Investment Q&A

• Home Depot Inc. (The) (HD $336.58)
  • $336.58 P/E (TTM): 23.34X Cap: $335.02B
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• RH (RH $149.48)
  • $149.48 P/E (TTM): 28.88X Cap: $2.86B
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Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.

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Read Answer Asked by Maureen on February 15, 2022

• Trulieve Cannabis Corp (TRUL $7.70)
  • $7.70 Cap: $1.47B
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• Verano Holdings Corp. Subordinate Voting Shares (VRNO)
  • Cap: $2.17B
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Q: Cannabis seems to have turned the corner and has had some good recent momentum. Do you see this as an opportunity in 2022 and beyond. Would you be buyers of Trul & Vrno at these prices?

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Read Answer Asked by Chris on February 15, 2022

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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Q: Good morning
as a follow-up to my question yesterday if you were to pick only one US stock and one Canadian stock to purchase that you think will have the biggest upside what would your recommendations be ?
Ty

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Read Answer Asked by Indra on February 15, 2022

• BlackLine Inc. (BL $56.24)
  • $56.24 P/E (TTM): 49.42X Cap: $3.34B
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Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?

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Read Answer Asked on February 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.08B
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• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks

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Read Answer Asked by Esther on February 14, 2022

• Amgen Inc. (AMGN $334.30)
  • $334.30 P/E (TTM): 26.06X Cap: $180.01B
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• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $405.63B
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• Freeport-McMoRan Inc. (FCX $40.79)
  • $40.79 P/E (TTM): 27.88X Cap: $58.57B
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• Merck & Company Inc. (MRK $100.40)
  • $100.40 P/E (TTM): 12.92X Cap: $249.19B
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• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
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• Roper Technologies Inc. (ROP $439.64)
  • $439.64 P/E (TTM): 30.56X Cap: $47.32B
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• Royal Bank of Canada (RY $211.39)
  • $211.39 P/E (TTM): 15.99X Cap: $297B
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• Toronto-Dominion Bank (The) (TD $116.71)
  • $116.71 P/E (TTM): 9.75X Cap: $199.24B
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• Bank of Nova Scotia (The) (BNS $93.96)
  • $93.96 P/E (TTM): 18.08X Cap: $116.65B
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• Bank of Montreal (BMO $172.60)
  • $172.60 P/E (TTM): 14.18X Cap: $123.63B
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• Manulife Financial Corporation (MFC $49.28)
  • $49.28 P/E (TTM): 15.28X Cap: $83.03B
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• Canadian Imperial Bank Of Commerce (CM $118.60)
  • $118.60 P/E (TTM): 14.31X Cap: $110.23B
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• Sun Life Financial Inc. (SLF $83.30)
  • $83.30 P/E (TTM): 21.0X Cap: $46.43B
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Tourmaline Oil Corp. (TOU $63.67)
  • $63.67 P/E (TTM): 17.77X Cap: $24.64B
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• WSP Global Inc. (WSP $240.45)
  • $240.45 P/E (TTM): 35.32X Cap: $31.40B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.66)
  • $37.66 P/E (TTM): 100.47X Cap: $5.94B
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• TFI International Inc. (TFII $118.86)
  • $118.86 P/E (TTM): 22.46X Cap: $9.77B
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• ATS Corporation (ATS $34.31)
  • $34.31 Cap: $3.34B
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• Granite Real Estate Investment Trust (GRT.UN $75.85)
  • $75.85 P/E (TTM): 37.49X Cap: $4.59B
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• Tamarack Valley Energy Ltd. (TVE $7.75)
  • $7.75 Cap: $390M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
  • $12.26 P/E (TTM): 28.63X Cap: $3.59B
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• Profound Medical Corp. (PRN $8.54)
  • $8.54 Cap: $256M
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• Nutrien Ltd. (NTR $79.35)
  • $79.35 P/E (TTM): 45.89X Cap: $38.35B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
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• Jacobs Solutions Inc. (J $132.87)
  • $132.87 P/E (TTM): 54.11X Cap: $15.77B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

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Read Answer Asked by Terence on February 14, 2022

• Loblaw Companies Limited (L $61.89)
  • $61.89 P/E (TTM): 7.79X Cap: $73.98B
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• Thomson Reuters Corporation (TRI $186.90)
  • $186.90 P/E (TTM): 34.94X Cap: $84.73B
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• Winpak Ltd. (WPK $43.36)
  • $43.36 P/E (TTM): 13.97X Cap: $2.62B
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• Leon's Furniture Limited (LNF $28.29)
  • $28.29 P/E (TTM): 11.12X Cap: $1.93B
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• Morguard Corporation (MRC $114.00)
  • $114.00 P/E (TTM): 5.35X Cap: $1.21B
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• Magellan Aerospace Corporation (MAL $16.49)
  • $16.49 P/E (TTM): 21.33X Cap: $941M
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• Hydro One Limited (H $54.80)
  • $54.80 P/E (TTM): 25.24X Cap: $32.86B
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• Morguard Real Estate Investment Trust (MRT.UN $5.75)
  • $5.75 Cap: $373M
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Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

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Read Answer Asked by Curtis on February 11, 2022

