21.46X Cap: $493M
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Q: Please comment on TSSI and SBC. Do you think TSSI has more room to run? Also, I see SBC is profitable but the stock keeps going down. Thanks

Upvote 1

Read Answer Asked by Imtiaz on May 22, 2025

Q: Hi please list your highest conviction small cap companies “in order” for the long term? US companies only please
5 companies if possible

Thanks

Upvote 7

Read Answer Asked by Nick on May 22, 2025

Q: BTQ Does the 5i crew have any insights or opinions regarding this Vancouver based Quantum concern?
Thank you.
Cheers

Upvote 1

Read Answer Asked by Ryczard on May 22, 2025

• NVIDIA Corporation (NVDA $219.44)
  • $219.44 P/E (TTM): 43.92X Cap: $5.33T
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• Navitas Semiconductor Corporation (NVTS $22.65)
  • $22.65 Cap: $5.29B
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Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia

Upvote 1

Read Answer Asked by JR on May 22, 2025

Q: Would you please give your current view of Aimia
Thank you.

Upvote 1

Read Answer Asked by mike on May 21, 2025