Investment Q&A

• 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: Was the secondary offering that huge? Stock down 8% now and continuing to head lower.

Upvote 0

Read Answer Asked by John on September 22, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: I’ve had eglx on my watch list, is it time to step in or is there something more fundamental at play with the current down draft in the companies stock price?
Thank you

Upvote 0

Read Answer Asked by Larry on September 22, 2021

• TFI International Inc - Ordinary Shares (TFII $86.53)
  • $86.53 P/E (TTM): 21.25X Cap: $7.17B
  • View TFII Profile
  • View Questions on TFII
• Americas Technology Acquisition Corp. (ATA)
  • View ATA Profile
  • View Questions on ATA

Q: I currently hold the following Industrial sector stocks: AC, CAE, MRS (very small position), WSP, XBC
Looking at adding ATA or TFII. Would you have a preference at this time and why ?
Many thanks.

Upvote 0

Read Answer Asked by Alexandra on September 21, 2021

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim

Upvote 0

Read Answer Asked by jim on September 20, 2021

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
  • View ATD Profile
  • View Questions on ATD

Q: Hi 5i, there have been a few questions lately, now mine, on companies having large volumes, sometimes corresponding moves. Is there any news on ATD? Today it traded almost 4x daily avg.

Thx.

Upvote 0

Read Answer Asked by Christopher on September 20, 2021

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Hi 5i,

I brought Real:CA for long time ago, in average around $27. Although I am a long term investment, but I am so upset for the everyday dropping. How many years do you think the company will back to positive?
Many thanks.

Upvote 0

Read Answer Asked by kwokwai on September 20, 2021

• Loblaw Companies Limited (L $56.50)
  • $56.50 P/E (TTM): 6.83X Cap: $67.17B
  • View L Profile
  • View Questions on L

Q: Why the pull back on loblaws

Upvote 0

Read Answer Asked by Ziaad on September 20, 2021

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Any reason for Magna's sharp drop yesterday (Sept. 16)?

Upvote 0

Read Answer Asked by chris on September 17, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 39.97X Cap: $9.87B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Would you continue to add to your position at this price level; going from a 21/2 position to 5% ?

Thanks

Upvote 0

Read Answer Asked by Don on September 17, 2021

Q: Hi 5i,
Huge volume om BAM stock today. Any insight?

Upvote 0

Read Answer Asked by JR on September 17, 2021

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 67.07X Cap: $11.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.

Upvote 0

Read Answer Asked by claudio on September 17, 2021

Q: From the growth portfolio (or possible contenders for it) which would be your top 3 or 4 choices to buy now?

Thank you

Upvote 0

Read Answer Asked by Delbert on September 17, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
  • View MRS Profile
  • View Questions on MRS

Q: In an answer to a question about MRS you stated that you are only willing to give it a short leash. What does that mean?

At what point would you sell or lighten up your position that is down over 50% from where it was recommended?

Upvote 0

Read Answer Asked by Rob on September 17, 2021

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
  • View GOOG Profile
  • View Questions on GOOG
• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 38.23X Cap: $35.12B
  • View XYL Profile
  • View Questions on XYL
• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL
• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.52B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.19X Cap: $1.91B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.96X Cap: $30.31B
  • View H Profile
  • View Questions on H
• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
  • View TEAM Profile
  • View Questions on TEAM
• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 39.97X Cap: $9.87B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 46.07X Cap: $1.20B
  • View RPD Profile
  • View Questions on RPD
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.41X Cap: $4.70B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 67.07X Cap: $11.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Upvote 0

Read Answer Asked by Keith on September 16, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
  • View MRS Profile
  • View Questions on MRS
• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: Hi,
I initiated small positions in EGLX and MRS a while back. Down 32% and 53% respectively so the small position is even smaller. Should I just be patient with these two? Or move the MRS portion to EGLX? Or vice versa? Or even getting out of them altogether and putting the funds in another name?
They are in my TFSA so no tax implications.
Thanks

Upvote 0

Read Answer Asked by Marco on September 16, 2021

• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 71.48X Cap: $31.20B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: From 5i's Income Portfolio, which top 3 companies will you rank as the best to invest in at the moment?

Upvote 0

Read Answer Asked by Eugene on September 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Your answer at the end of August was that XBC.CA was still worth holding. Now with it below $ 3.00 and a 80% loss is it still true. In other words irrespective of holdings is it a buy at its present price.

Upvote 0

Read Answer Asked by Thomas on September 16, 2021

Q: Given BAM's diversified nature, what would be the maximum % you would recommend holding? (I'm at 5% currently.)

Thank you.

Upvote 0

Read Answer Asked by Maureen on September 16, 2021

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Most of my portfolio is doing great but I am not happy with DND. I feel like it is stagnating in the $45-$50 range and those funds could be better used elsewhere. Can you suggest 4-5 other stocks to consider (CDN exchange)? Thanks

Upvote 0

Read Answer Asked by Dave on September 16, 2021

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I'm down 13.5% on MG in a non-registered account. Hold the course...take a tax loss now and re-purchase in 30 days..or take the hit and move on?

Thank you.

Upvote 0

Read Answer Asked by Maureen on September 16, 2021