Investment Q&A

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Enthusiast Gaming Holdings Inc. (EGLX)
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS
• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST

Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential

Upvote 0

Read Answer Asked by cliff on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Thoughts on the quarter for FSZ.
Thanks
Rob

Upvote 0

Read Answer Asked by Robert on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?

Upvote 0

Read Answer Asked by Randy on February 26, 2022

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: What are your thoughts on building a long term position in KXS? Any other companies you prefer in this space?

Upvote 0

Read Answer Asked by Gary on February 25, 2022

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: How comfortable would you feel initiating a position in DOO giventhe current market and its negative trend? It looks like a steal to me.
Thank you

Upvote 0

Read Answer Asked by Karim on February 25, 2022

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU

Q: Hi, Could you please help understand, why SU had been underperforming Energy sector, even on the days with a jump in Oil prices.

Thank You

Upvote 0

Read Answer Asked by rajeev on February 25, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Thoughts on FSZ for income? The dividend looks fabulous but I know that people often say a high dividend is a red flag. How safe is this company? What are the risks?

Upvote 0

Read Answer Asked by Carla on February 24, 2022

• Leon's Furniture Limited (LNF)
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Could I get your view on the earnings. They have increased profit but seems the top line has stalled. Also a significant share buy back... What will shareholders be most focused on here?

Upvote 0

Read Answer Asked by Harry on February 24, 2022

Q: Firstly, what would you consider the current fair value of a BAM.A share to be, with consideration to the fact that rates are rising? Secondly, would you buy BAM.A at the current price or wait for a lower price given the negative momentum?

Upvote 0

Read Answer Asked by Stephen on February 24, 2022

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Can you tell me why Boyd Income Fund is doing so badly? Thank you.

Upvote 0

Read Answer Asked by Pat on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hard call but much appreciate any input. Paid 38.$ For LSPD now nearing32$ .Would you consider doubling down or hold ,sell and move on? Thanks Larry

Upvote 0

Read Answer Asked by Larry on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What do you think about buying lightspeed right now?

Upvote 0

Read Answer Asked by Bernie on February 24, 2022

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Would you add to a half position today? Thanks.

Upvote 0

Read Answer Asked by Barbara on February 24, 2022

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

Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.

Upvote 0

Read Answer Asked by Neeraj on February 24, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.

Upvote 0

Read Answer Asked by Allan on February 22, 2022

• Park Lawn Corporation (PLC)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?

Upvote 0

Read Answer Asked by David on February 22, 2022

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: Well it seems that market might like at least one of our stocks.

Can we have your comments on the quarter please


Sheldon

Upvote 0

Read Answer Asked by Sheldon on February 22, 2022

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

Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?

Upvote 0

Read Answer Asked by Murray on February 22, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.

Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.

Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.

Thank you.

Upvote 0

Read Answer Asked by Rob on February 22, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: What is your opinion of Tobi Lutke posting on twitter Friday afternoon: hell of a deal ? Shopify at 666$ US

Upvote 0

Read Answer Asked by jean on February 22, 2022