Investment Q&A

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.92)
  • $10.92 Cap: $2.17B
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Q: Your thoughts going forward on DNTL?

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Read Answer Asked by Dana on November 16, 2021

• Vitalhub Corp. (VHI $9.15)
  • $9.15 P/E (TTM): 180.0X Cap: $577M
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Q: Comments on earnings and your opinions going forward.
Thank you

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Read Answer Asked by Marty on November 16, 2021

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $205.54)
  • $205.54 P/E (TTM): 67.37X Cap: $10.41B
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Q: Comments please on CIGI's latest quarterly results.

Thanks, Tim.

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Read Answer Asked by tim on November 03, 2021

• GlobalFoundries Inc. (GFS $33.05)
  • $33.05 Cap: $18.89B
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Q: Would you recommend investing in GlobalFoundries, which IPO’d recently? I wonder how it compares to others in the semiconductor space, like NVDA, ASML, AMAT, TSM and LRCX. I understand it is a spin-off of the manufacturing portion of AMD.

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Read Answer Asked by Alfred on November 02, 2021

• Anaergia Inc. (ANRG $2.43)
  • $2.43 Cap: $413M
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Q: Nice spike today to 25...yours thoughts please on the latest news?

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Read Answer Asked by adam on October 29, 2021

• Robert Half Inc Com (RHI $26.67)
  • $26.67 P/E (TTM): 17.84X Cap: $2.79B
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• Canadian National Railway Company (CNR $134.81)
  • $134.81 P/E (TTM): 18.38X Cap: $82.97B
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• TFI International Inc. (TFII $120.28)
  • $120.28 P/E (TTM): 22.18X Cap: $9.89B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $72.79)
  • $72.79 P/E (TTM): 9.63X Cap: $1.09B
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• ManpowerGroup (MAN $28.64)
  • $28.64 Cap: $1.33B
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Q: People seem to have varied views concerning the causes of the supply chain disruptions including covid, lack of longshoremen, lack of truck drivers, etc. Do you see any companies benefiting from this; perhaps on the transportation side such as CNR, TFII, or CJT ? Or any other industries?
Thanks for your insights.
Ian

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Read Answer Asked by Ian on October 19, 2021

• Haivision Systems Inc. (HAI $4.91)
  • $4.91 Cap: $134M
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Q: Given the nature of its business, video-streaming, and the ongoing pandemic, what might one expect for the next reporting period? What is its rank in the sector? Thank you.

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Read Answer Asked by Gayle on October 07, 2021

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: Hi Guys
What do you think of this company, I don't really understand their technology, but the way I read it, it has been "derisked", because they are going into human trails, is this a case of it been binary, if it works it will have good upside, if it fails, its goodbye Charlie

Thanks

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Read Answer Asked by auftar on September 28, 2021

• goeasy Ltd. (GSY $122.95)
  • $122.95 P/E (TTM): 8.98X Cap: $1.97B
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• Insight Enterprises Inc. (NSIT $90.06)
  • $90.06 P/E (TTM): 20.95X Cap: $2.80B
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• iRobot Corporation (IRBT $1.95)
  • $1.95 Cap: $62M
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• Rent-A-Center Inc. (RCII)
  • P/E (TTM): 83.7X Cap: $1.50B
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• Stewart Information Services Corporation (STC $72.91)
  • $72.91 P/E (TTM): 20.19X Cap: $2.04B
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• Digital Turbine Inc. (APPS $5.05)
  • $5.05 Cap: $566M
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• Piper Sandler Companies (PIPR $328.26)
  • $328.26 P/E (TTM): 27.7X Cap: $5.80B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Mitek Systems Inc. (MITK $8.97)
  • $8.97 P/E (TTM): 27.41X Cap: $409M
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Q: looking for growth companies over the next 1-2 years. Could you pls select the top five and place in order of rank

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Read Answer Asked by Howie on September 09, 2021

• Dominion Lending Centres Inc. (DLCG $10.00)
  • $10.00 Cap: $777M
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Q: Hello,last week this company had 2 upgrades by analysts one for 6.00 and 6.75with the average rec being $6.75 which would indicate almost a 100% gain,the stock is very thinly traded and really did nothing on this news,do you think there is value here for a 1-3 year hold more if it hits this target,could i get your thoughts on this company and any near term catalysts...thanks as always

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Read Answer Asked by Greg on September 01, 2021

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: What does 5i think about Quorum's Q2 report and current stock valuation for being a SaaS Company?

