Investment Q&A

• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
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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 $35.88)
  • $35.88 P/E (TTM): 28.48X Cap: $5.53B
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• Granite Real Estate Investment Trust (GRT.UN $82.42)
  • $82.42 Cap: $5.21B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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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 $4.16)
  • $4.16 Cap: $1.06B
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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 $2,497.42)
  • $2,497.42 P/E (TTM): 78.8X Cap: $54.41B
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• WSP Global Inc. (WSP $217.75)
  • $217.75 P/E (TTM): 30.24X Cap: $29.90B
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• Celestica Inc. (CLS $379.87)
  • $379.87 P/E (TTM): 39.65X Cap: $43.24B
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• Descartes Systems Group Inc. (The) (DSG $98.93)
  • $98.93 P/E (TTM): 42.36X Cap: $8.40B
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• Toromont Industries Ltd. (TIH $192.60)
  • $192.60 P/E (TTM): 32.92X Cap: $15.98B
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• TFI International Inc. (TFII $135.12)
  • $135.12 P/E (TTM): 35.65X Cap: $11.35B
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• ATS Corporation (ATS $42.29)
  • $42.29 Cap: $4.28B
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• Thomson Reuters Corporation (TRI $126.06)
  • $126.06 P/E (TTM): 28.9X Cap: $57.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.61)
  • $167.61 P/E (TTM): 138.45X Cap: $221.77B
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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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 $135.12)
  • $135.12 P/E (TTM): 40.66X Cap: $3.77B
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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 $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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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 $27.00)
  • $27.00 P/E (TTM): 75.64X Cap: $405M
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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 $217.75)
  • $217.75 P/E (TTM): 30.24X Cap: $29.90B
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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 $167.61)
  • $167.61 P/E (TTM): 138.45X Cap: $221.77B
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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

• Celestica Inc. (CLS $379.87)
  • $379.87 P/E (TTM): 39.65X Cap: $43.24B
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Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!

Upvote 7

Read Answer Asked by Greg on March 04, 2024

• Constellation Software Inc. (CSU $2,497.42)
  • $2,497.42 P/E (TTM): 78.8X Cap: $54.41B
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Q: One of the great things about CSU that makes them “investor friendly” is that they don’t issue shares. If they aren’t raising capital by selling shares, what’s the benefit to the board/company being publicly traded?

Upvote 13

Read Answer Asked by Mike on March 04, 2024

• EQB Inc. (EQB $107.44)
  • $107.44 P/E (TTM): 18.21X Cap: $3.99B
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Q: Hi. Follow-up on your previous EQB good results quarter question. Being a rookie investor I just don’t understand after such a good quarterly report why the stock went on sale down $9.99 at one time today. Can you explain in plain layman’s term why or at least give a guess why such a big drop? If this report would have been horrible does that mean the price would have jumped? Just when I thought I knew how the game worked this change has added some confusion to my thought process. Thanks again for all that you’se guys do for us amateurs. Ken. :-)

Upvote 19

Read Answer Asked by Ken on March 01, 2024

• EQB Inc. (EQB $107.44)
  • $107.44 P/E (TTM): 18.21X Cap: $3.99B
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Q: Comments please. Why the big drop in price, profit taking? The earnings report looked positive or is there something I'm missing. Can you provide an outlook on future growth? Should one continue to hold or move elsewhere, and if move on, what suggestions would you have.
Thank you

Upvote 17

Read Answer Asked by Colleen on February 29, 2024

• Agnico Eagle Mines Limited (AEM $248.52)
  • $248.52 P/E (TTM): 23.79X Cap: $134.65B
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Q: Good morning, Please comment on the last 1/4 Earnings report. It appears that AEM is the best of all the miners but its still trading at 2016 prices , with the lowest AISC and minimal debt and excellent takeovers the last few yrs.
Thanks,
George

Upvote 5

Read Answer Asked by George on February 29, 2024

• Docebo Inc. (DCBO $26.91)
  • $26.91 P/E (TTM): 14.73X Cap: $781M
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• Docebo Inc. (DCBO $19.62)
  • $19.62 P/E (TTM): 14.73X Cap: $570M
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Q: Hello team,

Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?

Upvote 8

Read Answer Asked by ADEL on February 29, 2024

• Kinaxis Inc. (KXS $135.12)
  • $135.12 P/E (TTM): 40.66X Cap: $3.77B
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Q: How do you feel about Kinaxis moving forward after going over their results?

Upvote 13

Read Answer Asked by Francise on February 29, 2024

• Bank of Nova Scotia (The) (BNS $94.08)
  • $94.08 P/E (TTM): 23.63X Cap: $118.13B
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Q: What’s your view and opinion on BNS’ quarterly result?

Upvote 9

Read Answer Asked by André on February 27, 2024

• NVIDIA Corporation (NVDA $178.15)
  • $178.15 P/E (TTM): 37.13X Cap: $4.38T
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!

Upvote 5

Read Answer Asked by Hussein on February 27, 2024