Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.00)
  • $101.00 P/E (TTM): 13.61X Cap: $21.20B
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• Constellation Software Inc. (CSU $2,386.77)
  • $2,386.77 P/E (TTM): 77.07X Cap: $49.98B
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• Dollarama Inc. (DOL $168.02)
  • $168.02 P/E (TTM): 39.61X Cap: $45.51B
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• Thomson Reuters Corporation (TRI $126.89)
  • $126.89 P/E (TTM): 27.6X Cap: $55.15B
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• BMO Equal Weight Banks Index ETF (ZEB $57.56)
  • $57.56 P/E (TTM): 15.44X Cap: $4.71B
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• EQB Inc. (EQB $107.69)
  • $107.69 P/E (TTM): 18.49X Cap: $3.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $167.17)
  • $167.17 P/E (TTM): 28.39X Cap: $1.99B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $35.56)
  • $35.56 P/E (TTM): 15.2X Cap: $763M
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Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?

Upvote 3

Read Answer Asked by David on March 07, 2024

• Franco-Nevada Corporation (FNV $324.96)
  • $324.96 P/E (TTM): 47.95X Cap: $62.51B
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• Barrick Mining Corporation (ABX $53.50)
  • $53.50 P/E (TTM): 12.97X Cap: $89.51B
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• Agnico Eagle Mines Limited (AEM $266.85)
  • $266.85 P/E (TTM): 20.9X Cap: $134.37B
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Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.

Upvote 2

Read Answer Asked by Peter on March 07, 2024

• Constellation Software Inc. (CSU $2,386.77)
  • $2,386.77 P/E (TTM): 77.07X Cap: $49.98B
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Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?

Upvote 26

Read Answer Asked by Brian on March 07, 2024

• WSP Global Inc. (WSP $215.05)
  • $215.05 P/E (TTM): 29.55X Cap: $28.67B
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• Stantec Inc (STN $84.66)
  • $84.66 P/E (TTM): 28.74X Cap: $9.72B
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• AtkinsRéalis Group Inc. (ATRL $85.84)
  • $85.84 P/E (TTM): 6.16X Cap: $14.54B
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Q: I own STN. No complaints but would appreciate your opinion/comparison of these three companies.

Thank you..

Mike

Upvote 8

Read Answer Asked by Michael on March 07, 2024

• Celestica Inc. (CLS $358.37)
  • $358.37 P/E (TTM): 40.38X Cap: $44.68B
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Q: CLS had almost doubled in a month.

Do you think this is justified or unmitigated exuberance?

Sheldon

Upvote 7

Read Answer Asked by Sheldon on March 07, 2024

• Lumine Group Inc. (LMN $22.08)
  • $22.08 P/E (TTM): 90.16X Cap: $5.66B
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Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.

Upvote 22

Read Answer Asked by steven on March 06, 2024

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Seems like a lot going on within. Can you explain what the implications may be? thx

Upvote 2

Read Answer Asked by JAMES on March 06, 2024

• Wheaton Precious Metals Corp. (WPM $172.30)
  • $172.30 P/E (TTM): 54.63X Cap: $78.23B
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• Agnico Eagle Mines Limited (AEM $266.85)
  • $266.85 P/E (TTM): 20.9X Cap: $134.37B
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• K92 Mining Inc. (KNT $22.32)
  • $22.32 P/E (TTM): 14.39X Cap: $5.45B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X
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Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?

Upvote 2

Read Answer Asked by Murray on March 06, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Gentlemen

Thoughts on the latest quarterly report?

Upvote 5

Read Answer Asked by Ronald on March 06, 2024

• Topicus.com Inc. (TOI $93.85)
  • $93.85 P/E (TTM): 312.2X Cap: $12.06B
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Q: What's your take on the special div?

It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....

Upvote 22

Read Answer Asked by Jeff on March 06, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?

Thanks

Upvote 10

Read Answer Asked by Daniel on March 06, 2024

Q: What would be your 2 or 3 top picks in your Growth Portfolio right now?
Thanks

Upvote 18

Read Answer Asked by Gary on March 05, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.32)
  • $35.32 P/E (TTM): 28.06X Cap: $5.45B
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• Granite Real Estate Investment Trust (GRT.UN $81.80)
  • $81.80 Cap: $4.95B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 33.7X Cap: $3.60B
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Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?

Upvote 4

Read Answer Asked by Ron on March 05, 2024

• WELL Health Technologies Corp. (WELL $3.64)
  • $3.64 Cap: $960M
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Q: Can you please give me an updated opinion of WELL, thanks.

Upvote 11

Read Answer Asked by Cheryl on March 05, 2024

• Constellation Software Inc. (CSU $2,386.77)
  • $2,386.77 P/E (TTM): 77.07X Cap: $49.98B
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• WSP Global Inc. (WSP $215.05)
  • $215.05 P/E (TTM): 29.55X Cap: $28.67B
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• Celestica Inc. (CLS $358.37)
  • $358.37 P/E (TTM): 40.38X Cap: $44.68B
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• Descartes Systems Group Inc. (The) (DSG $98.84)
  • $98.84 P/E (TTM): 43.78X Cap: $8.50B
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• Toromont Industries Ltd. (TIH $189.96)
  • $189.96 P/E (TTM): 32.27X Cap: $15.47B
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• TFI International Inc. (TFII $146.28)
  • $146.28 P/E (TTM): 37.02X Cap: $12.01B
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• ATS Corporation (ATS $37.72)
  • $37.72 Cap: $3.81B
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• Thomson Reuters Corporation (TRI $126.89)
  • $126.89 P/E (TTM): 27.6X Cap: $55.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.78)
  • $155.78 P/E (TTM): 131.37X Cap: $202.68B
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• Lumine Group Inc. (LMN $22.08)
  • $22.08 P/E (TTM): 90.16X Cap: $5.66B
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Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Upvote 29

Read Answer Asked by Donna on March 05, 2024

• Kinaxis Inc. (KXS $137.39)
  • $137.39 P/E (TTM): 42.05X Cap: $3.79B
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Q: I recall a few years ago that Blue Yonder launched a law suit against KXS over some patent issues. Any update on this? Is it an overhanging issue for the company? Do you feel it is weighing on the stock and that investors should be taking this into account?

Thanks.

Upvote 9

Read Answer Asked by Joel on March 05, 2024

• Lumine Group Inc. (LMN $22.08)
  • $22.08 P/E (TTM): 90.16X Cap: $5.66B
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Q: Hi Peter

Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.

Thanks for everything

Upvote 34

Read Answer Asked by Frank on March 05, 2024

• TECSYS Inc. (TCS $27.35)
  • $27.35 P/E (TTM): 77.0X Cap: $395M
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Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.

Upvote 2

Read Answer Asked by Dennis on March 04, 2024

• WSP Global Inc. (WSP $215.05)
  • $215.05 P/E (TTM): 29.55X Cap: $28.67B
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Q: Hi Peter & 5i team,
Thinking of adding more WSP global for a long term hold. What do you think of the stock price today versus earnings growth.
Thank you

Upvote 11

Read Answer Asked by john on March 04, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.78)
  • $155.78 P/E (TTM): 131.37X Cap: $202.68B
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Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?

Upvote 6

Read Answer Asked on March 04, 2024