Investment Q&A

Q: ECN seems to be slowly rising from the ashes. Given that 🇨🇦 is now on a downward interest rate cycle, do you see good potential for them going forward? I know you used to think their management team was top notch.

Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Q: Any news on whats happening with Versabank?

Thanks for all the good work.
Cheers, Chris

Q: It must be known by now how Door Dash is replacing Payfare's service. Are they internalizing the immediate pay function or are they selecting an alternate provider? If it was easy to internalize the function aren't other customers likely to follow suit? Pls. give me your best guess on Payfare's future - does it have a saleable service or not?
Thanks, Hugh

Q: How would you rate how management has run these two companies over the last few years? Please include at what valuation or price point one would comfortable starting a small position, if at all. Thanks.

Q: I hold a small amount as a market hedge as the beta is -.16. It trades very thinly and has not issued any stock for at least 10 years. Going back 6 years from 2022 EPS did not grow at all. In 2023 EPS grew 63% from a low base in 2022, and sales 8%. For the 1st 6 mo. of 2024 EPS has grown 36% and sales 6%. In the 2nd Q of 2022 "Project Eagle" initiative began in an effort to revive anemic sales and margins in the US. Technically, the chart looks very positive. The company now has its first every non family member in its 106 year history, as its CEO effective September 1 2024. He had a positive 10 year track record at Coke prior to joining LAS.A in 2020. The company held its 1st ever investor day in 2023. Do you think more shares in this company could be purchased here on the confidence that a turn around is in place? Does the rational for holding and potentially acquiring more of it make sense. Please add insights you may have on the company and the sector it operates in.
Thank you.

Q: I own PRL shares and am happy with their performance. The shares have risen rapidly over the past year and I wonder if shares, either a partial or full position, should be sold. I have seen some data that shows very rapid growth in EPS over the next couple of years .Can you provide key metrics over the next two years that would support your position on this company. Also over this period what would be a reasonable multiple of earnings for the shares? If possible could you factor in its recent acquisition. Thanks.

Q: Hey 5i, the 5 stocks above are favoirites of DKAM and I'm thinking about putting a few in my TFSA. Now the problem is Jason Donville loves all of them but I'm sure 5i probably could tell me if they would rank some above the others? Thanks for your help. Cheers

Q: Versabank recently made a new 52 week hi. Is this a company with a substancial growth and profitability platform ahead and one you would suggest as a timely investment?

Q: Puzzled by the big move in the last 3 months, absent any big news. Bloomberg have anything? Thanks for all you do - John

Q: your opinion on fri resources please.
thank you

Q: Would appreciate your comments on TH quartly report. Profit for a change. Thanks

Q: Thoughts on Greenfire Resources overall and recently announced growth plans?

Q: Currently down 11%. Buy more hold or sell and move on. According to
most recent question you ranked it 3rd yet under your disclosure no affiliate of 5I has a stake in it. What am I missing? Thanks Larry

Q: Hello 5i Team
Today BDT jumped approximately 12% on news that they are increasing the dividend.
Do you believe that it is okay to buy this stock after the big run up or to wait? Is the stock a good company with a long term investment.Would you recommend this company or another company in the same space?
Thank you

Q: NNE- Nasdaq- nano nuclear energy. Sorry not in your wheelhouse, but could this have potential or just hopeful thinking? Are bigger players doing the same thing? ( I’m assuming this stock would be considered high risk). Answer and or post as you see fit.
Thanks

Q: What’s your detailed analysis on Firan’s most recent earnings and long term outlook. Please comment on management, their technology and competitiveness in their industry. Any negatives you see in their future? Or is it a good long term hold?

Q: Any reason to hold here?

Q: I would appreciate an updated view of Firm Capital Mortgage Investment Corp. Thanks!

Q: Can you comment on how likely Nexgen is to get its Federal approval for the Rook 1 project?When is this decision anticipated?