Investment Q&A

• Bank of Nova Scotia (The) (BNS $84.98)
  • $84.98 P/E (TTM): 16.71X Cap: $105.84B
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Q: Hello,
BNS has not been performing well, I'm wondering if it's time to swap out for another bank or would you suggest topping up back to a full position? What is your confidence like with this company? Thank you

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Read Answer Asked by Cory on August 08, 2023

• Bank of Nova Scotia (The) (BNS $84.98)
  • $84.98 P/E (TTM): 16.71X Cap: $105.84B
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Q: your thoughts about BNS.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.

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Read Answer Asked by Josh on August 08, 2023

• Trisura Group Ltd. (TSU $40.40)
  • $40.40 P/E (TTM): 16.21X Cap: $1.92B
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Q: Your comments on pre-released Operating Results please.

Thanks

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Read Answer Asked by Daniel on August 08, 2023

• Enbridge Inc. (ENB $65.68)
  • $65.68 P/E (TTM): 23.31X Cap: $143.96B
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Q: Can you comment on ENB quarterly results please.

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Read Answer Asked by Cheryl on August 08, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.81)
  • $55.81 Cap: $7.37B
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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 $5.26)
  • $5.26 Cap: $1.46B
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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 $47.69)
  • $47.69 P/E (TTM): 186.23X Cap: $12.23B
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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 $4,393.00)
  • $4,393.00 P/E (TTM): 112.85X Cap: $94.74B
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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 $40.40)
  • $40.40 P/E (TTM): 16.21X Cap: $1.92B
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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 $64.18)
  • $64.18 P/E (TTM): 10.86X Cap: $18.08B
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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 $4,393.00)
  • $4,393.00 P/E (TTM): 112.85X Cap: $94.74B
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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 $194.86)
  • $194.86 P/E (TTM): 80.15X Cap: $253.20B
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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 $242.16)
  • $242.16 P/E (TTM): 49.64X Cap: $110.39B
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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 $18.62)
  • $18.62 P/E (TTM): 6.25X Cap: $848M
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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 $194.86)
  • $194.86 P/E (TTM): 80.15X Cap: $253.20B
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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 $175.90)
  • $175.90 P/E (TTM): 84.92X Cap: $14.65B
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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 $10.28)
  • $10.28 Cap: $690M
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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 $20.90)
  • $20.90 P/E (TTM): 27.47X Cap: $1.49B
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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 $280.44)
  • $280.44 P/E (TTM): 46.51X Cap: $36.60B
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• CAE Inc. (CAE $37.46)
  • $37.46 P/E (TTM): 29.33X Cap: $11.88B
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• TMX Group Limited (X $55.02)
  • $55.02 P/E (TTM): 36.8X Cap: $15.28B
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• ATS Corporation (ATS $37.87)
  • $37.87 Cap: $3.64B
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• Kinaxis Inc. (KXS $190.03)
  • $190.03 P/E (TTM): 164.27X Cap: $5.37B
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• Thomson Reuters Corporation (TRI $242.16)
  • $242.16 P/E (TTM): 49.64X Cap: $110.39B
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• EQB Inc. (EQB $101.30)
  • $101.30 P/E (TTM): 10.39X Cap: $3.82B
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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 $82.96)
  • $82.96 P/E (TTM): 41.72X Cap: $133.82B
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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