Investment Q&A

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: I hold Air Canada stock and purchased it at 49.55 back in 2019. Not sure if it will ever return as its been almost of a year and is just laying there.
It represents .75% of my portfolio.
What is some advice you could give me.

Thank you,
John G.

Upvote 0

Read Answer Asked by John on February 16, 2021

• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: May I have your current opinion of $DOL.

Upvote 0

Read Answer Asked by Valter on February 16, 2021

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC
• Xebec Adsorption Inc. (XBC)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: AC or XBC: Which company has the best growth, long term and give some details on your preference, please. Risk is not a factor.
Thanks for your service

Upvote 0

Read Answer Asked by Ozzie on February 16, 2021

• Americas Technology Acquisition Corp. (ATA)
  • View ATA Profile
  • View Questions on ATA

Q: hi guys could you please explain status or ata offer for cft thanks as always

Upvote 0

Read Answer Asked by michael on February 16, 2021

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: CSU reported on Friday and beat on revenue but missed on earnings. Could you please comment on the results and your opinion as to how the market will react on Tues. Also how do you think the stock will perform over the next one to two Quarters. Thank you for all your help. Ian

Upvote 0

Read Answer Asked by Ian on February 16, 2021

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Please comment on earnings and view going forwards. Thanks

Upvote 0

Read Answer Asked by Ken on February 16, 2021

• Leon's Furniture Limited (LNF)
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: hello 5i:
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on February 16, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I have WAY too much Shopify in my TFSA only because I hate giving up on a winner! I bought some at under $200 but my average is $534. I know you like it and everywhere I look it's rated as a buy so it could fall a fair way before I'd pull the plug . Do you think it's wise to still sell some and if so can you suggest something to buy in my TFSA for a 5-7year hold.

Upvote 0

Read Answer Asked by Bonnie on February 16, 2021

• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: 1.5% position @ $64.27 plus $1.50 sp. div. $59.87 current price. What is an attractive price to add? Or u prefer DSG or others? Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on February 16, 2021

• Xebec Adsorption Inc. (XBC)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Dr Rao,CCO since 3/17, is leaving the co immediately & will be replaced in due course. What is happening & its impact? Thanks for u usual great services & views.

Upvote 0

Read Answer Asked by Peter on February 16, 2021

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi, Please comment on the President's Letter released today, informing of company's change of policy on future dividend payments and large VMS/Non VMS acquisitions. Thanks

Upvote 0

Read Answer Asked by rajeev on February 16, 2021

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi 5i
What is your opinion on the Letter to Shareholders just issued today.
Time to be concerned on Constellation’s future?
Thanks

Upvote 0

Read Answer Asked by Kathy on February 16, 2021

Q: Your thoughts on BAM's earnings report today...Thanks
Robert

Upvote 0

Read Answer Asked by robert on February 12, 2021

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Hi, Did you have a chance to listen to the 1st ever CC hosted by new Management of Sylogist on Wednesday ? If so, any comments.
Also, did you like the results ? Thanks

Upvote 0

Read Answer Asked by rajeev on February 12, 2021

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: thoughts on the quarter please?

Upvote 0

Read Answer Asked by blake on February 12, 2021

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Thoughts on the quarter please?

Upvote 0

Read Answer Asked by blake on February 12, 2021

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: KXS seems to be losing its momentum. It had been good for quite a while but now I am wondering if I should sell it and buy a more compelling company?

Thank you, Peter

Upvote 0

Read Answer Asked by Peter on February 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Bombardier in the news today. The stock is up 10% since your last report. Any thoughts on recent events with respect to DOO?

Upvote 0

Read Answer Asked by Dave on February 12, 2021

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks

Upvote 0

Read Answer Asked by Mary on February 12, 2021

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Would it make sense for both Couche Tard and Suncor to strike a deal for the former to take over the latter's retail gas stations? Would such a deal unlock value for Suncor, and at the same time be a meaningful addition to Couche Tard?

Upvote 0

Read Answer Asked by Doug on February 12, 2021