Investment Q&A

• 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 $123.25)
  • $123.25 P/E (TTM): 73.06X Cap: $3.36B
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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 $20.60)
  • $20.60 P/E (TTM): 76.79X Cap: $5.27B
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Q: Your thoughts please.

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Read Answer Asked by Bill on May 02, 2023

• Savaria Corporation (SIS $25.08)
  • $25.08 P/E (TTM): 28.83X Cap: $1.80B
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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 $262.12)
  • $262.12 P/E (TTM): 33.09X Cap: $139.41B
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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 $130.28)
  • $130.28 P/E (TTM): 11.13X Cap: $222.56B
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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 $286.49)
  • $286.49 P/E (TTM): 40.64X Cap: $81.61B
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• Xylem Inc. New (XYL $139.89)
  • $139.89 P/E (TTM): 35.71X Cap: $34.02B
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• Stantec Inc. (STN $136.54)
  • $136.54 P/E (TTM): 31.9X Cap: $15.71B
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• American Water Works Company Inc. (AWK $125.76)
  • $125.76 P/E (TTM): 22.12X Cap: $24.26B
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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)
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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 $262.12)
  • $262.12 P/E (TTM): 33.09X Cap: $139.41B
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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 $259.83)
  • $259.83 P/E (TTM): 40.16X Cap: $35.06B
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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 $40.35)
  • $40.35 Cap: $4.04B
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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 $32.42)
  • $32.42 Cap: $28.28B
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• Capstone Copper Corp. (CS $15.11)
  • $15.11 P/E (TTM): 29.75X Cap: $12.04B
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• Rio Tinto Plc (RIO $92.25)
  • $92.25 P/E (TTM): 13.63X Cap: $121.01B
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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 $105.80)
  • $105.80 Cap: $8.01B
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• Lumine Group Inc. (LMN $20.60)
  • $20.60 P/E (TTM): 76.79X Cap: $5.27B
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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 $128.76)
  • $128.76 P/E (TTM): 9.21X Cap: $2.07B
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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 $13.15)
  • $13.15 Cap: $1.87B
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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 $164.81)
  • $164.81 P/E (TTM): 30.14X Cap: $13.75B
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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

• TFI International Inc. (TFII $164.81)
  • $164.81 P/E (TTM): 30.14X Cap: $13.75B
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Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?

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Read Answer Asked on April 26, 2023

• TFI International Inc. (TFII $164.81)
  • $164.81 P/E (TTM): 30.14X Cap: $13.75B
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Q: Can you give us a recap of their earnings and most importantly outlook.

Thanks

Sheldon

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Read Answer Asked by Sheldon on April 26, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.21)
  • $38.21 P/E (TTM): 100.34X Cap: $6.05B
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• Granite Real Estate Investment Trust (GRT.UN $89.44)
  • $89.44 P/E (TTM): 42.65X Cap: $5.35B
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• InterRent Real Estate Investment Trust (IIP.UN $13.34)
  • $13.34 Cap: $1.85B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.26)
  • $13.26 P/E (TTM): 30.07X Cap: $3.85B
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Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

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Read Answer Asked by JAMES on April 25, 2023

• Birchcliff Energy Ltd. (BIR $7.13)
  • $7.13 P/E (TTM): 26.37X Cap: $1.99B
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• Tamarack Valley Energy Ltd. (TVE $9.35)
  • $9.35 Cap: $480M
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• Yangarra Resources Ltd. (YGR $1.09)
  • $1.09 P/E (TTM): 6.11X Cap: $112M
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• Saturn Oil & Gas Inc. (SOIL $3.14)
  • $3.14 Cap: $617M
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Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

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Read Answer Asked by Chris on April 25, 2023