• Vanguard Growth ETF Portfolio (VGRO $42.73)
  • $42.73 P/E (TTM): 1.08X Cap: $8.24B
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• RBC Select Aggressive Growth Portfolio Series A (RBF592 $22.01)
  • $22.01 P/E (TTM): 14.7X
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• iShares Core Growth ETF Portfolio (XGRO $34.69)
  • $34.69 P/E (TTM): 16.2X Cap: $3.94B
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Q: thinking switching my RBF 592 to a ETF which ETF is similar to it

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Read Answer Asked by Tony on February 10, 2022

• Amazon.com Inc. (AMZN $226.28)
  • $226.28 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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• Netflix Inc. (NFLX $106.97)
  • $106.97 P/E (TTM): 4.36X Cap: $453.26B
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• PayPal Holdings Inc. (PYPL $60.56)
  • $60.56 P/E (TTM): 12.19X Cap: $56.66B
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• Marvell Technology Inc. (MRVL $83.79)
  • $83.79 Cap: $72.23B
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• T-Mobile US Inc. (TMUS $207.34)
  • $207.34 P/E (TTM): 20.16X Cap: $231.91B
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• DraftKings Inc. (DKNG $29.44)
  • $29.44 Cap: $14.65B
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• Robinhood Markets Inc. (HOOD $114.97)
  • $114.97 P/E (TTM): 44.71X Cap: $103.37B
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Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

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Read Answer Asked by Austin on February 10, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.08B
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• Pinterest Inc. Class A (PINS $24.79)
  • $24.79 P/E (TTM): 8.64X Cap: $16.74B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
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• Upstart Holdings Inc. (UPST $39.02)
  • $39.02 Cap: $3.79B
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Q: I am looking for one us stock and one Canadian stock for my tfsa .
Which one us and one Canadian stock would you choose of this list in terms of best return potential ( all of which you have recommended highly in the past)
Always value your opinion
Thank you

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Read Answer Asked by Indra on February 09, 2022

• Bank of Nova Scotia (The) (BNS $93.96)
  • $93.96 P/E (TTM): 18.08X Cap: $116.65B
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• Sun Life Financial Inc. (SLF $83.30)
  • $83.30 P/E (TTM): 21.0X Cap: $46.43B
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• Linamar Corporation (LNR $79.75)
  • $79.75 P/E (TTM): 19.14X Cap: $4.76B
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• BRP Inc. Subordinate Voting Shares (DOO $91.00)
  • $91.00 Cap: $6.60B
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• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• Magna International Inc. (MG $68.16)
  • $68.16 P/E (TTM): 13.26X Cap: $19.20B
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• goeasy Ltd. (GSY $126.43)
  • $126.43 P/E (TTM): 9.06X Cap: $1.99B
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• Trisura Group Ltd. (TSU $39.61)
  • $39.61 P/E (TTM): 15.57X Cap: $1.88B
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Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention

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Read Answer Asked by Marla on February 09, 2022

• Slate Grocery REIT (SGR.UN $15.16)
  • $15.16 P/E (TTM): 15.44X Cap: $916M
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Q: What is your views on Slate for a 2-5 year hold
B

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Read Answer Asked by Bonnie on February 09, 2022

• Kontrol Technologies Corp. (KNR $2.50)
  • $2.50 Cap: $136M
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Q: What is your assessment of Kontrol Technology Corporation? How do you feel about their prospects for the future?

Thank you

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Read Answer Asked by Frank on February 08, 2022

• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1B
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Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.

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Read Answer Asked by Doug on February 04, 2022

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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• Crocs Inc. (CROX $80.33)
  • $80.33 P/E (TTM): 26.53X Cap: $4.17B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
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Q: Could you please give me 3-4 U.S. stocks you like for growth, regardless of sector and advise also why you like them.
Thank you

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Read Answer Asked by Margaret on February 02, 2022

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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Q: What does the market expect for this quarter?

Thx

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Read Answer Asked by blake on February 02, 2022

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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Q: Can you give me 2 or 3 of your favorite management teams. I'm starting to think that's what I should put the most weight on. I'm going to use this as my deciding factor for picking growth companies.

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Read Answer Asked by Steve on February 02, 2022

• TFI International Inc. (TFII $118.86)
  • $118.86 P/E (TTM): 22.46X Cap: $9.77B
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Q: can you please explain why this stock has gone from 24 to 120 in two years?
is it acquisitions that drive this price? and can you comment on the after close earnings? many thanks...

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Read Answer Asked by adam on February 01, 2022

• Netflix Inc. (NFLX $106.97)
  • $106.97 P/E (TTM): 4.36X Cap: $453.26B
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• Sea Limited American Depositary Shares each representing one Class A (SE $136.38)
  • $136.38 P/E (TTM): 177.49X Cap: $80.73B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $146.45)
  • $146.45 Cap: $38.53B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.08B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $513M
  • View APPS Profile
  • View Questions on APPS
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Unity Software Inc. (U $41.59)
  • $41.59 Cap: $17.79B
  • View U Profile
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• Upstart Holdings Inc. (UPST $39.02)
  • $39.02 Cap: $3.79B
  • View UPST Profile
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• Affirm Holdings Inc. (AFRM $66.89)
  • $66.89 P/E (TTM): 97.55X Cap: $22.07B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
  • View TOI Profile
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Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

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Read Answer Asked by Dale on February 01, 2022

• Costco Wholesale Corporation (COST $886.12)
  • $886.12 P/E (TTM): 64.54X Cap: $392.70B
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks

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Read Answer Asked by Ziaad on January 31, 2022