Investment Q&A

• Polaris Renewable Energy Inc. (PIF $12.40)
  • $12.40 Cap: $252M
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Q: Can you please provide names of Canadian companies who are involved in the geothermal sector?
Thank you.

Upvote 2

Read Answer Asked by Greg on February 26, 2026

• Sailfish Royalty Corp. (FISH $3.46)
  • $3.46 P/E (TTM): 248.49X Cap: $259M
  • View FISH Profile
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Q: Hello. Can I get your take on the recent transaction involving FISH and OR?

What assets does FISH have left post sale?

The new dividend yield will be around 5%. Sustainable?

What do you know about management and their track record?

Wexford owns over half the shares. Who are they?

Thanks!!

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• CEMATRIX Corporation (CEMX $0.46)
  • $0.46 P/E (TTM): 23.75X Cap: $68M
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Q: Could you provide an update on Cematrix: fundamentals, insider holdings, potential for growth, and your opinion on whether this is a good time to buy both for short term and long term.
Thanks.

Upvote 1

Read Answer Asked by Rob on February 26, 2026

• ImmunityBio Inc. (IBRX $8.07)
  • $8.07 Cap: $8.80B
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Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?

Upvote 1

Read Answer Asked by Judith on February 25, 2026

• CECO Environmental Corp. (CECO $62.08)
  • $62.08 P/E (TTM): 42.95X Cap: $2.21B
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Q: Hi Guys,

Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on February 25, 2026

• Ultra Clean Holdings Inc. (UCTT $65.04)
  • $65.04 Cap: $2.95B
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Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?

Upvote 2

Read Answer Asked by Loretta on February 25, 2026

• MCAN Mortgage Corporation (MKP $22.54)
  • $22.54 P/E (TTM): 13.46X Cap: $911M
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Q: What do you think of this company for a income investor and their latest quarter.

Upvote 3

Read Answer Asked by don on February 25, 2026

• Celestica Inc. (CLS $417.61)
  • $417.61 P/E (TTM): 40.38X Cap: $48.01B
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• Kraken Robotics Inc. (PNG $9.03)
  • $9.03 P/E (TTM): 153.67X Cap: $2.76B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.20)
  • $5.20 P/E (TTM): 364.29X Cap: $548M
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• Axon Enterprise Inc. (AXON $460.15)
  • $460.15 P/E (TTM): 335.95X Cap: $36.99B
  • View AXON Profile
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• Kratos Defense & Security Solutions Inc. (KTOS $79.98)
  • $79.98 P/E (TTM): 643.77X Cap: $14.51B
  • View KTOS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Cellebrite DI Ltd. (CLBT $14.16)
  • $14.16 Cap: $3.54B
  • View CLBT Profile
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Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.

Upvote 18

Read Answer Asked by Alexandra on February 25, 2026

• 5N Plus Inc. (VNP $34.76)
  • $34.76 P/E (TTM): 40.79X Cap: $2.96B
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Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.

Upvote 9

Read Answer Asked by Dennis on February 25, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.76)
  • $194.76 P/E (TTM): 28.39X Cap: $2.31B
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Q: Hello 5i
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on February 24, 2026

• Lemonade Inc. (LMND $67.11)
  • $67.11 Cap: $5.12B
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Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?

Upvote 1

Read Answer Asked by Anthony on February 24, 2026

• goeasy Ltd. (GSY $39.76)
  • $39.76 P/E (TTM): 2.83X Cap: $641M
  • View GSY Profile
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Q: The company has set a release date of earnings as of March 25th. That is more than a month past the normal date.
What maybe causing the delay? This release has the stock down 7 %.
Do you expect the price to fall further?
Is GSY a buy, sell or hold? What might be good buy price?
Thank you

Steve

Upvote 9

Read Answer Asked by Steve on February 24, 2026

Q: Your comments on United States Antimony Corporation(UAMY)appreciated.

Upvote 1

Read Answer Asked by Maurice on February 24, 2026

• PetroTal Corp. (TAL $0.53)
  • $0.53 Cap: $474M
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• Cognyte Software Ltd. (CGNT $8.45)
  • $8.45 Cap: $572M
  • View CGNT Profile
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Q: TAL,chc.v(hot chili),cgnt(copper giant).Your comments on these smallish companies would be appreciated.

Upvote 1

Read Answer Asked by Maurice on February 24, 2026

• goeasy Ltd. (GSY $39.76)
  • $39.76 P/E (TTM): 2.83X Cap: $641M
  • View GSY Profile
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Q: I see that GSY stock to a big drop today. The stock is now reaching a very strong support level at about $100. Is this now a buying opportunity? Is it better to wait for the Q4 results?
Thanks John.

Upvote 7

Read Answer Asked by John on February 24, 2026

• goeasy Ltd. (GSY $39.76)
  • $39.76 P/E (TTM): 2.83X Cap: $641M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi team,
Is gsy tanking today from trumps tariff uncertainty? Or is the late earnings date release now of concern? Many growth names are again in free fall today I am assuming must of it is back to trade uncertainty and again software sell off.

Thanks

Shane

Upvote 12

Read Answer Asked by Shane on February 23, 2026

• Cheniere Energy Inc. (LNG $284.39)
  • $284.39 P/E (TTM): 11.8X Cap: $61.92B
  • View LNG Profile
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Q: I am looking to invest in liquid natural gas. Which company would you recommend?

Upvote 2

Read Answer Asked by Chris on February 23, 2026

• Investors Title Company (ITIC $214.07)
  • $214.07 P/E (TTM): 11.34X Cap: $402M
  • View ITIC Profile
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Q: this company has dropped quite a bit in the last month. Pays a good dividend. Seems to me that the share price is lagging the earnings growth. No debt. what am I missing?
thanks Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

• Lundin Mining Corporation (LUN $33.27)
  • $33.27 Cap: $27.16B
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• Capstone Copper Corp. (CS $10.27)
  • $10.27 P/E (TTM): 17.9X Cap: $7.54B
  • View CS Profile
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• Koryx Copper Inc. (KRY $3.25)
  • $3.25 Cap: $330M
  • View KRY Profile
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Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• K-Bro Linen Inc. (KBL $35.54)
  • $35.54 P/E (TTM): 21.27X Cap: $462M
  • View KBL Profile
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Q: This is not an exciting company but the latest company they bought should move the needle on all metrics. Your thoughts please.

Upvote 2

Read Answer Asked by STEVE on February 23, 2026