Investment Q&A

• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: is the sell off in cts today rational because they increased credit facility by 100 mill, or is it just retail investors panicking because they think no deal will come.
in your opinion whats the stock worth with no deal-most analysts say 8-9. dave

Upvote 0

Read Answer Asked by david on February 10, 2023

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hello 5i,
Please provide comments on magna’s earnings.
1) has it written off it’s stranded assets in Russia?
2) is it backing the wrong EV horse by supplying Fisker its equipment?
3) in the industrial space I hold: Cnr,ata,and tfii. In consumer cyclical: mg,shop,amzn. Is it time to throw in the towel on mg? Doo and atz seem like better bets as magna looks as though it’s going to give back any gains over last 5 years and headed back to October 22 lows (apart from the 2.7% dividend.) risk reward not looking so good today for that sub-sector.
Tia,

Upvote 0

Read Answer Asked by Kat on February 10, 2023

• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Your comments on ATS earnings please?

Upvote 0

Read Answer Asked by Mahendiali on February 10, 2023

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO)
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM)
  • View CM Profile
  • View Questions on CM
• National Bank of Canada (NA)
  • View NA Profile
  • View Questions on NA

Q: Which Canadian Bank has the best current risk adjusted appeal. 3-5 year hold.
Thanks.

Upvote 0

Read Answer Asked by Lawrence on February 10, 2023

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: trouble appears for mg. weak earnings. where does 5i think things are going. is this a good time to buy after anticipated drop

Upvote 0

Read Answer Asked on February 10, 2023

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Montreal (BMO)
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM)
  • View CM Profile
  • View Questions on CM
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS

Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!

Upvote 0

Read Answer Asked by Nhung on February 10, 2023

• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: Peter; CTS just exercised an option to increase their amount of funding from$500M to $600M- does this indicate they might not have reached an agreement re a takeover? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on February 10, 2023

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: For long term growth I am considering trading my AC position in a TFSA account to add to my ATZ holding. Could I get your opinion please.

Upvote 0

Read Answer Asked by Gary on February 09, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
  • View BN Profile
  • View Questions on BN

Q: Just your thoughts on Brookfield Corp (BN) recent earnings release. Thanks.
robert

Upvote 0

Read Answer Asked by robert on February 09, 2023

• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Comments on the quarter please. Anything you would highlight?

Upvote 0

Read Answer Asked by Robert on February 09, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
  • View BAM Profile
  • View Questions on BAM

Q: Your thoughts on quarter/earnings release of BAM.
Robert

Upvote 0

Read Answer Asked by robert on February 09, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: In a diversified portfolio would you be adding ATZ for a 1-2 year hold? Since its recent earnings the technicals are looking negative in the near and intermediate term.

Upvote 0

Read Answer Asked by Jacques on February 09, 2023

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Does the price of oil affect the price of Enb? What are your thought of the down grades.

Upvote 0

Read Answer Asked by charlie on February 09, 2023

• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: Is the preliminary earnings release next week good news or bad news most likely?

Upvote 0

Read Answer Asked by Michael on February 09, 2023

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: I'm thinking of either doubling our ATS holding (currently a bit less than 2%), or starting a new position in TFII. Can I have your suggestions?

Upvote 0

Read Answer Asked by Jim on February 09, 2023

• TMX Group Limited (X)
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: How did tmx do vs expectations in q4 and please can I get your take on the stock in general and how it compares to other peers on valuation. I notice quite a big valuation gap with respect to P/E with some of the bigger stock exchange operators but maybe these are in appropriate? Is it a good buy? Thanks

Upvote 0

Read Answer Asked by Scott on February 08, 2023

• FirstService Corporation (FSV)
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: May I please have your comments on the earnings for First Service

Upvote 0

Read Answer Asked by Margot on February 08, 2023

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi, Could you please comment on Topicus results. Looks like a nice beat on Revenue and EPS to 5i expectations !! 6%/4% organic growth for the quarter/full year seems impressive. Do you think market would like it and stock should regain some strength ? Thank You

Upvote 0

Read Answer Asked by rajeev on February 08, 2023

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I see CSU plans to spin out another company on a roughly 3 for 1 basis. I previously received an odd lot of TOI which I bumped up to an even 100 shares (much less than a full position for me). I'd appreciate your thoughts on how an investor (who does not need cash for the foreseeable future) might want to handle this group of companies. Is there any reason to keep them all?

Thanks in advance...

Upvote 0

Read Answer Asked by David on February 07, 2023

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi team,
Last TOI earnings were alot about making shareholders rich in the spin off. It practically had brought the company down from making money to unprofitable. Since then I have seen zero effort to gain analysts of any sort. In my mind CSU is using the spin off to make currret CSU shareholders rich. Why should I stay invested in TOI?

Upvote 0

Read Answer Asked by Shane on February 07, 2023