Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: Would you consider Lightspeed an investment or speculation at this time?

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Read Answer Asked by Dan on November 04, 2022

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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Q: what are thoughts on earnings. are you still bullish as a top pick.

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Read Answer Asked on November 04, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?

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Read Answer Asked by Marty on November 04, 2022

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
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Q: Hi 5i,

Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.

Thx

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Read Answer Asked by Christopher on November 04, 2022

• Trisura Group Ltd. (TSU $38.14)
  • $38.14 P/E (TTM): 15.33X Cap: $1.80B
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Q: Can I please have your comments on Trisura's recently announced earnings. Do you see upside for this security? thank You.

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Read Answer Asked by Brian on November 04, 2022

• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 67.07X Cap: $11.65B
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Q: Please comment on earning report . Thanks.

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Read Answer Asked by Lai Kuen on November 04, 2022

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
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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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Q: Which of these two companies do you prefer to start a long term position in and why?

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Read Answer Asked by Sonny on November 04, 2022

• Compania Cervecerias Unidas S.A. (CCU $11.53)
  • $11.53 P/E (TTM): 12.97X Cap: $852M
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• Ardagh Metal Packaging S.A. (AMBP $3.63)
  • $3.63 Cap: $2.16B
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Q: Perhaps I am "bottom-feeding" a little too diligently; however, am I being too negative? Alternatively, can you suggest solid dividend-payers in this approximate space?

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Read Answer Asked by David on November 03, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: Hi,

Would you consider this a great opportunity to pick up more shares of LSPD knowing how much it tumbled after yesterday’s earnings?

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Read Answer Asked by Marco on November 03, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: Came you please give your amalysis of earnings especially of forward looking commentary.

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 03, 2022

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: Please comment on Q and going forward.Txs for u usual great services & views

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Read Answer Asked by Peter on November 03, 2022

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• TECSYS Inc. (TCS $33.75)
  • $33.75 P/E (TTM): 193.11X Cap: $500M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 67.07X Cap: $11.65B
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• D2L Inc. Subordinate Voting Shares (DTOL $17.60)
  • $17.60 P/E (TTM): 23.36X Cap: $965M
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Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".

Please provide 3 to 5 companies that meet the above response, thx.

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Read Answer Asked by Christopher on November 02, 2022

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Could you provide an update on A&W?
I bought it for income, your rating and the news that it had acquired the Canadian rights to Pret a Manger. I was recently in London, and Pret is a very strong brand, with outlets much expanded from several years ago.

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Read Answer Asked by Valerie on November 02, 2022

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!

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Read Answer Asked by M.S. on October 31, 2022

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: What does the market expect from Savaria this quarter?

Thx

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Read Answer Asked by blake on October 31, 2022

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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Q: When do they report 3rd q and what do you expect in earnings and revenue?

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Read Answer Asked by Terry on October 28, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Downward trend continues for PLC and I am considering tax loss sale. Do you have some level of confidence that it remains a good business and can recover in an improving economy?
Thanks

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Read Answer Asked by richard on October 28, 2022

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
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Q: Could you please provide an update on Premium Brands and it's current price action. Would you be adding to it now?
Thanks...Steve

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Read Answer Asked by Stephen on October 28, 2022

• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 15.42X Cap: $282.68B
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• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.36X Cap: $11.01B
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• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
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• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.8X Cap: $14.23B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.

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Read Answer Asked by Cheryl on October 28, 2022

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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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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• Miscellaneous (MISC)
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• Trisura Group Ltd. (TSU $38.14)
  • $38.14 P/E (TTM): 15.33X Cap: $1.80B
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• InMode Ltd. (INMD $15.27)
  • $15.27 Cap: $1.06B
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Q: Hi Everyone at 5i!!!
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara

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Read Answer Asked by Tamara on October 28, 2022