Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.27B
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Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

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Read Answer Asked by RALPH on November 04, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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Q: 5I has EGLX listed in a sector abbreviated as Comm. rather than Technology or Consumer Discretionary. I do not have COMM listed as one of my 11 sectors.
Could you clarify this for me.

Thank you for your great service and advice.
Clarence

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Read Answer Asked by Clarence on November 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.27B
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Q: It looks like a beat for LSPD. Any reason why it is down pre-market?
Thanks

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Read Answer Asked by Herm on November 04, 2021

• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1091.45X Cap: $10.84B
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Q: Hi. Please comment on Topicus earnings. Thanks

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Read Answer Asked by rajeev on November 04, 2021

• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.35X Cap: $47.60B
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• goeasy Ltd. (GSY $131.25)
  • $131.25 P/E (TTM): 9.55X Cap: $2.10B
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• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1091.45X Cap: $10.84B
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Q: Please comment on earnings

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Read Answer Asked by Agata on November 04, 2021

Q: What price would you get in for AT?, thanks

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Read Answer Asked by Hue on November 04, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi 5i - can you provide your thought on the recent acquisition and advice on whether I should add to a 1% position at these levels (prior to the quarterly results)?

Thanks, Neil

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Read Answer Asked by Neil on November 04, 2021

• goeasy Ltd. (GSY $131.25)
  • $131.25 P/E (TTM): 9.55X Cap: $2.10B
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Q: Please comment on earnings.

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Read Answer Asked by Aaron on November 04, 2021

Q: Hi Team,
I have small position on Acuityds Holding and is down some 16% today (Nov 3rd 2021), Is it worth to hold on or sell and move on?
Thanks as always,
Tak

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Read Answer Asked by Tak on November 04, 2021

Q: Might the selling be a bit overdone here, or do the results justify this 25% haircut?

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Read Answer Asked by Robert on November 03, 2021

• Bank of Nova Scotia (The) (BNS $101.31)
  • $101.31 P/E (TTM): 24.89X Cap: $125.78B
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Q: I have the impression that among the large Canadian banks you still favour BNS. Looking at a 1-year chart comparison, I see that even the usual laggards, CIBC and Laurentian Bank, have been doing better than BNS. By sticking with BNS, do you anticipate better performance going forward? (I own it and have not been overly impressed - what is the rationale for hanging on to it?)

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Read Answer Asked by chris on November 03, 2021

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Would you start a position in Dye & Durham

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Read Answer Asked by Gilles on November 03, 2021

• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 111.43X Cap: $859M
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Q: Do you know (or make an informed guess) the timelines of the ECN asset sale and the subsequent dividend payout? Thanks.

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Read Answer Asked by Victor on November 03, 2021

• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.35X Cap: $47.60B
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• goeasy Ltd. (GSY $131.25)
  • $131.25 P/E (TTM): 9.55X Cap: $2.10B
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Q: What are the expectations for earnings after the bell today?

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Read Answer Asked by Agata on November 03, 2021

Q: Hi 5i,

May I have your take on earnings? Is the growth story still intact?

TIA!

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Read Answer Asked by Wayne on November 03, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi, i want to know what's going on with Parkland fuel... Energy sector recover nicely but PKI seems in the woodshed since a while... Is there something wrong with the company that the market don't like, thx

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Read Answer Asked by steve on November 03, 2021

• WSP Global Inc. (WSP $250.00)
  • $250.00 P/E (TTM): 37.39X Cap: $32.65B
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Q: Hi,

Thanks to your advice, I have done quite well with WSP. Going forward do you see similar potential for growth?

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Read Answer Asked by Gary on November 03, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Comments on Q3 earnings, please Thanks, Jim

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Read Answer Asked by jim on November 03, 2021

• Questor Technology Inc. (QST $0.39)
  • $0.39 Cap: $10M
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Q: Peter and His Wonder Team
QST has been moving up...any news on the wire. Please give your current views going forward. Thanks again!

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Read Answer Asked by Ernest on November 03, 2021

• Dollarama Inc. (DOL $205.30)
  • $205.30 P/E (TTM): 43.59X Cap: $56.20B
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• Restaurant Brands International Inc. (QSR $95.18)
  • $95.18 P/E (TTM): 24.85X Cap: $43.47B
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• BRP Inc. Subordinate Voting Shares (DOO $99.01)
  • $99.01 Cap: $7.26B
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• Leon's Furniture Limited (LNF $28.32)
  • $28.32 P/E (TTM): 11.19X Cap: $1.94B
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Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.

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Read Answer Asked by Rino on November 02, 2021