Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.07)
  • $200.07 P/E (TTM): 28.39X Cap: $2.34B
  • View HPS.A Profile
  • View Questions on HPS.A
• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $10.37)
  • $10.37 P/E (TTM): 6.01X Cap: $117M
  • View HMM.A Profile
  • View Questions on HMM.A

Q: Your opinion and recommendations on these Hammond companies, please.

Upvote 6

Read Answer Asked by James on May 28, 2025

• TerraVest Industries Inc. (TVK $143.46)
  • $143.46 Cap: $3.01B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Good thing tvk has become a over weight position of about 15%. If I trim whare would you deploy the cash.

Upvote 12

Read Answer Asked by andrew on May 28, 2025

• NTG Clarity Networks Inc. (NCI $0.90)
  • $0.90 P/E (TTM): 6.5X Cap: $42M
  • View NCI Profile
  • View Questions on NCI

Q: Since you commented on NCi's earnings about 5 weeks ago, the SP has risen 60%, largely due to two announced purchase orders totalling more than $22M, not bad for a company whose market cap has only recently surpassed $100M. Good to see that trading volume has appreciated noticeably and Canaccord has initiated coverage although they may soon have to increase their price target. Have we got a winner here?

Upvote 1

Read Answer Asked by karl on May 27, 2025

• Source Energy Services Ltd. (SHLE $15.15)
  • $15.15 P/E (TTM): 6.41X Cap: $201M
  • View SHLE Profile
  • View Questions on SHLE

Q: Peter; Having read your last comment I was intrigued by the 2025 EPS estimate of $3.30. What am I missing - I realize their last earnings was dismal at best - but is the $3.30 realistic. BTW when I was looking at the price quote and then went to the NEWS segment TRICAN came up - no SHLE News. Any idea why? Would you add here ? Thanks.
Rod
Rod

Upvote 2

Read Answer Asked by Rodney on May 27, 2025

• D-Wave Quantum Inc. (QBTS $16.43)
  • $16.43 Cap: $5.84B
  • View QBTS Profile
  • View Questions on QBTS

Q: I am looking for tec in the smaller size high growth. which would you prefer qbts or ionq

Upvote 2

Read Answer Asked by lynn on May 27, 2025

• Firan Technology Group Corporation (FTG $18.19)
  • $18.19 P/E (TTM): 40.31X Cap: $444M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.07)
  • $200.07 P/E (TTM): 28.39X Cap: $2.34B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $9.15)
  • $9.15 P/E (TTM): 153.67X Cap: $2.80B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.12)
  • $5.12 P/E (TTM): 364.29X Cap: $547M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.53)
  • $3.53 Cap: $340M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: For fun, a year from now what order will these stocks be in based on price appreciation, would your answer change if it was a 3 year term?

Upvote 15

Read Answer Asked by Charles on May 27, 2025

• goeasy Ltd. (GSY $38.56)
  • $38.56 P/E (TTM): 2.83X Cap: $641M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $19.03)
  • $19.03 P/E (TTM): 9.3X Cap: $714M
  • 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 $6.16)
  • $6.16 P/E (TTM): 11.77X Cap: $226M
  • View FCD.UN Profile
  • View Questions on FCD.UN
• Welltower Inc. (WELL $196.82)
  • $196.82 P/E (TTM): 139.29X Cap: $137.18B
  • View WELL Profile
  • View Questions on WELL
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.56)
  • $99.56 P/E (TTM): 13.61X Cap: $21.24B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Power Corporation of Canada Subordinate Voting Shares (POW $67.11)
  • $67.11 P/E (TTM): 13.93X Cap: $41.74B
  • View POW Profile
  • View Questions on POW
• Bird Construction Inc. (BDT $37.29)
  • $37.29 P/E (TTM): 20.95X Cap: $1.99B
  • View BDT Profile
  • View Questions on BDT
• Mainstreet Equity Corp. (MEQ $176.50)
  • $176.50 P/E (TTM): 5.87X Cap: $1.63B
  • 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
  • View TSU Profile
  • View Questions on TSU
• Valhi Inc. (VHI $14.09)
  • $14.09 Cap: $384M
  • View VHI Profile
  • View Questions on VHI
• TFI International Inc - Ordinary Shares (TFII $105.27)
  • $105.27 P/E (TTM): 37.02X Cap: $8.63B
  • View TFII Profile
  • View Questions on TFII
• Propel Holdings Inc. (PRL $19.03)
  • $19.03 P/E (TTM): 9.3X Cap: $714M
  • 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 11

Read Answer Asked by Frank on May 27, 2025

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
  • 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 $23.15)
  • $23.15 Cap: $911M
  • View NEO Profile
  • View Questions on NEO
• Green Impact Partners Inc. (GIP $2.30)
  • $2.30 Cap: $49M
  • 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 $912.34)
  • $912.34 P/E (TTM): 39.68X Cap: $853.19B
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $27.32)
  • $27.32 P/E (TTM): 19.68X Cap: $153.35B
  • 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 $0.33)
  • $0.33 Cap: $38M
  • 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 $0.92)
  • $0.92 P/E (TTM): 3.98X Cap: $94M
  • 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 $4.98)
  • $4.98 Cap: $220M
  • 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 $8.84)
  • $8.84 Cap: $673M
  • 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 $0.09)
  • $0.09 Cap: $28M
  • 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 $5.15)
  • $5.15 Cap: $375M
  • 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 $5.12)
  • $5.12 P/E (TTM): 364.29X Cap: $547M
  • 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