Investment Q&A

• Sangoma Technologies Corporation (STC $6.65)
  • $6.65 Cap: $221M
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Q: Can you please comment on the earning and outlook?

Upvote 1

Read Answer Asked by Hong on September 20, 2024

• Parkit Enterprise Inc. (PKT $0.60)
  • $0.60 P/E (TTM): 8.57X Cap: $129M
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• Lion Electric Company (The) (LEV $0.35)
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• NowVertical Group Inc. (NOW $0.28)
  • $0.28 Cap: $25M
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• Tiny Ltd. (TINY $9.90)
  • $9.90 Cap: $295M
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Q: Portfolio Cleanup Part 13:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Upvote 3

Read Answer Asked by Charles on September 19, 2024

• Bragg Gaming Group Inc. (BRAG $3.62)
  • $3.62 Cap: $78M
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• CareRx Corporation (CRRX $3.87)
  • $3.87 Cap: $243M
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• OverActive Media Corp. (OAM $0.25)
  • $0.25 Cap: $32M
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• East Side Games Group Inc. (EAGR $0.30)
  • $0.30 Cap: $23M
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Q: Portfolio Cleanup Part 12:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Upvote 3

Read Answer Asked by Charles on September 19, 2024

• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
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• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
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• Mitek Systems Inc. (MITK $10.68)
  • $10.68 P/E (TTM): 56.28X Cap: $483M
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• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.97)
  • $10.97 Cap: $2.18B
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Q: Portfolio Cleanup Part 6:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Upvote 2

Read Answer Asked by Charles on September 19, 2024

• kneat.com inc. (KSI $5.08)
  • $5.08 Cap: $489M
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• Docebo Inc. (DCBO $30.38)
  • $30.38 P/E (TTM): 29.98X Cap: $875M
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Q: Portfolio Cleanup Part 5:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Upvote 3

Read Answer Asked by Charles on September 19, 2024

• Firan Technology Group Corporation (FTG $13.40)
  • $13.40 P/E (TTM): 27.77X Cap: $305M
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• Amerigo Resources Ltd. (ARG $5.23)
  • $5.23 P/E (TTM): 29.98X Cap: $823M
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• Erdene Resource Development Corporation (ERD $8.63)
  • $8.63 Cap: $532M
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• Global X Global Sustainability Leaders Index ETF (ETHI $58.60)
  • $58.60 P/E (TTM): 23.48X Cap: $100M
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Q: Portfolio Cleanup Part 2:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Upvote 1

Read Answer Asked by Charles on September 19, 2024

• Calian Group Ltd. (CGY $58.62)
  • $58.62 Cap: $665M
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• Coveo Solutions Inc. Subordinate voting shares (CVO $7.06)
  • $7.06 Cap: $676M
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Q: What’s your thoughts on these two names, is there value at the current share prices?? If so is this now a good time to step in or wait for more positive momentum…

Upvote 3

Read Answer Asked by Sonny on September 19, 2024

• O3 Mining Inc. (OIII $1.67)
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Q: what is your option on the out look for 03mining or can you suggest an equivalent stk ?

Upvote 1

Read Answer Asked by Lynn on September 19, 2024

• Ready Capital Corporation (RC $2.16)
  • $2.16 Cap: $346M
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• Repare Therapeutics Inc. (RPTX $2.54)
  • $2.54 Cap: $110M
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• Quipt Home Medical Corp. (QIPT $4.92)
  • $4.92 Cap: $217M
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X
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Q: Portfolio Cleanup Part 9:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Upvote 2

Read Answer Asked by Charles on September 19, 2024

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.04B
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Q: Can you expand on the recent question on WELL. How good a company is it for a growth investor? It recently traded up to $5 but has back off to around $4.40. Is this a good point to buy? Where do you see it over the next 12 months? What are the catalysts that define company performance? It has been recommended by 5i, how strong is this conviction?

