Investment Q&A

• Verde Agritech Ltd. Ordinary Shares (NPK)
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Q: Your comments on the Q1, 2023 earning report of NPK ,released on May 16,would be appreciated. Buy, sell or hold?

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Read Answer Asked by Dave on May 18, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Would you consider this a reasonable point at which to pick up some extra shares of Shopify to bring down average cost ?
Thank you

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Read Answer Asked by Alexandra on May 18, 2023

• ATS Corporation (ATS)
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Q: Hi, Could you please comment on ATS Corp results. Seems like a beat to consensus estimates revenue and adjusted earnings. Does it provide comfort for adding to an existing position ? Thanks

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Read Answer Asked by rajeev on May 18, 2023

• Enbridge Inc. (ENB)
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Q: Hi Peter
this stock has dropped about 5% in a week or so
is there any fundamental reason for it
I am looking for stocks for income and some appreciation in my rrif
have an existing position , can add
is $ 50 a good entry point? or you think I could wait for it to slide more?

thanks for your expert opinion
Michael
I am aware that 5i prefers ENB over TC energy

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Read Answer Asked by Michael on May 18, 2023

• Dye & Durham Limited (DND)
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Q: Hi,

What’s your take on Dye and Durham these days? It seems to continue to be out of favor with the market. Do you still see this company as a hold or is it better to move on from it? What would you prefer between DND and Lumine?

Thanks as always,
Jon

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Read Answer Asked by Jonathan on May 18, 2023

• Ferrari N.V. (RACE)
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Q: Hi, A follow-up to your response to Valtar’s recent question about the debt vs. cash flow for Race:

In Euros, RACE has net debt of E1.3B, vs rolling 12-month cash flow to March 31 of E1.3B.

In layperson language, could you comment on these numbers? I’m not sure how to interpret them. Thanks,

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Read Answer Asked by Doris on May 18, 2023

• Miscellaneous (MISC)
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• MGM Resorts International (MGM)
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• PENN Entertainment Inc. (PENN)
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• Boyd Gaming Corporation (BYD)
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• DraftKings Inc. (DKNG)
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Q: Are there any Canadian and/or American small to mid cap companies in the same field that Score was, that have the potential to do well over the next two to five years. Thanks.

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Read Answer Asked by Rob on May 18, 2023

• Enghouse Systems Limited (ENGH)
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Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent

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Read Answer Asked by Brent on May 18, 2023

• Emera Incorporated (EMA)
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Q: whats your thoughts about their recent earnings report? why the drop in SP?

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Read Answer Asked by adam on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What’s the thoughts on the quarter?

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Read Answer Asked by sean on May 18, 2023

• WELL Health Technologies Corp. (WELL)
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• Quipt Home Medical Corp. (QIPT)
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Q: Hi- would be interested in your analysis of Well vs. Qipt- if you had to choose one today for small cap healthcare

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Read Answer Asked by Scott on May 18, 2023

• Quisitive Technology Solutions Inc. (QUIS)
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Q: Could I get your take on the Q1?
Buy sell or hold?

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Read Answer Asked by Harry on May 18, 2023

• Allied Properties Real Estate Investment Trust (AP.UN)
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• Ravelin Properties REIT (SOT.UN)
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Q: what am i buying when i look at these 2 reits.. slate office reit seams compeling book value good buildings ?location tenants leases ap.un looks like a solid upgrade as a investor with a lack of information and iq. can you make it clear i understand the interest rates office space just thought their might be an opportunity werea company reit is punished with mutual funds etfsselling all office reits guilty by assocition.can you please give your most under appreciated stock in mining energy reits growth thanks!

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Read Answer Asked by cliff on May 18, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.

I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…

Thanks,

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Read Answer Asked by Doris on May 18, 2023

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Tesla Inc. (TSLA)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• ECN Capital Corp. (ECN)
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• WELL Health Technologies Corp. (WELL)
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• Topicus.com Inc. (TOI)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

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Read Answer Asked by Eric on May 18, 2023

• Dollar Tree Inc. (DLTR)
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• Dollar General Corporation (DG)
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• Datadog Inc. (DDOG)
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Q: 2 Questions :
1) Datadog recently came off of a bottom and is now on an upward move. What do you think of this company and would you initiate a position now ?
2) Which dollar store would you suggest owning ? DLTR or DG or none of them ?

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Read Answer Asked by Frank on May 18, 2023

• The Trade Desk Inc. (TTD)
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• Magnite Inc. (MGNI)
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• PubMatic Inc. (PUBM)
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Q: Please treat this as three separate questions for credit purposes. Thanks
I am interested in your current impressions of the above stocks. Could you compare them and their present market valuation and would you buy any of them at this time?

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Read Answer Asked by Terry on May 18, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: CU keeps chugging along. Thoughts ? Thank you.

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Read Answer Asked by Paul on May 18, 2023

• ECN Capital Corp. (ECN)
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Q: Are you able to confirm if Steve Hudson purchased 794,000 shares over the last 12months. At an average price of $5.88. If so, when did this exactly happen??

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Read Answer Asked by Chris on May 18, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ)
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• iShares MSCI Japan ETF (EWJ)
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Q: Could you please commended a Japanese index ETF? Both David Rosenberg and Warren Buffet have mentioned Japanese equity market will be outromanced. Just wondering if it's good timing to invest in that market.

thank you,

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Read Answer Asked by Kiwi on May 18, 2023