Investment Q&A

• Beyond Meat Inc. (BYND $0.98)
  • $0.98 Cap: $442M
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Q: Can I have your opinion of this plant base frozen food company please ?

There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.

This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.

Thanks !

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Read Answer Asked by jean on April 07, 2021

• Global X Lithium & Battery Tech ETF (LIT $68.21)
  • $68.21 P/E (TTM): 0.96X Cap: $1.55B
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• Invesco Solar ETF (TAN $50.30)
  • $50.30 P/E (TTM): 18.45X Cap: $1.02B
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• iShares S&P Global Clean Energy Index Fund (ICLN $17.32)
  • $17.32 P/E (TTM): 40.34X Cap: $2B
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• NIO Inc. American depositary shares each representing one Class A (NIO $4.64)
  • $4.64 Cap: $10.42B
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• Invesco WilderHill Clean Energy ETF (PBW $33.42)
  • $33.42 P/E (TTM): 27.19X Cap: $722M
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• iShares Self-Driving EV and Tech ETF (IDRV $39.11)
  • $39.11 P/E (TTM): 26.68X Cap: $168M
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• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $48.46)
  • $48.46 P/E (TTM): 5.23X Cap: $576M
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• Global X Autonomous & Electric Vehicles ETF (DRIV $31.83)
  • $31.83 P/E (TTM): 3.62X Cap: $355M
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Q: Hi group how would you play the green energy space -ICLM or? also what is your top pick in the EV space and why - appreciate your views

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Read Answer Asked by Terence on April 07, 2021

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $6.10B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks

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Read Answer Asked by ilie on April 07, 2021

Q: WHAT ARE THE BEST STOCKS AND COMPANIES WITH THE BEST MANAGEMENT?
PLEASE NAME THE TOP 10 CANADIAN STOCKS WITH THE BEST MANAGEMENT?

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Read Answer Asked by Herbert on April 06, 2021

• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: Further to my April 1 question can you confirm this is a $3BB market cap company or some other number and does that include just the SVS shares but not the prefs to be merged?
Thx

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Read Answer Asked by Jeff on April 06, 2021

• North American Construction Group Ltd. (NOA $21.06)
  • $21.06 P/E (TTM): 16.65X Cap: $619M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim

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Read Answer Asked by Jim on April 06, 2021

• CAE Inc. (CAE $45.97)
  • $45.97 P/E (TTM): 33.32X Cap: $14.78B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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• Alimentation Couche-Tard Inc. (ATD $74.80)
  • $74.80 P/E (TTM): 19.81X Cap: $69.24B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.04X Cap: $853M
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• Veeva Systems Inc. Class A (VEEV $240.12)
  • $240.12 P/E (TTM): 47.01X Cap: $39.47B
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• ROBO Global Robotics and Automation Index ETF (ROBO $73.20)
  • $73.20 P/E (TTM): 24.95X Cap: $1.35B
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• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• Xebec Adsorption Inc. (XBC $0.51)
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• Pinterest Inc. Class A (PINS $27.14)
  • $27.14 P/E (TTM): 9.28X Cap: $18.33B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Mitek Systems Inc. (MITK $10.68)
  • $10.68 P/E (TTM): 56.28X Cap: $488M
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

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Read Answer Asked by Frank on April 05, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Hi 5i team!,

What is your opinion of the acquisition today by Converge Technologies (CTS)?
Is it a big deal (accretive) for the company vs prior acquisitions or simply a nice tuck in?
Is it still considered a good small cap add/buy in a basket of small caps?
It is up 11% today so it looks like the market likes the deal!

Cheers,
Steve

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Read Answer Asked by Stephen on April 05, 2021

• Miscellaneous (MISC)
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Q: Please name from your portfolios companies that have the following
-at least 200 million market cap
-Return on equity a minimum of 15% for at least 5 years in a row
-net debt to free cash flow below 3
Growth at least on average 5% yearly
Thank you

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Read Answer Asked by Terry on April 05, 2021

• FansUnite Entertainment Inc. (FANS)
  • P/E (TTM): -2.1X
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• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: please provide an opinion on FANS as an investment re risk and growth ...thx

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Read Answer Asked by Bob on April 05, 2021

• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.76X Cap: $22.87B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 52.41X Cap: $15.17B
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Q: I know these two companies vary a lot in price but wondering which one would me make the most money in my TFSA

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Read Answer Asked by Bonnie on April 05, 2021

• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.76X Cap: $22.87B
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Q: Do you think the dip post earnings represents a good entry point for LULU?

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Read Answer Asked by David on April 05, 2021

• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 421.1X Cap: $423.03B
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Q: I want to pick one of these companies for a small position in my TFSA for a long term hold. I know 5i likes all these names but what company would you pick today? Also why it over the other two?

Thanks!

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Read Answer Asked by Dennis on April 05, 2021

• Delta 9 Cannabis Inc. (DN $0.01)
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Q: Thanks for the great service. Can I please get your views on this company given the recent results.

Cheers,
Scott

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Read Answer Asked by Scott on April 05, 2021

• PyroGenesis Inc. (PYR $0.29)
  • $0.29 Cap: $57M
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Q: Could I have your views on the latest earnings report? Is it buyable right now or has it gone up to far to quick?
Thanks for the great work.

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Read Answer Asked by Jacques on April 02, 2021

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• Ultra Clean Holdings Inc. (UCTT $34.21)
  • $34.21 Cap: $1.55B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Trane Technologies plc (TT $381.70)
  • $381.70 P/E (TTM): 29.13X Cap: $84.63B
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Q: Hi Peter, Ryan and Team,

With the current market environment, what are your top 5 US and Canadian growth picks?

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Read Answer Asked by Marvin on April 02, 2021

• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.54X Cap: $1.12B
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• Open Text Corporation (OTEX $45.61)
  • $45.61 P/E (TTM): 16.99X Cap: $11.49B
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• Docebo Inc. (DCBO $30.38)
  • $30.38 P/E (TTM): 29.33X Cap: $872M
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• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 421.1X Cap: $423.03B
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Q: hi, are you still comfortable with these 2 for longer term holds? also, what are your thoughts on Docebo as a buy at these prices?? and while I am on a question asking roll, what about Palantir??

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Read Answer Asked by chris on April 01, 2021

• Trulieve Cannabis Corp (TRUL $12.09)
  • $12.09 Cap: $2.31B
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Q: Good Morning: TRUL has been in a downward spiral over the past week, yet d fundamentals look strong and analysts value the stock at $82.86 ... Earnings valuation for the next quarter are forecasted to be slightly down but 2021 full year estimates are very positive. Have you come across any other news? Thank you.

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Read Answer Asked by Martin on April 01, 2021

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• Pinterest Inc. Class A (PINS $27.14)
  • $27.14 P/E (TTM): 9.28X Cap: $18.33B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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Q: Hello 5i,

It is time for the magical orb to let us know where to invest with a 3-5 year time frame. Everything looks foggy and scary with fairies signaling an impending catastrophe. There may be good deals and then again it could be a mirage and all hell will break loose in coming months. Let's put a happy face on and make a few selections.
Please choose your top 10 stocks in US or Canada to buy or add to today.
Cheers,
Debbie and Jerry

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Read Answer Asked by Jerry on April 01, 2021

• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.87X Cap: $18.03B
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• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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• Magnite Inc. (MGNI $16.17)
  • $16.17 P/E (TTM): 41.5X Cap: $2.32B
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Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks

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Read Answer Asked by Jeff on April 01, 2021