Investment Q&A

• goeasy Ltd. (GSY $159.71)
  • $159.71 P/E (TTM): 9.58X Cap: $2.56B
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Q: In the 5i Growth portfolio which 3 companies do you see having the best growth potential over the next 3 5 years?

Thanks for all of your guidance.

Mike

Upvote 40

Read Answer Asked by Michael on February 27, 2024

• LifeSpeak Inc (LSPK $0.32)
  • $0.32 Cap: $18M
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Q: What do you think about the company?

Upvote 1

Read Answer Asked by Gary on February 27, 2024

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: would you rate it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

Q: Can you name your top 5 small caps and why?

Upvote 21

Read Answer Asked by Gary on February 27, 2024

• Enghouse Systems Limited (ENGH $20.30)
  • $20.30 P/E (TTM): 15.04X Cap: $1.11B
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Q: Any reason(s) for2.59% jump in Engh today?.Is it involved in Ai. Txs for u usual great views & services

Upvote 5

Read Answer Asked by Peter on February 27, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.24)
  • $12.24 P/E (TTM): 25.44X Cap: $3.57B
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Q: XDiv for Dir.un is Feb 28. If I sell it on Feb 28,I still get my Dividend. Please advise.Txs for u usual great advices & services

Upvote 2

Read Answer Asked by Peter on February 27, 2024

• Intact Financial Corporation (IFC $254.83)
  • $254.83 P/E (TTM): 20.91X Cap: $45.44B
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Q: Hi, What's your opinion for subscribing to the secondary issue at $227.10 ? I know, IFC is a company liked by 5i ( Bal Portfolio ). Is it a reasonable price to start a position ?
Thanks

"CDPQ announced today that it will sell 2,312,000 common shares ("Common Shares") of Intact Financial Corporation (TSX: IFC) representing approximately 1.3% of the issued and outstanding Common Shares of IFC as of February 26, 2024 (the “Offering”).

The Common Shares are being sold on an underwritten block trade basis at a gross price of $227.10 per share "

Upvote 9

Read Answer Asked by rajeev on February 26, 2024

• Supremex Inc. (SXP $3.69)
  • $3.69 Cap: $90M
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Q: According to the files, the last mention of sxp was November, they recently announced financials. A more current response would be great. Maybe you haven’t changed your opinion and have no replacement idea???
Thanks

Upvote 2

Read Answer Asked by Bill on February 26, 2024

• Lumine Group Inc. (LMN $35.19)
  • $35.19 P/E (TTM): 131.66X Cap: $8.99B
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Q: I believe csu reports on mar6 so I imagine Lmn will have to report before. Any idea when you expect Lmn to report and what do you expect in their sales and earnings?

Upvote 15

Read Answer Asked by Terry on February 26, 2024

• ECN Capital Corp. (ECN $3.00)
  • $3.00 Cap: $796M
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Q: In my last question I asked ECR and You replied among others to sell ECR BUT I made a mistake my question should have been ECN AS I don't find ECR in TSE, Please let me know about ECN looser in my portfolio.

Upvote 3

Read Answer Asked by Nizar on February 26, 2024

• Booking Holdings Inc. (BKNG $5,141.88)
  • $5,141.88 P/E (TTM): 35.35X Cap: $166.64B
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Q: Any concerns with the Booking Holdings results? Possible regulatory issues in Spain.

Upvote 2

Read Answer Asked by Andrew on February 26, 2024

Q: With the explosive growth of energy-hungry AI, it seems there will be a major increase in demand for energy generation and transmission. Do you consider that a valid premise and if so, how does one invest? I have buckets of BEPC and BIP but their share values don't seem to be saying much positive, at least for the past year. I get the interest rate influence on utilities but will there be a burst in power demand triggered by AI? thanks al

Upvote 6

Read Answer Asked by alex on February 26, 2024

• Parsons Corporation (PSN $84.98)
  • $84.98 P/E (TTM): 37.12X Cap: $9.07B
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Q: Hello 5i
Could I have your assessment of Parsons?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on February 26, 2024

• Power Integrations Inc. (POWI $45.30)
  • $45.30 P/E (TTM): 79.79X Cap: $2.54B
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Q: Would like your thoughts on this company and whether it is a buy, sell or hold. Thank you!

