Investment Q&A

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi,
Having read a lot of Q&A s on both these stocks, I know you still support a Hold position and bit cautious because of tariffs drama but not too worried about the management or long term prospects of either company.

My question is this. I have GSY and understandably now I am down. I was up a while back before it trended down. However I did take the profit in PRL! (Lucky me!)

Should one sell some of GSY and buy with that money a position in PRL now? To hedge one's bet in that risky lending domain? Or add to GSY gradually and wait? If I am right in interpreting your answers, you think PRL has more potential for faster growth and rebound than GSY. Hence I am contemplating on such a move.

Many thanks in advance.

Upvote 11

Read Answer Asked by Savalai on May 27, 2025

• Garrett Motion Inc. (GTX)
  • P/E (TTM): 0.7X Cap: $152M
  • View GTX Profile
  • View Questions on GTX

Q: Can I get your take on this company.

Thanks

Upvote 1

Read Answer Asked by Scott on May 27, 2025

• Firm Capital Property Trust (FCD.UN $6.09)
  • $6.09 P/E (TTM): 12.41X Cap: $224M
  • View FCD.UN Profile
  • View Questions on FCD.UN
• Welltower Inc. (WELL $164.90)
  • $164.90 P/E (TTM): 93.79X Cap: $109.97B
  • View WELL Profile
  • View Questions on WELL
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.41X Cap: $30.08B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Power Corporation of Canada Subordinate Voting Shares (POW $58.07)
  • $58.07 P/E (TTM): 13.72X Cap: $37.04B
  • View POW Profile
  • View Questions on POW
• Bird Construction Inc. (BDT $23.10)
  • $23.10 P/E (TTM): 13.15X Cap: $1.27B
  • View BDT Profile
  • View Questions on BDT
• Mainstreet Equity Corp. (MEQ $197.00)
  • $197.00 P/E (TTM): 7.58X Cap: $1.83B
  • View MEQ Profile
  • View Questions on MEQ
• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
  • View TSU Profile
  • View Questions on TSU
• Valhi Inc. (VHI $16.93)
  • $16.93 P/E (TTM): 4.75X Cap: $496M
  • View VHI Profile
  • View Questions on VHI
• TFI International Inc - Ordinary Shares (TFII $94.64)
  • $94.64 P/E (TTM): 22.44X Cap: $7.85B
  • View TFII Profile
  • View Questions on TFII
• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.26B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.

Upvote 10

Read Answer Asked by Frank on May 27, 2025

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
  • $0.40 Cap: $107M
  • View GENM Profile
  • View Questions on GENM

Q: Recently received their final construction permit. Shovel ready.

And today "Generation Announces Receipt of Support Letter for up to $200 Million from leading Financial Lender."

This is in addition to "other money" already on the table. Looks like this mine may be built.

What is your perspective

Thank you

Upvote 2

Read Answer Asked by JACK on May 27, 2025

• Neo Performance Materials Inc. (NEO $17.18)
  • $17.18 Cap: $715M
  • View NEO Profile
  • View Questions on NEO
• Green Impact Partners Inc. (GIP $3.92)
  • $3.92 Cap: $81M
  • View GIP Profile
  • View Questions on GIP

Q: Hi looking at two small caps at the moment. What are your thoughts on the news of the conclusion of the strategic review for NEO and news put out today on GIP's sale of its water, waste and recycling facilities and lead equity partner agreement for the Future Energy Park? thanks

Upvote 1

Read Answer Asked by Bryan on May 26, 2025

• Eli Lilly and Company (LLY $695.33)
  • $695.33 P/E (TTM): 57.76X Cap: $673.57B
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.65X Cap: $147.14B
  • View PFE Profile
  • View Questions on PFE

Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Upvote 1

Read Answer Asked by David on May 26, 2025

• West High Yield (W.H.Y.) Resources Ltd. (WHY $0.45)
  • $0.45 Cap: $46M
  • View WHY Profile
  • View Questions on WHY

Q: Just took about a 30% jump but cant find out any news

I think somebody in Big Pharma has taken an interest

Have you heard anything?
Thanks

Upvote 1

Read Answer Asked by peter on May 26, 2025

• Zoomd Technologies Ltd. (ZOMD $2.26)
  • $2.26 P/E (TTM): 12.34X Cap: $225M
  • View ZOMD Profile
  • View Questions on ZOMD

Q: ZOMD's share price has exploded upwards in the past month, aided considerably by blow out Q1 earnings late last week. Its market cap has also doubled to more than $100M so perhaps it's time for an analyst or two to sit up and take notice. Appreciate your views as always.

