Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $122.57)
  • $122.57 P/E (TTM): 53.1X Cap: $10.58B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH $20.55)
  • $20.55 P/E (TTM): 15.41X Cap: $1.12B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $176.01)
  • $176.01 P/E (TTM): 106.13X Cap: $4.96B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

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?

Upvote 1

Read Answer Asked by David on June 06, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Ian on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $99.96)
  • $99.96 Cap: $7.37B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

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.

Upvote 0

Read Answer Asked by Gerry on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $99.96)
  • $99.96 Cap: $7.37B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Gentlemen; Does Doo deserve a 10% haircut today post earnings this morning?

Ron P.

Upvote 0

Read Answer Asked by Ronald on June 06, 2022

• BRP Inc. Subordinate Voting Shares (DOO $99.96)
  • $99.96 Cap: $7.37B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Kindly comment on the DOO results and guidance just released. Thanks.

Upvote 0

Read Answer Asked by Victor on June 06, 2022

• Air Canada Voting and Variable Voting Shares (AC $19.93)
  • $19.93 Cap: $5.87B
  • View AC Profile
  • View Questions on AC

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

Upvote 0

Read Answer Asked by Tamara on June 06, 2022

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
  • View KWE Profile
  • View Questions on KWE

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

Upvote 0

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

Upvote 0

Read Answer Asked by Delbert on June 06, 2022

• Harvest Healthcare Leaders Income ETF (HHL $7.78)
  • $7.78 P/E (TTM): 23.26X Cap: $1.59B
  • View HHL Profile
  • View Questions on HHL

Q: What is the Return of Cap. on this etf and where do I find this in future? thx

Upvote 0

Read Answer Asked by JAMES on June 06, 2022

• BlackRock Inc. (BLK $1,086.81)
  • $1,086.81 P/E (TTM): 27.25X Cap: $168.83B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $156.34)
  • $156.34 P/E (TTM): 43.44X Cap: $115.07B
  • View BX Profile
  • View Questions on BX
• Brookfield Asset Management Inc Class A Limited (BAM $53.23)
  • $53.23 P/E (TTM): 32.47X Cap: $85.57B
  • View BAM Profile
  • View Questions on BAM

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,

Upvote 0

Read Answer Asked by Doris on June 06, 2022

• Tourmaline Oil Corp. (TOU $60.79)
  • $60.79 P/E (TTM): 17.13X Cap: $23.41B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $7.30)
  • $7.30 P/E (TTM): 26.93X Cap: $1.98B
  • View BIR Profile
  • View Questions on BIR
• Coterra Energy Inc (CTRA $25.86)
  • $25.86 P/E (TTM): 11.7X Cap: $236M
  • View CTRA Profile
  • View Questions on CTRA
• Antero Resources Corporation (AR $33.98)
  • $33.98 P/E (TTM): 19.54X Cap: $10.37B
  • View AR Profile
  • View Questions on AR

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

Upvote 0

Read Answer Asked by Indra on June 06, 2022

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: Hi, I would appreciate if you can comment on their recent quarterly results. Also, any issues or concerns you have about Balance Sheet.

Upvote 0

Read Answer Asked by Harpinder on June 06, 2022

• Tourmaline Oil Corp. (TOU $60.79)
  • $60.79 P/E (TTM): 17.13X Cap: $23.41B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $7.30)
  • $7.30 P/E (TTM): 26.93X Cap: $1.98B
  • View BIR Profile
  • View Questions on BIR

Q: Which company has the most potential and which do you prefer.

Upvote 0

Read Answer Asked by don on June 06, 2022

• Great-West Lifeco Inc. (GWO $67.74)
  • $67.74 P/E (TTM): 15.27X Cap: $62.19B
  • View GWO Profile
  • View Questions on GWO

Q: Peter, would you buy power corp or great west life??? Div and safety a priority Thanks Ken

Upvote 0

Read Answer Asked by Ken on June 06, 2022

• Pinterest Inc. Class A (PINS $25.87)
  • $25.87 P/E (TTM): 9.03X Cap: $17.82B
  • View PINS Profile
  • View Questions on PINS

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

Upvote 0

Read Answer Asked by Dan on June 06, 2022

• Amazon.com Inc. (AMZN $231.85)
  • $231.85 P/E (TTM): 32.11X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.00)
  • $232.00 P/E (TTM): 148.84X Cap: $303.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi Team, what is the difference between buying before or after a split and which is better before or after. Thanks Nick

Upvote 0

Read Answer Asked by Nick on June 06, 2022

• State Street SPDR S&P Biotech ETF (XBI $125.82)
  • $125.82 P/E (TTM): 18.21X Cap: $8.48B
  • View XBI Profile
  • View Questions on XBI

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

Upvote 0

Read Answer Asked by Donald on June 06, 2022

• Newmont Corporation (NEM $104.39)
  • $104.39 P/E (TTM): 15.75X Cap: $114.45B
  • View NEM Profile
  • View Questions on NEM
• Barrick Mining Corporation (ABX $62.52)
  • $62.52 P/E (TTM): 21.6X Cap: $105.81B
  • View ABX Profile
  • View Questions on ABX
• Skeena Resources Limited (SKE $33.34)
  • $33.34 Cap: $4.08B
  • View SKE Profile
  • View Questions on SKE

Q: Could you tell me what is happening With SKE. the stock price has dropped a lot in the two months ???
Thanks
Jim.

Upvote 0

Read Answer Asked by James on June 06, 2022

• CrowdStrike Holdings Inc. (CRWD $476.36)
  • $476.36 Cap: $121.79B
  • View CRWD Profile
  • View Questions on CRWD

Q: Appreciate your comments on recent fiancial results and your thoughts on future outlook. Thanks
John

Upvote 0

Read Answer Asked by John on June 06, 2022

• WELL Health Technologies Corp. (WELL $3.93)
  • $3.93 Cap: $995M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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.

Upvote 0

Read Answer Asked by Steve on June 06, 2022