Investment Q&A

• Gatekeeper Systems Inc. (GSI $1.91)
  • $1.91 Cap: $192M
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Q: Hello 5i Could you comment on Gatekeeper as a company to invest in and why the recent spike in the share price

Upvote 3

Read Answer Asked by Michael on July 05, 2025

• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.39B
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Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Upvote 5

Read Answer Asked by Bill on July 04, 2025

• Atrium Mortgage Investment Corporation (AI $11.74)
  • $11.74 P/E (TTM): 11.22X Cap: $557M
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Q: Should there be any concern with the news release on June 30 of Audit Remediation needs of the stock? Stock dropped and a large holding of mine, was considering increasing my position, hold, sell?

Thank-you

Upvote 1

Read Answer Asked by Kimberely on July 04, 2025

• McCoy Global Inc. (MCB $3.03)
  • $3.03 P/E (TTM): 11.8X Cap: $79M
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Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 4

Read Answer Asked by Michael on July 04, 2025

• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.02X Cap: $853M
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Q: Have been sitting on this for a while, and am break even. Looking to sell and re invest in better opportunities. 15 year hold/horizon. Can you provide 5 considerations , ranked as a replacement. Thank you!

Upvote 5

Read Answer Asked by Chris on July 04, 2025

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.45)
  • $4.45 P/E (TTM): 31.79X Cap: $42M
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Q: Hello 5i could you comment on Swiss Water as to the company and investment candidate. Also why the recent share price spike.

Upvote 1

Read Answer Asked by Michael on July 04, 2025

• Vitalhub Corp. (VHI $9.11)
  • $9.11 P/E (TTM): 175.88X Cap: $575M
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.04B
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Q: For a 3 year investment which would 5i prefer along with a brief reasoning.
Thank you

Upvote 10

Read Answer Asked by Les on July 04, 2025

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.80)
  • $2.80 Cap: $111M
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Q: Good morning,

Is TRZ a good buy today?

Thanks,

George

Upvote 1

Read Answer Asked by George on July 04, 2025

• NMI Holdings Inc (NMIH $40.48)
  • $40.48 P/E (TTM): 8.34X Cap: $3.12B
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Q: Your thoughts on NMI holdings please, thanks

Upvote 1

Read Answer Asked by MG on July 04, 2025

• Tornado Infrastructure Equipment Ltd. (TGH $1.92)
  • $1.92 P/E (TTM): 38.4X Cap: $265M
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Q: Could you provide your opinion on Tornado Infrastructure. Although it is a small cap, is it managed well, does it have a bright future if infrastructure spending does ramp up?

Thanks

Upvote 5

Read Answer Asked by Reg on July 04, 2025

• Neo Performance Materials Inc. (NEO $18.78)
  • $18.78 Cap: $760M
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Q: I note the question and your response on this today but was wondering if you might add a comment on the current valuation and whether it is reaching fair value or not.
Thanks

Upvote 2

Read Answer Asked by Robert on July 03, 2025

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1055.29X Cap: $10.55B
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.

Upvote 14

Read Answer Asked by James on July 03, 2025

• HCA Healthcare Inc. (HCA $472.07)
  • $472.07 P/E (TTM): 18.17X Cap: $109.30B
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• Tenet Healthcare Corporation (THC $201.20)
  • $201.20 P/E (TTM): 13.41X Cap: $18.30B
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• Universal Health Services Inc. (UHS $207.03)
  • $207.03 P/E (TTM): 9.9X Cap: $13.19B
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• Ardent Health Inc. (ARDT $8.87)
  • $8.87 P/E (TTM): 6.24X Cap: $1.23B
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Q: What is your analysis of this company, its potential growth long term and a comparison with others in the sector?

Thank you and happy Canada day

Upvote 1

Read Answer Asked by Jean on July 03, 2025

• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
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• kneat.com inc. (KSI $5.08)
  • $5.08 Cap: $489M
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Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 341.43X Cap: $565M
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• kneat.com inc. (KSI $5.08)
  • $5.08 Cap: $489M
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• Vitalhub Corp. (VHI $9.11)
  • $9.11 P/E (TTM): 175.88X Cap: $575M
  • View VHI Profile
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Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.60)
  • $0.60 P/E (TTM): 8.57X Cap: $129M
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Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Source Energy Services Ltd. (SHLE $15.81)
  • $15.81 P/E (TTM): 8.87X Cap: $207M
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Q: Can I have your opinion on this companies earnings and growth potential both in the short and long term? Do you think they are a target to be acquired? Thank you

Upvote 3

Read Answer Asked by Cory on July 02, 2025

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: Thoughts on Quorum Information Technologies Inc? It's been a while since the last question, and it has come down to 75 cents.

Upvote 1

Read Answer Asked by Craig on July 02, 2025

• Kraken Robotics Inc. (PNG $7.90)
  • $7.90 P/E (TTM): 122.67X Cap: $2.43B
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Q: The press release does not say what Kraken intends to do with what looks like a significant addition to their funds. Do you know and what might be the expected share price response?

Upvote 10

Read Answer Asked by Mike on July 02, 2025

Q: HOVR Would you consider this a good speculative investment?

Upvote 3

Read Answer Asked by Gary on July 01, 2025