Investment Q&A

• GE Aerospace (GE $273.47)
  • $273.47 P/E (TTM): 42.96X Cap: $288.56B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.22)
  • $126.22 P/E (TTM): 18.62X Cap: $1.51B
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Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Thanks!

Upvote 0

Read Answer Asked by Brian on August 04, 2023

• Constellation Software Inc. (CSU $4,722.31)
  • $4,722.31 P/E (TTM): 98.53X Cap: $101.51B
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Q: Hi, What are your thoughts/mechanics on the rights issue of new Constellation debentures ? Do you consider it as a good income investment ? Thanks

Upvote 0

Read Answer Asked by rajeev on August 04, 2023

• Trican Well Service Ltd. (TCW $5.62)
  • $5.62 P/E (TTM): 10.48X Cap: $1.02B
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Q: Comments on earnings. Stock is moving up nicely. Would you consider it a buy?

Upvote 0

Read Answer Asked by Helen on August 04, 2023

• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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Q: Could I have your assessment of Copperleaf’s earnings .
Thank- you.

Upvote 1

Read Answer Asked by William on August 04, 2023

• Nautilus Inc. (NLS)
  • Cap: $24M
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Q: Hello,

Since the world has returned to "normal," fitness equipment maker Nautilus has fallen off a cliff. I'm wondering if this company is worth buying at ~$1.00, considering the possibility that when aliens start co-habitating with humans, there may be an increased demand for at-home gyms again from a segment of the population that could be alien-phobic. It would be a small stake (~2% of my TFSA), but I'd be risk-averse if the company is on the verge of bankruptcy.

Thanks,
Human

Upvote 0

Read Answer Asked by Mark on August 04, 2023

• Titanium Transportation Group Inc. (TTNM $1.43)
  • $1.43 Cap: $65M
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Q: What are your thoughts about TTNM after their recent purchase of the assets of Crane Transport?

Upvote 0

Read Answer Asked by David on August 04, 2023

• B2Gold Corp. (BTO $5.15)
  • $5.15 Cap: $6.75B
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Q: Can you please comment on the latest earnings for B2 Gold? Would you be comfortable adding to a position at the current price?

Thanks as always for your expertise.

Upvote 0

Read Answer Asked by Richard on August 04, 2023

• Waste Connections Inc. (WCN $257.99)
  • $257.99 P/E (TTM): 75.8X Cap: $66.46B
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Q: Good afternoon,

Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?

Thank you

Upvote 0

Read Answer Asked by Brad on August 04, 2023

• Bluestone Resources Inc. (BSR $0.31)
  • $0.31 Cap: $47M
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Q: Hi 5i Team - Bluestone has announced a strategic review which has sent the stock down even more. Could you comment on the possibilities of this review and whether it is worth holding or even buying. Also what is the cash on hand and balance sheet in general, as well as the insider holdings/trading. Thanks.

Upvote 0

Read Answer Asked by Rob on August 04, 2023

• DIRTT Environmental Solutions Ltd. (DRT $0.76)
  • $0.76 P/E (TTM): 9.86X Cap: $146M
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Q: Dear 5i team.

Please give me your updated views on DRT coming off the recent Q results. It's had a pop today, but just need your clear eyed view of prospects going fwd.
Many thanks for your insights.

Upvote 0

Read Answer Asked by Arthur on August 04, 2023

• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $254M
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Q: XTC has just reported quarterly earnings . Your comments on earnings please . and thoughts on prospects for this company over the next 2-3 years . Thankyou .

Upvote 0

Read Answer Asked by Thomas A.J. on August 04, 2023

• Unity Software Inc. (U $31.97)
  • $31.97 Cap: $14.10B
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Q: Hi Team,

Can you comment on the quarter, do we still like this company?

Upvote 0

Read Answer Asked by David on August 04, 2023

• Stantec Inc. (STN $151.74)
  • $151.74 P/E (TTM): 44.75X Cap: $17.47B
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• Kinaxis Inc. (KXS $195.00)
  • $195.00 P/E (TTM): 437.0X Cap: $5.80B
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• goeasy Ltd. (GSY $187.80)
  • $187.80 P/E (TTM): 11.92X Cap: $3.07B
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• iShares Russell 2000 Growth ETF (IWO $291.57)
  • $291.57 P/E (TTM): 4.55X Cap: $11.79B
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• iShares S&P/TSX SmallCap Index ETF (XCS $24.06)
  • $24.06 P/E (TTM): 27.27X Cap: $144M
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• EQB Inc. (EQB $103.65)
  • $103.65 P/E (TTM): 10.54X Cap: $3.97B
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• TECSYS Inc. (TCS $39.51)
  • $39.51 P/E (TTM): 211.0X Cap: $577M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Upvote 0

Read Answer Asked by Fooklin on August 04, 2023

• Northland Power Inc. (NPI $22.33)
  • $22.33 P/E (TTM): 22.58X Cap: $5.90B
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Q: Despite the debt and huge downgrade in forecasted EPS, NPI looks to be getting pretty cheap. Do you agree, and if not, what price do you believe puts it at a buy?

Upvote 0

Read Answer Asked by Bob on August 04, 2023

Q: Sorry if this has been asked before, but how do analysts come up with earnings estimates? Seems quite arbitrary if companies that have intimate knowledge of their own operations already provide forecasts.

Upvote 0

Read Answer Asked by Mike on August 04, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $92.75)
  • $92.75 P/E (TTM): 234.96X Cap: $152.52B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.97)
  • $85.97 P/E (TTM): 43.34X Cap: $136.77B
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Q: Do You prefer BN or BAM at this time?

Upvote 0

Read Answer Asked by David on August 04, 2023

• Apple Inc. (AAPL $214.63)
  • $214.63 P/E (TTM): 31.67X Cap: $3.01T
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• Visa Inc. (V $339.74)
  • $339.74 P/E (TTM): 34.39X Cap: $654.59B
  • View V Profile
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Q: Hi Folks,
I would like to add either Apple or Visa to my RRSP account for a long term hold (buy and forget it). Which would be the better one to add at this time?
Thanks

Upvote 0

Read Answer Asked by JOHN on August 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.99)
  • $210.99 P/E (TTM): 97.92X Cap: $227.24B
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Q: Why did SHOP decline after good results?

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Read Answer Asked on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.99)
  • $210.99 P/E (TTM): 97.92X Cap: $227.24B
  • View SHOP Profile
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Q: Trying to understand todays (noon Thursday) reaction to what looked like positive earnings. Shop is down. I would have expected better. Can you speculate on what’s happening and why? Is this a buy opportunity?

Upvote 0

Read Answer Asked on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.99)
  • $210.99 P/E (TTM): 97.92X Cap: $227.24B
  • View SHOP Profile
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Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

Upvote 0

Read Answer Asked by rajeev on August 03, 2023