Investment Q&A

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Cargojet has been dropping hard lately. Do you know why? Any opinion on CJT?

Thanks
Jon

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Read Answer Asked by Jon on February 21, 2020

• Sangoma Technologies Corporation (STC)
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Q: Just wondering if 5G adoption will have any effect (positive or negative) to a company like Sangoma. Does the new network make older equipment obsolete?
Thank you as always.
Peter

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Read Answer Asked by Peter on February 21, 2020

• Spark Power Group Inc. (SPG)
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Q: What are your thoughts about taking a small position in this company? I have a well diversified portfolio so this would be "play money"
Thanks

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Read Answer Asked by Donna on February 21, 2020

• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A)
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Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

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Read Answer Asked by Mark on February 20, 2020

• Xebec Adsorption Inc. (XBC)
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Q: Based on a question from a month ago I took a half position in XBC. It’s up 43% since then (thanks!). I’m considering a full position and am okay with risk. My concern is whether there has been too large a run up in the past month, or would you still consider this early days for this stock in an emerging sector?

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Read Answer Asked by Warren on February 20, 2020

• Xebec Adsorption Inc. (XBC)
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• Greenlane Renewables Inc. (GRN)
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Q: Hi,

Could you compare Grn to Xbc and give us your favorite one ?

Thanks

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Read Answer Asked by Guy on February 19, 2020

• Xebec Adsorption Inc. (XBC)
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Q: When does company report next earnings and your expectations? A buy at these prices?

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Read Answer Asked by kenneth on February 11, 2020

• Xebec Adsorption Inc. (XBC)
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Q: This was a company discussed on market call today. That’s has had explosive growth and is on the verge of even more in the hot sustainable energy field what are your thoughts ?

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Read Answer Asked by mike on February 11, 2020

• Profound Medical Corp. (PRN)
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Q: Peter, it looks like skies are clear for this stock, but I'd be interested in your opinion. Raymond James forecasts a one year double on this stock "on the back of positive news concerning the TULSA- PRO [prostate cancer treatment which provides non-chemo, non-radiation ablation of affected tissue], starting with the technology’s US FDA clearance last August and then announcing its first US sales a few weeks later, moving the company from a clinical development company to a commercial-stage company."

Also, the company recently paid off all remaining debt with CIBC.

So... what do you see as potential hurdles for this one.

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Read Answer Asked by David on February 11, 2020

Q: What do you think is holding back this company from being another high-flying Canadian tech stock?

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Read Answer Asked by Donald on February 07, 2020

• Photon Control Inc. (PHO)
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• Gatekeeper Systems Inc. (GSI)
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• Kraken Robotics Inc. (PNG)
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• Converge Technology Solutions Corp. (CTS)
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Q: Hi Peter and Crew
Thank you for your excellent work. We have PHO, PNG and GSI. Thinking of adding CTS to this mix. (this is our small cap fund) Love the growth in CTS and we can hold for five years. What do you think of the choice or any other ideas that may be better.
PS
Thanks for Shop:) wow!!
cheers
Ken and Cindy

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Read Answer Asked by cindy on February 06, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: I've happily held CJT for years and trimmed when it gets close to 5% which it is now nearing again. The chart is looking a bit scary, but with the Amazon deal , would you let it ride higher than 5% as part of the 'growth' portion of a balanced portfolio ?
Thanks, as always, for your opinon.

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Read Answer Asked by Alexandra on February 03, 2020

• WELL Health Technologies Corp. (WELL)
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Q: Good morning :
Thoughts on this name ?
Thx
Mark

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Read Answer Asked by Mark on February 03, 2020

• Sangoma Technologies Corporation (STC)
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• Xebec Adsorption Inc. (XBC)
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• WELL Health Technologies Corp. (WELL)
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Q: Which of these companies do you feel has the most growth potential and which of these is reasonably priced. Also, any other information you know about these companies.

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Read Answer Asked by Earl on January 31, 2020

• Primo Water Corporation (PRMW)
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Q: Can you please provide an analysis on Cott. Would you start a position at these levels?
Thank you.

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Read Answer Asked by Marcela on January 31, 2020

• Open Text Corporation (OTEX)
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Q: Hello. Do you think OTEX is a good buy at the current price? Cheers

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Read Answer Asked by Margot on January 31, 2020

• The Trade Desk Inc. (TTD)
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Q: Re: "Baby Brother Strategy"
I read PH's FP article of 06/20/19 as it echoed my own thoughts about AT (though I do not pretend to possess the same analytical tools).
Could you elaborate further on that idea? I was also wondering if you can speak to programmatic advertising and if AT has any competitive advantages or moats or is it simply going head to head with TTD and others? Thank you.

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Read Answer Asked by Calvin on January 31, 2020

• Champion Iron Limited Ordinary Shares (CIA)
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Q: Could I get an update on Champion please

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Read Answer Asked by David on January 30, 2020

• Profound Medical Corp. (PRN)
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Q: With all the hype recently what is your evaluation of this company. Ive heard nothing but great news lately. Thanks Dennis Tiplady

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Read Answer Asked by Dennis on January 30, 2020

• Strathcona Resources Ltd. (SCR)
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Q: Hi 5i Team - Could you provide some fundamentals on Score such as debt, cash on hand, insider holdings/buying and any other metrics that you think are important. Also do you think their cash flow is reasonable or could there be a concern down the line. Thanks.

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Read Answer Asked by Rob on January 29, 2020