Investment Q&A

• Leon's Furniture Limited (LNF $28.82)
  • $28.82 P/E (TTM): 11.38X Cap: $1.98B
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Q: Can you please detail why leons reported negative free cash flow last quarter?

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Read Answer Asked by Shanelle on June 10, 2022

• Knight Therapeutics Inc. (GUD $6.07)
  • $6.07 Cap: $605M
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Q: Would GUD make an "interesting" investment in the current environment?

I've noticed that it held fairly well (pretty much flat) compared with its sector (down a lot), and also large amounts of share buybacks and insider buying signaling that management is confident in the company.

Thanks!

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Read Answer Asked by Iulian on June 10, 2022

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.48)
  • $23.48 P/E (TTM): 11.35X Cap: $1.96B
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Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers

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Read Answer Asked by Hans on June 09, 2022

Q: May I please have your comments on the recent earnings of these two companies?

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Read Answer Asked by Margot on June 09, 2022

• Enghouse Systems Limited (ENGH $20.08)
  • $20.08 P/E (TTM): 14.82X Cap: $1.10B
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Q: Add to a small position in ENGH or sit this one out?
Thanks Ron

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Read Answer Asked by Ronald on June 09, 2022

• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.41X Cap: $1.56B
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Q: Since your oct report bplus is it progrssing and divdends increased ?
in todays BNNit was toppick of with bivednd s of over 3 %

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Read Answer Asked by thambirajah on June 09, 2022

• Enghouse Systems Limited (ENGH $20.08)
  • $20.08 P/E (TTM): 14.82X Cap: $1.10B
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Q: I know it is being hurt with all tech stocks. But still, an A- company (05 Oct 2021 report) after their latest report?

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Read Answer Asked by Stephen on June 08, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.27B
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Q: I had a huge gain with LSPD and then poof it was gone lol, thinking of selling it now for the tax loss and rebuying back In 30 days, should I look for a proxy (suggestion) or should I just sell and chill for 30 days, thanks, Jean

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Read Answer Asked by Jean on June 08, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $113.82)
  • $113.82 P/E (TTM): 48.23X Cap: $13.12B
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Q: When do you expect next earnings report. What are your views to the Quarter. How many stores do they have USA and Canada. I understand they plan to open more stores in USA Your opinion please RAK

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Read Answer Asked by bob on June 08, 2022

• Enghouse Systems Limited (ENGH $20.08)
  • $20.08 P/E (TTM): 14.82X Cap: $1.10B
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Q: your take on their earnings and the forward outlook please


Sheldon

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Read Answer Asked by Sheldon on June 08, 2022

Q: leon drysidal and shop and toi have anything in common a little underated?

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Read Answer Asked by cliff on June 08, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $113.82)
  • $113.82 P/E (TTM): 48.23X Cap: $13.12B
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Q: Do you see ATZ as a buy and forget stock at this time? My 25 year-old daughter certainly loves this retail chain and it seems to appeal to a large age range of women.
Thanks!

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Read Answer Asked by Grant on June 07, 2022

• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
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• Nexus Industrial REIT (NXR.UN $7.65)
  • $7.65 Cap: $742M
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Q: I AM THINKING OF SWITCHING REITS. SELLING IIP.UN CA BUYING NXR.UN CA, WHAT ARE YOUR IDEAS FOR DOING AND/OR NOT DOING THIS? THE YIELD IS HIGHER WITH NXR.UN -CA.
THANK YOU FOR YOUR HELP IN DECIDING WHAT TO DO.

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Read Answer Asked by Herbert on June 07, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
  • $226.15 P/E (TTM): 90.95X Cap: $294.28B
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Q: What do you think of the CEO's proposal of dual shares to provide greater control to the founder?
Thanks

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Read Answer Asked by Jean on June 07, 2022

• Topicus.com Inc. (TOI $122.61)
  • $122.61 P/E (TTM): 1015.17X Cap: $10.25B
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Q: I have a bit of cash from tax loss selling and am thinking of adding to TOI. I notice that on your website there is a 20% short on the stock. Should this be concerning?
Thank you

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Read Answer Asked by J on June 07, 2022

• Enghouse Systems Limited (ENGH $20.08)
  • $20.08 P/E (TTM): 14.82X Cap: $1.10B
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• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.01B
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Q: I am down about 41% with both ENGH and WELL, but 2x the dollar amount for ENGH. I am considering selling 1 or both now for a tax loss and likely buying back. Any idea what to expect with ENGH's upcoming earnings report next week? ENGH seems to be currently sitting at pre-pandemic levels and I am guessing it might be there for a while unless there is some dramatic change in the economy. Thanks for your your comments!

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Read Answer Asked by Grant on June 06, 2022

• Parkland Fuel Corp Subscription Rcpt Restricted 4 Mnth Hold 08/22/2017 (PKIR)
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Q: Is Parkland a hold or sell?

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Read Answer Asked by Ernie on June 06, 2022

• WSP Global Inc. (WSP $241.34)
  • $241.34 P/E (TTM): 36.2X Cap: $31.52B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.82)
  • $113.82 P/E (TTM): 48.23X Cap: $13.12B
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Q: I plan to invest in one of the two referenced companies for a five year hold. Can you give me the pros and cons of each and which company do you feel has the better upside. Thank You.

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Read Answer Asked by Brian on June 06, 2022

• Amazon.com Inc. (AMZN $226.19)
  • $226.19 P/E (TTM): 32.53X Cap: $2.41T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
  • $226.15 P/E (TTM): 90.95X Cap: $294.28B
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Q: Hi 5i
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks

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Read Answer Asked by Dave on June 06, 2022

• Descartes Systems Group Inc. (The) (DSG $124.83)
  • $124.83 P/E (TTM): 53.61X Cap: $10.73B
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• Enghouse Systems Limited (ENGH $20.08)
  • $20.08 P/E (TTM): 14.82X Cap: $1.10B
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• Kinaxis Inc. (KXS $171.57)
  • $171.57 P/E (TTM): 102.2X Cap: $4.81B
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Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?

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Read Answer Asked by David on June 06, 2022