Investment Q&A

• Dye & Durham Limited (DND)
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Q: Hi 5i,

Could I please get your thoughts on DND recent earnings?

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on October 31, 2023

• illumin Holdings Inc. (ILLM)
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Q: What's the outlook on Illumin after the announced departure of CEO in 2024 who is also a major shareholder?

Upvote 0

Read Answer Asked by Nishan on October 31, 2023

• Park Lawn Corporation (PLC)
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Q: This continues to grind lower and I am thinking it may have gone past a reasonable decline. Any comments you could provide would be appreciated before I start building a position.

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Read Answer Asked by Robert on October 31, 2023

• Western Forest Products Inc. (WEF)
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Q: Please comment on WEF's Balance sheet and key risks facing the company.

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Read Answer Asked by Harpinder on October 31, 2023

• Galaxy Digital Inc. Class A common stock (GLXY)
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Q: Nice volume and price aprreciation last few days. I did take a 1% position primarily based on your recommendation and I thank you for this. Anything you are aware of that may be driving this.? Also when does company next report?
Thanks
John

Upvote 0

Read Answer Asked by John on October 31, 2023

• Greenlane Renewables Inc. (GRN)
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Q: Hi 5i team,

Can you please comment on the recent 35M contract that been rewarded to the company? Will the news be a new catalyst to share price?

Thanks!

Upvote 0

Read Answer Asked by Kirk on October 31, 2023

• Neo Performance Materials Inc. (NEO)
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Q: I own some NEO performance materials and I noticed it is at 52 week lows, and at the currrent price (a little under $7) the dividend yield is about 5.7 per cent. The net cash on the balance sheet (according to the last quarter) shows that the market cap is about 30 per cent covered by the cash on the balance sheet. This company is profitable, pays a healthy covered dividend, is buying back a few shares with a NCIB and is in a future world part of the economy (magnets for electric cars, wind turbines, defense products, etc. I think I should add more on this weakness in the share price. Am I missing something glaringly wrong with this under-the-radar company?

Upvote 1

Read Answer Asked by Paul on October 30, 2023

• RB Global Inc. (RBA)
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• XPEL Inc. (XPEL)
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• ON Semiconductor Corporation (ON)
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• Ollie's Bargain Outlet Holdings Inc. (OLLI)
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• e.l.f. Beauty Inc. (ELF)
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• Kinsale Capital Group Inc. (KNSL)
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• SPS Commerce Inc. (SPSC)
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• Weatherford International plc (WFRD)
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Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Upvote 0

Read Answer Asked by Curtis on October 30, 2023

• Nerdy Inc. Class A (NRDY)
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Q: Could we have your opinion on NRDT.US as a viable holding.

Thanks

Thomas

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Read Answer Asked by Thomas on October 30, 2023

• Rogers Sugar Inc. (RSI)
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Q: RSI which has steadily dropped this year. Should I continue to hold RSI or sell and harvest tax?
Thanks

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Read Answer Asked by Paul on October 30, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Nice call on Hammond Power. I have a position in this company. Would you add to it today after the nice gain?

Upvote 1

Read Answer Asked by Les on October 27, 2023

• Moneta Gold Inc. (ME)
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Q: Could you comment on Moneta Gold and their project update on Oct 19th. National Bank has initiated coverage at Outperform at $3.00/share which is far above the current share price. Your last answer from July 2022 indicated the company had some solid shareholders and is this still the case?

Upvote 0

Read Answer Asked by mike on October 27, 2023

• Propel Holdings Inc. (PRL)
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Q: Is it just me or is Propel Holdings trading at quite a ridiculously low p/e for it's growth? What do you think is causing this? Thanks.

Upvote 1

Read Answer Asked by Michael on October 27, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: The 3rd q numbers came out.comments please.The stock still seems undervalued.

Upvote 0

Read Answer Asked by Murray on October 27, 2023

• Aecon Group Inc. (ARE)
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Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks

Upvote 0

Read Answer Asked by satish on October 26, 2023

• AirIQ Inc. (IQ)
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Q: While most microcap tech stocks have been trending down for 2 years now, despite some companies showing financial strength, AirIQ's stock price has been trending upward and hitting new highs. What can we learn from AirIQ?

Upvote 1

Read Answer Asked by Charles on October 26, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.

Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.

Today Worldline SA is being cut in half. Worldline is a several billion dollar company.

Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC

Upvote 0

Read Answer Asked by John on October 25, 2023

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
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Q: Hi, I'm interested in Dream Unlimited Corp as a long term investment, and would appreciate your thoughts on this company. Also, held as the entity DRM:CA (vs DIR:UN:T, for example), would this be eligible for the dividend tax credit and thus best held in a non-registered account? Thank you

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Read Answer Asked by Anthony on October 25, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: hi,
can I get your latest financial analysis of Corby please. is there any growth? is the balance sheet fine? is the dividend sustainable?payout ratio? I have held for a long time, and capital keeps going down, and dividend up to worrisome levels. can you rank as buy, sell, hold.

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Read Answer Asked by chris on October 25, 2023

• InMode Ltd. (INMD)
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Q: is inmode down just because its an israeli company or are there other reasons.
at 20 bucks it seems like a great buying opportunity. dave

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Read Answer Asked by david on October 25, 2023