Investment Q&A

• Sandstorm Gold Ltd. (SSL $13.59)
  • $13.59 P/E (TTM): 94.91X Cap: $3.81B
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Q: What is your view on Sandstorm Gold Ltd.?
Is it a good time to buy?
Thank you

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Read Answer Asked by Lexi on August 06, 2020

• Fiverr International Ltd. no par value (FVRR $21.69)
  • $21.69 Cap: $788M
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Q: Hi. The last and only question I see on FVRR is from November 2019. At that time, you didn't seem too interested in it. If you were to re-evaluate them today, what would your opinion be? Thank you.

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Read Answer Asked by Laxmyharan on August 06, 2020

• PulteGroup Inc. (PHM $121.02)
  • $121.02 P/E (TTM): 8.25X Cap: $23.54B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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Q: Are there any sectors which are interesting from an evaluation point of view which should be added to nowadays? Are there any geographical areas which are in the same situation? Both are for longer term of 5+ years.

Thanks, Mike

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Read Answer Asked by Mike on August 06, 2020

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 7.06X Cap: $6.05B
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Q: Your thoughts on earnings? Thanks!

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Read Answer Asked by TK on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I got into PHO a couple of years back when it was doing well and sold it at a loss after the shares performed poorly for awhile. How would you contrast the situation now to then for someone (like me) who doesn't want to be burned twice?

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Read Answer Asked by Rick on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Does Photon need PR help? I get being cautious but their release could have been worded in a much better light. I’m also trying to reconcile how their guidance seems to diverge with other companies in the semi industry. I understand that q1 benefited from a large forex gain and covid inventory hoarding from customers, but most semiconductor companies have provided continued strong out looks for the remainder of the year and into 2021. Any worries here? Thanks

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Read Answer Asked by Scott on August 06, 2020

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Comments on quarter? Thanks

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Read Answer Asked by Jeff on August 06, 2020

• Franco-Nevada Corporation (FNV $235.64)
  • $235.64 P/E (TTM): 50.87X Cap: $42.95B
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• Agnico Eagle Mines Limited (AEM $185.42)
  • $185.42 P/E (TTM): 26.83X Cap: $86.83B
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Q: Hi, Would you replace FNV with AEM today ? The FNV is about 55% capital gains and is now a full 5% position.
Thanks, Tim

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Read Answer Asked by Tim on August 06, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
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Q: TOY is up quite a lot this morning, what is your outlook? Thanks for this important service! Have a great day!

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Read Answer Asked by patricia on August 06, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: How do the results look ? Thanks,

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Read Answer Asked by Paul on August 06, 2020

• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.98X Cap: $2.25T
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Q: Given Amazon has nearly zero cost of capital and the ability to raise staggering sums if it so decided,how can any company compete with them.Regardless of the business they decide to enter....if you have such a huge advantage...it’s seems near impossible to fail..And ultimately as such ...doesn’t Amazon seem an even more compelling must own.?Kim

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Read Answer Asked by Kim on August 06, 2020

• Hecla Mining Company (HL $6.14)
  • $6.14 P/E (TTM): 46.33X Cap: $3.77B
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Q: Hi 5i Team,

Can you provide your views on Hecla Mining?

Thanks,
Jon

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Read Answer Asked by Jonathan on August 06, 2020

• Keyera Corp. (KEY $42.86)
  • $42.86 P/E (TTM): 18.27X Cap: $10B
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Q: Your thoughts on their 1/4ly earnings, thanks

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Read Answer Asked by Greg on August 06, 2020

• Gibson Energy Inc. (GEI $25.04)
  • $25.04 P/E (TTM): 25.92X Cap: $4.11B
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Q: Good morning, thoughts on the quarter please. How would you rank vs. other energy infrastructure stocks?
Thanks
Rob

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Read Answer Asked by Robert on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Any news on why it is down so much today? I am debating buying in, but just want o make sure there isn’t news that has come out that I am not aware of. Thank you for your great service.

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Read Answer Asked by Meghan on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Your thoughts on Photon's quarterly results.

Thanks.
G

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Read Answer Asked by Geoffrey on August 06, 2020

• Real Matters Inc. (REAL $5.55)
  • $5.55 P/E (TTM): 197.85X Cap: $398M
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Q: Hi Team,

After its recent gains would you still be comfortable starting a position at these levels or wait for some weakness?

Thanks

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Read Answer Asked by Keith on August 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Good morning. Could you please comment on LSPD's results? Thank you!

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Read Answer Asked by Adam on August 06, 2020

• NuVista Energy Ltd. (NVA $14.33)
  • $14.33 P/E (TTM): 7.73X Cap: $2.86B
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Q: Looks like GMT Capital has lightened their investment in this Company. Could you please give me your opinion of its viability

Thanks

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Read Answer Asked by Alan on August 06, 2020

• Fulgent Genetics Inc. (FLGT $20.78)
  • $20.78 Cap: $561M
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Q: Thoughts on the quarter? Do you recommend?

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Read Answer Asked by Daniel on August 06, 2020