Investment Q&A

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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Q: your thoughts please on the quarter?

Thx

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Read Answer Asked by blake on May 24, 2023

• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Miscellaneous (MISC)
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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• EQB Inc. (EQB $101.38)
  • $101.38 P/E (TTM): 10.23X Cap: $3.88B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
  • $84.47 P/E (TTM): 40.67X Cap: $136.25B
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Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

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Read Answer Asked by Brett on May 24, 2023

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: why the 4.6% drop today?
Jeff

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Read Answer Asked by JEFF on May 24, 2023

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• EQB Inc. (EQB $101.38)
  • $101.38 P/E (TTM): 10.23X Cap: $3.88B
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Q: What is your favorite TSE sector for the rest of 2023 & 3 favorite stocks for price appreciation in that sector.

Thanks Richard

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Read Answer Asked by Richard on May 23, 2023

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: Any thoughts on WELL's new acquisition in Calgary?

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Read Answer Asked by Ummu on May 23, 2023

• 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: After its recent pop, Shop has been sitting in a range. Just consolidating before continuing on an upward trend? Or will it stay flat for the foreseeable future?
thanks

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Read Answer Asked by Leonard on May 22, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: Would you average down on Lightspeed at this level? Your comments are appreciated. Many thanks

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Read Answer Asked by Stella on May 19, 2023

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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Q: Hi, Could you please comment on ATS Corp results. Seems like a beat to consensus estimates revenue and adjusted earnings. Does it provide comfort for adding to an existing position ? Thanks

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Read Answer Asked by rajeev on May 18, 2023

• Enghouse Systems Limited (ENGH $22.78)
  • $22.78 P/E (TTM): 15.78X Cap: $1.25B
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Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent

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Read Answer Asked by Brent on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: What’s the thoughts on the quarter?

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Read Answer Asked by sean on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: LSPD has been gaining, any idea why?

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Read Answer Asked by stephen on May 18, 2023

• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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Q: In your monthly reports, you have been rating NFI as B. At the same time you have been advising against acquiring it at this bargain price because of high debt load. Could you please explain how do you rate the companies?

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Read Answer Asked by Ritwik on May 17, 2023

• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
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Q: Would you consider the recent pull back in TRI to be sufficient for an entry point or would you wait for completion of the share consolidation before purchase. Thanks

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Read Answer Asked by Greg on May 16, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Thoughts on Park Lawn earnings? Looks like misses across the board yet the stock is up 10% today?!?

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Read Answer Asked by Craig on May 16, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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Q: Can you comment on the quarterly earnings and guidance

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Read Answer Asked by Donald on May 16, 2023

• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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Q: Hi 5i, pls provide your analysis of their quarterly results and forward guidance. Also would you continue to buy/hold or sell and get into something better within the same sector. Thx.

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Read Answer Asked by Christopher on May 16, 2023

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

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Read Answer Asked by rajeev on May 16, 2023

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: Just a comment when a guest asks why the stock is going down in the day, and a lot of the time the answer is selling because the stock is up 60% this year, but this stock was bought was probably bought many 5i clients when it was recommended as a buy in the 8 dollar level two years, sometimes I wish 5i would say get out of this stock, sell, it is so over priced, you sare not investing, just gambling. I just feel that a lot of investors need more help when to be lest GRÈEDY.

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Read Answer Asked by eugene on May 16, 2023

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• EQB Inc. (EQB $101.38)
  • $101.38 P/E (TTM): 10.23X Cap: $3.88B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.

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Read Answer Asked by Tyler on May 15, 2023

• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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Q: Can you please comment on their recent financial results, along with your thoughts looking forward. It appeared to be pretty much a non event with the market. Thank You.

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Read Answer Asked by Walter on May 15, 2023