Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
  • $226.15 P/E (TTM): 144.0X Cap: $294.28B
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Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad

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Read Answer Asked on May 02, 2023

• H&R Real Estate Investment Trust (HR.UN $10.08)
  • $10.08 Cap: $2.77B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.13)
  • $36.13 P/E (TTM): 95.08X Cap: $5.69B
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• Granite Real Estate Investment Trust (GRT.UN $77.73)
  • $77.73 P/E (TTM): 38.1X Cap: $4.70B
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• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.08)
  • $12.08 P/E (TTM): 28.09X Cap: $3.54B
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Q: Your thoughts on H & R as a long term hold for income, thanks

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Read Answer Asked by Ken on May 02, 2023

• Capital Power Corporation (CPX $61.48)
  • $61.48 P/E (TTM): 21.5X Cap: $9.56B
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Q: Can I get an update on the earnings released today? The last q&a in March seemed negative but the report this morning seems to be a marked improvement.
Thank you.

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Read Answer Asked by Martin on May 02, 2023

• WSP Global Inc. (WSP $241.34)
  • $241.34 P/E (TTM): 36.1X Cap: $31.52B
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• TFI International Inc. (TFII $141.37)
  • $141.37 P/E (TTM): 26.72X Cap: $11.63B
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Q: Hi Peter,

We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?

Thank you

Debbie and Jerry

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Read Answer Asked by Jerry on May 02, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: On April 24 TIXT moved up considerably before dropping back down. The price went up about $2 before dropping back down. Something must have been rumoured to cause this type of jump. There does not seem to be any news to cause this type of move. Any ideas?

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Read Answer Asked by Mark on May 02, 2023

• Kinaxis Inc. (KXS $171.57)
  • $171.57 P/E (TTM): 102.93X Cap: $4.81B
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Q: What are the expectations for eps & revenue for Q on May 3.Is this a good time to buy and what is a good enty point? Txs for U usual great services & views

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Read Answer Asked by Peter on May 02, 2023

• Lumine Group Inc. (LMN $28.20)
  • $28.20 P/E (TTM): 107.74X Cap: $7.23B
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Q: Your thoughts please.

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Read Answer Asked by Bill on May 02, 2023

• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.38X Cap: $1.56B
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Q: Long Time Holder of Savaria since you first covered. Holding Long Term. Last month strong uptick on SIS. Any news or reason

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Read Answer Asked by Barry on May 02, 2023

• Agnico Eagle Mines Limited (AEM $231.62)
  • $231.62 P/E (TTM): 28.79X Cap: $116.43B
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Q: I noticed that you have increased AEM to a 4.0% weight. If someone is just starting to buy some now would you say it is best to start at a 2% weight and then increase or buy 4% now?

Thanks

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Read Answer Asked on May 01, 2023

• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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Q: Tonight, I saw on TV that TD has become the target of short sellers.
Is this something to be worried about?

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Read Answer Asked by John on May 01, 2023

• Ecolab Inc. (ECL $263.60)
  • $263.60 P/E (TTM): 37.93X Cap: $74.66B
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• Xylem Inc. New (XYL $137.10)
  • $137.10 P/E (TTM): 35.34X Cap: $33.37B
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• Stantec Inc. (STN $128.85)
  • $128.85 P/E (TTM): 30.32X Cap: $14.69B
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• American Water Works Company Inc. (AWK $131.55)
  • $131.55 P/E (TTM): 23.12X Cap: $25.66B
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Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

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Read Answer Asked by Ian on May 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Should I buy more , hold or sell.

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Read Answer Asked by Vinod on April 28, 2023

• Agnico Eagle Mines Limited (AEM $231.62)
  • $231.62 P/E (TTM): 28.79X Cap: $116.43B
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Q: Thoughts on AEM earnings and future outlook. TY

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Read Answer Asked by Derek on April 28, 2023

• WSP Global Inc. (WSP $241.34)
  • $241.34 P/E (TTM): 36.1X Cap: $31.52B
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Q: Hi - with WSP release date coming up May10th, what would be your expectations around the coming year? Do you think there is a strong chance that they at least re-affirm the current year expectations? Or do you worry that they are going to be the next in line to lower expectations? Or (crossing fingers) are you confident that their business outlook/backlog is strong? Thank you as always!

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Read Answer Asked by Doug on April 28, 2023

• ATS Corporation (ATS $37.86)
  • $37.86 Cap: $3.71B
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Q: Hi Team,
What’s your thoughts on Ats share price currently? Is it a buy going into earnings or a bit risky at todays valuation? Share price seemed to be consolidating lately , but recently bouncing up some again now to new highs . What do you predict with upcoming earnings for the company? Do you still feel the company is set to be performing well for the foreseeable future?

Thanks
Shane

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Read Answer Asked by Shane on April 28, 2023

• Lundin Mining Corporation (LUN $27.21)
  • $27.21 Cap: $23.30B
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• Capstone Copper Corp. (CS $13.22)
  • $13.22 P/E (TTM): 23.99X Cap: $10.09B
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• Rio Tinto Plc (RIO $75.66)
  • $75.66 P/E (TTM): 10.7X Cap: $94.89B
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Q: What copper producer would be your recommended vehicle for a five year hold?

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Read Answer Asked by Drummond on April 27, 2023

• BRP Inc. Subordinate Voting Shares (DOO $106.81)
  • $106.81 Cap: $7.83B
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• Lumine Group Inc. (LMN $28.20)
  • $28.20 P/E (TTM): 107.74X Cap: $7.23B
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Q: Hi All at 5i!!
I know it is comparing apples to oranges, but which of these two has a greater chance of solid short term growth ?
Cheers,
Tamara

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Read Answer Asked by Tamara on April 27, 2023

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
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Q: Can you tell us when GSY reports, and what the numbers might be.
Also, can you tell us if GSY is expected to increase earnings this year and next, or is this too difficult to accurately forecast with the changes from the budget.
Thanks

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Read Answer Asked by Greg on April 27, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.27B
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Q: Hi 5i,

LSPD keeps hitting more lows lately. Currently trading below IPO price. What is your opinion on opening a position here for a 1-3 year time-frame?

Thanks

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Read Answer Asked by Mia on April 27, 2023

• TFI International Inc. (TFII $141.37)
  • $141.37 P/E (TTM): 26.72X Cap: $11.63B
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Q: Hi Folks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,

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Read Answer Asked by JOHN on April 27, 2023