Investment Q&A

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Hi 5i
I own GXE in a TFSA and in the midst of today's bloodbath the value of my holding is down 45% from when I bought quite some time ago. There's not an overly significant amount of money involved and I can ride it out if that's the thing to do, but I would like to minimize my losses as effectively as possible.
With that in mind, what would you recommend I do - sell, hold or buy some more at the current depressed price, and why?
Thanks 5i, I look forward to your thoughts.
Peter

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Read Answer Asked by Peter on July 27, 2023

• Aecon Group Inc. (ARE $20.29)
  • $20.29 P/E (TTM): 58.86X Cap: $1.29B
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Q: Hello Peter,
Aecon is down alot. Can you please comment on the results? Thanks very much

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Read Answer Asked by umedali on July 27, 2023

• Savers Value Village Inc. (SVV $11.22)
  • $11.22 P/E (TTM): 57.05X Cap: $1.75B
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Q: Hi,
Just wondering what is 5i's view about this. Does it have a good potential? Looking for a 3-5 years holding.
Thanks.

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Read Answer Asked by CK on July 27, 2023

• Doman Building Materials Group Ltd. (DBM $9.88)
  • $9.88 P/E (TTM): 11.75X Cap: $865M
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Q: hi, can I get your short analysis of this company. growth rate? payout ratio? value? is it a buy or sell? long term investor. cheers, chris

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Read Answer Asked by chris on July 27, 2023

• illumin Holdings Inc. (ILLM $1.55)
  • $1.55 Cap: $79M
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Q: Can you comment on illumin holding's announcement yesterday? how will it impact the company and the stock price going forward?

Thanks

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Read Answer Asked by Adam on July 27, 2023

• Sylogist Ltd. (SYZ $7.86)
  • $7.86 Cap: $183M
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Q: What are your thoughts on sylogist? Keep it, add, or sell?

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Read Answer Asked by Ross on July 27, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
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Q: hello 5i:
6 months ago, earnings estimates for year ending December 2024 were 3.21. Today, via Fastgraphs, I see 4.51. This seems to be a very large jump in estimates in a very short time. Can you explain why? And, using a PE or approximately 10, I calculate a fair value of around $45. Would you agree?
thanks
Paul L

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Read Answer Asked by Paul on July 27, 2023

• Major Drilling Group International Inc. (MDI $9.05)
  • $9.05 P/E (TTM): 29.29X Cap: $740M
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Q: MDI was recently recommended on BNN. Could you please provide an update and if you think this stock is a good purchase at this time.

Thanks

Dave.

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Read Answer Asked by David on July 27, 2023

• Canadian National Railway Company (CNR $131.59)
  • $131.59 P/E (TTM): 18.26X Cap: $82.13B
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• CAE Inc. (CAE $37.05)
  • $37.05 P/E (TTM): 29.33X Cap: $11.88B
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• Russel Metals Inc. (RUS $41.67)
  • $41.67 P/E (TTM): 14.51X Cap: $2.33B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
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• Richelieu Hardware Ltd. (RCH $37.03)
  • $37.03 P/E (TTM): 24.83X Cap: $2.04B
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Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve

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Read Answer Asked by Stephen on July 26, 2023

• Cogeco Inc. Subordinate Voting Shares (CGO $58.80)
  • $58.80 P/E (TTM): 6.43X Cap: $566M
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Q: CGO: what is going on with this company? Shares been sliding for a while. They do seem to carry a lot of debt. Buy?

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Read Answer Asked by James on July 26, 2023

• The Canadian Chrome Company Subordinate Voting Shares (CACR $0.02)
  • $0.02 Cap: $27M
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Q: Tks for the great service. Wondering what your thoughts are on CACR.CA, too risky or worth pursuing

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Read Answer Asked by Glynn on July 26, 2023

• Amerigo Resources Ltd. (ARG $2.31)
  • $2.31 P/E (TTM): 16.63X Cap: $379M
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Q: WITH THE COPPER MARKET SEEMINGLY HEATING UP, HOW DO YO VIEW THE PROSPECTS FOR AMERIGO GOING FORWARD
GUY

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Read Answer Asked by Guy R. on July 26, 2023

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.64B
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Q: How many months of business backlog ATS has?

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Read Answer Asked by Dev on July 26, 2023

• Sphere Entertainment Co. Class A (SPHR $44.92)
  • $44.92 Cap: $1.52B
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Q: Hi 5i,

Can I get your take on Sphere Entertainment? I know it’s very small but also seems very interesting, with the world keen on experiences these days. The sphere that has been built in Vegas looks amazing! High-risk probably, but for a small position in the speculative category? Your insights always appreciated.

Thanks,

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Read Answer Asked by Doris on July 26, 2023

• HIVE Digital Technologies Ltd. (HIVE $3.64)
  • $3.64 Cap: $835M
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Q: Good afternoon?

What are your thoughts on HIVE? It had a crazy run up and since pulled back a touch. I have a small position and I am prepared to be in it for the long haul. Also are they getting into artificial intelligence? Those latest few press releases confused me a bit.

Thanks Jimmy

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Read Answer Asked by Jimmy on July 26, 2023

• Vertex Energy Inc (VTNR)
  • Cap: $4M
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Q: Hi,
This stock dropped 20% on an update that did not seem negative, just ahead of earnings. I have a position, but I don't understand today's move; are you able to shed any light?

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Read Answer Asked by Darren on July 25, 2023

• Electra Battery Materials Corporation (ELBM $1.27)
  • $1.27 Cap: $22M
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Q: Hello 5i, There has been a big hike in the price of ELBM could you comment as to the reason and the viability of ELBM as an investment.

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Read Answer Asked by Michael on July 25, 2023

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

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Read Answer Asked by John on July 25, 2023

• GreenPower Motor Company Inc. (GPV $0.58)
  • $0.58 Cap: $17M
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Q: Please comment on GPV latest results and also why was there such a lengthy cease trade order?
Thanks
Rob

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Read Answer Asked by Robert on July 25, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.03)
  • $27.03 P/E (TTM): 18.7X Cap: $636M
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• TerraVest Industries Inc. (TVK $143.30)
  • $143.30 Cap: $3.10B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
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• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
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Q: What are your top 3 growth orientated small caps that trade on the Canadian market today?

Thank you.

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Read Answer Asked by David on July 24, 2023