Investment Q&A

• Constellation Software Inc. (CSU $3,238.35)
  • $3,238.35 P/E (TTM): 75.91X Cap: $68.77B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Hello 5i,

Which one of those two companies do you prefer as a long-term growth story and why?

Thank you

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Read Answer Asked by Tim on December 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Hello team,

Do you see today as a good buying opp for LSPD? Does a takeover rumor of SHOP really justify a drop in LSPD? To me, it doesn't seem like it, and the notion that it would , would be based on a lot of presumptions that the sale of SHOP would hurt Lightspeed in any meaningful way. I have seen days like this before and more often than not prove to be good buying opportunities in a short period of time. Your thoughts please, thanks.

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Read Answer Asked by Shane on December 05, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Gentlemen; Lightspeed has disappointed me (-22%) and causes me to wonder if my patience is misplaced. Would I be better taking my loss and moving on or wait for some good news?

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Read Answer Asked by John on December 05, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi,

With Boyd becoming a corporation on January 01, 2020, will it be required to provide more disclosure as to acquisitions, etc. I note that previously, that it is very muted in press releasing ongoing changes in the business or to even comment on quarterly results.

Thanks,
Kelly

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Read Answer Asked by Kelly on December 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
  • $196.32 P/E (TTM): 82.14X Cap: $256.20B
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Q: What Silicon Valley companies could have deep enough pockets to afford a $70 U.S. Billion takeover of Shopify? By my reckoning this is $580 U.S. a share or $765 C$ correct?

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Read Answer Asked by Jeff on December 05, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Today announced that Blockchain-enabled lightspeed Restaurant epos launches in UK,Your comment please Thanks for u usual services & views.

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Read Answer Asked by Peter on December 05, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Peter if shopify does get bought out which 2 companies are looking to buy them out. And since i am a share holder of lightspeed should i be concerned. What are your thoughts about holding on to lightspeed as of now.

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Read Answer Asked by wilson on December 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
  • $196.32 P/E (TTM): 82.14X Cap: $256.20B
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• goeasy Ltd. (GSY $120.99)
  • $120.99 P/E (TTM): 8.95X Cap: $1.92B
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Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?

Thank you

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Read Answer Asked by Summer on December 05, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: given the news on shop, is a good time to sell lspd? i bought at about $32.

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Read Answer Asked by TOM on December 04, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
  • $196.32 P/E (TTM): 82.14X Cap: $256.20B
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Q: What is the source of the take-over rumour re SHOP?
Peter

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Read Answer Asked by Peter on December 04, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
  • $196.32 P/E (TTM): 82.14X Cap: $256.20B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Why would it be negative for LSPD if there are takeover news on SHOP?

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Read Answer Asked by Herm on December 04, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.22B
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Q: Any news on LSPD causing the big drop today

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Read Answer Asked by Bruce on December 04, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
  • $196.32 P/E (TTM): 82.14X Cap: $256.20B
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Q: Regarding the rumor of a takeover bid for SHOP, do the insiders have enough shares to block a hostile bid?
Thanks, Tim.

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Read Answer Asked by tim on December 04, 2019

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.01)
  • $28.01 P/E (TTM): 16.62X Cap: $659M
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Q: How risky an investment do you think GDI is in comparison with some of the stocks in the balanced portfolio? Would you put 1% or 5% into it?

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Read Answer Asked by John on December 04, 2019

• CAE Inc. (CAE $36.01)
  • $36.01 P/E (TTM): 27.25X Cap: $11.69B
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• Badger Infrastructure Solutions Ltd. (BDGI $70.88)
  • $70.88 P/E (TTM): 27.9X Cap: $2.40B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Savaria Corporation (SIS $21.61)
  • $21.61 P/E (TTM): 26.19X Cap: $1.58B
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Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal

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Read Answer Asked by ed on December 04, 2019

• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $609M
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• Savaria Corporation (SIS $21.61)
  • $21.61 P/E (TTM): 26.19X Cap: $1.58B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.71)
  • $19.71 P/E (TTM): 25.54X Cap: $1.95B
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Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?

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Read Answer Asked by Jeff on December 04, 2019

• Descartes Systems Group Inc. (The) (DSG $110.84)
  • $110.84 P/E (TTM): 49.39X Cap: $9.71B
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Q: Could you please advise what analysts are expecting regarding Descarte's earnings release after markets close today.

Thank you, Peter

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Read Answer Asked by Peter on December 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I read that the merger deal closes 3rd quarter 2020. Does this mean tsgi will continue to trade on its own until this time? I'm not sure I want to hold shares in the takeover company so how long do I have until I have to sell to avoid this?

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Read Answer Asked on December 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: This is from TD. If I accept offer & now have Flutter, to sell same I contact Intl. desk & the charge would be about $50. plus they would nick you on conversion to Cdn. $'s. I'm guessing wud be about 1%.

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Read Answer Asked by Joseph on December 02, 2019

• Chartwell Retirement Residences (CSH.UN $20.54)
  • $20.54 P/E (TTM): 89.86X Cap: $6.06B
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Q: I bought CSH.UN a couple of years ago and have been extremely disappointed. As it has been flat, many other REITs have done well, and it even lags badly behind Sienna, its competitor, since my purchase. Are you aware of any particular reason for its (relatively) poor showing? Would you suggest that a long-term investor hang in, or move on? Thanks!

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Read Answer Asked by James on December 02, 2019