Investment Q&A

• Sangoma Technologies Corporation (STC $8.15)
  • $8.15 Cap: $277M
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• TECSYS Inc. (TCS $34.08)
  • $34.08 P/E (TTM): 186.11X Cap: $495M
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Q: Hi, have both in my TFSA account, thinking of selling one of these, to lower my overall risk, would you have a preference on which to sell, and which to keep for long term.

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Read Answer Asked by Brad on March 01, 2022

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.54)
  • $80.54 P/E (TTM): 17.33X Cap: $13.47B
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• ATS Corporation (ATS $38.48)
  • $38.48 Cap: $3.72B
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Q: Can I get your comments on CCL.B quarter. I am wondering if a switch to ATA automated tooling might be a better choice for growth.
Keith

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Read Answer Asked by Keith on February 28, 2022

• Boyd Group Services Inc. (BYD $238.36)
  • $238.36 P/E (TTM): 462.13X Cap: $5.06B
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Q: In response to Pat yesterday about Byd you stated that the Company has been quiet on acquisitions. From recall in the last ER the Company mentioned that they would no longer release individual acquisitions, but release that quarterly with the earnings report. FWIW

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Read Answer Asked by Kelly on February 28, 2022

• Air Canada Voting and Variable Voting Shares (AC $18.90)
  • $18.90 P/E (TTM): 5.1X Cap: $5.62B
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Q: Hi 5i, do you think AC will ever become profitable? If yes, when please?

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Read Answer Asked by Ron on February 28, 2022

• NVIDIA Corporation (NVDA $174.88)
  • $174.88 P/E (TTM): 57.36X Cap: $4.31T
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.19B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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• Pinterest Inc. Class A (PINS $36.25)
  • $36.25 P/E (TTM): 12.52X Cap: $24.65B
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• Upstart Holdings Inc. (UPST $67.17)
  • $67.17 Cap: $6.44B
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Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential

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Read Answer Asked by cliff on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.95)
  • $6.95 P/E (TTM): 22.35X Cap: $743M
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Q: Thoughts on the quarter for FSZ.
Thanks
Rob

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Read Answer Asked by Robert on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.95)
  • $6.95 P/E (TTM): 22.35X Cap: $743M
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Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?

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Read Answer Asked by Randy on February 26, 2022

• Kinaxis Inc. (KXS $184.28)
  • $184.28 P/E (TTM): 157.17X Cap: $5.28B
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Q: What are your thoughts on building a long term position in KXS? Any other companies you prefer in this space?

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Read Answer Asked by Gary on February 25, 2022

• BRP Inc. Subordinate Voting Shares (DOO $89.47)
  • $89.47 Cap: $6.49B
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Q: How comfortable would you feel initiating a position in DOO giventhe current market and its negative trend? It looks like a steal to me.
Thank you

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Read Answer Asked by Karim on February 25, 2022

• Suncor Energy Inc. (SU $59.15)
  • $59.15 P/E (TTM): 12.39X Cap: $70.06B
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Q: Hi, Could you please help understand, why SU had been underperforming Energy sector, even on the days with a jump in Oil prices.

Thank You

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Read Answer Asked by rajeev on February 25, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.95)
  • $6.95 P/E (TTM): 22.35X Cap: $743M
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Q: Thoughts on FSZ for income? The dividend looks fabulous but I know that people often say a high dividend is a red flag. How safe is this company? What are the risks?

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Read Answer Asked by Carla on February 24, 2022

• Leon's Furniture Limited (LNF $28.75)
  • $28.75 P/E (TTM): 12.5X Cap: $1.98B
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Q: Could I get your view on the earnings. They have increased profit but seems the top line has stalled. Also a significant share buy back... What will shareholders be most focused on here?

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Read Answer Asked by Harry on February 24, 2022

Q: Firstly, what would you consider the current fair value of a BAM.A share to be, with consideration to the fact that rates are rising? Secondly, would you buy BAM.A at the current price or wait for a lower price given the negative momentum?

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Read Answer Asked by Stephen on February 24, 2022

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Can you tell me why Boyd Income Fund is doing so badly? Thank you.

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Read Answer Asked by Pat on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
  • $17.00 Cap: $2.32B
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Q: Hard call but much appreciate any input. Paid 38.$ For LSPD now nearing32$ .Would you consider doubling down or hold ,sell and move on? Thanks Larry

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Read Answer Asked by Larry on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
  • $17.00 Cap: $2.32B
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Q: What do you think about buying lightspeed right now?

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Read Answer Asked by Bernie on February 24, 2022

• Sylogist Ltd. (SYZ $7.55)
  • $7.55 Cap: $177M
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Q: Would you add to a half position today? Thanks.

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Read Answer Asked by Barbara on February 24, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
  • $86.57 P/E (TTM): 42.34X Cap: $10.01B
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Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.

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Read Answer Asked by Neeraj on February 24, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
  • $202.34 P/E (TTM): 80.6X Cap: $264.64B
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• goeasy Ltd. (GSY $208.48)
  • $208.48 P/E (TTM): 12.47X Cap: $3.36B
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Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.

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Read Answer Asked by Allan on February 22, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• WSP Global Inc. (WSP $285.25)
  • $285.25 P/E (TTM): 46.91X Cap: $37.60B
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• Descartes Systems Group Inc. (The) (DSG $140.05)
  • $140.05 P/E (TTM): 61.82X Cap: $12.14B
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• goeasy Ltd. (GSY $208.48)
  • $208.48 P/E (TTM): 12.47X Cap: $3.36B
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• Boyd Group Services Inc. (BYD $238.36)
  • $238.36 P/E (TTM): 462.13X Cap: $5.06B
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Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?

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Read Answer Asked by David on February 22, 2022