Investment Q&A

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
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• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
  • View PBH Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
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Q: Hi,
Can you provide your top 3 picks for growth for my daughters RDSP.

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Read Answer Asked by Bob on August 23, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
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Q: I sold all my Kinaxis last week for considerable capital gain - Thank you. Should I re-enter now or wait in the expectation of lower prices? Rick.

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Read Answer Asked by Roderick on August 21, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.

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Read Answer Asked by Peter on August 17, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
  • View COV Profile
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  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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  • View Reports on CSU
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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  • View Reports on TSGI
• Parex Resources Inc. (PXT $17.92)
  • $17.92 P/E (TTM): 11.64X Cap: $1.72B
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• BRP Inc. Subordinate Voting Shares (DOO $98.23)
  • $98.23 Cap: $7.17B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $601M
  • View GUD Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
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  • View Reports on TOY

Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.

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Read Answer Asked by Brad on August 17, 2018

• Sun Life Financial Inc. (SLF $84.37)
  • $84.37 P/E (TTM): 21.0X Cap: $47.02B
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• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
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• NFI Group Inc. (NFI $13.47)
  • $13.47 Cap: $1.56B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.20B
  • View MG Profile
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• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
  • View PBH Profile
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• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $601M
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
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  • View Reports on TOY

Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael

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Read Answer Asked by Michael on August 17, 2018

• TELUS Corporation (T $18.28)
  • $18.28 Cap: $28.29B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.45B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi All at 5i! My niece has accumulated $10,000 and has a 15 to 20 year horizon. Could you please suggest two income and growth and two growth stocks that would make up a good core holding for that time frame ? Cheers, Tamara

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Read Answer Asked by Tamara on August 16, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Could I have your top 3-5 Canadian stock recommendations (any sector, growth focus although dividend would be nice) for a RESP? Present value is $30k with about 50% in US/EAFE ETFs, and 10% in XIC. The rest is in Canadian banks, utilities, telecoms. No withdrawals needed for 12 yrs.

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Read Answer Asked by Michael on August 16, 2018

• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
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Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

Upvote 0

Read Answer Asked by Joseph on August 13, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Methanex Corporation (MX $49.38)
  • $49.38 P/E (TTM): 11.96X Cap: $3.76B
  • View MX Profile
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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  • View Reports on TSGI
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
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  • View Reports on GC
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
  • View PBH Profile
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  • View Reports on PBH
• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Good morning 5i,

Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?

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Read Answer Asked by Michael on August 10, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Toronto-Dominion Bank (The) (TD $116.04)
  • $116.04 P/E (TTM): 9.75X Cap: $198.10B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $116.65B
  • View BNS Profile
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• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
  • View BCE Profile
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
  • View ENB Profile
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• TC Energy Corporation (TRP $75.70)
  • $75.70 P/E (TTM): 23.31X Cap: $78.80B
  • View TRP Profile
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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  • View Reports on TSGI
• NFI Group Inc. (NFI $13.47)
  • $13.47 Cap: $1.56B
  • View NFI Profile
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  • View Reports on NFI
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• BlackBerry Limited (BB $5.65)
  • $5.65 Cap: $3.45B
  • View BB Profile
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• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.20B
  • View MG Profile
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  • View Reports on MG
• Open Text Corporation (OTEX $47.62)
  • $47.62 P/E (TTM): 17.42X Cap: $11.84B
  • View OTEX Profile
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• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $601M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
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Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan

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Read Answer Asked by Daniel on August 09, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
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  • View Reports on KXS

Q: Please enlighten me on my confusion.KXS had "so so" results & yet it rallied to new high today, naturally most welcomed.Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 09, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I would like to add two growth stocks to my TFSA. I would appreciate 3 suggestions to choose from. Thanks for a great service. Dan

Upvote 0

Read Answer Asked by Danny-boy on August 07, 2018

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

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Read Answer Asked by Francisco on August 07, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 03, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

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Read Answer Asked by lori on August 03, 2018

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?

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Read Answer Asked by Jeff on August 03, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
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  • View Reports on KXS

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

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Read Answer Asked by Valter on August 03, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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  • View Reports on PHO
• Dollarama Inc. (DOL $203.43)
  • $203.43 P/E (TTM): 43.73X Cap: $55.03B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Aurora Cannabis Inc. (ACB $6.33)
  • $6.33 Cap: $349M
  • View ACB Profile
  • View Questions on ACB
• Global X Marijuana Life Sciences Index ETF (HMMJ $8.15)
  • $8.15 P/E (TTM): 11.2X Cap: $51M
  • View HMMJ Profile
  • View Questions on HMMJ

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Upvote 0

Read Answer Asked by Enzo on August 01, 2018

• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Can you tell me why there was a big drop in the share price of Kinaxis yesterday?

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Read Answer Asked by William on July 31, 2018