Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.11B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 79.96X Cap: $6.33B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $76.20)
  • $76.20 P/E (TTM): 19.95X Cap: $4.61B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.12X Cap: $3.52B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Your thoughts on H & R as a long term hold for income, thanks

Upvote 0

Read Answer Asked by Ken on May 02, 2023

• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 21.99X Cap: $11.01B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: Can I get an update on the earnings released today? The last q&a in March seemed negative but the report this morning seems to be a marked improvement.
Thank you.

Upvote 0

Read Answer Asked by Martin on May 02, 2023

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.45X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 20.23X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Hi Peter,

We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?

Thank you

Debbie and Jerry

Upvote 0

Read Answer Asked by Jerry on May 02, 2023

• 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: On April 24 TIXT moved up considerably before dropping back down. The price went up about $2 before dropping back down. Something must have been rumoured to cause this type of jump. There does not seem to be any news to cause this type of move. Any ideas?

Upvote 0

Read Answer Asked by Mark on May 02, 2023

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 153.07X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: What are the expectations for eps & revenue for Q on May 3.Is this a good time to buy and what is a good enty point? Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on May 02, 2023

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 143.92X Cap: $9.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Your thoughts please.

Upvote 0

Read Answer Asked by Bill on May 02, 2023

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 27.71X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Long Time Holder of Savaria since you first covered. Holding Long Term. Last month strong uptick on SIS. Any news or reason

Upvote 0

Read Answer Asked by Barry on May 02, 2023

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 34.16X Cap: $115.70B
  • View AEM Profile
  • View Questions on AEM

Q: I noticed that you have increased AEM to a 4.0% weight. If someone is just starting to buy some now would you say it is best to start at a 2% weight and then increase or buy 4% now?

Thanks

Upvote 0

Read Answer Asked on May 01, 2023

• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.26X Cap: $187.41B
  • View TD Profile
  • View Questions on TD

Q: Tonight, I saw on TV that TD has become the target of short sellers.
Is this something to be worried about?

Upvote 0

Read Answer Asked by John on May 01, 2023

• Ecolab Inc. (ECL $272.08)
  • $272.08 P/E (TTM): 36.37X Cap: $77.16B
  • View ECL Profile
  • View Questions on ECL
• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 37.58X Cap: $35.12B
  • View XYL Profile
  • View Questions on XYL
• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 40.32X Cap: $17.47B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• American Water Works Company Inc. (AWK $142.98)
  • $142.98 P/E (TTM): 25.76X Cap: $27.89B
  • View AWK Profile
  • View Questions on AWK

Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

Upvote 0

Read Answer Asked by Ian on May 01, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

Q: Should I buy more , hold or sell.

Upvote 0

Read Answer Asked by Vinod on April 28, 2023

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 34.16X Cap: $115.70B
  • View AEM Profile
  • View Questions on AEM

Q: Thoughts on AEM earnings and future outlook. TY

Upvote 0

Read Answer Asked by Derek on April 28, 2023

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.45X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Hi - with WSP release date coming up May10th, what would be your expectations around the coming year? Do you think there is a strong chance that they at least re-affirm the current year expectations? Or do you worry that they are going to be the next in line to lower expectations? Or (crossing fingers) are you confident that their business outlook/backlog is strong? Thank you as always!

Upvote 0

Read Answer Asked by Doug on April 28, 2023

• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Hi Team,
What’s your thoughts on Ats share price currently? Is it a buy going into earnings or a bit risky at todays valuation? Share price seemed to be consolidating lately , but recently bouncing up some again now to new highs . What do you predict with upcoming earnings for the company? Do you still feel the company is set to be performing well for the foreseeable future?

Thanks
Shane

Upvote 0

Read Answer Asked by Shane on April 28, 2023

• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
  • View CS Profile
  • View Questions on CS
• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
  • View Questions on RIO

Q: What copper producer would be your recommended vehicle for a five year hold?

Upvote 1

Read Answer Asked by Drummond on April 27, 2023

• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.52B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 143.92X Cap: $9.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi All at 5i!!
I know it is comparing apples to oranges, but which of these two has a greater chance of solid short term growth ?
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on April 27, 2023

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.51X Cap: $2.54B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Can you tell us when GSY reports, and what the numbers might be.
Also, can you tell us if GSY is expected to increase earnings this year and next, or is this too difficult to accurately forecast with the changes from the budget.
Thanks

Upvote 0

Read Answer Asked by Greg on April 27, 2023

• 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

Q: Hi 5i,

LSPD keeps hitting more lows lately. Currently trading below IPO price. What is your opinion on opening a position here for a 1-3 year time-frame?

Thanks

Upvote 0

Read Answer Asked by Mia on April 27, 2023

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 20.23X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Hi Folks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,

Upvote 0

Read Answer Asked by JOHN on April 27, 2023

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 20.23X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?

Upvote 0

Read Answer Asked on April 26, 2023