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Read Answer Asked by Charles on August 30, 2021

• EnWave Corporation (ENW $0.39)
  • $0.39 Cap: $46M
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Q: Do you think their deal with Dole is material to their prospects?

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Read Answer Asked by Mike on August 30, 2021

• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.54B
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Q: Hi, could you please comment on AQN’s earnings release. Thanks.

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Read Answer Asked by Gary on August 17, 2021

• Waste Connections Inc. (WCN $236.89)
  • $236.89 P/E (TTM): 69.83X Cap: $61.01B
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Q: Hi 5i team, will you buy for long term and why? Thanks for great insight always.

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Read Answer Asked by victor on August 17, 2021

• Docebo Inc. (DCBO $31.10)
  • $31.10 P/E (TTM): 30.33X Cap: $893M
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Q: Please comment on today's earnings and thoughts for this company going forward. Do you like it for growth or do you suggest other options.

Thanks

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Read Answer Asked by Greg on August 13, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 26.32X Cap: $1.98B
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Q: What is going on with TOY ? It moved up and then tanked. What do you predict for this stock?

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Read Answer Asked by brian on August 10, 2021

• Inari Medical Inc. (NARI)
  • Cap: $4.68B
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Q: Hello Peter and Team

Reading an article regarding Warren Buffett recommending this company.. Can you please provide your opinion and your insights as to whether this is a sell hold or buy and why.

Thanks for all you do

Gord

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Read Answer Asked by Gord on August 05, 2021

• Roper Technologies Inc. (ROP $449.50)
  • $449.50 P/E (TTM): 30.84X Cap: $48.38B
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• Constellation Software Inc. (CSU $3,343.01)
  • $3,343.01 P/E (TTM): 74.43X Cap: $70.84B
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• Descartes Systems Group Inc. (The) (DSG $116.99)
  • $116.99 P/E (TTM): 48.78X Cap: $10.05B
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• Teledyne Technologies Incorporated (TDY $501.23)
  • $501.23 P/E (TTM): 29.3X Cap: $23.53B
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• Tyler Technologies Inc. (TYL $467.64)
  • $467.64 P/E (TTM): 64.95X Cap: $20.07B
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• Boyd Group Services Inc. (BYD $217.11)
  • $217.11 P/E (TTM): 432.91X Cap: $6.04B
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• Topicus.com Inc. (TOI $128.90)
  • $128.90 P/E (TTM): 1083.28X Cap: $10.76B
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Q: CSU has been an amzing investment and thank you for your long standing recommendation. What would you consider the next most "CSU-like" company in terms of management and growth in any sector? Could you please provide one in Canada and one in US? Thanks so much. Please do not include TOI in your answer.

Upvote 1

Read Answer Asked by Danny-boy on August 05, 2021

• Sol Cuisine Ltd. (VEG $2.05)
  • $2.05 Cap: $111M
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Q: Will be the first to ask about this micro cap. Would you buy shares?

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Read Answer Asked by Jim on July 28, 2021

• Canfor Corporation (CFP $12.11)
  • $12.11 Cap: $1.43B
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• Interfor Corporation (IFP $7.70)
  • $7.70 Cap: $506M
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• Doman Building Materials Group Ltd. (DBM $8.83)
  • $8.83 P/E (TTM): 10.09X Cap: $773M
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Q: Thoughts/preferences regarding these stocks?
Thanks...

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Read Answer Asked by Bruce on July 26, 2021