Investment Q&A

Q: Comments on the quarter please. Anything you would highlight?

Q: Your thoughts on quarter/earnings release of BAM.
Robert

Q: In a diversified portfolio would you be adding ATZ for a 1-2 year hold? Since its recent earnings the technicals are looking negative in the near and intermediate term.

Q: Does the price of oil affect the price of Enb? What are your thought of the down grades.

Q: Is the preliminary earnings release next week good news or bad news most likely?

Q: I'm thinking of either doubling our ATS holding (currently a bit less than 2%), or starting a new position in TFII. Can I have your suggestions?

Q: How did tmx do vs expectations in q4 and please can I get your take on the stock in general and how it compares to other peers on valuation. I notice quite a big valuation gap with respect to P/E with some of the bigger stock exchange operators but maybe these are in appropriate? Is it a good buy? Thanks

Q: May I please have your comments on the earnings for First Service

Q: Hi, Could you please comment on Topicus results. Looks like a nice beat on Revenue and EPS to 5i expectations !! 6%/4% organic growth for the quarter/full year seems impressive. Do you think market would like it and stock should regain some strength ? Thank You

Q: I see CSU plans to spin out another company on a roughly 3 for 1 basis. I previously received an odd lot of TOI which I bumped up to an even 100 shares (much less than a full position for me). I'd appreciate your thoughts on how an investor (who does not need cash for the foreseeable future) might want to handle this group of companies. Is there any reason to keep them all?

Thanks in advance...

Q: Hi team,
Last TOI earnings were alot about making shareholders rich in the spin off. It practically had brought the company down from making money to unprofitable. Since then I have seen zero effort to gain analysts of any sort. In my mind CSU is using the spin off to make currret CSU shareholders rich. Why should I stay invested in TOI?

Q: Can you add comments from the call? Anything material? How do things look going forward?

Q: My portfolio needs more utility, consumer defensive and consumer cyclical exposure. It also needs more international exposure. Do you have a few suggestions that you like now that might kill two birds with one stone? Would be long term holds inside of an RRSP.
Thanks!

Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!

Q: Earnings just out. Appears very close to estimates, bit high and a bit low on different metrics. Forward looking view from mgt seems strong. Realize conference call is Tuesday am. Can you provide quick initial assessment and then follow-up after the call with more detail.

Q: Hi 5i Team - With Shopify's recent upward momentum, is it now trading at a high multiple. Also do you think that its growth is slowing. In addition I have read that it is trying to be more like Amazon and therefore has to spend a lot more money. Do you feel this statement has any merit. Thanks.

Q: I have some cash to deploy in an unregistered account. Add equally to the names above or start a new full positon in your current can't miss top pick from the income or balanced portfolio.

Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?

Q: Hi, TFI seems to have made a sharp move up recently and is now at all time highs after being range bound for the last year with a few buying dips sprinkled in. I don’t see any catalyst for this sudden move. No news recently and earnings are not out until Feb 6. I was comfortable buying in the 130’s but not so now. Is there a price range you would be comfortable with? Looking for your opinion. Many thanks.

Q: TFII continues to move in the right direction. What are the big factors that keep the company performing so well? Is there anything that might negatively impact its movement? I have half position and thinking of buying but I am cautious it might fall back. Buy or wait for pull back?