Investment Q&A

• Westgold Resources Limited Ordinary shares (WGX $2.92)
  • $2.92 P/E (TTM): 41.36X Cap: $2.71B
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Q: Hi there, your thoughts on WGX results please?

What are insiders and institutions doing so far this year B/S/H?

Continue to Hold WGX, or are there better opportunities for a small cap gold company?

Thanks!

Upvote 1

Read Answer Asked by Hussein on July 28, 2025

• Hut 8 Corp. (HUT $31.95)
  • $31.95 Cap: $3.40B
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Q: What do you think about this company?

Upvote 2

Read Answer Asked by Philip on July 28, 2025

• Descartes Systems Group Inc. (The) (DSG $138.10)
  • $138.10 P/E (TTM): 60.27X Cap: $12.02B
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• Exchange Income Corporation (EIF $73.26)
  • $73.26 P/E (TTM): 28.54X Cap: $3.78B
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• Propel Holdings Inc. (PRL $32.67)
  • $32.67 P/E (TTM): 15.29X Cap: $1.27B
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Q: Good morning, I’m thinking about selling DSG and buying PRL or EIF. This would be for my TFSA. Which of the two would be a better option. No concerns about allocation,thanks.

Upvote 7

Read Answer Asked by Mary on July 28, 2025

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.05B
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Q: Taken from G&M Thursday: Kraken Robotics Inc : Canaccord Genuity raises target price to C$4 from C$3.50 but downgrades rating to “hold” from “buy. Just ahead of results that doesn't seem very upbeat. Is Cannacord a sell side analyst? Do Kraken have Sell Side analysts and what are their ratings and reasonning if any?

Thanks

Yves

Upvote 10

Read Answer Asked by Yves on July 28, 2025

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.05B
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Q: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG.I currently have a 5% position and have done very well.
My plan would be to buy back the shares on the dip and reinstate my 5% position.

Thanks for your Reply

Upvote 5

Read Answer Asked by Tony on July 28, 2025

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Upvote 1

Read Answer Asked by jim on July 25, 2025

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $2.25B
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Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Upvote 1

Read Answer Asked by Donald on July 25, 2025

• Celestica Inc. (CLS $264.15)
  • $264.15 P/E (TTM): 40.79X Cap: $30.07B
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• TerraVest Industries Inc. (TVK $143.67)
  • $143.67 Cap: $3.12B
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• EQB Inc. (EQB $100.34)
  • $100.34 P/E (TTM): 10.23X Cap: $3.88B
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• Zedcor Inc. (ZDC $4.18)
  • $4.18 P/E (TTM): 240.0X Cap: $442M
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• Propel Holdings Inc. (PRL $32.67)
  • $32.67 P/E (TTM): 15.29X Cap: $1.27B
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Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Upvote 23

Read Answer Asked by jeff on July 25, 2025

• Aclara Resources Inc. (ARA $1.48)
  • $1.48 Cap: $327M
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Q: ARA is approaching $400M in market cap and recently has been rapidly increasing in share price - I would be interested in hearing your take on the company, especially given by the lack of news that might account for the recent price action. Thanks for all that you do, John

Upvote 1

Read Answer Asked by John on July 25, 2025

• A & W Food Services of Canada Inc. (AW $37.79)
  • $37.79 P/E (TTM): 56.87X Cap: $915M
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Q: Any reason for AW recent surge to close to1yr H.Add,Sell or Hold. Txs for u usual great views & services

Upvote 4

Read Answer Asked by Peter on July 24, 2025

• Red Cat Holdings Inc. (RCAT $9.99)
  • $9.99 Cap: $896M
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Q: Hi 5i, would you please give me your opinion on RCAT ?, is it a buy ? for a 2-3 year hold, thanks

Upvote 1

Read Answer Asked by Fernando on July 24, 2025

• World Acceptance Corporation (WRLD $170.30)
  • $170.30 P/E (TTM): 11.08X Cap: $937M
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• VTEX Class A (VTEX $4.13)
  • $4.13 Cap: $769M
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Q: In 2021, you were asked about these two companies, do you still have a similar view these days? What are your thoughts about them please? Thanks

Upvote 1

Read Answer Asked by MG on July 24, 2025

Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 24, 2025

• Labrador Iron Ore Royalty Corporation (LIF $27.00)
  • $27.00 P/E (TTM): 14.92X Cap: $1.72B
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• Champion Iron Limited Ordinary Shares (CIA $4.02)
  • $4.02 P/E (TTM): 22.71X Cap: $2.06B
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Q: Is this a good time to buy either of these iron companies?

Upvote 2

Read Answer Asked by John on July 24, 2025

• Zedcor Inc. (ZDC $4.18)
  • $4.18 P/E (TTM): 240.0X Cap: $442M
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• Propel Holdings Inc. (PRL $32.67)
  • $32.67 P/E (TTM): 15.29X Cap: $1.27B
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Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Upvote 18

Read Answer Asked by Paul on July 24, 2025

• Monroe Capital Corporation (MRCC $7.27)
  • $7.27 P/E (TTM): 21.7X Cap: $157M
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Q: Why has this stock dropped so much this year? Would you advise selling?

Upvote 2

Read Answer Asked by Cory on July 24, 2025

• Celestica Inc. (CLS $264.15)
  • $264.15 P/E (TTM): 40.79X Cap: $30.07B
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• goeasy Ltd. (GSY $208.50)
  • $208.50 P/E (TTM): 12.3X Cap: $3.36B
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• WELL Health Technologies Corp. (WELL $4.89)
  • $4.89 Cap: $1.24B
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• Axon Enterprise Inc. (AXON $773.01)
  • $773.01 P/E (TTM): 184.69X Cap: $60.15B
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• Topicus.com Inc. (TOI $174.92)
  • $174.92 P/E (TTM): 79.44X Cap: $14.65B
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• Propel Holdings Inc. (PRL $32.67)
  • $32.67 P/E (TTM): 15.29X Cap: $1.27B
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• Lumine Group Inc. (LMN $47.71)
  • $47.71 P/E (TTM): 176.19X Cap: $12.50B
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Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Upvote 27

Read Answer Asked by Timothy on July 23, 2025

• Celestica Inc. (CLS $264.15)
  • $264.15 P/E (TTM): 40.79X Cap: $30.07B
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• OceanaGold Corporation (OGC $23.88)
  • $23.88 P/E (TTM): 10.73X Cap: $5.48B
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• 5N Plus Inc. (VNP $15.27)
  • $15.27 P/E (TTM): 30.98X Cap: $1.36B
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• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.05B
  • View PNG Profile
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• Zedcor Inc. (ZDC $4.18)
  • $4.18 P/E (TTM): 240.0X Cap: $442M
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• MDA Space Ltd. (MDA $44.72)
  • $44.72 P/E (TTM): 48.78X Cap: $5.51B
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• Propel Holdings Inc. (PRL $32.67)
  • $32.67 P/E (TTM): 15.29X Cap: $1.27B
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Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Upvote 38

Read Answer Asked by Greg on July 23, 2025

• Carvana Co. Class A (CVNA $362.07)
  • $362.07 P/E (TTM): 124.2X Cap: $77B
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• Opendoor Technologies Inc (OPEN $5.65)
  • $5.65 Cap: $3.68B
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Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Upvote 1

Read Answer Asked by Michael on July 23, 2025

• LithiumBank Resources Corp. (LBNK $0.25)
  • $0.25 Cap: $17M
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Q: Please may I have u comments and opinion on Lbnk.Is it buyable,and a good entry point if applicable. Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on July 23, 2025