Investment Q&A

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: Hi 5i team,

Kindly suggest a replacement with a better growth profile than Parkland Corp for a 10+ year hold in a registered account. Preferably in the Consumer Cyclical or Industrial sector.

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Read Answer Asked by Fred on August 06, 2021

• QUALCOMM Incorporated (QCOM $158.01)
  • $158.01 P/E (TTM): 14.89X Cap: $170.49B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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• Veoneer Inc. (VNE $36.95)
  • $36.95 Cap: $4.13B
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Q: thoughts on the qyarter please

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Read Answer Asked by blake on August 06, 2021

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: please comment on KXS earnings

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Read Answer Asked by Aaron on August 06, 2021

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Hello, could you please comment on the results. Thanks

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Read Answer Asked by rajeev on August 06, 2021

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: Hi Team,

Can you comment on the Q?

Thanks!

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Read Answer Asked by David on August 06, 2021

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Any idea if TOI or CSU will issue a T5 for the spinout value of TOI shares?

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Read Answer Asked by Terry on August 06, 2021

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.

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Read Answer Asked by Walter on August 05, 2021

• Boyd Group Services Inc. (BYD $224.13)
  • $224.13 P/E (TTM): 434.57X Cap: $4.81B
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Q: Hi Team,

Can I please have your view on Boyd Group? The share price was lagged for past year and it finally starts moving up. Is this a good price to initial a position?

Thanks,

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Read Answer Asked by Irene on August 05, 2021

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: Your thoughts please on Stella's recent qtr? Buy, sell or hold?

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Read Answer Asked by Doug on August 05, 2021

• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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Q: Hi 5i, pls comment on NFI's 2qtr release, and your thoughts on their outlook, would you continue to hold it?

Thx.

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Read Answer Asked by Christopher on August 05, 2021

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx

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Read Answer Asked by Adam on August 05, 2021

• TMX Group Limited (X $55.93)
  • $55.93 P/E (TTM): 36.82X Cap: $15.55B
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Q: Can I please have your comments, analysis on the TMX group recently announced earnings. Do you see it as a good long term hold? Thank You.

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Read Answer Asked by Brian on August 05, 2021

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Hello Team,
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.

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Read Answer Asked by ANDREW on August 05, 2021

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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• Affirm Holdings Inc. (AFRM $79.49)
  • $79.49 Cap: $25.64B
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Q: Hi Team,
Yesterday I read a headline on bnn stating that Apple, Affirm to join to buy now, pay later for Canadian purchases. GSY is partnered with Affirm (the old paybright division). I thought it might be very bullish for business for GSY being partnered with affirm which is now teaming up with the giant Apple. Yet, there was no reaction today for GSY or affirm stock on the partnership today. Can you give your take on this, as to whether this is a potential catalyst for GSY or not? Thanks.

Shane.

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Read Answer Asked by Shane on August 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
  • $5.43 Cap: $1.50B
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Q: Thoughts on the recent quarter? Currently building a position in the name and looking at add at these level.

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Read Answer Asked by Sal on August 04, 2021

• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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Q: Hi 5i
I would appreciate your overview of the Topicus (TOI) and Vela Software purchase of CGG GeoSoftware business? Also, given TOI share of the purchase is 60% and Vela 40 is there %a potential roll out from Constellation of Vela to TOI in the future? Thanks

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Read Answer Asked by Gordon on August 04, 2021

• 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: Hi 5iTeam,

Please comment on how Amazon's recent deal with BigCommerce will impact on Shopify's operations.

Cheers,
H

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Read Answer Asked by Harry on August 03, 2021

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Constellation has had a really good run the last 2 months. And if you go back much longer it has doubled in the last 3 years which is impressive especially for a $40 billion market cap. company.

What are a couple things that could hurt Constellation's continuing price rise?

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Read Answer Asked by Dave on August 03, 2021

• Sonida Senior Living Inc Com (New) (CSU)
  • P/E (TTM): -0.5X Cap: $75M
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Q: Any accounting for the rise in price recently?

TIA

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Read Answer Asked by Gerald on August 03, 2021

• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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Q: Dear 5i
I have the kind of investment problem (if you can call it that) with one of my stocks in my unregistered account . TFII has gained 170% ( thanks to your recommendation ) and represents about 10% within that particular account . Typically you recommend rebalancing a stock once it gets over 10% . I am reluctant to sell any portion of the stock as i`m not keen on paying taxes on the capital gains but at the same time don`t want to feel like i`m gambling somewhat by leaving the full amount in the account of this stock . What would you suggest ??
Thanks
Bill C

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Read Answer Asked by Bill on August 03, 2021