Investment Q&A

• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
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Q: Please comments CAE's earning. Would you initiate a position today for a long term holding? Thanks.

Upvote 3

Read Answer Asked by David on February 18, 2025

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.

Upvote 6

Read Answer Asked by Paul on February 18, 2025

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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Q: Hi there

Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?

Ok thanks!

Upvote 7

Read Answer Asked by Robert on February 18, 2025

• Definity Financial Corporation (DFY $72.49)
  • $72.49 P/E (TTM): 21.74X Cap: $8.39B
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• A & W Food Services of Canada Inc. (AW $38.14)
  • $38.14 P/E (TTM): 56.87X Cap: $915M
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Q: Hello,
What is your view on A W for long term investment as well as Definity Financial? Thanks very much

Upvote 4

Read Answer Asked by umedali on February 18, 2025

• Hemisphere Energy Corporation (HME $1.97)
  • $1.97 P/E (TTM): 5.57X Cap: $187M
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• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
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• Imperial Oil Limited (IMO $120.77)
  • $120.77 P/E (TTM): 12.93X Cap: $61.47B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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• International Petroleum Corporation (IPCO $25.81)
  • $25.81 P/E (TTM): 43.24X Cap: $2.92B
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Q: Hi 5I Team,

What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?

Thanks

Upvote 5

Read Answer Asked by Scott on February 14, 2025

• Cintas Corporation (CTAS $215.59)
  • $215.59 P/E (TTM): 49.12X Cap: $86.87B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
  • $27.30 P/E (TTM): 18.56X Cap: $643M
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• ABM Industries Incorporated (ABM $49.66)
  • $49.66 P/E (TTM): 38.29X Cap: $2.99B
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• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 434.57X Cap: $4.81B
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Q: Your thoughts on GDI please. Continue to hold?

Upvote 4

Read Answer Asked by Ross on February 14, 2025

• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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• Intact Financial Corporation (IFC $279.49)
  • $279.49 P/E (TTM): 22.78X Cap: $49.84B
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Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Upvote 5

Read Answer Asked by Rajiv on February 14, 2025

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: How were GSY's results vs expectations?

Upvote 11

Read Answer Asked by Michael on February 14, 2025

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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• Richelieu Hardware Ltd. (RCH $37.50)
  • $37.50 P/E (TTM): 23.81X Cap: $2.07B
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Q: Hi Guys

Wondering what your thoughts were on Russel Metals recent earning report. Also for a long term hold would you prefer Richelieu Hardware or Russel Metals?

Much thanks

Stuart

Upvote 3

Read Answer Asked by Stuart on February 13, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Hi 5i Team - When searching the symbol DEFI I get two results for Defi Technologies, one in Canada and one in the U.S. Does the one in Canada trade on the OTC and therefore would it be preferable to buy it on the U.S. exchange. There seems to be very little info on this company. Could you provide a summary of its operations and fundamentals including your opinion of its potential.

Upvote 6

Read Answer Asked by Rob on February 13, 2025

• BCE Inc. (BCE $25.49)
  • $25.49 P/E (TTM): 77.65X Cap: $23.77B
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Q: Can you explain your reasons for keeping BCE in the income portfolio?

Thanks

Upvote 6

Read Answer Asked by Stephen on February 13, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: SHOP was all over the map yesterday. Started premarket at $US 123, then down to 109 after results released, then rose through afternoon and closed at 123 on HUGE volume. I see this morning on TD there have been 14 analysts weighing in this week with 9 buys and 5 holds. Can you parse through all this and provide what you feel is happening now and will happen going forward. There is no doubt SHOP is the real thing but how does this translate to stock performance?

Upvote 12

Read Answer Asked on February 12, 2025

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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• Stantec Inc. (STN $153.25)
  • $153.25 P/E (TTM): 39.59X Cap: $17.48B
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• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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• Waste Connections Inc. (WCN $255.55)
  • $255.55 P/E (TTM): 75.93X Cap: $65.79B
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Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?

Upvote 6

Read Answer Asked by Gerry on February 12, 2025

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
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• Imperial Oil Limited (IMO $120.77)
  • $120.77 P/E (TTM): 12.93X Cap: $61.47B
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• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.64X Cap: $89.96B
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• Cenovus Energy Inc. (CVE $22.68)
  • $22.68 P/E (TTM): 14.91X Cap: $41.33B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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• MEG Energy Corp. (MEG $27.90)
  • $27.90 P/E (TTM): 6.17X Cap: $7.09B
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• Whitecap Resources Inc. (WCP $10.20)
  • $10.20 P/E (TTM): 6.88X Cap: $12.56B
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• Athabasca Oil Corporation (ATH $6.13)
  • $6.13 P/E (TTM): 6.7X Cap: $3.07B
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• Baytex Energy Corp. (BTE $2.95)
  • $2.95 P/E (TTM): 5.98X Cap: $2.26B
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• Tamarack Valley Energy Ltd. (TVE $5.49)
  • $5.49 P/E (TTM): 11.47X Cap: $2.78B
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Q: What CAD oil companies produce mostly light vs heavy oil.

Upvote 6

Read Answer Asked by Tim on February 12, 2025

• Intact Financial Corporation (IFC $279.49)
  • $279.49 P/E (TTM): 22.78X Cap: $49.84B
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Q: Could you please comment on Intact Financial earnings ? Were there any details about their liability estimates for L.A. wildfires ?

How is the current valuation and would you be comfortable to add some shares at current levels, for 3-5 years hold ?

Thank You

Upvote 3

Read Answer Asked by rajeev on February 12, 2025

• SOL Global Investments (SOL $0.07)
  • $0.07 Cap: $10M
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• Sol Strategies Inc. (HODL $9.30)
  • $9.30 Cap: $205M
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• DeFi Technologies Inc. (DEFI)
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Q: Hello

Beside s Grayscales Solana Trust "GSOL "
is 5i aware of other options to gain solana exposure via public equites ?

Upvote 3

Read Answer Asked by Brant on February 11, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Can you provide comments on just released results. They appear ok but pre market SHOP is down sharply. Did results meet your expectations? How do you see stock performance going forward?

Upvote 6

Read Answer Asked on February 11, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
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• Granite Real Estate Investment Trust (GRT.UN $81.87)
  • $81.87 P/E (TTM): 21.0X Cap: $4.96B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.

Upvote 6

Read Answer Asked by John on February 10, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Hi 5i
Can you please elaborate on this company.
It sounds quite interesting as a financial technology company.
I'm unsure how relative this space will be going forward.
Please enlighten.

Thanks
Cal

Upvote 7

Read Answer Asked by cal on February 10, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Hello
DEFI was recently added to 1 of your "Model Portfolios" and recommended for your members to purchase YET there is ZERO data on your platform... why ?

"There is no Share Information currently available for DEFI:CA"

Just curious how these alike small cap recommendations are initially sourced .. Heat Map Pop up on Bloomberg terminal or does 5i research analyst infact USE the Defi platform ? Pls advise

* not OWN as per 5is conflict of % policy

Upvote 3

Read Answer Asked by Brant on February 10, 2025