Investment Q&A

• Decisive Dividend Corporation (DE $7.46)
  • $7.46 P/E (TTM): 29.32X Cap: $148M
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Q: is it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

• Lithium Americas Corp. (LAC $10.52)
  • $10.52 Cap: $2.54B
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Q: do you like this company and or the sector?

Upvote 3

Read Answer Asked by Gary on February 27, 2024

• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
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Q: What do you think about the company?

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: would you rate it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

Q: Can you name your top 5 small caps and why?

Upvote 21

Read Answer Asked by Gary on February 27, 2024

• Supremex Inc. (SXP $3.72)
  • $3.72 Cap: $91M
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Q: According to the files, the last mention of sxp was November, they recently announced financials. A more current response would be great. Maybe you haven’t changed your opinion and have no replacement idea???
Thanks

Upvote 2

Read Answer Asked by Bill on February 26, 2024

• Parsons Corporation (PSN $85.85)
  • $85.85 P/E (TTM): 39.21X Cap: $9.16B
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Q: Hello 5i
Could I have your assessment of Parsons?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on February 26, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.36)
  • $45.36 P/E (TTM): 16.97X Cap: $635M
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• iShares Russell 2000 ETF (IWM $237.79)
  • $237.79 P/E (TTM): 16.66X Cap: $67.63B
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• iShares Core S&P Small-Cap ETF (IJR $114.27)
  • $114.27 P/E (TTM): 17.41X Cap: $82.67B
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• iShares Russell 2000 Value ETF (IWN $172.34)
  • $172.34 P/E (TTM): 13.52X Cap: $11.62B
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Q: 3 short questions:
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!

Upvote 2

Read Answer Asked by Grant on February 26, 2024

• Supremex Inc. (SXP $3.72)
  • $3.72 Cap: $91M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.95)
  • $7.95 P/E (TTM): 6.9X Cap: $223M
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Q: Any reason to hold on to this one?? Any replacement ideas??
Thanks

Upvote 4

Read Answer Asked by Bill on February 26, 2024

• European Residential Real Estate Investment Trust (ERE.UN $1.04)
  • $1.04 Cap: $244M
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Q: Earnings came out yesterday. Please comment. Would you hold or sell at this time? Thank you for your guidance.

Upvote 2

Read Answer Asked by Stella on February 26, 2024

• GE Aerospace (GE $291.49)
  • $291.49 P/E (TTM): 41.75X Cap: $309.10B
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• Lockheed Martin Corporation (LMT $505.05)
  • $505.05 P/E (TTM): 28.51X Cap: $117.91B
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• Magellan Aerospace Corporation (MAL $16.65)
  • $16.65 P/E (TTM): 26.14X Cap: $951M
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• Transdigm Group Incorporated (TDG $1,277.99)
  • $1,277.99 P/E (TTM): 42.3X Cap: $72.01B
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• Heico Corporation (HEI $306.83)
  • $306.83 P/E (TTM): 68.97X Cap: $42.71B
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Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Upvote 2

Read Answer Asked by GREGORY on February 26, 2024

• Foraco International SA (FAR $2.20)
  • $2.20 P/E (TTM): 8.51X Cap: $212M
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Q: What are your thoughts on Q4 and FY 2023 results?
Thank you.

Upvote 2

Read Answer Asked by Greg on February 23, 2024

• Pinetree Capital Ltd. (PNP $11.34)
  • $11.34 P/E (TTM): 5.05X Cap: $106M
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Q: Regarding Frank's question on Pinetree Capital
It is seemingly up because they hold shares in Bravura Solutions traded on the ASX and main reason is they reported nice results a few days ago.

Some connections to Constellation Software here as of course Mark Leonard's son Damien runs this company (Pinetree) as I am sure you know and they seem to align with Constellations investments a few times (holding Sygnity and Topicus) and a Volaris Group Vice President (Shezad Okhai) joined Pinetree in 2021and then left for Bravura Solutions in 2023... they look undervalued when you review all their investments and report soon.

Upvote 1

Read Answer Asked by Michael on February 23, 2024

• GreenPower Motor Company Inc. (GPV $4.45)
  • $4.45 Cap: $13M
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Q: Please provide an update on GPV. Do you like this one as a small speculative position?

Upvote 2

Read Answer Asked by Robert on February 22, 2024

• Ceragon Networks Ltd. (CRNT $2.28)
  • $2.28 Cap: $202M
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Q: Peter and Hi Wonder Team
I have owned this stock for 1.5 years and am up. The 4thQ beat on the top line and missed on the bottom. I think it looks like a positive quarter. Your opinion please...how does it's prognosis look to you. Hold or take my profit and be happy. I ask the question because 5i says we should let our winners run. Thanks...as usual...your professional insights are always helpful.

Upvote 4

Read Answer Asked by Ernest on February 22, 2024

• Taiga Motors Corporation (TAIG $0.31)
  • $0.31 Cap: $9M
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Q: Can you give an ypdate on this

Upvote 2

Read Answer Asked by Don on February 22, 2024

• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 132.59X Cap: $609M
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: I am thinking of selling WELL held in my TFSA.for over 3 years and buying VHI can you provide 3 current metrics compared to historical metrics you use to value VHI thanks Richard

Upvote 3

Read Answer Asked by richard on February 22, 2024

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.90)
  • $18.90 P/E (TTM): 11.17X Cap: $805M
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Q: Comments on earnings?? Thanks!

Upvote 2

Read Answer Asked by Jeff on February 22, 2024

• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $2.97B
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Q: Looking for a good quality small or mid cap to invest into my TFSA. I own LUM, HPS, topicus. GSY. I have 7,000 and was thinking of adding to TVK. please give me reasons for your ideas and a good entry price. Thanks Stephen

Upvote 9

Read Answer Asked by Stephen on February 21, 2024

• CECO Environmental Corp. (CECO $49.82)
  • $49.82 P/E (TTM): 34.73X Cap: $1.75B
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• Powell Industries Inc. (POWL $301.06)
  • $301.06 P/E (TTM): 21.5X Cap: $3.63B
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• Shift4 Payments Inc. Class A (FOUR $77.23)
  • $77.23 P/E (TTM): 38.16X Cap: $6.82B
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• Cellebrite DI Ltd. (CLBT $19.10)
  • $19.10 Cap: $4.57B
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• Nextracker Inc. (NXT $82.80)
  • $82.80 P/E (TTM): 22.85X Cap: $12.25B
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Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Upvote 9

Read Answer Asked by Dave on February 21, 2024