Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY $20.50)
  • $20.50 P/E (TTM): 26.71X Cap: $2.06B
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Q: Hi 5i
Current thoughts on Toy ? They seem to be a long way from where they used to be with hottest products at Christmas (thinking Hatchimals), but now having less impact on parents pocketbooks.
Is that a fair assessment or am I misjudging their potential?
Thanks
Mike

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Read Answer Asked by mike on December 07, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Any comment on People’s three acquisitions, and your outlook on the company going forward?

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Read Answer Asked by Tia on December 07, 2020

• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $604M
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Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??

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Read Answer Asked by JAIME on December 07, 2020

• WSP Global Inc. (WSP $242.89)
  • $242.89 P/E (TTM): 36.56X Cap: $31.72B
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Q: Hi all:
Can you recommend a Canadian infrastructure
stock (other than Brookfield Infrastructure) that
has U.S. exposure.
Thank you: Jerry

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Read Answer Asked by Jerry on December 07, 2020

• NFI Group Inc. (NFI $13.62)
  • $13.62 Cap: $1.61B
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Q: NFI closed up $2 last Friday. Is there a reason for this ? Joe

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Read Answer Asked by Joseph on December 07, 2020

• Descartes Systems Group Inc. (The) (DSG $115.39)
  • $115.39 P/E (TTM): 48.46X Cap: $9.91B
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Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,

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Read Answer Asked by Peter on December 07, 2020

• Constellation Software Inc. (CSU $3,321.04)
  • $3,321.04 P/E (TTM): 76.8X Cap: $70.34B
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Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?

Thanks, Tim.

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Read Answer Asked by tim on December 07, 2020

• WSP Global Inc. (WSP $242.89)
  • $242.89 P/E (TTM): 36.56X Cap: $31.72B
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Q: Thank you for this recommendation years ago. Stay safe

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Read Answer Asked by Alan on December 04, 2020

• WSP Global Inc. (WSP $242.89)
  • $242.89 P/E (TTM): 36.56X Cap: $31.72B
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Q: One of your portfolio stocks I do not own. I am impressed with their purchase and the possibilities as a result. I am mostly comfortable with the price but looking for a little reassurance, or not, as to buying a half position today.

Thanks

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Read Answer Asked by Stephen on December 04, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Can you help to explain the news yesterday of "BloombergSen Inc. Files Early Warning Report in Respect of Great Canadian Gaming Corporation" , How will it impact the acquisition of GC and to the stock price overall?

Thanks,

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Read Answer Asked by Adam on December 04, 2020

• Constellation Software Inc. (CSU $3,321.04)
  • $3,321.04 P/E (TTM): 76.8X Cap: $70.34B
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Q: When will the Tropicus spin-off will take place or more specifically what date will the number of CSU shares will be counted for th1.8598 distribution?

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Read Answer Asked by Yves on December 04, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.64)
  • $15.64 Cap: $2.13B
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Q: Your answered on Lspd that you will trim at 7.5%, what price range will be? Many thanks

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Read Answer Asked by Hue on December 04, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.64)
  • $15.64 Cap: $2.13B
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Q: If you were the CEO today of LSPD, what would be your plan for the 2021 and from 2022 to 2025?
Clayton

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Read Answer Asked by Clayton on December 04, 2020

• goeasy Ltd. (GSY $129.08)
  • $129.08 P/E (TTM): 10.19X Cap: $2.07B
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Q: Hi Team,

Are you able to explain the news out of gsy this afternoon? Positive/negative?

Thanks!

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Read Answer Asked by David on December 03, 2020

• WSP Global Inc. (WSP $242.89)
  • $242.89 P/E (TTM): 36.56X Cap: $31.72B
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Q: Your thoughts on WSP's recent acquisition...
Thanks.
Robert

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Read Answer Asked by Robert on December 03, 2020

• Descartes Systems Group Inc. (The) (DSG $115.39)
  • $115.39 P/E (TTM): 48.46X Cap: $9.91B
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Q: Can I please have your thoughts and analysis on Descartes recently announced earnings. Thank You.

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Read Answer Asked by Brian on December 03, 2020

• Real Matters Inc. (REAL $6.29)
  • $6.29 Cap: $467M
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Q: Just a note regarding those posters worried about the share price decline, it is noted today that the Company bought back approx 1M shares since November 10. Spent about 20M.

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Read Answer Asked by Kelly on December 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.64)
  • $15.64 Cap: $2.13B
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Q: At what % would you start to trim LSPD in your growth portfolio? On your last report it was 3.97%
Thanks

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Read Answer Asked on December 02, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.64)
  • $15.64 Cap: $2.13B
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Q: You had mentioned they may do a financing.
With the values mentioned, what do you think are the odds
of a financing percentage wise and usually is it done in 1 or 2 days
after the deal?

Thanks

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Read Answer Asked by Herm on December 02, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Would you still put People Corp into the long term buy and forget category, and fo you think they will ever initiate a dividend, thanks alot?

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Read Answer Asked by Pat on December 02, 2020