Investment Q&A

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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Q: Can you please comment on TSU's latest earnings report? Would you be comfortable buying at the current stock price?
Thank you as always for your expertise.

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Read Answer Asked by Richard on May 15, 2023

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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Q: Please comment on the results for Trisura. Is this a good entry point to add to my position?

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Read Answer Asked by Dennis on May 15, 2023

• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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Q: Looks like great numbers for the quarter. What's you take on these numbers and where do you see TSU going from here?
Thanks.

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Read Answer Asked by Christopher on May 15, 2023

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: Can you comment on Sylogist quarterly earnings release and the drop in stock price. Would you buy sell or hold.

Thanks

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Read Answer Asked by Frank on May 15, 2023

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: The earnings estimates for CSU for 2023 ($81.51) and 2024 ($97.14) seem substantially higher than what was actually reported in 2022 ($24.18), 2021 ($14.65) 2020 ($20.59). What would explain the analysts estimating EPS over three times higher in 2023 compared to 2022?
Mike

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Read Answer Asked by michael on May 15, 2023

• 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: Disappointed with this stock performance. What are bears saying and what catalyst could help pivot with positive momentum?

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Read Answer Asked by Chris on May 12, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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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: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

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Read Answer Asked by Peter on May 12, 2023

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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• Brookfield Corporation Class A Limited (BN $65.93)
  • $65.93 P/E (TTM): 150.4X Cap: $98.62B
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Q: Both BN and SYZ reported. Comments with emphasis on what are impacts going forward. Good, bad or indifferent? Would you buy either of them now?

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Read Answer Asked on May 12, 2023

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: Good Morning

Your take please on the earnings from WELL, specifically the increase in Guidance and their profitability

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Read Answer Asked by Marty on May 12, 2023

• illumin Holdings Inc. (ILLM $1.55)
  • $1.55 Cap: $79M
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Q: Hello 5i.

Would appreciate your thoughts on ILLM:CA latest earnings.

It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.

Have held the company for a few years now and I am now considering selling my current position at a loss.

Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.

Thanks again as always. Appreciate the service.

Greg C.

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Read Answer Asked by GREGORY on May 12, 2023

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: SYZ earnings didn't look too bad, with pretty good revenue growth. The stock was down at the open but recovered by the close. What's your take on the quarter and on SYZ future prospects?

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Read Answer Asked by David on May 12, 2023

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Pason Systems Inc. (PSI $12.02)
  • $12.02 P/E (TTM): 12.8X Cap: $948M
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• Precision Drilling Corporation (PD $79.17)
  • $79.17 P/E (TTM): 11.41X Cap: $1.05B
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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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• Champion Iron Limited Ordinary Shares (CIA $3.87)
  • $3.87 P/E (TTM): 22.71X Cap: $2.06B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
  • $16.05 P/E (TTM): 81.21X Cap: $1.55B
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• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

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Read Answer Asked by Nizar on May 11, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Kelt Exploration Ltd. (KEL $6.96)
  • $6.96 P/E (TTM): 18.72X Cap: $1.38B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Acadian Timber Corp. (ADN $17.95)
  • $17.95 P/E (TTM): 22.48X Cap: $325M
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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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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• 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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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

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Read Answer Asked by Murray on May 11, 2023

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

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Read Answer Asked by Mary on May 11, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.67)
  • $6.67 P/E (TTM): 21.23X Cap: $711M
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Q: I'd appreciate your comments on FSZ's results released today and outlook. I noticed that you lowered your position and implied it is on its way out of your income portfolio. Do you see it as a SELL. While I hold it for the income, I'm also hoping that another company will take it over. Thanks for your help.

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Read Answer Asked by Earl on May 11, 2023

• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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Q: Your thoughts on the quarter please?

Thx

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Read Answer Asked by blake on May 11, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

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Read Answer Asked by Geoffrey on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Is this a buying opportunity after the sell off today?

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Read Answer Asked by Gary on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You

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Read Answer Asked by Herm on May 10, 2023

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: SJ reported this morning. Numbers looked good but in constant comparison, not quite as impressive but still up. What do you think? How should market react.

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Read Answer Asked on May 10, 2023