Upvote 1

Read Answer Asked by Neil on February 26, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.33)
  • $47.33 P/E (TTM): 16.81X Cap: $660M
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• iShares Russell 2000 ETF (IWM $248.16)
  • $248.16 P/E (TTM): 16.66X Cap: $69.70B
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• iShares Core S&P Small-Cap ETF (IJR $119.45)
  • $119.45 P/E (TTM): 17.32X Cap: $86.38B
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• iShares Russell 2000 Value ETF (IWN $180.11)
  • $180.11 P/E (TTM): 13.52X Cap: $11.87B
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Q: 3 short questions:
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!

Upvote 2

Read Answer Asked by Grant on February 26, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $23.03)
  • $23.03 P/E (TTM): 11.56X
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• BMO Equal Weight Banks Index ETF (ZEB $52.71)
  • $52.71 P/E (TTM): 11.77X Cap: $4.34B
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Q: ZWB or ZEB Which would be the preferred etf to hold in a TFSA account?

Upvote 4

Read Answer Asked by steve on February 26, 2024

• Trisura Group Ltd. (TSU $37.76)
  • $37.76 P/E (TTM): 14.92X Cap: $1.79B
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• Kinsale Capital Group Inc. (KNSL $442.72)
  • $442.72 P/E (TTM): 23.35X Cap: $10.31B
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Q: How do you explain the amazing financial results of speciality insurance group lately. Can we expect a continuation, should we be aware of possible headwind in the futur?

Thanks

Upvote 1

Read Answer Asked by Daniel on February 26, 2024

• Keysight Technologies Inc. (KEYS $164.75)
  • $164.75 P/E (TTM): 51.49X Cap: $28.31B
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• Coherent Corp. (COHR $120.20)
  • $120.20 Cap: $18.72B
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Q: I believe these 2 companies are in the same sector, Information Technology. Both are supposed to have weak performance in 2024. Do you consider one company better than the other? Do you agree that they are not competitor's, each having their own separate niche? Do you think COHR is a better run company than KEYS? COHR's share price seems to be acting better than KEYS which may have more to do with COHR's proximity to AI. I'm mulling over selling KEYS to buy more COHR. Already got lots of NVDA and SMCI. I see COHR's CEO is retiring, potentially increasing the risk profile of the company.
Not sure what to do!
Regards,
Jim

Upvote 3

Read Answer Asked by James on February 26, 2024

• Whitecap Resources Inc. (WCP $10.30)
  • $10.30 P/E (TTM): 7.16X Cap: $12.68B
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Q: Thoughts on whitecap's quarter and year end? please note this is not a private question

Upvote 8

Read Answer Asked by Brian on February 26, 2024

• Booking Holdings Inc. (BKNG $5,141.88)
  • $5,141.88 P/E (TTM): 35.35X Cap: $166.64B
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• United Rentals Inc. (URI $1,000.29)
  • $1,000.29 P/E (TTM): 25.39X Cap: $64.35B
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• Axon Enterprise Inc. (AXON $683.13)
  • $683.13 P/E (TTM): 165.85X Cap: $53.62B
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• Powell Industries Inc. (POWL $349.20)
  • $349.20 P/E (TTM): 22.97X Cap: $4.21B
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• Vertiv Holdings LLC Class A (VRT $175.73)
  • $175.73 P/E (TTM): 83.25X Cap: $67.10B
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• Mitek Systems Inc. (MITK $9.30)
  • $9.30 P/E (TTM): 27.08X Cap: $410M
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• Nextracker Inc. (NXT $88.82)
  • $88.82 P/E (TTM): 23.72X Cap: $13.14B
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Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?

Upvote 7

Read Answer Asked by Andrew on February 26, 2024