Investment Q&A

Q: Hi Team,
Can you comment on Acuityds Holding symbol AT in toronto and ATY Nasdaq .
Thanks as always,
Tak

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Read Answer Asked by Tak on August 10, 2021

• ATS Corporation (ATS $40.23)
  • $40.23 Cap: $3.78B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.37)
  • $36.37 P/E (TTM): 20.61X Cap: $855M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: I would like to add a new position in my TFSA. Please comment on the above equities. Outlook for the next 4 years. What would be your preference.
Thank you!

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Read Answer Asked by ALBERT on August 09, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.28)
  • $15.28 Cap: $2.07B
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Q: I'm not seeing the pricing in their press release, do you have something?

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Read Answer Asked by Edgar on August 09, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.28)
  • $15.28 Cap: $2.07B
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Q: Lightspeed’s big drop after it’s Public Offering much of a surprise? What do you think of the timing?
Thanks

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Read Answer Asked by Curtis on August 09, 2021

• Kinaxis Inc. (KXS $149.15)
  • $149.15 P/E (TTM): 96.21X Cap: $4.18B
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Q: Any comments on KXS ? What does 5I make of the apparent shift in their revenue stream?

Thank You
Clarence

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Read Answer Asked by Clarence on August 09, 2021

• TFI International Inc. (TFII $153.55)
  • $153.55 P/E (TTM): 29.23X Cap: $12.63B
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• Kinaxis Inc. (KXS $149.15)
  • $149.15 P/E (TTM): 96.21X Cap: $4.18B
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• Premium Brands Holdings Corporation (PBH $96.52)
  • $96.52 P/E (TTM): 67.67X Cap: $4.41B
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• Savaria Corporation (SIS $25.15)
  • $25.15 P/E (TTM): 30.06X Cap: $1.82B
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• Balanced Equity Portfolio (BEPORT)
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Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

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Read Answer Asked by Marc on August 09, 2021

• QUALCOMM Incorporated (QCOM $156.37)
  • $156.37 P/E (TTM): 31.82X Cap: $165B
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• Magna International Inc. (MG $75.04)
  • $75.04 P/E (TTM): 14.94X Cap: $21.14B
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• Veoneer Inc. (VNE $36.95)
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Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?

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Read Answer Asked by JR on August 09, 2021

• Xebec Adsorption Inc. (XBC $0.51)
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Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.

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Read Answer Asked on August 09, 2021

Q: Hi,
Can you please tell me the expected earning results for Acuityads next week on 10th

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Read Answer Asked by Mohit on August 09, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.58)
  • $191.58 P/E (TTM): 114.86X Cap: $260.33B
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Q: Hi, Please correct me if I am wrong. 5i completely eliminated SHOP holding from all its portfolios, a little while ago and has never bought it back. I know, Shopify is among your Top favorite names and will check all the boxes for the Growth Portfolio. Could you please help me understand. Thanks

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Read Answer Asked by rajeev on August 09, 2021

• Topicus.com Inc. (TOI $113.54)
  • $113.54 P/E (TTM): 947.46X Cap: $9.44B
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Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you

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Read Answer Asked by rajeev on August 06, 2021

• Knight Therapeutics Inc. (GUD $5.76)
  • $5.76 Cap: $574M
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Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?

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Read Answer Asked by Don on August 06, 2021

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.02)
  • $87.02 P/E (TTM): 18.39X Cap: $14.72B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on August 06, 2021

• BCE Inc. (BCE $33.88)
  • $33.88 P/E (TTM): 5.06X Cap: $31.46B
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on August 06, 2021

• Park Lawn Corporation (PLC $26.48)
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Q: Goodday,

Parklawn is at its' 52 week-high. Should I sell and take profits or wait for upcoming earnings.

Thanks.

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Read Answer Asked by Karim on August 06, 2021

• Thomson Reuters Corporation (TRI $166.14)
  • $166.14 P/E (TTM): 31.4X Cap: $74.42B
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Q: Please comment on the nice move today.


Sheldon

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Read Answer Asked by Sheldon on August 06, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi 5i team,

Kindly suggest a replacement with a better growth profile than Parkland Corp for a 10+ year hold in a registered account. Preferably in the Consumer Cyclical or Industrial sector.

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Read Answer Asked by Fred on August 06, 2021

• QUALCOMM Incorporated (QCOM $156.37)
  • $156.37 P/E (TTM): 31.82X Cap: $165B
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• Magna International Inc. (MG $75.04)
  • $75.04 P/E (TTM): 14.94X Cap: $21.14B
  • View MG Profile
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• Veoneer Inc. (VNE $36.95)
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Q: thoughts on the qyarter please

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Read Answer Asked by blake on August 06, 2021

• Kinaxis Inc. (KXS $149.15)
  • $149.15 P/E (TTM): 96.21X Cap: $4.18B
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Q: please comment on KXS earnings

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Read Answer Asked by Aaron on August 06, 2021

• Constellation Software Inc. (CSU $2,706.89)
  • $2,706.89 P/E (TTM): 63.84X Cap: $56.55B
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Q: Hello, could you please comment on the results. Thanks

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Read Answer Asked by rajeev on August 06, 2021