Investment Q&A

• Constellation Software Inc. (CSU $4,243.38)
  • $4,243.38 P/E (TTM): 107.55X Cap: $90.73B
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Q: Hi, What are your thoughts/mechanics on the rights issue of new Constellation debentures ? Do you consider it as a good income investment ? Thanks

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Read Answer Asked by rajeev on August 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.80)
  • $204.80 P/E (TTM): 82.16X Cap: $264.51B
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Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

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Read Answer Asked by rajeev on August 03, 2023

• Thomson Reuters Corporation (TRI $233.58)
  • $233.58 P/E (TTM): 46.71X Cap: $104.96B
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Q: Why the big move today?

Thanks


Sheldon

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Read Answer Asked by Sheldon on August 03, 2023

• Alaris Equity Partners Income Trust (AD.UN $19.28)
  • $19.28 P/E (TTM): 6.32X Cap: $868M
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Q: Hello,
I would value your thoughts regarding Alaris Equity Partners latest results, as well as your thoughts on the longer term prospects for this entity. Do you believe that unit holders are likely to see either appreciation in the price of the units or any potential increase in the rate of annual dividend distributions going forward?
Thank you!

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Read Answer Asked by Richard on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.80)
  • $204.80 P/E (TTM): 82.16X Cap: $264.51B
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Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

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Read Answer Asked on August 03, 2023

• Topicus.com Inc. (TOI $161.09)
  • $161.09 P/E (TTM): 77.26X Cap: $13.39B
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Q: Does Toi report its Q on Aug 3.What are the estimates for Eps & Rev. Txs for u usual great services and views

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Read Answer Asked by Peter on August 03, 2023

• Dye & Durham Limited (DND $8.67)
  • $8.67 Cap: $585M
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Q: Is DND worth holding. Its underwater. Any chance of a recovery?

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Read Answer Asked by Margot on August 02, 2023

• Savaria Corporation (SIS $20.82)
  • $20.82 P/E (TTM): 26.77X Cap: $1.48B
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Q: what does the market expect from savaria this quarter?

Thx

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Read Answer Asked by blake on August 02, 2023

• WSP Global Inc. (WSP $284.86)
  • $284.86 P/E (TTM): 46.41X Cap: $37.01B
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• CAE Inc. (CAE $37.21)
  • $37.21 P/E (TTM): 28.81X Cap: $11.88B
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• TMX Group Limited (X $54.49)
  • $54.49 P/E (TTM): 34.86X Cap: $15.14B
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• ATS Corporation (ATS $38.89)
  • $38.89 Cap: $3.79B
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• Kinaxis Inc. (KXS $185.16)
  • $185.16 P/E (TTM): 154.88X Cap: $5.22B
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• Thomson Reuters Corporation (TRI $233.58)
  • $233.58 P/E (TTM): 46.71X Cap: $104.96B
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• EQB Inc. (EQB $91.35)
  • $91.35 P/E (TTM): 10.33X Cap: $3.49B
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Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.

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Read Answer Asked by Lin on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.04)
  • $82.04 P/E (TTM): 39.58X Cap: $130.37B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• goeasy Ltd. (GSY $203.22)
  • $203.22 P/E (TTM): 12.53X Cap: $3.25B
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• Topicus.com Inc. (TOI $161.09)
  • $161.09 P/E (TTM): 77.26X Cap: $13.39B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Mullen Group Ltd. (MTL $13.92)
  • $13.92 P/E (TTM): 12.96X Cap: $1.21B
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• Russel Metals Inc. (RUS $41.59)
  • $41.59 P/E (TTM): 14.39X Cap: $2.32B
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• Savaria Corporation (SIS $20.82)
  • $20.82 P/E (TTM): 26.77X Cap: $1.48B
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• Exchange Income Corporation (EIF $70.87)
  • $70.87 P/E (TTM): 27.7X Cap: $3.64B
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• Wajax Corporation (WJX $23.22)
  • $23.22 P/E (TTM): 13.95X Cap: $503M
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• Doman Building Materials Group Ltd. (DBM $9.64)
  • $9.64 P/E (TTM): 11.42X Cap: $847M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $22.06)
  • $22.06 P/E (TTM): 34.23X Cap: $33.96B
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• Capital Power Corporation (CPX $62.84)
  • $62.84 P/E (TTM): 18.64X Cap: $9.48B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023

• TFI International Inc. (TFII $130.69)
  • $130.69 P/E (TTM): 21.95X Cap: $10.70B
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Q: Can you comment on TFII'e earrings? Thanks. - Jeff

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Read Answer Asked by Jeff on August 01, 2023

• First Solar Inc. (FSLR $207.64)
  • $207.64 P/E (TTM): 17.54X Cap: $22.59B
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• Real Matters Inc. (REAL $7.72)
  • $7.72 Cap: $573M
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Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.

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Read Answer Asked by Stephane on July 31, 2023

• Acadian Timber Corp. (ADN $17.26)
  • $17.26 P/E (TTM): 21.69X Cap: $312M
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• Doman Building Materials Group Ltd. (DBM $9.64)
  • $9.64 P/E (TTM): 11.42X Cap: $847M
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Q: Good day and which of Doman’s and Acadian do you prefer?
How safe are their respective dividend?
Thanks

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Read Answer Asked by Alan on July 31, 2023

• Magna International Inc. (MG $64.68)
  • $64.68 P/E (TTM): 10.77X Cap: $18.14B
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• Premium Brands Holdings Corporation (PBH $93.41)
  • $93.41 P/E (TTM): 44.87X Cap: $4.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.80)
  • $204.80 P/E (TTM): 82.16X Cap: $264.51B
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• Boyd Group Services Inc. (BYD $234.06)
  • $234.06 P/E (TTM): 465.65X Cap: $5B
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Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert

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Read Answer Asked by ALBERT on July 31, 2023

• Dollarama Inc. (DOL $189.57)
  • $189.57 P/E (TTM): 41.45X Cap: $52.25B
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• FirstService Corporation (FSV $281.66)
  • $281.66 P/E (TTM): 64.56X Cap: $12.72B
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• Capstone Copper Corp. (CS $9.95)
  • $9.95 P/E (TTM): 73.94X Cap: $7.61B
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• Trisura Group Ltd. (TSU $40.57)
  • $40.57 P/E (TTM): 16.04X Cap: $1.91B
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• Docebo Inc. (DCBO $42.43)
  • $42.43 P/E (TTM): 42.41X Cap: $1.19B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert

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Read Answer Asked by ALBERT on July 30, 2023

• BRP Inc. Subordinate Voting Shares (DOO $88.35)
  • $88.35 Cap: $6.43B
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• Boyd Group Services Inc. (BYD $234.06)
  • $234.06 P/E (TTM): 465.65X Cap: $5B
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Q: Which company do you have more confidence in for capital preservation? thanks.

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Read Answer Asked by Cheryl on July 30, 2023