Upvote 5

Read Answer Asked by karl on May 26, 2025

Q: Your opinion as to the future prospects for BTQ Technologies Corp

Upvote 1

Read Answer Asked by Edgar on May 26, 2025

• Quipt Home Medical Corp. (QIPT $3.62)
  • $3.62 Cap: $157M
  • View QIPT Profile
  • View Questions on QIPT

Q: What do you make of the news that QIPT has an offer to be taken private by Forager for $3.10 USD. What are your thoughts on its trading at $1.80USD..... the market clearly does not think this is going to happen or that a competing offer is likely. What is Qipt worth and does it make sense to hang on to see how this plays out?

A long suffering stock holder

Upvote 1

Read Answer Asked by Scott on May 26, 2025

• MNTN Inc. Class A (MNTN $21.13)
  • $21.13 Cap: $1.61B
  • View MNTN Profile
  • View Questions on MNTN

Q: I know you don’t typically recommend IPOs but would like your thoughts on this. How is the valuation vs peers? Is this a solid growth story or too hyped? RR seems to have the Midas touch.

Upvote 2

Read Answer Asked by Scott on May 23, 2025

• Bitcoin Well Inc. (BTCW $0.13)
  • $0.13 Cap: $27M
  • View BTCW Profile
  • View Questions on BTCW

Q: I'm wondering what your thoughts are on this company in general and also it's financial health and prospects going forward.

Thanks,

Upvote 1

Read Answer Asked by Dustin on May 23, 2025

• NervGen Pharma Corp. (NGEN $3.66)
  • $3.66 Cap: $259M
  • View NGEN Profile
  • View Questions on NGEN

Q: Can I get your assessment of NGEN? Can the fundamentals support a sustained move in this one? That is some major volume coming in on those up days! Thanks.

Upvote 1

Read Answer Asked by Philip on May 22, 2025

• Zedcor Inc. (ZDC $4.25)
  • $4.25 P/E (TTM): 240.0X Cap: $447M
  • View ZDC Profile
  • View Questions on ZDC

Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?

Upvote 8

Read Answer Asked by Robert on May 22, 2025

• TSS Inc. (TSSI $14.87)
  • $14.87 P/E (TTM): 56.44X Cap: $393M
  • View TSSI Profile
  • View Questions on TSSI

Q: Please comment on TSSI and SBC. Do you think TSSI has more room to run? Also, I see SBC is profitable but the stock keeps going down. Thanks

Upvote 1

Read Answer Asked by Imtiaz on May 22, 2025

Q: Hi please list your highest conviction small cap companies “in order” for the long term? US companies only please
5 companies if possible

Thanks

Upvote 7

Read Answer Asked by Nick on May 22, 2025

Q: BTQ Does the 5i crew have any insights or opinions regarding this Vancouver based Quantum concern?
Thank you.
Cheers

Upvote 1

Read Answer Asked by Ryczard on May 22, 2025

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Navitas Semiconductor Corporation (NVTS $6.20)
  • $6.20 Cap: $1.37B
  • View NVTS Profile
  • View Questions on NVTS

Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia

Upvote 1

Read Answer Asked by JR on May 22, 2025

Q: Would you please give your current view of Aimia
Thank you.

Upvote 1

Read Answer Asked by mike on May 21, 2025

• Saturn Oil & Gas Inc. (SOIL $2.56)
  • $2.56 P/E (TTM): 1.95X Cap: $501M
  • View SOIL Profile
  • View Questions on SOIL

Q: Can you provide your current view of this company. How strong is the management team. Could this possibly be a multi bagger over the long run. (Understanding that market it operates in as well as price of the barrel)

Upvote 1

Read Answer Asked by Chris on May 21, 2025