Investment Q&A

• goeasy Ltd. (GSY)
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• EQB Inc. (EQB)
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Q: How would you compare these two. Which would you prefer for growth and stability
Do you have any other suggestions?
Thank you.

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Read Answer Asked by Peter on August 31, 2021

• Kinaxis Inc. (KXS)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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• Topicus.com Inc. (TOI)
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Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.

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Read Answer Asked by steve on August 31, 2021

• Mercer International Inc. (MERC)
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Q: Your opinion on Mercer International Inc. and pulp in general? I am interested in starting a position and a family member already holds shares. Buy, sell or hold today? Your investing advise has been a huge help to me!

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Read Answer Asked by Steven on August 31, 2021

• Quisitive Technology Solutions Inc. (QUIS)
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Q: Good Morning. Your thoughts, please, on QUIS' latest quarter and comments re continued growth? Buy, sell or hold? Thanks, Cathy

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Read Answer Asked by Catherine on August 31, 2021

• Dollarama Inc. (DOL)
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• Restaurant Brands International Inc. (QSR)
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• Alimentation Couche-Tard Inc. (ATD)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Consumer Staples Select Sector SPDR (XLP)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• Vanguard Consumer Staples ETF (VDC)
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• Vanguard Consumer Discretionary ETF (VCR)
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Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

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Read Answer Asked by Miroslaw on August 31, 2021

• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi,

Can you please comment on CRWD latest earnings and updated guidance ?
Is your opinion on this title remain bullish ?

Thank you

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Read Answer Asked by Luc on August 31, 2021

• Kansas City Southern (KSU)
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• Canadian Pacific Kansas City Limited (CP)
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Q: What are your thoughts on CP today after the STB block of the CN / KSU deal?
Do you see a buying opportunity?

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Read Answer Asked on August 31, 2021

• OverActive Media Corp. (OAM)
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Q: I note your favourable outlook for EGLX. What are your thoughts re Overactive Media (OAM) in the esports space?

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Read Answer Asked by Richard on August 31, 2021

• Stella-Jones Inc. (SJ)
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• Acadian Timber Corp. (ADN)
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• Canfor Pulp Products Inc. (CFX)
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Q: Peter; Could you update your opinion on CFX please? Thanks.Rod

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Read Answer Asked by Rodney on August 31, 2021

• Mission Ready Solutions Inc. (MRS)
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Q: Just wondering if you were on the presentation today, and if so what your take was.

Thanks.

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Read Answer Asked by Robert on August 31, 2021

• Mission Ready Solutions Inc. (MRS)
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Q: Your comment on the event and the Q2.

Thank you

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Read Answer Asked by Francis on August 31, 2021

• Canadian Natural Resources Limited (CNQ)
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• Suncor Energy Inc. (SU)
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Q: We have 4 positions in SU; content to wait for the cumulative effect of cash flow and buybacks. There has been other advise given to us, to switch over to CNQ.
We have little knowledge of CNQ and such a move would require research. I don't want to do this homework, if it's a marginal idea to begin with.
Your help would be appreciated.

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Read Answer Asked by Cacey on August 31, 2021

• Roku Inc. (ROKU)
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Q: Hi,

I have a position in ROKU, which is currently trading a dollar or two below my cost. My time horizon is roughly 3 years plus. The stock has taken a beating since it announced its quarterly results earlier this month, which I thought were quite good. May I please get your thoughts.

Thanks,

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Read Answer Asked by ilie on August 31, 2021

• Amazon.com Inc. (AMZN)
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Q: Is AMZN.NE a good way to invest in Amazon with Canadian dollars? Thanks … Cal

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Read Answer Asked by cal on August 31, 2021

• Timbercreek Financial Corp. (TF)
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Q: Good Morning,
I am searching for stable high dividend stocks for income, and I was wondering if Timbercreek Financial qualifies. How safe is their dividend? Have they ever cut it? What is the growth potential of this company? What is a good entry point.
Thanks for your service.
Jane

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Read Answer Asked by Jane on August 31, 2021

• Canadian National Railway Company (CNR)
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Q: Re my question 30 min ago on CNR, I was referring to the railway but the abbreviation in your reply shows Cornerstone Bldg Supply.

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Read Answer Asked by TOM on August 31, 2021

• goeasy Ltd. (GSY)
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• Affirm Holdings Inc. (AFRM)
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Q: Does the Affirm/Amazon arrangement have any implications for GSY. I wonder if you could explain in a bit more detail the current relationship between GSY and Affirm, and add some colour to what the future might hold for these relationships.

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Read Answer Asked by Gordon on August 31, 2021

• Mirasol Resources Ltd. (MRZ)
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Q: Hi 5i Team - Could you provide an update on Mirasol Resources, its cash on hand, management, insider holdings and recent activity. Also your opinion on the outlook for growth for this company. Thanks.

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Read Answer Asked by Rob on August 31, 2021

Q: Hi,
What are your favourite criteria to evaluate a company? for example, PE ratio, quick ratio, etc.
Also, could you rank your criteria by most important to least important?

Thank you!

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Read Answer Asked by Yongwei on August 31, 2021

• ATS Corporation (ATS)
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Q: ATA has had a huge run. Given its cyclical would you still consider it a buy at today’s price

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Read Answer Asked by Bruce on August 31, 2021