Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $97.05)
  • $97.05 P/E (TTM): 39.95X Cap: $8.34B
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• Enghouse Systems Limited (ENGH $16.95)
  • $16.95 P/E (TTM): 13.48X Cap: $923M
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• Kinaxis Inc. (KXS $138.97)
  • $138.97 P/E (TTM): 41.1X Cap: $3.88B
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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?

Upvote 1

Read Answer Asked by David on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $73.01)
  • $73.01 Cap: $5.33B
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Q: With the release of their results and a possible downturn in the economy what are your views on this company over the medium term. Thanks.

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Read Answer Asked by Gerry on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $73.01)
  • $73.01 Cap: $5.33B
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Q: Gentlemen; Does Doo deserve a 10% haircut today post earnings this morning?

Ron P.

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Read Answer Asked by Ronald on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $73.01)
  • $73.01 Cap: $5.33B
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Q: Kindly comment on the DOO results and guidance just released. Thanks.

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Read Answer Asked by Victor on June 06, 2022

• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.09B
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Q: Since the market has no appetite for growth companies driven by acquisition, should we sell and invest in something else and wait for it to return.

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Read Answer Asked by Steve on June 06, 2022

• Premium Brands Holdings Corporation (PBH $83.25)
  • $83.25 P/E (TTM): 56.99X Cap: $4.32B
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Q: Hi- what are your thoughts on buying the new debenture paying 5.4% over the common shares. I assume the deb has lower risk than the stock and will also somewhat participate in any future appreciation?

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Read Answer Asked by Scott on June 03, 2022

• Enghouse Systems Limited (ENGH $16.95)
  • $16.95 P/E (TTM): 13.48X Cap: $923M
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Q: What does the market expect from ENGH next week?

Thx

Upvote 0

Read Answer Asked by blake on June 03, 2022

• Kinaxis Inc. (KXS $138.97)
  • $138.97 P/E (TTM): 41.1X Cap: $3.88B
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• Open Text Corporation (OTEX $30.77)
  • $30.77 P/E (TTM): 13.02X Cap: $7.69B
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Q: I have a small position in Otex in my Tfsa and would consider selling to add to Kxs for a 2 to 3 year hold. Could you please compare outlook for both and comment? Thanx.

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Read Answer Asked by Steve on June 02, 2022

• CAE Inc. (CAE $34.94)
  • $34.94 P/E (TTM): 29.56X Cap: $11.24B
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Q: Re: CAE. Has there been any explanation for the delay in issuing the financial statements other than that the auditors needed more time? What were they struggling with?
Thanks for your thoughts.
Ian

Upvote 0

Read Answer Asked by Ian on June 02, 2022

• Descartes Systems Group Inc. (The) (DSG $97.05)
  • $97.05 P/E (TTM): 39.95X Cap: $8.34B
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Q: With a slight beat on top and bottom lines most importantly how was the future outlook?

Sheldon

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Read Answer Asked by Sheldon on June 02, 2022

• Boyd Group Services Inc. (BYD $169.61)
  • $169.61 P/E (TTM): 143.33X Cap: $4.53B
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Q: What it happening with BYD these last two days?

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Read Answer Asked by Larry M. on June 02, 2022

• TFI International Inc. (TFII $197.81)
  • $197.81 P/E (TTM): 48.06X Cap: $16.25B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $138.95)
  • $138.95 Cap: $16.02B
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• Boyd Group Services Inc. (BYD $169.61)
  • $169.61 P/E (TTM): 143.33X Cap: $4.53B
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• Dye & Durham Limited (DND $3.59)
  • $3.59 Cap: $253M
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• Nuvei Corporation (NVEI)
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Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Upvote 0

Read Answer Asked by Djamel on June 01, 2022

• Amazon.com Inc. (AMZN $259.70)
  • $259.70 P/E (TTM): 36.82X Cap: $2.79T
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• Alphabet Inc. (GOOG $347.50)
  • $347.50 P/E (TTM): 31.67X Cap: $4.23T
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• Microsoft Corporation (MSFT $429.25)
  • $429.25 P/E (TTM): 26.56X Cap: $3.18T
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• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.89X Cap: $53.94B
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• Constellation Software Inc. (CSU $2,434.99)
  • $2,434.99 P/E (TTM): 71.95X Cap: $51.73B
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Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.

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Read Answer Asked by Lawrence on June 01, 2022

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.89X Cap: $53.94B
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Q: Can you comment on the negative price move on unusually large volume today? Thanks

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Read Answer Asked by Rick on May 31, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.36)
  • $12.36 Cap: $1.76B
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• Toast Inc. Class A (TOST $28.99)
  • $28.99 P/E (TTM): 51.25X Cap: $16.80B
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Q: Everyone. TOST and LSPD have recently posted their quarterly reports. How would you characterize the POS business as it relates to their comments. Clayton

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Read Answer Asked by Clayton on May 31, 2022

• Acadian Timber Corp. (ADN $17.18)
  • $17.18 P/E (TTM): 6.52X Cap: $317M
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Q: Can I please have your opinion on ADN? Do you feel the dividend is fairly safe and sustainable.
Would you prefer another lumber producer and if so why. Thank you.

Upvote 0

Read Answer Asked by Lois on May 31, 2022

• Savaria Corporation (SIS $30.10)
  • $30.10 P/E (TTM): 31.29X Cap: $6.86B
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Q: Beside ex-dividend today is there anything else?
Up 6.58% at the time of writing this question.

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Read Answer Asked by Denis on May 31, 2022

• Constellation Software Inc. (CSU $2,434.99)
  • $2,434.99 P/E (TTM): 71.95X Cap: $51.73B
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• Descartes Systems Group Inc. (The) (DSG $97.05)
  • $97.05 P/E (TTM): 39.95X Cap: $8.34B
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Q: Both companies project good earnings. CSU or DSG or both today and your reasons?
Thanks

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Read Answer Asked by Lawrence on May 27, 2022

• WSP Global Inc. (WSP $225.12)
  • $225.12 P/E (TTM): 30.33X Cap: $30.34B
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• FirstService Corporation (FSV $195.90)
  • $195.90 P/E (TTM): 45.74X Cap: $9.19B
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• TFI International Inc. (TFII $197.81)
  • $197.81 P/E (TTM): 48.06X Cap: $16.25B
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• Magna International Inc. (MG $84.65)
  • $84.65 P/E (TTM): 21.05X Cap: $23.91B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $138.95)
  • $138.95 Cap: $16.02B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.36)
  • $12.36 Cap: $1.76B
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• Topicus.com Inc. (TOI $95.27)
  • $95.27 P/E (TTM): 301.36X Cap: $12.37B
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Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers

Upvote 0

Read Answer Asked by Nick on May 27, 2022

• WSP Global Inc. (WSP $225.12)
  • $225.12 P/E (TTM): 30.33X Cap: $30.34B
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• Toromont Industries Ltd. (TIH $208.86)
  • $208.86 P/E (TTM): 34.52X Cap: $17.01B
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• Stantec Inc (STN $89.90)
  • $89.90 P/E (TTM): 29.01X Cap: $10.34B
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Q: These companies all seem to be at a premium to P/B ratios and have similar dividend yields and WSP is likely the company that is not a direct comparison within the group but all would be industrial based in my mind. Would you please rank your order of preference of the three for a three to five year timeframe. Thank you!

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Read Answer Asked by Kevin on May 26, 2022