Upvote 11

Read Answer Asked on September 19, 2024

• TECSYS Inc. (TCS $29.55)
  • $29.55 P/E (TTM): 83.44X Cap: $449M
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• InPlay Oil Corp. (IPO $12.64)
  • $12.64 Cap: $340M
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• Roundhill Ball Metaverse ETF (METV $19.14)
  • $19.14 P/E (TTM): 37.32X Cap: $281M
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• SSC Security Services Corp. (SECU $2.33)
  • $2.33 Cap: $42M
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Q: Portfolio Cleanup Part 1:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Upvote 4

Read Answer Asked by Charles on September 19, 2024

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: I purchased DND back when it was in your portfolio, you have since dropped it, I still hold a small share. What is your opinion now with the two recent acquisitions and Engine Capital (approx 7% owner) not overly pleased.

Thank you

Jim

Upvote 3

Read Answer Asked by Jim on September 19, 2024

• Sernova Biotherapeutics Inc. (SVA $0.15)
  • $0.15 Cap: $44M
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• Gatekeeper Systems Inc. (GSI $1.91)
  • $1.91 Cap: $192M
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• Neo Performance Materials Inc. (NEO $18.78)
  • $18.78 Cap: $760M
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• Talon Metals Corp. (TLO $0.67)
  • $0.67 Cap: $783M
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Q: Portfolio Cleanup Part 10:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Upvote 1

Read Answer Asked by Charles on September 19, 2024

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X
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Q: Could you please comment on the Aug 28th Q2 2024 Results for Redishred Capital Corporation (KUT). A search of your past answers to queries on the company have indicated a problem with liquidity and earnings growth. Cormark has bumped it's target price slightly to $6.00 which is almost double the current share price and wondering if anything has changed..

Upvote 2

Read Answer Asked by mike on September 18, 2024

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.68X Cap: $853M
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Q: IWould you still hold GDI Integrated Facility Services Inc for the long term? I can hold do 10+ years.
Or sell and buy something else?
Thanks

Upvote 5

Read Answer Asked by Ben on September 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
  • $130.73 P/E (TTM): 17.34X Cap: $28.43B
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• Element Fleet Management Corp. (EFN $35.19)
  • $35.19 P/E (TTM): 23.56X Cap: $14.01B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.06X Cap: $12.55B
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• Athabasca Oil Corporation (ATH $6.56)
  • $6.56 P/E (TTM): 7.12X Cap: $3.32B
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• CES Energy Solutions Corp. (CEU $12.18)
  • $12.18 P/E (TTM): 14.94X Cap: $2.53B
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• North West Company Inc. (The) (NWC $49.48)
  • $49.48 P/E (TTM): 16.63X Cap: $2.33B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.35X Cap: $3.90B
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Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?

Upvote 21

Read Answer Asked by Charles on September 18, 2024

• Wolfspeed Inc. New (WOLF $18.60)
  • $18.60 Cap: $733M
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Q: Ignoring the stock chart, do you see a good path forward for WOLF ? They are a leader in SiC devices, and I like the segment that they are in - Solar and Energy Storage. Is the balance sheet okay?

Upvote 2

Read Answer Asked by James on September 18, 2024

• iShares Russell 2000 ETF (IWM $260.23)
  • $260.23 P/E (TTM): 18.08X Cap: $77.82B
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Q: On July 19/24, you indicated buying IWM before the election would be risky. So, does one wait until the elections are completely over, or gradually start buying now. I appreciate your insight on this matter. Is their website for seasonality that you would recommend. Thank very much appreciate your good service.

Upvote 1

Read Answer Asked by Earl on September 18, 2024

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.93)
  • $0.93 Cap: $287M
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Q: Would you consider this stock to be worth buying and holding for the next 12 months?

Upvote 2

Read Answer Asked by Robert on September 18, 2024

• Profound Medical Corp. (PRN $11.71)
  • $11.71 Cap: $353M
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• BeWhere Holdings Inc. (BEW $0.86)
  • $0.86 P/E (TTM): 83.0X Cap: $75M
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• Green Thumb Industries Inc (GTII $11.26)
  • $11.26 P/E (TTM): 45.48X Cap: $2.34B
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.93)
  • $0.93 Cap: $287M
  • View AIDX Profile
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Q: Portfolio Cleanup Part 3:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks

Upvote 2

Read Answer Asked by Charles on September 18, 2024