Investment Q&A

• HIVE Digital Technologies Ltd. (HIVE)
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• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• BIGG Digital Assets Inc. (BIGG)
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• Bitcoin Fund The (QBTC)
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• Purpose Bitcoin ETF (BTCC.B)
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• Riot Platforms Inc. (RIOT)
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• iShares Bitcoin Trust ETF (IBIT)
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
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Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks

Upvote 2

Read Answer Asked by Marjorie on January 16, 2024

• TFI International Inc. (TFII)
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• Magna International Inc. (MG)
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Q: Would like your view on switching Mg for TFI. Looking for growth and a reasonable value. Mg seems to be stuck and going nowhere

Upvote 5

Read Answer Asked by Scott on January 16, 2024

• Stella-Jones Inc. (SJ)
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Q: Hi Folks,
May I have your opinion on Stella Jones. I am thinking of adding it to my non registered account.
Thanks

Upvote 4

Read Answer Asked by JOHN on January 16, 2024

• Converge Technology Solutions Corp. (CTS)
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Q: Does this company appear to have any of the attributes of a LMN, TOI, or CSU? Do you foresee CTS copying their strategy of not offering further shares. Is it a good investment for a 5 year hold? Thanks

Upvote 7

Read Answer Asked by Stephen on January 16, 2024

• Constellation Software Inc. (CSU)
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Q: CSU ROIC was 28.8% in 2020 and has been dropping each year since to 17.93 in 2022 and 14.15% TTM, is this something to be concerned about?

Upvote 12

Read Answer Asked by Ken on January 15, 2024

• Power Corporation of Canada Subordinate Voting Shares (POW)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Hello 5i, Could you comment on if POW has a position in ATD and if so what is the size of the position. Also is ATD active in Europe?

Upvote 4

Read Answer Asked by Michael on January 15, 2024

• Trisura Group Ltd. (TSU)
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Q: Your views on its high TTM P/E ration of 224. Is it normal of this kind of high P/E in Insurance sector?

Thanks

Upvote 3

Read Answer Asked by Piyush on January 15, 2024

• Neighbourly Pharmacy Inc. (NBLY)
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Q: Should I sell my shares at $18.30 after the jump this morning or hold onto the shares till March 29 2024 and receive $18.50? Could you also explain what a CVR is and does it mean we have to hold till 2026??

Thank you

Dave.

Upvote 5

Read Answer Asked by David on January 15, 2024

• Dollarama Inc. (DOL)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Hi 5i team,

I have two equal half positions in ATD and DOL and I'm looking to simplify by consolidating into one name. Which option is the best for my RRSP? I would also appreciate some information on why it is the best option.

Best,
Matt

Upvote 5

Read Answer Asked by Matt on January 15, 2024

• Constellation Software Inc. (CSU)
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Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.

Upvote 23

Read Answer Asked by Joel on January 15, 2024

• Restaurant Brands International Inc. (QSR)
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• Premium Brands Holdings Corporation (PBH)
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Q: Which one you prefer to buy QSR or PBH?

Thanks

Upvote 5

Read Answer Asked on January 15, 2024

• Celestica Inc. (CLS)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Docebo Inc. (DCBO)
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• Lumine Group Inc. (LMN)
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Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.

Upvote 28

Read Answer Asked by Terry on January 12, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: If not owned would you buy now up to a 3 % position ?


Thx

Upvote 3

Read Answer Asked by blake on January 12, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: I was expecting the bircoin etf news to have a positive result to the share price. Market is not re-acting positively. Can I have your thoughts.
Thanks
John

Upvote 6

Read Answer Asked by John on January 12, 2024

• Lumine Group Inc. (LMN)
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Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?

Upvote 15

Read Answer Asked by Brenda on January 12, 2024

Q: In your answers to various questions about CLS you are showing a P/E ratio of 11. My information on the Company shows current EPS of $2.24 and a P/E ratio of 23.64. Earnings are expected to increase gradually.
I wonder why such a discrepancy? What am I missing? Thank you for your answer.

Upvote 3

Read Answer Asked by Ernest on January 12, 2024

• ATS Corporation (ATS)
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Q: Hi, Any ideas, why ATS is stuck at $54-55 level , for a while, except brief interludes, and fails to get any traction on a consistent basis, even though most of Technology as well as Industrial sector ( small and mid cap ) is behaving very well ? What is market worried about and should we be concerned with its recent muted performance ? Thank You

Upvote 13

Read Answer Asked by rajeev on January 11, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Now that Shopify is hitting new fifty-two week highs, do you expect it to keep going up for a while or just consolidate at some point, thanks?

Upvote 11

Read Answer Asked by Pat on January 11, 2024

• Trisura Group Ltd. (TSU)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Which do you prefer BAM or TSU for growth? Or another, in the same sector?

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on January 11, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Thoughts on their 1/4 please

Upvote 8

Read Answer Asked by Greg on January 11, 2024