Investment Q&A

• Kinaxis Inc. (KXS $133.66)
  • $133.66 P/E (TTM): 81.67X Cap: $3.75B
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• EQB Inc. (EQB $108.91)
  • $108.91 P/E (TTM): 16.02X Cap: $3.99B
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• kneat.com inc. (KSI $4.60)
  • $4.60 Cap: $429M
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• VersaBank (VBNK $15.70)
  • $15.70 P/E (TTM): 23.49X Cap: $504M
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Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan

Upvote 8

Read Answer Asked by Stephan on March 04, 2025

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 108.88X Cap: $853M
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Q: Can you comment on ECN quarterly update please?

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Doman Building Materials Group Ltd. (DBM $9.76)
  • $9.76 P/E (TTM): 10.8X Cap: $855M
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Q: Kindly comment on the DBM results released last night, the report seems to be kind of sketchy I take that as a negative sign. Your thoughts?

Upvote 1

Read Answer Asked by Victor on March 04, 2025

• Laurentian Bank of Canada (LB $40.02)
  • $40.02 P/E (TTM): 14.08X Cap: $1.78B
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Q: Hi 5i team,

Laurentian Bank 's report seems positive to my untrained eyes! Your opinion? Will this spur interested parties to the forefront for a buy out proposal?

Upvote 2

Read Answer Asked by Savalai on March 04, 2025

• Vecima Networks Inc. (VCM $10.10)
  • $10.10 Cap: $245M
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Q: Comment on it's recent decline and attractiveness today please. Thanks.

Upvote 1

Read Answer Asked by Adam on March 04, 2025

• Superior Plus Corp. (SPB $7.26)
  • $7.26 P/E (TTM): 109.3X Cap: $1.62B
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Q: Hi there, could there possibly be a fundamental shift in place now regarding SPB? Your thoughts on their 4Q and full year results please?

What did the markets like here to send the shares higher, or is this just a relief rally, especially on a volatile day?

Thanks!

Upvote 2

Read Answer Asked by Hussein on March 04, 2025

• Troilus Mining Corp. (TLG $1.80)
  • $1.80 Cap: $984M
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Q: Thoughts please on TLG.
Thanks
Rob

Upvote 1

Read Answer Asked by Robert on March 04, 2025

• Propel Holdings Inc. (PRL $25.85)
  • $25.85 P/E (TTM): 11.16X Cap: $1.01B
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Q: Hi !

Regarding your answer re PRL poor performance and fear of a recession as possible cause. Just how do you see this stock performing in a recession? Would you add/buy at this point?

Thanks!

Upvote 6

Read Answer Asked by Robert on March 03, 2025

• Ready Capital Corporation (RC $2.08)
  • $2.08 Cap: $345M
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Q: Is the drop warranted? Would you consider the stock a buy, hold or sell? Thanks

Upvote 1

Read Answer Asked by Charles on March 03, 2025

• goeasy Ltd. (GSY $129.85)
  • $129.85 P/E (TTM): 9.11X Cap: $2B
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Q: Good Morning, thoughts on the appointment of Dan Rees as CEO at Go Easy.

Upvote 12

Read Answer Asked by Robert on March 03, 2025

• Pinetree Capital Ltd. (PNP $9.60)
  • $9.60 P/E (TTM): 3.14X Cap: $88M
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Q: Hi Peter, Can you comment on Pinetree financial results. Any additional comments on its interest level. It seems to be getting more attention lately. Also would you buy at current levels.

Thank you

Upvote 3

Read Answer Asked by Frank on March 03, 2025

• eXp World Holdings Inc. (EXPI $8.91)
  • $8.91 Cap: $1.43B
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Q: Greetings 5i, would like your current analysis of this company's financial strengths and growth prospects. In your opinion is it worth holding? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 28, 2025

• A & W Food Services of Canada Inc. (AW $36.71)
  • $36.71 P/E (TTM): 31.08X Cap: $865M
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Q: Your thoughts please on AW as a 3 year buy for growth
Thanks

Upvote 3

Read Answer Asked by Peter on February 28, 2025

• Leon's Furniture Limited (LNF $28.09)
  • $28.09 P/E (TTM): 10.88X Cap: $1.89B
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Q: Greetings 5i, your analysis please of the Dec 31, 2024 results. Is the drop in share price due to results or general market uncertainty/recession fears? Any recent hint of what is happening re: the real estate spinout? Do you still believe in the favorable risk/reward outlook for Leon's? Thank you.

Upvote 1

Read Answer Asked by Barbara on February 28, 2025

• Extendicare Inc. (EXE $23.89)
  • $23.89 P/E (TTM): 21.69X Cap: $1.94B
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Q: please comment on 4th q results and outlook. Stock seems cheap.

Upvote 4

Read Answer Asked by Murray on February 28, 2025

• kneat.com inc. (KSI $4.60)
  • $4.60 Cap: $429M
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Q: Please comment on Kneat.com earnings. Thanks.

Upvote 9

Read Answer Asked by Ken on February 27, 2025

• Source Energy Services Ltd. (SHLE $16.40)
  • $16.40 P/E (TTM): 9.89X Cap: $227M
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Q: Can you tell me what you think of the quarterly report that came out wednesday? I was disappointed in the 10 million reduction in free cash flow. Can you tell me how many shares are outstanding and whether than number increased from last year? Also do you still expect eqrningwto double or triple in 2005?

Upvote 2

Read Answer Asked by arnold on February 27, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $9.79)
  • $9.79 P/E (TTM): 8.84X Cap: $252M
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Q: Hello, can you please comment on ADF Group's new contracts and whether this might make the stock a buy? Thanks.

Upvote 4

Read Answer Asked by Martin on February 27, 2025

• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
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Q: Kraken announced a sizeable order today - $34M. The stock has recently sold off a bit but is up 14% today as of this writing. How material is the order? Was it expected? Have they updated their outlook for 2025? Out of 10, how would you rate the stock as a buy? I'm trying to decide whether to make it a full position.

Upvote 4

Read Answer Asked on February 27, 2025

Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx

Upvote 1

Read Answer Asked by Adam on February 27, 2025