Investment Q&A

• Boyd Group Services Inc. (BYD $218.89)
  • $218.89 P/E (TTM): 213.32X Cap: $6.09B
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Q: impact insurance company was profitable recently in part from lower auto claims due to diminished driving. anecdotal reports also of small collision centres across Canada hurting due to less driving. these 2 factors would seem to favour BYD. in a post pandemic world. can you provide BYD'S current P/E price /sales. . ev/ebida price/book debt/equity etc . to say its historical metrics for the last 5years. thanks Richard

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Read Answer Asked by richard on February 16, 2021

• Topicus.com Inc. (TOI $127.92)
  • $127.92 P/E (TTM): 1048.66X Cap: $10.45B
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Q: Good morning,
Why has this new issue had such a huge jump in the last few trading sessions? I don't see much for news to account for this, I was buying it at lower levels 58-61 would like to get more but wondering if I should hold off? Time frame long held in TFSA. Thanks

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Read Answer Asked by Kolbi on February 16, 2021

• Air Canada Voting and Variable Voting Shares (AC $20.02)
  • $20.02 Cap: $5.92B
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Q: I hold Air Canada stock and purchased it at 49.55 back in 2019. Not sure if it will ever return as its been almost of a year and is just laying there.
It represents .75% of my portfolio.
What is some advice you could give me.

Thank you,
John G.

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Read Answer Asked by John on February 16, 2021

• Dollarama Inc. (DOL $200.25)
  • $200.25 P/E (TTM): 42.31X Cap: $54.82B
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Q: May I have your current opinion of $DOL.

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Read Answer Asked by Valter on February 16, 2021

• Air Canada Voting and Variable Voting Shares (AC $20.02)
  • $20.02 Cap: $5.92B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: AC or XBC: Which company has the best growth, long term and give some details on your preference, please. Risk is not a factor.
Thanks for your service

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Read Answer Asked by Ozzie on February 16, 2021

• Americas Technology Acquisition Corp. (ATA)
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Q: hi guys could you please explain status or ata offer for cft thanks as always

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Read Answer Asked by michael on February 16, 2021

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 74.27X Cap: $69.01B
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Q: CSU reported on Friday and beat on revenue but missed on earnings. Could you please comment on the results and your opinion as to how the market will react on Tues. Also how do you think the stock will perform over the next one to two Quarters. Thank you for all your help. Ian

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Read Answer Asked by Ian on February 16, 2021

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 74.27X Cap: $69.01B
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Q: Please comment on earnings and view going forwards. Thanks

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Read Answer Asked by Ken on February 16, 2021

• Leon's Furniture Limited (LNF $28.59)
  • $28.59 P/E (TTM): 11.23X Cap: $1.96B
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Q: hello 5i:
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L

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Read Answer Asked by Paul on February 16, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 146.17X Cap: $303.19B
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Q: I have WAY too much Shopify in my TFSA only because I hate giving up on a winner! I bought some at under $200 but my average is $534. I know you like it and everywhere I look it's rated as a buy so it could fall a fair way before I'd pull the plug . Do you think it's wise to still sell some and if so can you suggest something to buy in my TFSA for a 5-7year hold.

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Read Answer Asked by Bonnie on February 16, 2021

• Enghouse Systems Limited (ENGH $20.35)
  • $20.35 P/E (TTM): 15.26X Cap: $1.11B
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Q: 1.5% position @ $64.27 plus $1.50 sp. div. $59.87 current price. What is an attractive price to add? Or u prefer DSG or others? Thanks for u usual great services & views

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Read Answer Asked by Peter on February 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.

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Read Answer Asked by Peter on February 16, 2021

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 74.27X Cap: $69.01B
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Q: Hi, Please comment on the President's Letter released today, informing of company's change of policy on future dividend payments and large VMS/Non VMS acquisitions. Thanks

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Read Answer Asked by rajeev on February 16, 2021

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 74.27X Cap: $69.01B
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Q: Hi 5i
What is your opinion on the Letter to Shareholders just issued today.
Time to be concerned on Constellation’s future?
Thanks

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Read Answer Asked by Kathy on February 16, 2021

Q: Your thoughts on BAM's earnings report today...Thanks
Robert

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Read Answer Asked by Robert on February 12, 2021

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $131M
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Q: Hi, Did you have a chance to listen to the 1st ever CC hosted by new Management of Sylogist on Wednesday ? If so, any comments.
Also, did you like the results ? Thanks

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Read Answer Asked by rajeev on February 12, 2021

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $131M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on February 12, 2021

• Enbridge Inc. (ENB $63.15)
  • $63.15 P/E (TTM): 24.5X Cap: $137.74B
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Q: Thoughts on the quarter please?

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Read Answer Asked by blake on February 12, 2021

• Kinaxis Inc. (KXS $168.37)
  • $168.37 P/E (TTM): 100.12X Cap: $4.72B
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Q: KXS seems to be losing its momentum. It had been good for quite a while but now I am wondering if I should sell it and buy a more compelling company?

Thank you, Peter

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Read Answer Asked by Peter on February 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $100.86)
  • $100.86 Cap: $7.39B
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Q: Bombardier in the news today. The stock is up 10% since your last report. Any thoughts on recent events with respect to DOO?

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Read Answer Asked by Dave on February 12, 2021