Investment Q&A

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Upvote 1

Read Answer Asked by jim on July 25, 2025

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $2.64B
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Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Upvote 1

Read Answer Asked by Donald on July 25, 2025

• Celestica Inc. (CLS $233.29)
  • $233.29 P/E (TTM): 48.66X Cap: $26.82B
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• TerraVest Industries Inc. (TVK $166.75)
  • $166.75 P/E (TTM): 41.69X Cap: $3.25B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 10.71X Cap: $4B
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• Zedcor Inc. (ZDC $4.16)
  • $4.16 P/E (TTM): 112.43X Cap: $432M
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• Propel Holdings Inc. (PRL $36.34)
  • $36.34 P/E (TTM): 18.55X Cap: $1.41B
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Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Upvote 18

Read Answer Asked by jeff on July 25, 2025

• Aclara Resources Inc. (ARA $1.54)
  • $1.54 Cap: $352M
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Q: ARA is approaching $400M in market cap and recently has been rapidly increasing in share price - I would be interested in hearing your take on the company, especially given by the lack of news that might account for the recent price action. Thanks for all that you do, John

Upvote 1

Read Answer Asked by John on July 25, 2025

• A & W Food Services of Canada Inc. (AW $39.75)
  • $39.75 P/E (TTM): 233.82X Cap: $953M
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Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Upvote 4

Read Answer Asked by Peter on July 24, 2025

• Red Cat Holdings Inc. (RCAT $9.46)
  • $9.46 Cap: $869M
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• World Acceptance Corporation (WRLD $159.09)
  • $159.09 P/E (TTM): 9.72X Cap: $844M
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• VTEX Class A (VTEX $6.29)
  • $6.29 Cap: $1.19B
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $27.58)
  • $27.58 P/E (TTM): 12.89X Cap: $1.76B
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• Champion Iron Limited Ordinary Shares (CIA $4.48)
  • $4.48 P/E (TTM): 16.84X Cap: $2.32B
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Q: Is this a good time to buy either of these iron companies?

Upvote 2

Read Answer Asked by John on July 24, 2025

• Zedcor Inc. (ZDC $4.16)
  • $4.16 P/E (TTM): 112.43X Cap: $432M
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• Propel Holdings Inc. (PRL $36.34)
  • $36.34 P/E (TTM): 18.55X Cap: $1.41B
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Monroe Capital Corporation (MRCC $6.21)
  • $6.21 P/E (TTM): 18.82X Cap: $134M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Celestica Inc. (CLS $233.29)
  • $233.29 P/E (TTM): 48.66X Cap: $26.82B
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• goeasy Ltd. (GSY $184.40)
  • $184.40 P/E (TTM): 12.13X Cap: $3.03B
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• WELL Health Technologies Corp. (WELL $4.68)
  • $4.68 Cap: $1.16B
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• Axon Enterprise Inc. (AXON $735.01)
  • $735.01 P/E (TTM): 177.54X Cap: $57.22B
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• Topicus.com Inc. (TOI $192.57)
  • $192.57 P/E (TTM): 100.01X Cap: $25B
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• Propel Holdings Inc. (PRL $36.34)
  • $36.34 P/E (TTM): 18.55X Cap: $1.41B
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• Lumine Group Inc. (LMN $54.26)
  • $54.26 Cap: $13.92B
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Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Upvote 24

Read Answer Asked by Timothy on July 23, 2025

• Celestica Inc. (CLS $233.29)
  • $233.29 P/E (TTM): 48.66X Cap: $26.82B
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• OceanaGold Corporation (OGC $19.68)
  • $19.68 P/E (TTM): 12.02X Cap: $4.54B
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• 5N Plus Inc. (VNP $11.92)
  • $11.92 P/E (TTM): 36.26X Cap: $1.06B
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• Kraken Robotics Inc. (PNG $3.49)
  • $3.49 P/E (TTM): 49.86X Cap: $916M
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• Zedcor Inc. (ZDC $4.16)
  • $4.16 P/E (TTM): 112.43X Cap: $432M
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• MDA Space Ltd. (MDA $41.04)
  • $41.04 P/E (TTM): 52.62X Cap: $5.03B
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• Propel Holdings Inc. (PRL $36.34)
  • $36.34 P/E (TTM): 18.55X Cap: $1.41B
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Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Upvote 35

Read Answer Asked by Greg on July 23, 2025

• Carvana Co. Class A (CVNA $332.12)
  • $332.12 P/E (TTM): 115.72X Cap: $71.12B
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• Opendoor Technologies Inc (OPEN $2.54)
  • $2.54 Cap: $1.85B
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Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• LithiumBank Resources Corp. (LBNK $0.37)
  • $0.37 Cap: $19M
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Q: Please may I have u comments and opinion on Lbnk.Is it buyable,and a good entry point if applicable. Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on July 23, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
  • $115.57 P/E (TTM): 15.35X Cap: $1.37B
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Q: What are the estimates for upcoming Q on July 24.Despite not u style,is it buyable prior to Q release?.Also what is a good entry point? Txs for u usual great services & advices

Upvote 5

Read Answer Asked by Peter on July 23, 2025

• EMX Royalty Corporation (EMX $4.32)
  • $4.32 Cap: $466M
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Q: What is your opinion of this company. Is it a buy?

Upvote 1

Read Answer Asked by christianne on July 23, 2025

• kneat.com inc. (KSI $5.60)
  • $5.60 Cap: $525M
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• WELL Health Technologies Corp. (WELL $4.68)
  • $4.68 Cap: $1.16B
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Q: I have held WELL ( at $5.00 ) for years in my growth oriented TFSA and am starting to look around for replacements. The next set of earnings will be important. Am looking at KSI and have read your report and questions asked. Several questions : will the general negatively towards healthcare be a drag on these two , should I sell partial WELL , do you have other ( CDN ) small cap recommendations ?
Thanks. Derek

Upvote 18

Read Answer Asked by Derek on July 22, 2025

• Frontera Energy Corporation (FEC $6.20)
  • $6.20 P/E (TTM): 37.72X Cap: $479M
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Q: Would you provide an update on your thoughts on FEC.

Upvote 1

Read Answer Asked by Brendon on July 22, 2025

• Cantaloupe Inc. (CTLP $11.08)
  • $11.08 P/E (TTM): 14.03X Cap: $808M
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• Genius Sports Limited (GENI $10.64)
  • $10.64 Cap: $2.55B
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• BlackSky Technology Inc. Class A (BKSY $19.78)
  • $19.78 Cap: $626M
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Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?

Upvote 2

Read Answer Asked by dan on July 22, 2025