Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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Q: Would Shopify still be a buy even after today's big increase, thanks?

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Read Answer Asked by Pat on May 05, 2023

• NFI Group Inc. (NFI $21.50)
  • $21.50 Cap: $2.56B
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Q: Your observations on todays earnings please.

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Read Answer Asked by Mike on May 05, 2023

• WSP Global Inc. (WSP $227.03)
  • $227.03 P/E (TTM): 30.47X Cap: $30.60B
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• Toromont Industries Ltd. (TIH $217.38)
  • $217.38 P/E (TTM): 35.81X Cap: $17.72B
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• Badger Infrastructure Solutions Ltd. (BDGI $78.36)
  • $78.36 P/E (TTM): 32.17X Cap: $2.64B
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Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor

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Read Answer Asked by Alnoor on May 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Would you buy NVEI here or is it too expensive?

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Read Answer Asked by Pamela on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Shopify Inc. (SHOP $127.67)
  • $127.67 P/E (TTM): 134.78X Cap: $166.57B
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Q: Hi - please share your view on the earnings and new direction. Thank you

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Read Answer Asked by TOM on May 04, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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Q: Hi 5i team,
Is ATZ still a hold? Is it just the predicted lower margins that there is a fuss?
Andrew

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Read Answer Asked by Andrew on May 03, 2023

• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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Q: Your thoughts on kxs recent quarter? Thanks.
Robert

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Read Answer Asked by Robert on May 03, 2023

• Docebo Inc. (DCBO $28.00)
  • $28.00 P/E (TTM): 14.88X Cap: $805M
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• D2L Inc. Subordinate Voting Shares (DTOL $9.49)
  • $9.49 P/E (TTM): 40.33X Cap: $515M
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Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

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Read Answer Asked by Daniel on May 03, 2023

• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

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Read Answer Asked by James on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

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Read Answer Asked by Steven on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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Q: Can you comment on the just released ATZ results on May 2?

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Read Answer Asked by Kim on May 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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Q: What is expected after the bell? What will you be looking for specifically - how they are managing inventory? Thanks

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Read Answer Asked by Gunther on May 02, 2023

• Dye & Durham Limited (DND $3.50)
  • $3.50 Cap: $235M
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Q: what's your current opinion on DND ? Thank you.
Fooklin

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Read Answer Asked by Fooklin on May 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad

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Read Answer Asked on May 02, 2023

• H&R Real Estate Investment Trust (HR.UN $10.58)
  • $10.58 Cap: $2.93B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.51)
  • $36.51 P/E (TTM): 28.75X Cap: $5.65B
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• Granite Real Estate Investment Trust (GRT.UN $93.20)
  • $93.20 Cap: $5.64B
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• InterRent Real Estate Investment Trust (IIP.UN $13.18)
  • $13.18 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
  • $13.72 P/E (TTM): 37.08X Cap: $3.95B
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Q: Your thoughts on H & R as a long term hold for income, thanks

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Read Answer Asked by Ken on May 02, 2023

• Capital Power Corporation (CPX $63.90)
  • $63.90 P/E (TTM): 80.89X Cap: $9.99B
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Q: Can I get an update on the earnings released today? The last q&a in March seemed negative but the report this morning seems to be a marked improvement.
Thank you.

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Read Answer Asked by Martin on May 02, 2023

• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
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Q: I've lost alot of money on this stock but it is gaining back some ground.
What is the outlook for this stock? Is it a good time to purchase more?

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Read Answer Asked by Brenda on May 02, 2023

• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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Q: What are the expectations for eps & revenue for Q on May 3.Is this a good time to buy and what is a good enty point? Txs for U usual great services & views

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Read Answer Asked by Peter on May 02, 2023

• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 30.79X Cap: $6.74B
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Q: Long Time Holder of Savaria since you first covered. Holding Long Term. Last month strong uptick on SIS. Any news or reason

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Read Answer Asked by Barry on May 02, 2023

• Agnico Eagle Mines Limited (AEM $249.67)
  • $249.67 P/E (TTM): 20.34X Cap: $125.08B
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Q: I noticed that you have increased AEM to a 4.0% weight. If someone is just starting to buy some now would you say it is best to start at a 2% weight and then increase or buy 4% now?

Thanks

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Read Answer Asked on May 01, 2023