Investment Q&A

• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.54X Cap: $1.12B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's

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Read Answer Asked by wilson on February 06, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?

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Read Answer Asked by Pat on February 03, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
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Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

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Read Answer Asked by Nhung on February 03, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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Q: Hi, TFI seems to have made a sharp move up recently and is now at all time highs after being range bound for the last year with a few buying dips sprinkled in. I don’t see any catalyst for this sudden move. No news recently and earnings are not out until Feb 6. I was comfortable buying in the 130’s but not so now. Is there a price range you would be comfortable with? Looking for your opinion. Many thanks.

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Read Answer Asked by Anthony on February 03, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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Q: TFII continues to move in the right direction. What are the big factors that keep the company performing so well? Is there anything that might negatively impact its movement? I have half position and thinking of buying but I am cautious it might fall back. Buy or wait for pull back?

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Read Answer Asked on February 03, 2023

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.5X Cap: $148.97B
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Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

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Read Answer Asked by victor on February 01, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.

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Read Answer Asked by Derek on February 01, 2023

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
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• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.59X Cap: $2.16B
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• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

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Read Answer Asked by Derek on January 27, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.04X Cap: $853M
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,

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Read Answer Asked by Rick on January 24, 2023

• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.24X Cap: $1.70B
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Q: Need to reduce weight in the Industrial sector. Which one would you suggest trimming or selling:

WSP and TFII (13% and 14% Gain)
SIS (33% Loss)

Thank you

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Read Answer Asked by Hali on January 20, 2023

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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• Bank of Montreal (BMO $184.56)
  • $184.56 P/E (TTM): 15.23X Cap: $130.83B
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• Manulife Financial Corporation (MFC $52.00)
  • $52.00 P/E (TTM): 16.17X Cap: $87.61B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
  • View CSU Profile
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• ATS Corporation (ATS $40.03)
  • $40.03 Cap: $3.92B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.9X Cap: $2.22B
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Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.

Upvote 0

Read Answer Asked by ALNOOR on January 20, 2023

• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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  • View Reports on TFII
• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.24X Cap: $1.70B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $65.98)
  • $65.98 P/E (TTM): 28.61X Cap: $148M
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $124.41)
  • $124.41 P/E (TTM): 34.29X Cap: $25.39B
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $6.10B
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Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.

Upvote 0

Read Answer Asked by Donna on January 17, 2023

• Northland Power Inc. (NPI $18.04)
  • $18.04 Cap: $4.71B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.24X Cap: $1.70B
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Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?

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Read Answer Asked by John on January 16, 2023

• Canadian National Railway Company (CNR $137.69)
  • $137.69 P/E (TTM): 18.71X Cap: $84.74B
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• Canadian Pacific Kansas City Limited (CP $99.56)
  • $99.56 P/E (TTM): 21.75X Cap: $89.68B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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Q: If you had to choose one of these stocks, which would you choose for long term hold and why?
Thx

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Read Answer Asked by Todd on January 16, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.6X Cap: $4.81B
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Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al

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Read Answer Asked by alex on January 09, 2023

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 37.92X Cap: $81.17B
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• Mosaic Company (The) (MOS $25.98)
  • $25.98 P/E (TTM): 6.86X Cap: $8.24B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.62)
  • $88.62 P/E (TTM): 19.29X Cap: $15.34B
  • View CCL.B Profile
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.32X Cap: $33.96B
  • View WSP Profile
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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• Agnico Eagle Mines Limited (AEM $265.89)
  • $265.89 P/E (TTM): 31.94X Cap: $133.66B
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• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.24X Cap: $1.70B
  • View SIS Profile
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• Acadian Timber Corp. (ADN $16.14)
  • $16.14 P/E (TTM): 19.16X Cap: $295M
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
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• Albemarle Corporation (ALB $161.29)
  • $161.29 Cap: $18.98B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Reliance Inc. (RS $308.83)
  • $308.83 P/E (TTM): 22.31X Cap: $16.14B
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• L3Harris Technologies Inc. (LHX $335.77)
  • $335.77 P/E (TTM): 34.99X Cap: $62.80B
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 58.15X Cap: $16.61B
  • View J Profile
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $6.10B
  • View BYD Profile
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• West Fraser Timber Co. Ltd. (WFG $92.36)
  • $92.36 Cap: $7.23B
  • View WFG Profile
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Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Upvote 0

Read Answer Asked by Gerry on January 09, 2023

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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Q: With the economy slowing down would you trim cyclical stocks like TFII? I have a 6% position at this time, well into profit. I may use some dry powder later if the market keeps on getting hammered. My current cash position is about 10%.

Thank you

Upvote 0

Read Answer Asked by Yves on January 03, 2023

• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $124.92B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
  • View DSG Profile
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  • View Reports on DSG
• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
  • View KXS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
  • View SHOP Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
  • View ATZ Profile
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  • View Reports on ATZ
• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
  • View TOI Profile
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Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

Upvote 0

Read Answer Asked by jim on December 15, 2022

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
  • View NVDA Profile
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• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 34.78X Cap: $243.56B
  • View CRM Profile
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.96X Cap: $13.94B
  • View TIH Profile
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  • View Reports on TIH
• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
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Q: NVDA or CRM or both?

TFII or TIH or both?

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Read Answer Asked by Gregory on December 09, 2022

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
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• TMX Group Limited (X $50.58)
  • $50.58 P/E (TTM): 30.61X Cap: $14.06B
  • View X Profile
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
  • View KXS Profile
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  • View Reports on KXS

Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks

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Read Answer Asked by Hali on December 08, 2022