Investment Q&A

• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.65)
  • $40.65 Cap: $26.66B
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• WSP Global Inc. (WSP $251.80)
  • $251.80 P/E (TTM): 38.13X Cap: $33.08B
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• Stantec Inc. (STN $139.45)
  • $139.45 P/E (TTM): 38.66X Cap: $16.95B
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• Descartes Systems Group Inc. (The) (DSG $113.09)
  • $113.09 P/E (TTM): 48.78X Cap: $10.05B
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• FirstService Corporation (FSV $211.77)
  • $211.77 P/E (TTM): 51.56X Cap: $10B
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• TMX Group Limited (X $52.00)
  • $52.00 P/E (TTM): 31.22X Cap: $14.54B
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• TFI International Inc. (TFII $118.51)
  • $118.51 P/E (TTM): 22.18X Cap: $9.75B
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• ATS Corporation (ATS $35.42)
  • $35.42 Cap: $3.55B
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• Kinaxis Inc. (KXS $170.89)
  • $170.89 P/E (TTM): 103.86X Cap: $4.79B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
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• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.39)
  • $28.39 P/E (TTM): 16.19X Cap: $668M
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• EQB Inc. (EQB $84.49)
  • $84.49 P/E (TTM): 9.8X Cap: $3.23B
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• Trisura Group Ltd. (TSU $40.32)
  • $40.32 P/E (TTM): 15.27X Cap: $1.86B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1.03B
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• Boyd Group Services Inc. (BYD $216.98)
  • $216.98 P/E (TTM): 432.91X Cap: $6.03B
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Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Upvote 0

Read Answer Asked by Terry on July 17, 2023

Q: do you think OTRK will ever recover

Upvote 0

Read Answer Asked by Nick on July 17, 2023

• Firan Technology Group Corporation (FTG $10.41)
  • $10.41 P/E (TTM): 24.19X Cap: $262M
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Q: Can I get you take on FTG’s latest quarter. I’m thinking about adding even after the share price has popped. Only have a half position. Thanks

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Read Answer Asked by Scott on July 17, 2023

• Knight Therapeutics Inc. (GUD $6.13)
  • $6.13 Cap: $611M
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Q: Hi,

Can you comment on the share buy back? Generally, what is the reasoning for buying back and canceling shares?

Thanks
Paul

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Read Answer Asked by Paul on July 17, 2023

• illumin Holdings Inc. (ILLM $1.05)
  • $1.05 Cap: $52M
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Q: Any thoughts on this co. at this time. seem to have a lot of cash still. thanks

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Read Answer Asked by george on July 17, 2023

• Luminar Technologies Inc. (LAZR $0.91)
  • $0.91 Cap: $78M
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Q: LUMINAR (LAZR) over the last few days is rallying in the face of some brutal analyst reports.
Is there insider buying that might be driving this?
Thanks, Hugh

Upvote 0

Read Answer Asked by Hugh on July 17, 2023

• Kiwetinohk Energy Corp. (KEC $24.52)
  • $24.52 P/E (TTM): 9.59X Cap: $1.07B
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Q: Hi 5i another question for the experts at 5i. I am interested in your take on KEC and why it is trading at such a low pe? Fundamentals seem to be good and it has positive analyst reports. What am I missing?

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Read Answer Asked by Robert on July 17, 2023

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: Please provide an analysis of their latest quarter. In your recent article on companies with FCF yield greater than 5%, you included STLC. Is this a company that you would invest in? How would you assess their potential for 2023 and 2024?

Upvote 1

Read Answer Asked by David on July 17, 2023

• Remitly Global Inc. (RELY $12.60)
  • $12.60 P/E (TTM): 138.78X Cap: $2.59B
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Q: Hello again your thoughts on Remitly Global
Thanks again.

Upvote 0

Read Answer Asked by George on July 17, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Uh oh. Tonight's news release didn't sound great. I'm down 50% on this stock but don't mind holding if you still think it has long-term potential. Any updated thoughts on this stock? Thanks.

