Investment Q&A

• Definity Financial Corporation (DFY $73.06)
  • $73.06 P/E (TTM): 22.1X Cap: $8.40B
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Q: Any new thinking on Definity…?Seems to be acting very well.Kim

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Read Answer Asked by Kim on April 11, 2022

• Diversified Royalty Corp. (DIV $3.62)
  • $3.62 P/E (TTM): 22.88X Cap: $614M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.23)
  • $14.23 P/E (TTM): 19.65X Cap: $386M
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• Rogers Sugar Inc. (RSI $6.34)
  • $6.34 P/E (TTM): 13.02X Cap: $812M
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Q: Happy Friday to all.

Your thoughts on these three stocks in terms of income, sustainability and growth potential.

Thanks very much and have a great weekend.

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Read Answer Asked by Dave on April 11, 2022

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $17M
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Q: CJR.B .. has made some meaningful contracts lately ... your assessment of buying at these levels ..thx

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Read Answer Asked by Bob on April 11, 2022

• Roots Corporation (ROOT $3.24)
  • $3.24 Cap: $125M
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Q: The daily volume (float) of shares bought/sold seems small. Does it make sense for management to be buying back shares reducing the float even more? What plans do you think Searchlight Capital Partners have for Roots...a creeping privatization?
Thanks,
Jim

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Read Answer Asked by James on April 11, 2022

• DGTL Holdings Inc. (DGTL $0.05)
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Q: Are you able to provide any comment on recent price movement on DGTL?

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Read Answer Asked by Sebastian on April 11, 2022

• Goodfood Market Corp. (FOOD $0.28)
  • $0.28 Cap: $30M
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Q: I would appreciate an updated outlook on Goodfood Markets. I note that the convertible debentures FOOD.PR.A (maturity Mar. 2027) have dropped 25% in the past 6 weeks. Does this indicate a serious risk of bankruptcy within 5 years?

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Read Answer Asked by Gregory on April 11, 2022

• Mogo Inc. (MOGO $2.58)
  • $2.58 Cap: $60M
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Q: mogo recently surged on a good earnings report and quickly fell for no apparent

reason. what am i missing?

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Read Answer Asked by terrance on April 11, 2022

• MCAN Mortgage Corporation (MKP $21.52)
  • $21.52 P/E (TTM): 11.89X Cap: $866M
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Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken

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Read Answer Asked by Ken on April 11, 2022

• Richelieu Hardware Ltd. (RCH $35.27)
  • $35.27 P/E (TTM): 23.44X Cap: $1.95B
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Q: Peter; I thought their numbers were excellent- what am I missing ? Thanks. Rod

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Read Answer Asked by Rodney on April 08, 2022

• Roots Corporation (ROOT $3.24)
  • $3.24 Cap: $125M
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Q: year end results came out today. This company may be on the mend. For what it's worth, my niece has been a store manager for over 10 years and she says the store activity is the best it has ever been.

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Read Answer Asked by Murray on April 08, 2022

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: performing well despite all the bad news re current events. what is your opinion going

forward?

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Read Answer Asked by terrance on April 07, 2022

• Sangoma Technologies Corporation (STC $8.49)
  • $8.49 Cap: $273M
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• Questor Technology Inc. (QST $0.57)
  • $0.57 Cap: $15M
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• Descartes Systems Group Inc. (The) (DSG $137.68)
  • $137.68 P/E (TTM): 60.43X Cap: $12.03B
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• Kinaxis Inc. (KXS $184.98)
  • $184.98 P/E (TTM): 157.17X Cap: $5.20B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.41)
  • $17.41 Cap: $2.34B
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• Topicus.com Inc. (TOI $161.71)
  • $161.71 P/E (TTM): 78.65X Cap: $13.47B
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Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

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Read Answer Asked by Neil on April 07, 2022

• K-Bro Linen Inc. (KBL $36.70)
  • $36.70 P/E (TTM): 21.12X Cap: $474M
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• Exco Technologies Limited (XTC $6.82)
  • $6.82 P/E (TTM): 10.95X Cap: $258M
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• Evertz Technologies Limited (ET $12.25)
  • $12.25 P/E (TTM): 15.5X Cap: $927M
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Q: Would you add to any of these shares? And if so in what order?
Thank you

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Read Answer Asked by Lois on April 07, 2022

• VersaBank (VBNK $17.10)
  • $17.10 P/E (TTM): 18.22X Cap: $542M
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Q: I see there hasn't been a question asked about Versa Bank since December, 2021. How is the bank doing now and where do you see it going in the future? What are your recommendations regarding Versa Bank as of April, 2022?
Thank you!

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Read Answer Asked by Mary Ellen on April 07, 2022

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Peter and His Wonder Team
Today CET sold new shares and raised about 23M. Please comment on the merits of this move and does it create a better future prognosis. In other words could this give the company more stability in the rising oil sector. Thank you...your insights are always helpful!

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Read Answer Asked by Ernest on April 06, 2022

• Field Trip Health Ltd. (FTRP)
  • P/E (TTM): -10.7X
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Q: Thoughts on this as a potential investment? Inside ownership? Level of debt? Sales?
Do they have any emerging technology?

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Read Answer Asked by Cory on April 06, 2022

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
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• ATS Corporation (ATS $38.84)
  • $38.84 Cap: $3.75B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.7X Cap: $262.91B
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• goeasy Ltd. (GSY $202.72)
  • $202.72 P/E (TTM): 12.57X Cap: $3.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $86.39)
  • $86.39 P/E (TTM): 43.82X Cap: $9.93B
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• WELL Health Technologies Corp. (WELL $4.70)
  • $4.70 Cap: $1.17B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.41)
  • $17.41 Cap: $2.34B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $161.71)
  • $161.71 P/E (TTM): 78.65X Cap: $13.47B
  • View TOI Profile
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Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks

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Read Answer Asked by Marco on April 05, 2022

Q: Hello,

Can I have your thoughts on the 1-3 year potential this stock? Thank you.

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Read Answer Asked by ANDY on April 05, 2022

• Wallbridge Mining Company Limited (WM $0.12)
  • $0.12 Cap: $131M
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Q: Good afternoon 5i team,

WM continues to perform poorly, what is your view of the stock at this time?
How important is the appointment of Tony Manuch as Chairman of the Board today?

Thanks,
George

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Read Answer Asked by George on April 05, 2022

• dynaCERT Inc. (DYA $0.14)
  • $0.14 Cap: $66M
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Q: This company has been on my radar for quite some time. Despite major enhancements to the manufactured product, unlimited pattons, dealerships throughout the world, & attracting major investors, most notably Eric Sprott, the company continues to struggle to get those products out to Market! I fully understand that Covid has contributed to some interruption. Studies keep showing that there is a desperate need for such a product in todays market place. Just looking at financial results for year ending 31/12/21 is both mind blowing & simply difficult to understand! Would really appreciate your comments on the latest financial results and your assessment on where you see this company going! Thank You in advance.

Stan

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Read Answer Asked by Stan on April 05, 2022