Investment Q&A

• Sangoma Technologies Corporation (STC)
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• TFI International Inc. (TFII)
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• Miscellaneous (MISC)
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• goeasy Ltd. (GSY)
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• WELL Health Technologies Corp. (WELL)
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• Converge Technology Solutions Corp. (CTS)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Anaergia Inc. (ANRG)
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Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

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Read Answer Asked by Kolbi on June 10, 2022

• Leon's Furniture Limited (LNF)
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Q: Can you please detail why leons reported negative free cash flow last quarter?

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Read Answer Asked by Shanelle on June 10, 2022

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers

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Read Answer Asked by Hans on June 09, 2022

Q: May I please have your comments on the recent earnings of these two companies?

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Read Answer Asked by Margot on June 09, 2022

• ECN Capital Corp. (ECN)
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Q: In another question today, ECN was described as a deep value stock. Can you please tell me a bit more about how it generates income. Also, where can I get the most accurate forward P/E? 5i Research lists ECN P/E at 1.3, Yahoo finance at 14.12 and Dividend Stocks Rock at 14.70.
Thanks!

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Read Answer Asked by Grant on June 09, 2022

• Savaria Corporation (SIS)
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Q: Since your oct report bplus is it progrssing and divdends increased ?
in todays BNNit was toppick of with bivednd s of over 3 %

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Read Answer Asked by thambirajah on June 09, 2022

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Is there a reason for the big price surge 6.6 % in TOI while CSU drop slightly 1.3 % ? Thanks.

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Read Answer Asked by Lai Kuen on June 09, 2022

• Enghouse Systems Limited (ENGH)
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Q: I know it is being hurt with all tech stocks. But still, an A- company (05 Oct 2021 report) after their latest report?

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Read Answer Asked by Stephen on June 08, 2022

• Tamarack Valley Energy Ltd. (TVE)
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Q: TVE is up about 17% from June 2...I didn't notice any specific news and it was among the top stocks in trading activity. Is this simply the tailwinds from the general industry?

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Read Answer Asked by Marco on June 08, 2022

• Enghouse Systems Limited (ENGH)
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Q: your take on their earnings and the forward outlook please


Sheldon

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Read Answer Asked by Sheldon on June 08, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Do you see ATZ as a buy and forget stock at this time? My 25 year-old daughter certainly loves this retail chain and it seems to appeal to a large age range of women.
Thanks!

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Read Answer Asked by Grant on June 07, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: What do you think of the CEO's proposal of dual shares to provide greater control to the founder?
Thanks

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Read Answer Asked by Jean on June 07, 2022

• Topicus.com Inc. (TOI)
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Q: I have a bit of cash from tax loss selling and am thinking of adding to TOI. I notice that on your website there is a 20% short on the stock. Should this be concerning?
Thank you

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Read Answer Asked by J on June 07, 2022

• WSP Global Inc. (WSP)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: I plan to invest in one of the two referenced companies for a five year hold. Can you give me the pros and cons of each and which company do you feel has the better upside. Thank You.

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Read Answer Asked by Brian on June 06, 2022

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?

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Read Answer Asked by David on June 06, 2022

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi Everyone at 5i! What are thoughts about Air Canada as a long term hold. I bought it during the pandemic in hopes that there would be a good surge in growth when things reopened . I recently read an article that the business travel end of the airline industry may not be so rosy because a lot of companies are going the more cost efficient Zoom route. With inflation and the cost of gas making travel more expensive recreationally, there may not be that quick come back. Your thoughts? Cheers, Tamara

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Read Answer Asked by Tamara on June 06, 2022

• Premium Brands Holdings Corporation (PBH)
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Q: Hi- what are your thoughts on buying the new debenture paying 5.4% over the common shares. I assume the deb has lower risk than the stock and will also somewhat participate in any future appreciation?

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Read Answer Asked by Scott on June 03, 2022

• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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Q: I have a small position in Otex in my Tfsa and would consider selling to add to Kxs for a 2 to 3 year hold. Could you please compare outlook for both and comment? Thanx.

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Read Answer Asked by Steve on June 02, 2022

• Sun Life Financial Inc. (SLF)
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Q: hey guys can you explain what the ifrs17 is and why it would negatively affect share price thanks as always

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Read Answer Asked by michael on June 02, 2022

• Teladoc Health Inc. (TDOC)
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• WELL Health Technologies Corp. (WELL)
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Q: Really don't understand why WELL keeps stubbornly going down even though they have successfully integrated their acquisitions in the last 2 years. They are soon to be profitable and yet no one seems to pay them respect. I realize that we're in a tough market but is there something else? They just raised money to make future acquisitions. Are shorts still after them? What is it that I'm missing?

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Read Answer Asked by Yves on June 02, 2022