Investment Q&A

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 29.58X Cap: $3.61T
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• Xylem Inc. New (XYL $140.39)
  • $140.39 P/E (TTM): 36.18X Cap: $34.18B
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• Sun Life Financial Inc. (SLF $84.00)
  • $84.00 P/E (TTM): 21.0X Cap: $46.82B
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• Dollarama Inc. (DOL $197.68)
  • $197.68 P/E (TTM): 43.73X Cap: $54.63B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.13)
  • $40.13 Cap: $26.40B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.77)
  • $83.77 P/E (TTM): 19.06X Cap: $15.15B
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• WSP Global Inc. (WSP $236.14)
  • $236.14 P/E (TTM): 35.32X Cap: $30.84B
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• Descartes Systems Group Inc. (The) (DSG $114.81)
  • $114.81 P/E (TTM): 48.47X Cap: $9.86B
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• ATS Corporation (ATS $34.15)
  • $34.15 Cap: $3.34B
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• BRP Inc. Subordinate Voting Shares (DOO $90.43)
  • $90.43 Cap: $6.60B
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• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 103.96X Cap: $4.94B
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• Premium Brands Holdings Corporation (PBH $91.91)
  • $91.91 P/E (TTM): 62.52X Cap: $4.10B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 83.48X Cap: $271.02B
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• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.45X Cap: $1.50B
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• Leon's Furniture Limited (LNF $28.13)
  • $28.13 P/E (TTM): 11.12X Cap: $1.93B
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• Hydro One Limited (H $54.70)
  • $54.70 P/E (TTM): 25.24X Cap: $32.80B
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• Atlassian Corporation (TEAM $146.28)
  • $146.28 Cap: $38.48B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $105.95)
  • $105.95 P/E (TTM): 44.33X Cap: $12.21B
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• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $992M
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• Rapid7 Inc. (RPD $13.91)
  • $13.91 P/E (TTM): 39.74X Cap: $910M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
  • $15.40 Cap: $2.09B
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• Boyd Group Services Inc. (BYD $216.23)
  • $216.23 P/E (TTM): 208.48X Cap: $6.01B
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• Topicus.com Inc. (TOI $127.60)
  • $127.60 P/E (TTM): 1047.94X 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: $9M
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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 $32.60)
  • $32.60 P/E (TTM): 4.89X Cap: $30.40B
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• Enbridge Inc. (ENB $67.60)
  • $67.60 P/E (TTM): 25.85X Cap: $147.45B
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• WSP Global Inc. (WSP $236.14)
  • $236.14 P/E (TTM): 35.32X Cap: $30.84B
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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

• Dye & Durham Limited (DND $3.19)
  • $3.19 Cap: $214M
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Q: Most of my portfolio is doing great but I am not happy with DND. I feel like it is stagnating in the $45-$50 range and those funds could be better used elsewhere. Can you suggest 4-5 other stocks to consider (CDN exchange)? Thanks

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Read Answer Asked by Dave on September 16, 2021

• Magna International Inc. (MG $68.03)
  • $68.03 P/E (TTM): 13.26X Cap: $19.17B
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Q: I'm down 13.5% on MG in a non-registered account. Hold the course...take a tax loss now and re-purchase in 30 days..or take the hit and move on?

Thank you.

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Read Answer Asked by Maureen on September 16, 2021

• Sangoma Technologies Corporation (STC $7.34)
  • $7.34 Cap: $243M
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Q: Are you in favor of the reverse split and US listing that Sangoma is proposing, does it make you anymore bullish with it having a broader access to investors? STC has been dropping since early this year and never really recovered from the acquisition. I see you've mentioned it again recently after it not being mentioned for a while.

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Read Answer Asked by Adam on September 14, 2021

• Cash (CAD dollars) (CASH.CAD $1.00)
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Q: In the 5i current Balanced Equity Portfolio and the Income Portfolio, cash positions are 4.28% and 2.89% respectively. Given the uncertainty of the coronavirus pandemic, would you recommend increasing those cash positions or leaving them unchanged?

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Read Answer Asked by Linda on September 13, 2021

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.20)
  • $48.20 P/E (TTM): 20.73X Cap: $20.05B
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Q: Looking at the BEPORT's asset allocation & stats area would it be possible to do a blog on how to interpret the numbers here attached to such terms as max drawdown, upside capture etc. in relation to the XIC?

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Read Answer Asked by Jeff on September 13, 2021

• Topicus.com Inc. (TOI $127.60)
  • $127.60 P/E (TTM): 1047.94X Cap: $10.55B
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Q: I have a small position in TOI and would like to increase it. Considering it’s recent run up, would you buy now or wait for a pullback? What iOS your 12 month target price? Thank you.

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Read Answer Asked by Bill on September 13, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Looking to add to existing position. Do you expect lots of tax loss selling later this year based on ownership & holders? Are insiders selling or buying?

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Read Answer Asked by Joel on September 13, 2021

Q: Own the following symbols in my TFSA:

ATZ AEM AC BNS BYD BAM.A CCL.B ENB KXS MG PBH SLF TFII TOI WSP

Please suggest a new position from the Balanced Portfolio.

Thank you

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Read Answer Asked by Hali on September 13, 2021

• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 74.74X Cap: $69.75B
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Q: Should I start taking profit? Has it peaked?

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Read Answer Asked by Jackie on September 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
  • $15.40 Cap: $2.09B
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Q: Having sold LSPD at $108 on July 26, I'm going through FOMO. It's already at $157! Not sure if there's still potential or whether I've missed the boat. Your opinion???

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Read Answer Asked by Brenda on September 13, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Alimentation Couche-Tard Inc. (ATD $72.02)
  • $72.02 P/E (TTM): 18.96X Cap: $67.74B
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Q: I bought Couche-Tard when it dipped to $35CAD, with the stock price recovered to it's old high and Parkland is still trades in a range. Do you think switching to PKI would be a good move for better growth?

Thanks,

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Read Answer Asked by Kirk on September 13, 2021

• Dollarama Inc. (DOL $197.68)
  • $197.68 P/E (TTM): 43.73X Cap: $54.63B
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Q: Pls comment on their 2nd qtr results and if you still like it. Would their be a better replacement stock in the same sector that you like today, better than Dol?

Thx

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Read Answer Asked by Christopher on September 13, 2021

• WSP Global Inc. (WSP $236.14)
  • $236.14 P/E (TTM): 35.32X Cap: $30.84B
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• goeasy Ltd. (GSY $124.43)
  • $124.43 P/E (TTM): 9.06X Cap: $1.99B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
  • $15.40 Cap: $2.09B
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Q: Thanks to your stellar advice, I now have three stocks over 5%: WSP (up 156% in a non-registered account), GSY (up 105% in a non-registered account) and LSPD (up 325% in a TFSA) . Based on past guidance to 'let winners run', at what point would you suggest I start rebalancing? Call me a very happy 5i client!

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Read Answer Asked by Maureen on September 13, 2021

• goeasy Ltd. (GSY $124.43)
  • $124.43 P/E (TTM): 9.06X Cap: $1.99B
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Q: Based on Goeasy's current financial metrics and business segment, what could the stock price appreciate too in the next quarter, next year and 5 years from now? Purely based on what data you have and some gut feel for the business Goeasy is in.
Thanks.

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Read Answer Asked by Christopher on September 10, 2021

• Leon's Furniture Limited (LNF $28.13)
  • $28.13 P/E (TTM): 11.12X Cap: $1.93B
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Q: Hello,

When is the special dividend being issued for Leon’s? I purchased a bunch of shares end of last month would these be eligible? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on September 10, 2021