Investment Q&A

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $34.15)
  • $34.15 P/E (TTM): 59.45X Cap: $3.81B
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Q: Hi there,

GRGD has been public for a few quarters now. Looks like their growth metrics look quite good. What are your thoughts on the company? Would you be buyers at today's prices?

Thanks!

Upvote 1

Read Answer Asked by Michael on June 26, 2025

• Zedcor Inc. (ZDC $4.25)
  • $4.25 P/E (TTM): 240.0X Cap: $447M
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• kneat.com inc. (KSI $5.47)
  • $5.47 Cap: $519M
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Q: Which will likely return better long-term growth?

Upvote 6

Read Answer Asked by Peter on June 26, 2025

• Itron Inc. (ITRI $124.05)
  • $124.05 P/E (TTM): 22.52X Cap: $5.70B
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• Tantalus Systems Holding Inc. (GRID $2.95)
  • $2.95 Cap: $158M
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Q: New all time highs, new contracts pouring in. Can you give me an updated analysis on this stock, insider ownership and balance sheet and where it might be in 10 years.

Would it be a candidate to be bought out? Who would purchase it?

Upvote 2

Read Answer Asked by James on June 26, 2025

Q: Loop Energy Inc XTSE: LPEN. Another Ballard?

Thank you.

Upvote 2

Read Answer Asked by Ross on June 25, 2025

• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.24B
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Q: WELL is currently 1.3% of our portfolio. Your most recent comment put WELL in the "show me" category. With the price currently sitting close to the 52 week low and only a 1.3% position, do you think it would be worth another small nibble - either for a long term hold, or as a swing trade? Or better to just sit tight?

Thanks.

Upvote 8

Read Answer Asked by Robert on June 24, 2025

• Neo Performance Materials Inc. (NEO $17.18)
  • $17.18 Cap: $715M
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• MP Materials Corp. (MP $72.31)
  • $72.31 Cap: $12.02B
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Q: Could you provide update on MP. Would you buy it?

Thanks,
Milan

Upvote 1

Read Answer Asked by Milan on June 24, 2025

Q: Thoughts on Crawford United Corp CRAWA on the OTC for a long term hold?

Upvote 2

Read Answer Asked by Craig on June 24, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $8.77)
  • $8.77 P/E (TTM): 5.31X Cap: $246M
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Q: Hi, I got in when it was supposedly cheap, at about $12.80. It's now hovering at around $8. As a non-resident, selling for tax losses doesn't apply. As you wrote recently that you're not fans of investing to break even, do you have any opinions on possible moves? Sell some at a loss to invest in better stocks, hold for a while and see what happens with tariffs, hold for a longer period of time as this is a good stock and we'll pay off over the next couple years? Thank you for your time.

Upvote 5

Read Answer Asked by GeeMac on June 24, 2025

• Cal-Maine Foods Inc. (CALM $115.43)
  • $115.43 P/E (TTM): 4.54X Cap: $5.59B
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Q: Could you offer your thoughts on the fundamentals and future outlook of CALM? Looks like low debt, high ROE and healthy dividend.

With thanks.

Upvote 1

Read Answer Asked by David C. on June 24, 2025

• The Chefs' Warehouse Inc. (CHEF $65.13)
  • $65.13 P/E (TTM): 37.67X Cap: $2.61B
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Q: Is there any more upside for this company .. thx

Upvote 2

Read Answer Asked by NICHOLAS on June 24, 2025

• PHX Energy Services Corp. (PHX $7.73)
  • $7.73 P/E (TTM): 6.69X Cap: $352M
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Q: Your most recent thoughts on this would be appreciated. dividend sustainability is key for me.

Upvote 1

Read Answer Asked by Robert on June 24, 2025

• Maya Gold & Silver Inc. (AYA)
  • Cap: $159M
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• G Mining Ventures Corp. (GMIN $20.95)
  • $20.95 P/E (TTM): 22.89X Cap: $4.75B
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Q: Can I get your opinion on these two companies. Thank you.

Upvote 2

Read Answer Asked by Marcela on June 23, 2025

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.04B
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Q: Hi there,

What is their business model and it is sustainable within the next 5-10 years. Is there any concerns of revenue and profits that could drop in the upcoming years.

In advance, thank you for taking the time to answer my question.

NL

Upvote 10

Read Answer Asked by Norwood on June 23, 2025

• Canadian Premium Sand Inc. (CPS $0.19)
  • $0.19 Cap: $17M
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Q: what is going on with this mini mini company not much info om it great idea but is there a future thanks for all you do

Upvote 2

Read Answer Asked by cindy on June 23, 2025

• Mainstreet Equity Corp. (MEQ $197.00)
  • $197.00 P/E (TTM): 7.58X Cap: $1.83B
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Q: Hi Team,

Can I get your analysis on this company and if you think it will continue to be a long term compounder?

Thanks

Upvote 3

Read Answer Asked by Keith on June 20, 2025

• G Mining Ventures Corp. (GMIN $20.95)
  • $20.95 P/E (TTM): 22.89X Cap: $4.75B
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Q: Hi team,

What are your thoughts on GMIN ? Seems to have good momentum recently with the gold price going up. How risky is it for a 5-10yrs holding period?

Thanks
Benoit

Upvote 1

Read Answer Asked by Benoit on June 20, 2025

• Black Diamond Group Limited (BDI $11.36)
  • $11.36 P/E (TTM): 22.29X Cap: $748M
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Q: Peter and His Wonder Team
I have held this stock for several years and am up. It appears to be range bound and I am not sure if it has any more room to run. I am thinking that I should take the profit and be happy. I think there debt may be high and they are dependent on the overal economy. What do you think...any up side in sight? Thanks for your excellent service!

Upvote 1

Read Answer Asked by Ernest on June 20, 2025

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $3.22)
  • $3.22 P/E (TTM): 3.67X Cap: $289M
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Q: Dundee has doubled since your last (Nov 28) opinion, which focused on its static book value and well-below-book share price. Do its actions since then lead you to re-evaluated its prospects? Given its momentum and P/E, has its P/B turned into an asset?

Upvote 1

Read Answer Asked by John on June 20, 2025

• Altius Minerals Corporation (ALS $29.11)
  • $29.11 P/E (TTM): 13.96X Cap: $1.34B
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Q: Hi
past questions at 5 i indicated that it had slow years in 2023 and 2024
B Gardiner on BNN market call made it one of her top picks
is it a mixture of gold, minerals and nickel and copper? as I have some gold stocks
and TCK.b
what do you think of ALS.ca in terms of investment for some dividend and hopefully a good prospect for the rest of 2025 (next 12 months)? does Mr Trump's tariff helps this stock
Michael
thanks

Upvote 2

Read Answer Asked by Michael on June 19, 2025

• Diversified Royalty Corp. (DIV $3.41)
  • $3.41 P/E (TTM): 21.38X Cap: $578M
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Q: I see DIV has gotten the market excited! What do you think of the company now with the new purchase?

TIA

Upvote 2

Read Answer Asked by Gerald on June 19, 2025