Investment Q&A

• Neighbourly Pharmacy Inc. (NBLY)
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Q: Hello,

Does the pronounced move up in NBLY today indicate that the PCP acquisition has progressed in some significant manner? Earlier news releases reported that PCP had until Nov 13th to complete negotiations. Any insight would be appreciated.

Thank-you,

Stephen

Upvote 9

Read Answer Asked by Stephen on November 13, 2023

• Park Lawn Corporation (PLC)
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• Premium Brands Holdings Corporation (PBH)
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Q: Greetings 5i team,
If you were to own just one (PBH or PLC), which would it be and why.

Thank you as always.
SP

Upvote 8

Read Answer Asked by Steve on November 13, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi 5i Team,
If not already asked, pls comment on CCL Industries qtr. earning and this company going forward.
Thanks as always.

Upvote 21

Read Answer Asked by Pui on November 10, 2023

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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• AtkinsRéalis Group Inc. (ATRL)
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Q: I already WSP at much lower valuation but if a person wanted a second choice in the space for diversity which of STN ATRL would you choose and why? Or is there another player you would prefer?

Upvote 19

Read Answer Asked by Kolbi on November 10, 2023

• Docebo Inc. (DCBO)
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Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?

Upvote 8

Read Answer Asked by Sal on November 10, 2023

• Constellation Software Inc. (CSU)
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Q: Comments on latest earnings?

Upvote 37

Read Answer Asked by Kim on November 10, 2023

• WSP Global Inc. (WSP)
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• Savaria Corporation (SIS)
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Q: I currently own both SIS and WSP and would like to add a third industrial stock. Which one from either the income or balanced portfolio would you purchase?

Thanks

Upvote 21

Read Answer Asked on November 10, 2023

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: What are your thoughts on the quarter?
As well reading the quarterly report, I notice they are looking to list on the NASDAQ next year after approval from shareholders and the SEC. Is this going to be a dual listing or are they delisting from the TSX? If delisting what will happen to our holdings-transferred at the current exchange rate or having to sell and repurchase if desired?
Thanks
Jeff

Upvote 7

Read Answer Asked by JEFF on November 09, 2023

• ATS Corporation (ATS)
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Q: hello 5i:
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L

Upvote 15

Read Answer Asked by Paul on November 09, 2023

• Suncor Energy Inc. (SU)
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Q: Thoughts on earnings ? Thank you.

Upvote 14

Read Answer Asked by Paul on November 09, 2023

• CAE Inc. (CAE)
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Q: Hi 5i
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks

Upvote 11

Read Answer Asked by mike on November 09, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Hps.a shot up like a rocket since U recomended it on Oct 10 @ $52.25. to $75.16 H,but last few days dropped to $65.75. Any reason for the fall.Please advise a good entry point.Thanks for U usual great views and services.

Upvote 12

Read Answer Asked by Peter on November 09, 2023

• AMETEK Inc. (AME)
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• Roper Technologies Inc. (ROP)
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• Constellation Software Inc. (CSU)
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• Heico Corporation (HEI)
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• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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Q: How does Roper compare to CSU? Thanks.

Upvote 11

Read Answer Asked by Sandra on November 08, 2023

• Dollarama Inc. (DOL)
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• FirstService Corporation (FSV)
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• goeasy Ltd. (GSY)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• TECSYS Inc. (TCS)
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• Trisura Group Ltd. (TSU)
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• WELL Health Technologies Corp. (WELL)
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• Converge Technology Solutions Corp. (CTS)
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• Docebo Inc. (DCBO)
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Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Upvote 22

Read Answer Asked by Curtis on November 08, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara

Upvote 8

Read Answer Asked by Tamara on November 08, 2023

• goeasy Ltd. (GSY)
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Q: Comments on earnings , Seems to be an unappreciated company

Upvote 28

Read Answer Asked by Leon on November 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Nuvei Corporation (NVEI)
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Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN

Upvote 14

Read Answer Asked by JANE on November 08, 2023

• ATS Corporation (ATS)
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Q: Hi, Any comments on the results ? Thanks

Upvote 21

Read Answer Asked by rajeev on November 08, 2023

• WELL Health Technologies Corp. (WELL)
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Q: What do you think of their press release yesterday. I am thinking of adding to may small position

Thank You.

Upvote 16

Read Answer Asked by JR on November 08, 2023

• Tricon Residential Inc. (TCN)
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Q: Results are out, not sure they're very good.

What is your analysis and conclusion tell you on these earnings results.


Sheldon

Upvote 10

Read Answer Asked by Sheldon on November 08, 2023