Investment Q&A

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• Dollarama Inc. (DOL $193.05)
  • $193.05 P/E (TTM): 44.14X Cap: $53.51B
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• Descartes Systems Group Inc. (The) (DSG $137.61)
  • $137.61 P/E (TTM): 60.27X Cap: $12.02B
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• North West Company Inc. (The) (NWC $50.34)
  • $50.34 P/E (TTM): 17.98X Cap: $2.40B
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• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.77X Cap: $66.08B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.

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Read Answer Asked by Kevin on August 16, 2022

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X Cap: $1.22B
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• Roots Corporation (ROOT $3.20)
  • $3.20 Cap: $128M
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Q: Would you sell RECP today at a discount, or wait for the proposed buyout?
What about redirecting the proceeds towards purchasing Roots?

Thx

Upvote 1

Read Answer Asked by john on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.11)
  • $0.11 Cap: $17M
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Q: Hi 5i Team - Could you elaborate on the results of the voting at the recent AGM meeting of EGLX. Specifically how successful was Greywood, how many of the board members are now from Greywood and how might the new board be structured including the chair. Also any ideas on who the new CEO might be. In your opinion should the 'Greywood' influence be good for the company.
Thanks.

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Read Answer Asked by Rob on August 16, 2022

• Quarterhill Inc. (QTRH $1.12)
  • $1.12 Cap: $132M
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Q: please provide update on the latest earnings report for Quarterhill and comments on their outlook for 2022/23
Ed

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Read Answer Asked by ed on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.11)
  • $0.11 Cap: $17M
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Q: Please comment on Q2 results & going forward.Is it timely to add? Txs for u usual great services & views

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Read Answer Asked by Peter on August 16, 2022

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: What is your take on this company? The growth of users? The niche area and the possibilities going forward.

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Read Answer Asked by Stephen on August 16, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 21.23X Cap: $702M
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Q: Thoughts on the quarterplease?

Thx

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Read Answer Asked by blake on August 15, 2022

• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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Q: Could you comment on earnings, does growth look sustainable? A buy or what does one need to see in this company before we own it?

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Read Answer Asked by Harry on August 15, 2022

• Vermilion Energy Inc. (VET $10.53)
  • $10.53 Cap: $1.61B
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Q: Hi there, your thoughts on VET results would be greatly appreciated?

After the 2Q results, is this still a hold going forward?

Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?

Thanks!

Upvote 0

Read Answer Asked by Hussein on August 15, 2022

• Luminar Technologies Inc. (LAZR $1.94)
  • $1.94 Cap: $137M
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Q: THIS COMPANY SEEMS TO BE GRINDING SLOWLY TOWARDS BEING A SIGNIFICANT SUPPLIER OF DRIVER ASSIST TECHNOLOGY.
PLS. EVALUATE THEIR CURRENT POSITION AND THE DEVELOPMENT STAGE THEY NEED TO GET TO BEFORE YOU WOULD CONSIDER THEM INVESTABLE?
SECONDLY, DO THE WARRANTS OFFER ANY ADVANTAGE OVER THE COMMON STOCK?
THANKS, HUGH

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Read Answer Asked by Hugh on August 15, 2022

• Badger Infrastructure Solutions Ltd. (BDGI $57.15)
  • $57.15 P/E (TTM): 24.31X Cap: $1.93B
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Q: Comments on BDGI current results, please.

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Read Answer Asked by frank on August 15, 2022

• Alithya Group inc. Class A subordinate voting shares (ALYA $1.84)
  • $1.84 P/E (TTM): 46.0X Cap: $187M
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Q: What do you think of ALYA as an investment? How would you view the current valuation?

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Read Answer Asked by Michael on August 15, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Thoughts on the quarterly results, released today?
Thanks...Steve

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Read Answer Asked by Stephen on August 15, 2022

• Calian Group Ltd. (CGY $48.49)
  • $48.49 Cap: $550M
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Q: Can I please get 5iR thoughts on Calian Groups most recent quarterly results. Thanks … Cal

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Read Answer Asked by cal on August 15, 2022

• Velan Inc. Subordinate Voting Shares (VLN $15.00)
  • $15.00 P/E (TTM): 81.25X Cap: $325M
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Q: Thought I would accelerate the frequency of updates on Valens and ask for a current opinion.

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Read Answer Asked by Jim on August 15, 2022

• Pizza Pizza Royalty Corp. (PZA $16.26)
  • $16.26 P/E (TTM): 35.52X Cap: $542M
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Q: Can I have your thoughts on earnings? And are there any developments in the Mexico expansion? Thank-you.

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Read Answer Asked by Alex on August 15, 2022

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: xbc did report poor results. but I noticed their backlog increased. does this count for anything? if they were doing poorly, wouldn't new orders stop coming along and the backlog would decrease.

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Read Answer Asked on August 15, 2022

• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Hi,
What do you think of MTTR’s earnings release? The market seems to like it, for now anyway, but it is a risk on day. While it has negative cash flow, with over $500M cash and equivalents and no debt, is that likely sufficient to fund it until it starts making a profit?
Thanks again.

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Read Answer Asked by Dave on August 15, 2022

• Bragg Gaming Group Inc. (BRAG $3.82)
  • $3.82 Cap: $97M
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Q: Can you comment on BRAG latest earning?

Thanks,

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Read Answer Asked by Adam on August 15, 2022

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: Can you comment on these two companies latest quarterly earning?

Thanks

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Read Answer Asked by Adam on August 15, 2022