Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $52.88)
  • $52.88 P/E (TTM): 80.1X Cap: $120.55B
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Q: Disappointed with this stock performance. What are bears saying and what catalyst could help pivot with positive momentum?

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Read Answer Asked by Chris on May 12, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $52.88)
  • $52.88 P/E (TTM): 80.1X Cap: $120.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.41)
  • $59.41 P/E (TTM): 29.85X Cap: $98.78B
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Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

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Read Answer Asked by Peter on May 12, 2023

• Sylogist Ltd. (SYZ $3.79)
  • $3.79 Cap: $90M
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• Brookfield Corp Cl A Vtg Shs (BN $38.54)
  • $38.54 P/E (TTM): 80.1X Cap: $88.05B
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Q: Both BN and SYZ reported. Comments with emphasis on what are impacts going forward. Good, bad or indifferent? Would you buy either of them now?

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Read Answer Asked on May 12, 2023

• WELL Health Technologies Corp. (WELL $4.13)
  • $4.13 Cap: $1.06B
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Q: Good Morning

Your take please on the earnings from WELL, specifically the increase in Guidance and their profitability

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Read Answer Asked by Marty on May 12, 2023

• illumin Holdings Inc. (ILLM $0.89)
  • $0.89 Cap: $42M
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Q: Hello 5i.

Would appreciate your thoughts on ILLM:CA latest earnings.

It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.

Have held the company for a few years now and I am now considering selling my current position at a loss.

Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.

Thanks again as always. Appreciate the service.

Greg C.

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Read Answer Asked by GREGORY on May 12, 2023

• Sylogist Ltd. (SYZ $3.79)
  • $3.79 Cap: $90M
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Q: SYZ earnings didn't look too bad, with pretty good revenue growth. The stock was down at the open but recovered by the close. What's your take on the quarter and on SYZ future prospects?

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Read Answer Asked by David on May 12, 2023

• Toronto-Dominion Bank (The) (TD $128.22)
  • $128.22 P/E (TTM): 10.52X Cap: $216.13B
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• Pason Systems Inc. (PSI $12.89)
  • $12.89 P/E (TTM): 19.18X Cap: $1.01B
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• Precision Drilling Corporation (PD $135.22)
  • $135.22 P/E (TTM): 33.86X Cap: $1.70B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.13)
  • $109.13 Cap: $12.78B
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• Champion Iron Limited Ordinary Shares (CIA $4.54)
  • $4.54 P/E (TTM): 12.99X Cap: $2.44B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $14.88)
  • $14.88 P/E (TTM): 82.89X Cap: $1.45B
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• Trisura Group Ltd. (TSU $42.97)
  • $42.97 P/E (TTM): 15.02X Cap: $2.12B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

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Read Answer Asked by Nizar on May 11, 2023

• Park Lawn Corporation (PLC $26.48)
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• Kelt Exploration Ltd. (KEL $9.38)
  • $9.38 P/E (TTM): 32.93X Cap: $1.86B
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• Savaria Corporation (SIS $25.43)
  • $25.43 P/E (TTM): 29.86X Cap: $5.81B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Acadian Timber Corp. (ADN $16.91)
  • $16.91 P/E (TTM): 6.41X Cap: $310M
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• goeasy Ltd. (GSY $35.78)
  • $35.78 P/E (TTM): 2.78X Cap: $611M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.59)
  • $12.59 P/E (TTM): 35.27X Cap: $3.78B
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• EQB Inc. (EQB $107.60)
  • $107.60 P/E (TTM): 18.21X Cap: $3.99B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.13)
  • $109.13 Cap: $12.78B
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• WELL Health Technologies Corp. (WELL $4.13)
  • $4.13 Cap: $1.06B
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Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

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Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $25.43)
  • $25.43 P/E (TTM): 29.86X Cap: $5.81B
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Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

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Read Answer Asked by Mary on May 11, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.16)
  • $5.16 P/E (TTM): 17.6X Cap: $562M
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Q: I'd appreciate your comments on FSZ's results released today and outlook. I noticed that you lowered your position and implied it is on its way out of your income portfolio. Do you see it as a SELL. While I hold it for the income, I'm also hoping that another company will take it over. Thanks for your help.

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Read Answer Asked by Earl on May 11, 2023

• WSP Global Inc. (WSP $217.18)
  • $217.18 P/E (TTM): 30.24X Cap: $29.90B
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Q: Your thoughts on the quarter please?

Thx

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Read Answer Asked by blake on May 11, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

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Read Answer Asked by Geoffrey on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Is this a buying opportunity after the sell off today?

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Read Answer Asked by Gary on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You

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Read Answer Asked by Herm on May 10, 2023

• Stella-Jones Inc. (SJ $90.57)
  • $90.57 P/E (TTM): 15.64X Cap: $5.14B
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Q: SJ reported this morning. Numbers looked good but in constant comparison, not quite as impressive but still up. What do you think? How should market react.

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Read Answer Asked on May 10, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.36)
  • $167.36 P/E (TTM): 138.45X Cap: $221.77B
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Q: Always 2 sides on a coin. In the past day or so, analysts seem to be rating SHOP as a hold or sell. It has had a good run. What do you make of these rating calls. What does crystal ball see going forward.

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Read Answer Asked on May 10, 2023

• goeasy Ltd. (GSY $35.78)
  • $35.78 P/E (TTM): 2.78X Cap: $611M
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Q: Seems like a stellar quarter with 'back on track' guidance. Any remaining concerns?

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Read Answer Asked by sandy on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.11)
  • $83.11 P/E (TTM): 19.22X Cap: $15.17B
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• Winpak Ltd. (WPK $44.33)
  • $44.33 P/E (TTM): 14.72X Cap: $2.61B
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• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

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Read Answer Asked by rajeev on May 09, 2023

• Pason Systems Inc. (PSI $12.89)
  • $12.89 P/E (TTM): 19.18X Cap: $1.01B
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

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Read Answer Asked by Harpinder on May 09, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.96)
  • $49.96 P/E (TTM): 99.74X Cap: $22.61B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $57.43)
  • $57.43 Cap: $7.54B
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Q: What are your analysis of the results published yesterday? The market seams to have liked them (+3.56%) but I fail to see what is the big hoopla on what appears to me simply ok results.

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Read Answer Asked by André on May 09, 2023