Investment Q&A

• WSP Global Inc. (WSP $228.80)
  • $228.80 P/E (TTM): 30.73X Cap: $31.03B
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• Toromont Industries Ltd. (TIH $205.37)
  • $205.37 P/E (TTM): 34.74X Cap: $16.87B
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• Badger Infrastructure Solutions Ltd. (BDGI $62.65)
  • $62.65 P/E (TTM): 25.9X Cap: $2.18B
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Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor

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Read Answer Asked by Alnoor on May 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Would you buy NVEI here or is it too expensive?

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Read Answer Asked by Pamela on May 04, 2023

• Constellation Software Inc. (CSU $2,601.10)
  • $2,601.10 P/E (TTM): 78.39X Cap: $56.44B
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• Topicus.com Inc. (TOI $100.17)
  • $100.17 P/E (TTM): 318.93X Cap: $13.62B
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• Lumine Group Inc. (LMN $22.00)
  • $22.00 P/E (TTM): 83.97X Cap: $5.68B
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Q: Hello, I note that you have recently had quite a number of questions about CSU. I am interested in knowing what 5i's thoughts are regarding the recent very strong stock performance. "Why has the stock price increased so dramatically" is my question. I realize it had a good recent quarter, however the price often settles down after a bit with most companies. Not CSU this time though.

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Read Answer Asked by Bob on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.19)
  • $179.19 P/E (TTM): 139.45X Cap: $240.64B
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Q: How come Shopify reported early? There were 173,000 shares traded at the last minute last night, who traded that?

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Read Answer Asked by Jean on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.19)
  • $179.19 P/E (TTM): 139.45X Cap: $240.64B
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• Shopify Inc. (SHOP $131.13)
  • $131.13 P/E (TTM): 139.45X Cap: $175.59B
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Q: Hi - please share your view on the earnings and new direction. Thank you

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Read Answer Asked by TOM on May 04, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $137.95)
  • $137.95 Cap: $16.18B
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Q: Hi 5i team,
Is ATZ still a hold? Is it just the predicted lower margins that there is a fuss?
Andrew

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Read Answer Asked by Andrew on May 03, 2023

• Thomson Reuters Corporation (TRI $132.44)
  • $132.44 P/E (TTM): 27.65X Cap: $57.55B
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Q: Any insights as what caused the 4.51% (4.63% in the US markets) drop in the stock value for TRI yesterday? Or is it, in your opinion, just one of these market jitters not to be concerned with?

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Read Answer Asked by André on May 03, 2023

• Kinaxis Inc. (KXS $147.49)
  • $147.49 P/E (TTM): 43.36X Cap: $4.07B
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Q: Your thoughts on kxs recent quarter? Thanks.
Robert

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Read Answer Asked by Robert on May 03, 2023

• Kinaxis Inc. (KXS $147.49)
  • $147.49 P/E (TTM): 43.36X Cap: $4.07B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $137.95)
  • $137.95 Cap: $16.18B
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Q: Is there a reason why that these 2 companies took a big hit today?
Would you suggest to buy at these prices for both companies or should we wait it out?

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Read Answer Asked by wilson on May 03, 2023

• Docebo Inc. (DCBO $24.89)
  • $24.89 P/E (TTM): 12.19X Cap: $679M
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• D2L Inc. Subordinate Voting Shares (DTOL $10.04)
  • $10.04 P/E (TTM): 38.59X Cap: $478M
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Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

Upvote 1

Read Answer Asked by Daniel on May 03, 2023

• goeasy Ltd. (GSY $32.59)
  • $32.59 P/E (TTM): 2.37X Cap: $533M
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Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

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Read Answer Asked by James on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $137.95)
  • $137.95 Cap: $16.18B
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Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

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Read Answer Asked by Steven on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $137.95)
  • $137.95 Cap: $16.18B
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Q: Can you comment on the just released ATZ results on May 2?

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Read Answer Asked by Kim on May 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $137.95)
  • $137.95 Cap: $16.18B
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Q: What is expected after the bell? What will you be looking for specifically - how they are managing inventory? Thanks

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Read Answer Asked by Gunther on May 02, 2023

• Dye & Durham Limited (DND $4.00)
  • $4.00 Cap: $272M
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Q: what's your current opinion on DND ? Thank you.
Fooklin

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Read Answer Asked by Fooklin on May 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.19)
  • $179.19 P/E (TTM): 139.45X Cap: $240.64B
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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 $10.35)
  • $10.35 Cap: $2.86B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.78)
  • $36.78 P/E (TTM): 29.82X Cap: $5.70B
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• Granite Real Estate Investment Trust (GRT.UN $90.93)
  • $90.93 Cap: $5.53B
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• InterRent Real Estate Investment Trust (IIP.UN $13.32)
  • $13.32 Cap: $1.86B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.76)
  • $13.76 P/E (TTM): 37.62X Cap: $4.01B
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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 $63.77)
  • $63.77 P/E (TTM): 84.14X Cap: $10.30B
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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 $228.80)
  • $228.80 P/E (TTM): 30.73X Cap: $31.03B
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• TFI International Inc. (TFII $184.95)
  • $184.95 P/E (TTM): 45.69X Cap: $15.24B
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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