Investment Q&A

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $230M
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• TECSYS Inc. (TCS $33.75)
  • $33.75 P/E (TTM): 198.0X Cap: $515M
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Q: Hi, for TFSA which would be a better long term hold in your view, this would be for a portfolio clean- up, have too many positions.
Thanks

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Read Answer Asked by Brad on May 13, 2022

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $230M
  • View STC Profile
  • View Questions on STC
• Medical Properties Trust Inc. (MPW $5.15)
  • $5.15 Cap: $3.15B
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Q: Would appreciate your review and opinion for these companies.
Are these buy, sell or hold?
Thank you

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Read Answer Asked by satish on May 13, 2022

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: you answered a question on mrs today. I recall this name as you brought it to members attention probably a couple of years ago. you seemed to rate it as an excellent speculative buy with good growth potential. based on what you mentioned today about the company, I don't understand why it was mentioned in the first place. it seems like a poor company with poor metrics. do you regret hi-liting the name. would you rate it a sell today.

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Read Answer Asked on May 13, 2022

• SunOpta Inc. (SOY $7.90)
  • $7.90 Cap: $956M
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Q: Anything to explain SOY's action today? Thanks as always.

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Read Answer Asked by Molly on May 12, 2022

• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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Q: Good morning 5i Team,
What are your thoughts on PRL's recent earning and future prospects? They mentioned before about expanding in the US, coming to Canada and perhaps acquisitions or going international.
Thank you for all the hard work!
Brent

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Read Answer Asked by Brent on May 12, 2022

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.19X Cap: $1.54B
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Q: will SIS be able to keep paying dividends? Thanks.

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Read Answer Asked by Francis on May 12, 2022

• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
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Q: The stock is down 72% today. What happened? Is the downturn overdone? Should I sell for capital loss or keep?

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Read Answer Asked by David on May 12, 2022

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $230M
  • View STC Profile
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Q: Good buy for someone with 5+ year holding period?
Thanks

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Read Answer Asked by Curtis on May 12, 2022

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
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Q: On the previous question about DND you answered "At 6.8x earnings, it is very cheap and we think the risks are more than priced in at this point."

I would agree but how did you come up with 6.8 x earnings? I'm not coming up with this ratio at all TTM or future. Please explain the math behind it.

Dave

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Read Answer Asked by Shanelle on May 12, 2022

• Geodrill Limited Ordinary Shares (GEO $3.48)
  • $3.48 P/E (TTM): 9.15X Cap: $165M
  • View GEO Profile
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Q: Geodrill first q results looked good to me. I was also pleased to see that the company announced that insiders exercised 1,170,000 options at an exercise price of CAD$2.14 for proceeds of approximately CAD$2.5M.
I often find when insiders buy on "the sky is falling days" that it is a good indication that the shares are in the bargain bin.
Likewise, there 2 large inside buys of BAM.A on Monday by Flatt and Cockwell-- both very smart guys.

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Read Answer Asked by Murray on May 12, 2022

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
  • View MRS Profile
  • View Questions on MRS

Q: Hi 5i Team - Could you provide an update on Mission Ready Solutions. How much cash and how much debt does it have. In general what is the state of the balance sheet - can it weather a continued downturn. Could you also comment on insider trading and potential going forward. Thanks.

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Read Answer Asked by Rob on May 12, 2022

• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.39X Cap: $1.94B
  • View LNF Profile
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Q: Greetings 5i team and thank you for answering the phone during these rocky times.
The 30 Apr 22 Model Inc Portfolio has LNF at a 'B' whereas the 3 Sep 21 Report on LNF is 'B+'. Plse confirm LNF is a 'B+'. Also, if you were to write a report on LNF today would you be likely to maintain the 'B+'?
Thanks again
SP

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Read Answer Asked by Steve on May 11, 2022

• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $9M
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• Buhler Industries Inc. (BUI $7.29)
  • $7.29 P/E (TTM): 928.03X Cap: $182M
  • View BUI Profile
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• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
  • View MAGT Profile
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Q: Is there any small cap companies that have caught your interest for insider buying.

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Read Answer Asked by Steve on May 11, 2022

• Alphamin Resources Corp. (AFM $1.14)
  • $1.14 P/E (TTM): 9.16X Cap: $1.46B
  • View AFM Profile
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• Bragg Gaming Group Inc. (BRAG $4.09)
  • $4.09 Cap: $103M
  • View BRAG Profile
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• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 10.06X Cap: $1.81B
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Q: Could you please give the earning consensus for these three stocks

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Read Answer Asked by Bruce on May 11, 2022

• Superior Plus Corp. (SPB $7.87)
  • $7.87 P/E (TTM): 32.61X Cap: $1.79B
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• Alaris Equity Partners Income Trust (AD.UN $17.96)
  • $17.96 P/E (TTM): 6.06X Cap: $828M
  • View AD.UN Profile
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• Exchange Income Corporation (EIF $75.83)
  • $75.83 P/E (TTM): 30.17X Cap: $3.94B
  • View EIF Profile
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Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

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Read Answer Asked by Derek on May 11, 2022

• Richards Packaging Income Fund (RPI.UN $32.25)
  • $32.25 P/E (TTM): 15.86X Cap: $351M
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Q: Hi, Could you please comment on company’s earning release, its outlook and valuation. Thanks

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Read Answer Asked by rajeev on May 10, 2022

• Alpha and Omega Semiconductor Limited (AOSL $25.66)
  • $25.66 Cap: $852M
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Q: Can you comment on the latest earning? It looks like a beat but why drop so much, 20%?

Thanks

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Read Answer Asked by Adam on May 10, 2022

• Exco Technologies Limited (XTC $6.63)
  • $6.63 P/E (TTM): 11.05X Cap: $259M
  • View XTC Profile
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Q: The last earnings were disappointing and the price trend negative for a period of time. What do you think of XTC.A and its opportunities going forward. Would you buy at this time or sell?

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Read Answer Asked by David on May 10, 2022

• InMode Ltd. (INMD $15.27)
  • $15.27 Cap: $1.10B
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Q: INMD looks cheap at this price. What am I missing? Why is it being hit harder than the markets?

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Read Answer Asked by Nick on May 10, 2022

• StorageVault Canada Inc. (SVI $4.81)
  • $4.81 Cap: $1.76B
  • View SVI Profile
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Q: looking to get in some storage vault during this pull back, is it safe to dip my toes back in .

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Read Answer Asked by Tony on May 10, 2022