Investment Q&A

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: I have a small position in TIXT, would you consider a opportunity to add on today's drop ?

thanks,

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Read Answer Asked by Irene on September 22, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Why the sudden drop today
Thanks

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Read Answer Asked by Rick on September 22, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Was the secondary offering that huge? Stock down 8% now and continuing to head lower.

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Read Answer Asked by John on September 22, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.06)
  • $0.06 Cap: $7M
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Q: I’ve had eglx on my watch list, is it time to step in or is there something more fundamental at play with the current down draft in the companies stock price?
Thank you

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Read Answer Asked by Larry on September 22, 2021

• TFI International Inc - Ordinary Shares (TFII $80.71)
  • $80.71 P/E (TTM): 21.54X Cap: $6.79B
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• Americas Technology Acquisition Corp. (ATA)
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Q: I currently hold the following Industrial sector stocks: AC, CAE, MRS (very small position), WSP, XBC
Looking at adding ATA or TFII. Would you have a preference at this time and why ?
Many thanks.

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Read Answer Asked by Alexandra on September 21, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim

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Read Answer Asked by jim on September 20, 2021

• Alimentation Couche-Tard Inc. (ATD $70.01)
  • $70.01 P/E (TTM): 18.3X Cap: $65.08B
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Q: Hi 5i, there have been a few questions lately, now mine, on companies having large volumes, sometimes corresponding moves. Is there any news on ATD? Today it traded almost 4x daily avg.

Thx.

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Read Answer Asked by Christopher on September 20, 2021

• Real Matters Inc. (REAL $6.10)
  • $6.10 Cap: $446M
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Q: Hi 5i,

I brought Real:CA for long time ago, in average around $27. Although I am a long term investment, but I am so upset for the everyday dropping. How many years do you think the company will back to positive?
Many thanks.

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Read Answer Asked by kwokwai on September 20, 2021

• Loblaw Companies Limited (L $62.17)
  • $62.17 P/E (TTM): 7.5X Cap: $73.31B
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Q: Why the pull back on loblaws

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Read Answer Asked by Ziaad on September 20, 2021

• Magna International Inc. (MG $64.40)
  • $64.40 P/E (TTM): 12.99X Cap: $18.83B
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Q: Any reason for Magna's sharp drop yesterday (Sept. 16)?

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Read Answer Asked by chris on September 17, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
  • $101.74 P/E (TTM): 41.79X Cap: $11.70B
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Q: Would you continue to add to your position at this price level; going from a 21/2 position to 5% ?

Thanks

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Read Answer Asked by Don on September 17, 2021

Q: Hi 5i,
Huge volume om BAM stock today. Any insight?

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Read Answer Asked by JR on September 17, 2021

• Constellation Software Inc. (CSU $3,220.99)
  • $3,220.99 P/E (TTM): 73.54X Cap: $67.84B
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• Topicus.com Inc. (TOI $128.25)
  • $128.25 P/E (TTM): 1100.36X Cap: $10.55B
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Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.

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Read Answer Asked by claudio on September 17, 2021

Q: From the growth portfolio (or possible contenders for it) which would be your top 3 or 4 choices to buy now?

Thank you

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Read Answer Asked by Delbert on September 17, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: In an answer to a question about MRS you stated that you are only willing to give it a short leash. What does that mean?

At what point would you sell or lighten up your position that is down over 50% from where it was recommended?

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Read Answer Asked by Rob on September 17, 2021

• Alphabet Inc. (GOOG $289.98)
  • $289.98 P/E (TTM): 28.13X Cap: $3.53T
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• Xylem Inc. New (XYL $138.04)
  • $138.04 P/E (TTM): 36.12X Cap: $33.83B
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• Sun Life Financial Inc. (SLF $82.77)
  • $82.77 P/E (TTM): 20.7X Cap: $45.97B
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• Dollarama Inc. (DOL $198.34)
  • $198.34 P/E (TTM): 43.46X Cap: $53.91B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.22)
  • $40.22 Cap: $26.43B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.48)
  • $83.48 P/E (TTM): 19.06X Cap: $15.15B
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• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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• Descartes Systems Group Inc. (The) (DSG $112.61)
  • $112.61 P/E (TTM): 46.79X Cap: $9.59B
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• ATS Corporation (ATS $34.15)
  • $34.15 Cap: $3.41B
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• BRP Inc. Subordinate Voting Shares (DOO $87.73)
  • $87.73 Cap: $6.34B
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• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.77B
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• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 61.33X Cap: $4.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
  • $203.92 P/E (TTM): 78.69X Cap: $267.23B
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• Savaria Corporation (SIS $20.93)
  • $20.93 P/E (TTM): 25.13X Cap: $1.51B
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• Leon's Furniture Limited (LNF $27.87)
  • $27.87 P/E (TTM): 11.06X Cap: $1.92B
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• Hydro One Limited (H $54.13)
  • $54.13 P/E (TTM): 24.83X Cap: $32.13B
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• Atlassian Corporation (TEAM $144.04)
  • $144.04 Cap: $38.54B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
  • $101.74 P/E (TTM): 41.79X Cap: $11.70B
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• WELL Health Technologies Corp. (WELL $3.83)
  • $3.83 Cap: $992M
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• Rapid7 Inc. (RPD $13.74)
  • $13.74 P/E (TTM): 38.49X Cap: $889M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
  • $15.19 Cap: $2.15B
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• Boyd Group Services Inc. (BYD $215.50)
  • $215.50 P/E (TTM): 206.07X Cap: $5.95B
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• Topicus.com Inc. (TOI $128.25)
  • $128.25 P/E (TTM): 1100.36X Cap: $10.55B
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Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

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Read Answer Asked by Keith on September 16, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Enthusiast Gaming Holdings Inc. (EGLX $0.06)
  • $0.06 Cap: $7M
  • View EGLX Profile
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Q: Hi,
I initiated small positions in EGLX and MRS a while back. Down 32% and 53% respectively so the small position is even smaller. Should I just be patient with these two? Or move the MRS portion to EGLX? Or vice versa? Or even getting out of them altogether and putting the funds in another name?
They are in my TFSA so no tax implications.
Thanks

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Read Answer Asked by Marco on September 16, 2021

• BCE Inc. (BCE $32.37)
  • $32.37 P/E (TTM): 4.84X Cap: $29.90B
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• Enbridge Inc. (ENB $68.13)
  • $68.13 P/E (TTM): 25.82X Cap: $149.17B
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• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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Q: From 5i's Income Portfolio, which top 3 companies will you rank as the best to invest in at the moment?

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Read Answer Asked by Eugene on September 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Your answer at the end of August was that XBC.CA was still worth holding. Now with it below $ 3.00 and a 80% loss is it still true. In other words irrespective of holdings is it a buy at its present price.

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Read Answer Asked by Thomas on September 16, 2021

Q: Given BAM's diversified nature, what would be the maximum % you would recommend holding? (I'm at 5% currently.)

Thank you.

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Read Answer Asked by Maureen on September 16, 2021