Investment Q&A

• Diversified Royalty Corp. (DIV $3.53)
  • $3.53 P/E (TTM): 22.31X Cap: $598M
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Q: Hi 5i team.

May I please have your updated analysis on DIV post Nov results. Are fundamentals improving and is the dividend safe in your opinion?

Many thanks for your help.

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Read Answer Asked by Arthur on November 29, 2021

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
  • View KUT Profile
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Q: The recent earnings report was very impressive and some analysts have a positive rating and outlook for the stock. I do recognize the trend to digital so would like your opinion as to if there is still some potential and upside for this company. Would you consider it a buy?

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Read Answer Asked by Colleen on November 29, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Anaergia Inc. (ANRG $2.64)
  • $2.64 Cap: $448M
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Q: Which company do you believe has more long term upside potential? Would you make the switch from XBC today?
Thanks

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Read Answer Asked by Curtis on November 29, 2021

• Optima Medical Innovations Corp. (OMIC $0.05)
  • $0.05 Cap: $2M
  • View OMIC Profile
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Q: When did TOKI become OMIC and what is the stock change

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Read Answer Asked by James on November 29, 2021

• PFB Corporation (PFB $24.10)
  • $24.10 P/E (TTM): 9.66X Cap: $163M
  • View PFB Profile
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Q: Hi 5i team,
I just received notice from PFB that the board wants to sell out to
PFB Bidco for 24.10/share, a small premium to the current trading price. Am I correct in seeing this as just a way of taking the company private? Would that indicate that the trading price has been too low in their opinion? Any general lessons I should learn from this? (I'm in a profit position, but I was holding under the belief that there was still lots of upside.)
As usual, thank you so much, 5i, for your investment help and opinions.

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Read Answer Asked by John on November 29, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: What should we make of all of these links between Enthusiast Gaming CEO and the Bridging Finance scam that was just written up in the Globe and Mail? Should I think of the management now as ‘rotten’ and sell my stock?

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Read Answer Asked by Michael on November 29, 2021

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $226M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
  • View EGLX Profile
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• Anaergia Inc. (ANRG $2.64)
  • $2.64 Cap: $448M
  • View ANRG Profile
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Q: What are your top 5 picks in order of preferance for the small cap sector in the TSX and the Venture

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Read Answer Asked by James on November 26, 2021

• Itafos Inc. (IFOS $2.80)
  • $2.80 P/E (TTM): 3.8X Cap: $541M
  • View IFOS Profile
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Q: Hello, curious to hear your thoughts on Itafos. Raymond James recently set a target price of $4, which is a huge multiple over current price. I already hold NTR, so wondering whether to also add a small position in IFOS. Thanks as always!

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Read Answer Asked by Aaron on November 26, 2021

• Enerflex Ltd. (EFX $15.08)
  • $15.08 P/E (TTM): 11.17X Cap: $1.84B
  • View EFX Profile
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 24.18X Cap: $13.74B
  • View OTEX Profile
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• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 35.5X Cap: $76M
  • View CVX Profile
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Q: I have a small position in OTEX and I know they grow buy acquisition . A recent purchase of ZIXI seems to be favourable for growth. Your comments on the future of this company ?
I also own a small positions in EFX. I'm down 27%. Hold or sell ?
Also own some CVX and down 22%. I keep waiting for infrastructure to pick up and expect this stock to take off. Your comments please. Thanks.

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Read Answer Asked by Frank on November 26, 2021

• True North Commercial Real Estate Investment Trust (TNT.UN $9.22)
  • $9.22 Cap: $132M
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Q: Found this the ither day, looked to see if any questions posted recently on it, latest from last Jan., how do feeling about them now, are they worth starting new small position, how would the fair in rising interest rate environment?

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Read Answer Asked by Don on November 26, 2021

• Atalaya Mining plc Ordinary Shares (AYM $5.78)
  • $5.78 P/E (TTM): 0.06X Cap: $813M
  • View AYM Profile
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Q: AYM just initiated a dividend and the stated policy is to distribute 30% to 50% of free cash flow. Copper has been identified as a key component in the "greenification" of energy supply. What's your opinion of buying a full position in this stock for its future potential?

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Read Answer Asked by Chris on November 26, 2021

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $128M
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• Gamehost Inc. (GH $11.72)
  • $11.72 P/E (TTM): 9.34X Cap: $242M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
  • View HPS.A Profile
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Q: HELLO TEAM... I am building a small cap dividend income portfolio as part of an overall income plan-it will comprise only 5-10% of my overall portfolio ( mainly for diversification). The names I have chosen so far include DBM, CJR.B. KPT, TTR-all nice dividends with some growth potential. Do you have any other ideas for this adventure ...once again many thanks regards gary

Upvote 1

Read Answer Asked by Gary on November 26, 2021

• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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Q: This company has been posting some good growth. Do you think it would be a good growth investment? Also, it has been in business for 30-years. Do you know when they went public?

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Read Answer Asked by David C. on November 25, 2021

• Telesat Corporation Common and Variable Voting Shares (TSAT $44.27)
  • $44.27 Cap: $1.73B
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Q: The conversion merger of Loral and Telesat has finally been completed and what is your view of the merged company.

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Read Answer Asked by David on November 25, 2021

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 12.16X Cap: $67.06B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.64X Cap: $91.84B
  • View CNQ Profile
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• Cenovus Energy Inc. (CVE $24.25)
  • $24.25 P/E (TTM): 17.86X Cap: $44.20B
  • View CVE Profile
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• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
  • View TOU Profile
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
  • View WCP Profile
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
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• NuVista Energy Ltd. (NVA $15.93)
  • $15.93 P/E (TTM): 9.61X Cap: $3.13B
  • View NVA Profile
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Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

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Read Answer Asked by Kyle on November 25, 2021

• Alphamin Resources Corp. (AFM $1.14)
  • $1.14 P/E (TTM): 9.24X Cap: $1.45B
  • View AFM Profile
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• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
  • View HEO Profile
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• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
  • View HTL Profile
  • View Questions on HTL
• Titanium Transportation Group Inc. (TTR)
  • P/E (TTM): 10.6X Cap: $108M
  • View TTR Profile
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Q: These stocks were mentioned in the article about possible TSX graduates. Knowing they are small caps, could you comment on them and rank them. Are any of them a buy at this time. Thanks

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Read Answer Asked by Bruce on November 25, 2021

• Imaflex Inc. (IFX $1.11)
  • $1.11 P/E (TTM): 28.25X Cap: $58M
  • View IFX Profile
  • View Questions on IFX

Q: I would appreciate your comments on the 3rd q. I do not have access to analyst expectations. I am interested in this company because of the potential of their new product Advaseal as the market is huge and they expect double the profit margin.

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Read Answer Asked by Murray on November 25, 2021

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

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Read Answer Asked by Michelle on November 25, 2021

• Canadian Net Real Estate Investment Trus (NET.UN $5.44)
  • $5.44 Cap: $112M
  • View NET.UN Profile
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Q: What do you think of the latest quarter?

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Read Answer Asked by Eugene on November 25, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
  • View MRS Profile
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
  • View WELL Profile
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• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
  • View LSPD Profile
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• Pinterest Inc. Class A (PINS $30.40)
  • $30.40 P/E (TTM): 11.39X Cap: $20.66B
  • View PINS Profile
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• Palantir Technologies Inc. (PLTR $175.44)
  • $175.44 P/E (TTM): 618.23X Cap: $416.20B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

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Read Answer Asked by Marco on November 25, 2021