Investment Q&A

• Trilogy Metals Inc. (TMQ $6.17)
  • $6.17 Cap: $1.09B
  • View TMQ Profile
  • View Questions on TMQ

Q: Hi 5i
Current holder of TMQ for about 1 year and see its up about 45% this morning . What the heck is going on? Would you continue you to hold at these levels ? Does its future look brighter today or is this unbridled speculation?
thx

Upvote 3

Read Answer Asked by jim on October 16, 2025

• The Honest Company Inc. (HNST $2.79)
  • $2.79 P/E (TTM): 46.83X Cap: $319M
  • View HNST Profile
  • View Questions on HNST

Q: Is your opinion on this company changed? I think since the last question in July they now have 70+m in cash.

Upvote 1

Read Answer Asked by Kolbi on October 16, 2025

Q: HG Just found out about this company. Has had a huge gain. Within the last six months it has gone up 1000 percent. Can you give me some advice on it.

Upvote 2

Read Answer Asked by steven on October 16, 2025

• Richelieu Hardware Ltd. (RCH $40.62)
  • $40.62 P/E (TTM): 25.92X Cap: $2.24B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH

Q: Peter; Is RCH a viable takeover candidate? And could you update your thoughts since Aug.. Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 16, 2025

Q: Could you comment on this company please?

Upvote 1

Read Answer Asked by Bruce on October 16, 2025

• Source Energy Services Ltd. (SHLE $14.23)
  • $14.23 P/E (TTM): 8.4X Cap: $191M
  • View SHLE Profile
  • View Questions on SHLE

Q: What do you think about SHLE at this price level?

Upvote 1

Read Answer Asked by Jim on October 16, 2025

• First American Uranium Inc Com (URM $1.32)
  • $1.32 Cap: $29M
  • View URM Profile
  • View Questions on URM

Q: Please provide pros and cons of buying this small cap stock??

Upvote 3

Read Answer Asked by adam on October 15, 2025

• Cavvy Energy Ltd. (CVVY $0.83)
  • $0.83 Cap: $241M
  • View CVVY Profile
  • View Questions on CVVY

Q: 5i last looked at this company in late 2023 when it was Pieridae Energy PEA:CA. This spring it changed its name to Cavvy Energy CVVY:CA. Please advise how it is doing. Also, what is the the split between being a midstream vs gas production company.
Thanks for your great service.
Cyril

Upvote 1

Read Answer Asked by Pat & Cyril on October 15, 2025

• Hut 8 Corp. (HUT $53.18)
  • $53.18 Cap: $5.81B
  • View HUT Profile
  • View Questions on HUT

Q: Hello and thank you for all your advice. Hut hit an all time high since 2021 today. Do you still see some growth for this stock or is it time to take profits?
Thank you.

Upvote 2

Read Answer Asked by Jill on October 15, 2025

• iShares Russell 2000 Growth ETF (IWO $324.28)
  • $324.28 P/E (TTM): 22.72X Cap: $13.13B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Small-Cap ETF (IJR $122.13)
  • $122.13 P/E (TTM): 17.9X Cap: $88.94B
  • View IJR Profile
  • View Questions on IJR

Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?

Upvote 3

Read Answer Asked by Everett on October 15, 2025

• Algoma Central Corporation (ALC $18.91)
  • $18.91 P/E (TTM): 7.38X Cap: $777M
  • View ALC Profile
  • View Questions on ALC

Q: The last question on ALC was in March. I read that the company has navigated the tariff situation fairly well, has taken delivery of its 100th vessel, has a strong global presence and offers a good dividend. Debt level? Future outlook? Solid investment?

Many thanks.

Upvote 1

Read Answer Asked by David C. on October 15, 2025

• Hemisphere Energy Corporation (HME $1.97)
  • $1.97 P/E (TTM): 6.5X Cap: $186M
  • View HME Profile
  • View Questions on HME

Q: I see you have just added HME to your income portfolio. I have held it for a couple of years, and it pays a good dividend of about 8% including the semi annual special dividends. The stock price didn't do much until it spiked up on Sept 18, and it has been inching upward since then, now about 15% higher than 3 months ago. Do you have any idea what has caused the recent increase in the stock price? Do you think it could be a target for a takeover?

Upvote 12

Read Answer Asked by Dan on October 15, 2025

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Wondering if a report update is planned for AW.UN. I see they report earning on Friday. Is this still a good hold for income?

Upvote 3

Read Answer Asked by Matthew on October 15, 2025

• Electra Battery Materials Corporation (ELBM $1.17)
  • $1.17 Cap: $109M
  • View ELBM Profile
  • View Questions on ELBM

Q: Hello 5i, Could you comment on ELBM as a company to invest in and what was the reason for the big pop in the share price today Oct 14/25 Thanks

Upvote 3

Read Answer Asked by Michael on October 15, 2025

• Beyond Meat Inc. (BYND $1.04)
  • $1.04 Cap: $476M
  • View BYND Profile
  • View Questions on BYND

Q: What are your thoughts on the debt conversion, and prospects for co. going forward? Thanks

Upvote 2

Read Answer Asked by Michael on October 15, 2025

• Kraken Robotics Inc. (PNG $5.78)
  • $5.78 P/E (TTM): 94.5X Cap: $1.77B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Can you comment on the stock price momentum of PNG for the last month or so. And in general do you consider positive momentum when you are trimming your position size such as letting it run more in times of upward movement such as PNG.

Upvote 16

Read Answer Asked by Jerome on October 15, 2025

• kneat.com inc. (KSI $4.76)
  • $4.76 Cap: $450M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: A follow up to my question regarding certain stocks that needed to be included in the T 1135
Would KSI on tsx also need to be included in the T 1135 reporting?
Ty

Upvote 6

Read Answer Asked by Indra on October 15, 2025

• McEwen Inc. (MUX $26.07)
  • $26.07 Cap: $1.43B
  • View MUX Profile
  • View Questions on MUX
• GoGold Resources Inc. (GGD $2.83)
  • $2.83 P/E (TTM): 71.41X Cap: $1.22B
  • View GGD Profile
  • View Questions on GGD
• Prime Mining Corp. (PRYM $3.59)
  • $3.59 Cap: $599M
  • View PRYM Profile
  • View Questions on PRYM

Q: Given all the hype with gold am I too late to the party to take a small position in any or all of these?

Upvote 3

Read Answer Asked by Martin on October 15, 2025

• Bear Creek Mining Corporation (BCM $0.48)
  • $0.48 Cap: $138M
  • View BCM Profile
  • View Questions on BCM
• Endeavour Silver Corp. (EDR $12.71)
  • $12.71 Cap: $3.73B
  • View EDR Profile
  • View Questions on EDR
• Discovery Silver Corp. (DSV $8.68)
  • $8.68 Cap: $7B
  • View DSV Profile
  • View Questions on DSV

Q: For what reasons is BCM being given a much lower market value than these other two with comparably-sized undeveloped primary silver deposits? Thanks.

Upvote 2

Read Answer Asked by Marco on October 14, 2025

• Silvercorp Metals Inc. (SVM $11.67)
  • $11.67 P/E (TTM): 71.47X Cap: $2.57B
  • View SVM Profile
  • View Questions on SVM

Q: Dear Peter:

I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)

Many thanks.

Upvote 7

Read Answer Asked by Savalai on October 14, 2025