Investment Q&A

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 23.02X Cap: $6.76B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What do you think of PKI earnings. On surface, they look good. how should price react?

Upvote 0

Read Answer Asked on May 05, 2023

• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

Upvote 0

Read Answer Asked by ANDREW on May 05, 2023

• Trisura Group Ltd. (TSU $38.14)
  • $38.14 P/E (TTM): 15.48X Cap: $1.80B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

Upvote 0

Read Answer Asked by Daniel on May 05, 2023

• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.39X Cap: $1.94B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on May 05, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
  • $6.26 Cap: $1.74B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: The market doesn't seem to like Q1. Could you provide your thoughts on their results and if it changes anythings on your appreciation.

Thanks

Upvote 0

Read Answer Asked by Daniel on May 05, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Would Shopify still be a buy even after today's big increase, thanks?

Upvote 0

Read Answer Asked by Pat on May 05, 2023

• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.83B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Your observations on todays earnings please.

Upvote 0

Read Answer Asked by Mike on May 05, 2023

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.64X Cap: $36.39B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.75X Cap: $12.72B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Badger Infrastructure Solutions Ltd. (BDGI $65.01)
  • $65.01 P/E (TTM): 27.93X Cap: $2.18B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Would you buy NVEI here or is it too expensive?

Upvote 0

Read Answer Asked by Pamela on May 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Shopify Inc. (SHOP $151.02)
  • $151.02 P/E (TTM): 94.38X Cap: $214.04B
  • View SHOP Profile
  • View Questions on SHOP

Q: Hi - please share your view on the earnings and new direction. Thank you

Upvote 0

Read Answer Asked by TOM on May 04, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Hi 5i team,
Is ATZ still a hold? Is it just the predicted lower margins that there is a fuss?
Andrew

Upvote 0

Read Answer Asked by Andrew on May 03, 2023

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Your thoughts on kxs recent quarter? Thanks.
Robert

Upvote 0

Read Answer Asked by Robert on May 03, 2023

• Docebo Inc. (DCBO $37.37)
  • $37.37 P/E (TTM): 39.86X Cap: $1.10B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• D2L Inc. Subordinate Voting Shares (DTOL $17.60)
  • $17.60 P/E (TTM): 23.41X Cap: $1B
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL

Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

Upvote 1

Read Answer Asked by Daniel on May 03, 2023

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.74X Cap: $2.57B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

Upvote 0

Read Answer Asked by James on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

Upvote 0

Read Answer Asked by Steven on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Can you comment on the just released ATZ results on May 2?

Upvote 0

Read Answer Asked by Kim on May 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: What is expected after the bell? What will you be looking for specifically - how they are managing inventory? Thanks

Upvote 0

Read Answer Asked by Gunther on May 02, 2023

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $493M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: what's your current opinion on DND ? Thank you.
Fooklin

Upvote 0

Read Answer Asked by Fooklin on May 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad

Upvote 0

Read Answer Asked on May 02, 2023

• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.13B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 80.34X Cap: $6.28B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $76.20)
  • $76.20 P/E (TTM): 20.21X Cap: $4.63B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Your thoughts on H & R as a long term hold for income, thanks

Upvote 0

Read Answer Asked by Ken on May 02, 2023