Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.79X Cap: $11.26B
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• Enghouse Systems Limited (ENGH $20.96)
  • $20.96 P/E (TTM): 15.29X Cap: $1.15B
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• Kinaxis Inc. (KXS $179.00)
  • $179.00 P/E (TTM): 149.44X Cap: $5.07B
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Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?

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Read Answer Asked by David on June 06, 2022

• Miscellaneous (MISC)
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Q: I would like to add a number if 1 oz maple leaf coins we have to Basic Materials in Portfolio Analytics. Is this possible. Thank you -- Ian

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Read Answer Asked by Ian on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $89.43)
  • $89.43 Cap: $6.18B
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Q: With the release of their results and a possible downturn in the economy what are your views on this company over the medium term. Thanks.

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Read Answer Asked by Gerry on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $89.43)
  • $89.43 Cap: $6.18B
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Q: Gentlemen; Does Doo deserve a 10% haircut today post earnings this morning?

Ron P.

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Read Answer Asked by Ronald on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $89.43)
  • $89.43 Cap: $6.18B
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Q: Kindly comment on the DOO results and guidance just released. Thanks.

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Read Answer Asked by Victor on June 06, 2022

• Air Canada Voting and Variable Voting Shares (AC $17.71)
  • $17.71 P/E (TTM): 4.86X Cap: $5.20B
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Q: Hi Everyone at 5i! What are thoughts about Air Canada as a long term hold. I bought it during the pandemic in hopes that there would be a good surge in growth when things reopened . I recently read an article that the business travel end of the airline industry may not be so rosy because a lot of companies are going the more cost efficient Zoom route. With inflation and the cost of gas making travel more expensive recreationally, there may not be that quick come back. Your thoughts? Cheers, Tamara

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Read Answer Asked by Tamara on June 06, 2022

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
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Q: Besides the market in general, is there anything specific with KWesst that is causing it to go Ssouth? Is it a Sell or a Hold? Thanks

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Read Answer Asked by Charles on June 06, 2022

Q: Could you comment on the lift we see this week on whether it is sustainable or if it's a bear market bounce? And why?

Thank you

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Read Answer Asked by Delbert on June 06, 2022

• Harvest Healthcare Leaders Income ETF (HHL $7.44)
  • $7.44 P/E (TTM): 23.08X Cap: $1.50B
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Q: What is the Return of Cap. on this etf and where do I find this in future? thx

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Read Answer Asked by JAMES on June 06, 2022

• BlackRock Inc. (BLK $1,141.07)
  • $1,141.07 P/E (TTM): 28.42X Cap: $180.53B
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• Blackstone Inc. (BX $168.10)
  • $168.10 P/E (TTM): 47.48X Cap: $125.93B
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• Brookfield Asset Management Inc Class A Limited (BAM $55.76)
  • $55.76 P/E (TTM): 39.88X Cap: $91.22B
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Q: As a follow-up to Harry's question of June 2/22, can I ask why you rank the three companies as BAM, BX, BLK in that order? I own BLK and wonder what makes it the least attractive of the three. Thank you,

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Read Answer Asked by Doris on June 06, 2022

• Tourmaline Oil Corp. (TOU $61.29)
  • $61.29 P/E (TTM): 15.69X Cap: $22.48B
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• Birchcliff Energy Ltd. (BIR $5.80)
  • $5.80 P/E (TTM): 21.11X Cap: $1.56B
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• Coterra Energy Inc (CTRA $23.96)
  • $23.96 P/E (TTM): 11.31X Cap: $236M
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• Antero Resources Corporation (AR $34.98)
  • $34.98 P/E (TTM): 23.38X Cap: $10.36B
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Q: Can you give your opinion regarding natural gas in terms of price appreciation and can you recommend two US and two Canadian natural gas companies with good upside
Thanks

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Read Answer Asked by Indra on June 06, 2022

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Hi, I would appreciate if you can comment on their recent quarterly results. Also, any issues or concerns you have about Balance Sheet.

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Read Answer Asked by Harpinder on June 06, 2022

• Tourmaline Oil Corp. (TOU $61.29)
  • $61.29 P/E (TTM): 15.69X Cap: $22.48B
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• Birchcliff Energy Ltd. (BIR $5.80)
  • $5.80 P/E (TTM): 21.11X Cap: $1.56B
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Q: Which company has the most potential and which do you prefer.

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Read Answer Asked by don on June 06, 2022

• Great-West Lifeco Inc. (GWO $56.32)
  • $56.32 P/E (TTM): 14.0X Cap: $52.23B
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Q: Peter, would you buy power corp or great west life??? Div and safety a priority Thanks Ken

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Read Answer Asked by Ken on June 06, 2022

• Pinterest Inc. Class A (PINS $31.85)
  • $31.85 P/E (TTM): 11.9X Cap: $21.87B
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Q: I am currently down significantly on this company. I have a long term investment profile, and don't need the money anytime soon. However, I have noticed in your recent responses on this question you no longer add your disclaimer that 5i staff has a financial interest in it. Have you given up on this company? Is it time to put the remaining capital to work elsewhere, if so what are your current top recommendations as oversold. Thanks

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Read Answer Asked by Dan on June 06, 2022

• Amazon.com Inc. (AMZN $220.63)
  • $220.63 P/E (TTM): 33.87X Cap: $2.34T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.62)
  • $208.62 P/E (TTM): 84.24X Cap: $268.65B
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Q: Hi Team, what is the difference between buying before or after a split and which is better before or after. Thanks Nick

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Read Answer Asked by Nick on June 06, 2022

• SPDR Biotech ETF (XBI $101.39)
  • $101.39 P/E (TTM): 15.9X Cap: $5.74B
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Q: Hi 5i, Is it a good time to invest in a biotech ETF such as XBI? 5 to 10 year hold. Would you wait for the markets to stabilize?

Thanks

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Read Answer Asked by Donald on June 06, 2022

• Newmont Corporation (NEM $85.95)
  • $85.95 P/E (TTM): 15.21X Cap: $92.61B
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• Barrick Mining Corporation (ABX $47.00)
  • $47.00 P/E (TTM): 20.97X Cap: $77.98B
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• Skeena Resources Limited (SKE $25.60)
  • $25.60 Cap: $2.94B
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Q: Could you tell me what is happening With SKE. the stock price has dropped a lot in the two months ???
Thanks
Jim.

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Read Answer Asked by James on June 06, 2022

• CrowdStrike Holdings Inc. (CRWD $499.96)
  • $499.96 Cap: $123.06B
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Q: Appreciate your comments on recent fiancial results and your thoughts on future outlook. Thanks
John

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Read Answer Asked by John on June 06, 2022

• WELL Health Technologies Corp. (WELL $5.32)
  • $5.32 Cap: $1.30B
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Q: Since the market has no appetite for growth companies driven by acquisition, should we sell and invest in something else and wait for it to return.

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Read Answer Asked by Steve on June 06, 2022