Upvote 0

Read Answer Asked by Jeff on July 14, 2023

• Decisive Dividend Corporation (DE $7.00)
  • $7.00 P/E (TTM): 26.15X Cap: $143M
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Q: Hello 5i,
In a previous answer you indicated that DE could be purchased in a range somewhat below $6.30 per share as I recall. I initiated a position slightly under that and now need to add my next tranche. Since that time, however, they have raised their dividend and the share price is now around $7.30. The short term chart is fairly strong. The question is: what would now be an attractive entry point for my second tranche? Should I try and wait for a pull-back of some sort or just bite the bullet and proceed?
Thanks!!
Cheers,
Mike

Upvote 0

Read Answer Asked by Mike on July 14, 2023

• Hammerhead Energy Inc. (HHRS $20.24)
  • $20.24 Cap: $1.84B
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Q: What would your thoughts be on this upgrade today from RBC with a $13 price. Would you put a small % on this almost 1 billion dollar market cap?
Thanx Gary

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Read Answer Asked by Gary on July 14, 2023

• DRI Healthcare Trust (DHT.UN $15.94)
  • $15.94 Cap: $884M
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Q: Hi 5i team. Can I have your thoughts on this company as an investment. Recently it's gotten a few upgrades in its target price.
Thanks Ken

Upvote 0

Read Answer Asked by Ken on July 13, 2023

• Largo Inc. (LGO $1.30)
  • $1.30 Cap: $111M
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• Sangoma Technologies Corporation (STC $7.05)
  • $7.05 Cap: $238M
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• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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• CES Energy Solutions Corp. (CEU $10.72)
  • $10.72 P/E (TTM): 11.91X Cap: $2.27B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1.03B
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• Palantir Technologies Inc. (PLTR $171.25)
  • $171.25 P/E (TTM): 573.8X Cap: $414.74B
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Q: I am doing a portfolio clean up in my wife's RRSP. The following companies are all down. Please provide comments on add, keep, or sell and your suggested order in these actions.
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)

Thank you Gordo

Upvote 0

Read Answer Asked by gord on July 13, 2023

Q: VSOL they build SOLAR TOWERS Takes 1/6 the land space. Withstands Rain Ice, Snow Wind. Ideal for Industrial Sites and Small Suburbs . How many homes can it service ? What do you think. Buy a bit now ?They have one Tower in BC and one in Florida THE FUTURE ?? RAK

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Read Answer Asked by bob on July 13, 2023

• Cineplex Inc. (CGX $11.98)
  • $11.98 Cap: $771M
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Q: no one really talks about cineplex. is it risky at this point with what I would assume is a lot of debt and the operating efficiency post-pandemic is different? Do you see this as a takeover target if they can some how restructure their debt by doing so?

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Read Answer Asked by Eugene on July 12, 2023

• NuScale Power Corporation Class A (SMR $21.06)
  • $21.06 Cap: $6.28B
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Q: SMR $ 7.00 us has done a deal with Ontario Hydro Darlington Plant for 4 SMRs

Any other deals signed. what do you recommend . Buy a bit now ?

RAK

Upvote 0

Read Answer Asked by bob on July 12, 2023

• Cineplex Inc. (CGX $11.98)
  • $11.98 Cap: $771M
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Q: Could i have your thoughts on this company in particular the debt, are they making any headway in lowering their debt,also i just noticed their June numbers were back to 2019 pre pandemic level.Is their any hope for this or is loan servicing just too big an obstacle its too bad really considering the moat they have and the astronomical margins they must have on concessions.....Thanks

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Read Answer Asked by Greg on July 12, 2023

• Electrovaya Inc. (ELVA $6.49)
  • $6.49 P/E (TTM): 168.86X Cap: $266M
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Q: Would you please give me your thoughts on this company using the usual metrics? Thank you.

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Read Answer Asked by Steve on July 11, 2023

• ECN Capital Corp. (ECN $3.02)
  • $3.02 Cap: $850M
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Q: Can you provide any sort of update on this company. I understand that the strategic update in August could be interesting, however, what other catalysts could be on the horizon? How do you like the risk/reward scenario? Has there been insider buying? Would you take a starter position here?

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Read Answer Asked by Chris on July 11, 2023