Investment Q&A

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.88)
  • $56.88 Cap: $7.57B
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Q: Hi 5i,
Can you help explain why the BIPC.TO P/B ratio on your web site says the ratio is a negative value of -4.44? Do you think this ratio is very practical to assess valuation?

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Read Answer Asked by Ian on August 08, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.50)
  • $5.50 Cap: $1.49B
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Q: Hi team,

Can you comment on the quarter?

Thanks

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Read Answer Asked by David on August 05, 2023

• Lumine Group Inc. (LMN $53.89)
  • $53.89 Cap: $13.39B
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Q: Your thoughts please on the quarter?

Thx

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Read Answer Asked by blake on August 05, 2023

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
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Q: this is a more technical question but CSU just announced today that some existing shareholders can elect to buy debentures. Can you help us understand what that means and also how will this be offered to us: through our brokers?

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Read Answer Asked by Eugene on August 05, 2023

• Trisura Group Ltd. (TSU $44.32)
  • $44.32 Fwd P/E: 19.26X Cap: $2.09B
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Q: Trisura pre-announced Q2 results and markets don't appear to like results....your thoughts on EPS announcement...in-line? with analysts, and why would they pre-announce???,,,,do you still like company...or should I settle down and wait for actual Q results on 10 August, thanks, jb

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Read Answer Asked by John on August 04, 2023

• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.78B
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Q: Your thoughts please on the quarter?

Thx

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Read Answer Asked by blake on August 04, 2023

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
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Q: Hi, What are your thoughts/mechanics on the rights issue of new Constellation debentures ? Do you consider it as a good income investment ? Thanks

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Read Answer Asked by rajeev on August 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
  • $174.36 Fwd P/E: 104.25X Cap: $226.21B
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Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

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Read Answer Asked by rajeev on August 03, 2023

• Thomson Reuters Corporation (TRI $287.16)
  • $287.16 Fwd P/E: 43.94X Cap: $129.58B
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Q: Why the big move today?

Thanks


Sheldon

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Read Answer Asked by Sheldon on August 03, 2023

• Alaris Equity Partners Income Trust (AD.UN $19.14)
  • $19.14 Fwd P/E: 4.67X Cap: $879M
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Q: Hello,
I would value your thoughts regarding Alaris Equity Partners latest results, as well as your thoughts on the longer term prospects for this entity. Do you believe that unit holders are likely to see either appreciation in the price of the units or any potential increase in the rate of annual dividend distributions going forward?
Thank you!

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Read Answer Asked by Richard on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
  • $174.36 Fwd P/E: 104.25X Cap: $226.21B
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Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

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Read Answer Asked on August 03, 2023

• Topicus.com Inc. (TOI $194.70)
  • $194.70 Fwd P/E: 98.05X Cap: $24.62B
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Q: Does Toi report its Q on Aug 3.What are the estimates for Eps & Rev. Txs for u usual great services and views

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Read Answer Asked by Peter on August 03, 2023

• Dye & Durham Limited (DND $9.44)
  • $9.44 Cap: $628M
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Q: Is DND worth holding. Its underwater. Any chance of a recovery?

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Read Answer Asked by Margot on August 02, 2023

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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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 August 02, 2023

• WSP Global Inc. (WSP $288.96)
  • $288.96 Fwd P/E: 52.16X Cap: $37.70B
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• CAE Inc. (CAE $39.96)
  • $39.96 Fwd P/E: 31.98X Cap: $12.79B
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• TMX Group Limited (X $56.48)
  • $56.48 Fwd P/E: 34.64X Cap: $15.50B
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• ATS Corporation (ATS $42.94)
  • $42.94 Cap: $4.17B
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• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 434.04X Cap: $5.67B
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• Thomson Reuters Corporation (TRI $287.16)
  • $287.16 Fwd P/E: 43.94X Cap: $129.58B
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• EQB Inc. (EQB $102.07)
  • $102.07 Fwd P/E: 10.48X Cap: $3.91B
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Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.

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Read Answer Asked by Lin on August 02, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.40)
  • $83.40 Fwd P/E: 44.39X Cap: $136.29B
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Q: I tried to see the long term chart of BAM, but the chart will not go back further than Dec 2022, why ?, there was a change in symbol ?
thanks, is BAM the only way to invest in BAM conglomerate or there are other options ?

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Read Answer Asked by Alejandro (Alex) on August 02, 2023

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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• Topicus.com Inc. (TOI $194.70)
  • $194.70 Fwd P/E: 98.05X Cap: $24.62B
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Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

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Read Answer Asked by Ken on August 01, 2023

• Mullen Group Ltd. (MTL $13.83)
  • $13.83 Fwd P/E: 12.16X Cap: $1.23B
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• Russel Metals Inc. (RUS $44.75)
  • $44.75 Fwd P/E: 17.07X Cap: $2.56B
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• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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• Exchange Income Corporation (EIF $65.57)
  • $65.57 Fwd P/E: 26.63X Cap: $3.36B
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• Wajax Corporation (WJX $23.32)
  • $23.32 Fwd P/E: 12.24X Cap: $507M
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• Doman Building Materials Group Ltd. (DBM $8.66)
  • $8.66 Fwd P/E: 12.06X Cap: $759M
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Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

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Read Answer Asked by Ken on August 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi team,

Can you give your thoughts on the quarter?

Thanks

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Read Answer Asked by David on August 01, 2023

• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.49X Cap: $33.77B
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• Capital Power Corporation (CPX $60.50)
  • $60.50 Fwd P/E: 12.66X Cap: $8.23B
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Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

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Read Answer Asked by Mark on August 01, 2023