Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: In u answer on Sep 9,U stated that the selling shareholders of last deal extended lockup period for another 90days.Would it not be normal for the underwriters to support @ the $35 underwritten price(it closed @ $34.27).After deal close,the stock quickly went up to $47/48 level.So it is possible that the underwriters did a cover call to lock in the profits.Txs for u usual great services & views
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Read Answer Asked by Peter on September 17, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.00)
  • $6.00 P/E (TTM): 19.74X Cap: $639M
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Q: Hi 5i - would you be comfortable starting a 3% position in FSZ at todays price? It look like it has had a nice bounce off the bottom and pays a 8% yield? It would be a long term hold. Thanks, Neil

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Read Answer Asked by Neil on September 17, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: Hi Team,
Kindly comment on the announcement that Shopify is offering 1.9M new Class A Subordinate Voting Shares. What will be the impact on current shareholders and is it safe to assume the funds will be used to replenish some of the cash spent on its recent acquisition?
Thank you, Michael

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Read Answer Asked by Michael on September 16, 2019

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: With Purdue Pharma filing for bankruptcy, which Insys Therapeutics has already done, and Mallinckrodt likely to do so with the fallout from the opioid crisis, are there any assets there that GUD might be interested in acquiring?

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Read Answer Asked by Edgar on September 16, 2019

• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.36X Cap: $11.01B
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Q: is cpx a good buy now thanks

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Read Answer Asked by paul on September 16, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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Q: An analyst on BNN last week made a comment on CCL.B may be for sale and that MMM would be a good buyer. Are senior owners of Company thinking of selling ? Bob Kirvan

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Read Answer Asked by bob on September 16, 2019

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: Hello 5i,
I've done well with Shopify and Amazon with SHOP being up over 1000%. Lucky me!
They now collectively make up a little under 10% of my holdings. Everything I see says "better days ahead" so I don't mind holding on to them being a long term holder.
What do you think, is my exposure too concentrated?
Thanks in advance.

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Read Answer Asked by Gregory on September 16, 2019

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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Q: comments on the quarter please?

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Read Answer Asked by blake on September 16, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi, I am planning to initiate a position in AW-UN.TO, it has gone down approx. 10% in the last month. My expectation is to get an average annual return between 6-9% in the next 5 years. Do you think it is realistic ?
Do you think it's current valuation is interesting for a 5 years holding period ? Any other advice/comments on AW-UN.TO would be appreciate.

Thank you,

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Read Answer Asked by Luc on September 16, 2019

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
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• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
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Q: TFII is part funder of a $325m seed money of Forage,experts in cross border freight for Mexico & Canada.Your short comment please. The record date of ATD.B is splitting 2 for 1 is Sep 20.When is the day to buy to qualify? What % should I buy? Txs for u usual great services & views

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Read Answer Asked by Peter on September 16, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I noticed that my Boyd position has grown to 5.5% and it took a 3% hit Thursday . Is Boyd the type of stock that should be a 2-3% holding rather than 5% of a balanced portfolio - I was going to let it run up to 7% before trimming . Your thoughts please . Thanks

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Read Answer Asked by Thomas on September 13, 2019

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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Q: I have a 4% position in Enghouse which has been in my portfolio for about 3 years. What is view on this stock for its potential future growth. Thanks.

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Read Answer Asked by Gerry on September 13, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi 5i team:
I have planning to buy BYD , in view of the recent pull back, how "recession proof" is BYD (beta ?) and what would you say it is a good entry price .
thanks

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Read Answer Asked by Alejandro (Alex) on September 13, 2019

• Canadian Imperial Bank Of Commerce (CM $111.82)
  • $111.82 P/E (TTM): 13.54X Cap: $103.93B
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• Methanex Corporation (MX $50.42)
  • $50.42 P/E (TTM): 11.31X Cap: $3.39B
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Q: CIBC and Methanex both look cheap, with reasonable dividends, prices bottomed??? would you consider either or both a buy here? Or suggest better similar situations?? Thanks, Jim

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Read Answer Asked by jim on September 12, 2019

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: Is it time to add to my 3% pos.(p/p $17.28)?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: This is not a questions. I am sharing an article that I came across on the Motley Fool about LSPD . This might be of interest to some members. Post it if you think it is relevant.

Cheers,
Joseph

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Read Answer Asked by Joseph on September 12, 2019

• Methanex Corporation (MX $50.42)
  • $50.42 P/E (TTM): 11.31X Cap: $3.39B
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Q: Would methanex be a good candidate for tax loss selling? How much further could it be driven down (although, I see it may have turned a corner and swings around quite a bit)? Does it require a strong economy to do well?
Thank you.

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Read Answer Asked by Kat on September 12, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: $43.63 p/p,down 11% to a 2% position.Is it time to add some? Any news?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: I bought some SHOP @ $200. Should I consider ADDING some more now with the Drop to $440?

Thanks!

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Read Answer Asked by Austin on September 11, 2019

• Covalon Technologies Ltd. (COV $2.01)
  • $2.01 P/E (TTM): 26.12X Cap: $55M
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Q: May I ask your opinion of the repricing of the PP on Friday.? Can a retail investor take part in the offering?

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Read Answer Asked by Kelly on September 10, 2019