Investment Q&A

• Loblaw Companies Limited (L $61.84)
  • $61.84 P/E (TTM): 7.55X Cap: $73.92B
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• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 33.36X Cap: $80.04B
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• Winpak Ltd. (WPK $45.79)
  • $45.79 P/E (TTM): 14.76X Cap: $2.77B
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• Leon's Furniture Limited (LNF $28.61)
  • $28.61 P/E (TTM): 11.31X Cap: $1.96B
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• Morguard Corporation (MRC $117.96)
  • $117.96 P/E (TTM): 5.58X Cap: $1.25B
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• Magellan Aerospace Corporation (MAL $20.32)
  • $20.32 P/E (TTM): 24.94X Cap: $1.15B
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• Hydro One Limited (H $53.95)
  • $53.95 P/E (TTM): 25.02X Cap: $32.35B
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• Morguard Real Estate Investment Trust (MRT.UN $6.30)
  • $6.30 Cap: $408M
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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 $44.20)
  • $44.20 P/E (TTM): 3.74X Cap: $8.73B
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• RBC Select Aggressive Growth Portfolio Series A (RBF592 $21.95)
  • $21.95 P/E (TTM): 14.7X
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• iShares Core Growth ETF Portfolio (XGRO $35.92)
  • $35.92 P/E (TTM): 16.81X Cap: $4.16B
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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 $247.38)
  • $247.38 P/E (TTM): 34.94X Cap: $2.64T
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• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.92X Cap: $1.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• Netflix Inc. (NFLX $89.46)
  • $89.46 P/E (TTM): 37.37X Cap: $379.07B
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• PayPal Holdings Inc. (PYPL $57.66)
  • $57.66 P/E (TTM): 11.6X Cap: $53.94B
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• Marvell Technology Inc. (MRVL $83.22)
  • $83.22 P/E (TTM): 29.2X Cap: $70.57B
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• T-Mobile US Inc. (TMUS $200.56)
  • $200.56 P/E (TTM): 19.05X Cap: $224.32B
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• DraftKings Inc. (DKNG $35.17)
  • $35.17 Cap: $17.50B
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• Robinhood Markets Inc. (HOOD $115.27)
  • $115.27 P/E (TTM): 48.08X Cap: $103.64B
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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 $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
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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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• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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• Upstart Holdings Inc. (UPST $49.12)
  • $49.12 P/E (TTM): 210.88X Cap: $4.77B
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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 $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $124.92B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.71X Cap: $48.71B
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• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 21.1X Cap: $5.18B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 10.1X Cap: $2.22B
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• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.59X Cap: $2.16B
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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 $15.74)
  • $15.74 P/E (TTM): 16.22X Cap: $951M
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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)
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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 $4.23)
  • $4.23 Cap: $1.07B
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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 $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 28.2X Cap: $4.46B
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• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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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 $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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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 $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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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 $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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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 $89.46)
  • $89.46 P/E (TTM): 37.37X Cap: $379.07B
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• Sea Limited American Depositary Shares each representing one Class A (SE $133.52)
  • $133.52 P/E (TTM): 180.43X Cap: $79.04B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $146.42)
  • $146.42 Cap: $38.52B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Unity Software Inc. (U $44.66)
  • $44.66 Cap: $19.11B
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• Upstart Holdings Inc. (UPST $49.12)
  • $49.12 P/E (TTM): 210.88X Cap: $4.77B
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• Affirm Holdings Inc. (AFRM $81.80)
  • $81.80 P/E (TTM): 123.65X Cap: $27B
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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: 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 $924.88)
  • $924.88 P/E (TTM): 66.39X Cap: $410.52B
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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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

• Lam Research Corporation (LRCX $218.36)
  • $218.36 P/E (TTM): 48.2X Cap: $274.26B
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Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.

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Read Answer Asked by Brian on January 28, 2022

• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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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): 40.43X Cap: $2.32B
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• Nuvei Corporation (NVEI)
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Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

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Read Answer Asked by Tyler on January 28, 2022

• Tesla Inc. (TSLA $445.01)
  • $445.01 P/E (TTM): 290.53X Cap: $1.48T
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• Shopify Inc. (SHOP $164.48)
  • $164.48 P/E (TTM): 147.76X Cap: $214.95B
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Q: Hi team,

Which of these 2 would you buy today?

Thanks

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Read Answer Asked by David on January 27, 2022

• Tesla Inc. (TSLA $445.01)
  • $445.01 P/E (TTM): 290.53X Cap: $1.48T
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Q: What do you think of their latest results ? And what do you think of the company going forward ? Thanks.

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Read Answer Asked by Norman on January 27, 2022

• Illinois Tool Works Inc. (ITW $255.12)
  • $255.12 P/E (TTM): 24.63X Cap: $74.01B
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• Canadian National Railway Company (CNR $137.69)
  • $137.69 P/E (TTM): 18.71X Cap: $84.74B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.89X Cap: $33.96B
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• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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• ATS Corporation (ATS $40.03)
  • $40.03 Cap: $3.92B
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• A.O. Smith Corporation (AOS $70.52)
  • $70.52 P/E (TTM): 19.01X Cap: $9.81B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 58.8X Cap: $16.61B
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Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

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Read Answer Asked by Kat on January 27, 2022

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
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• Booking Holdings Inc. (BKNG $5,492.11)
  • $5,492.11 P/E (TTM): 35.47X Cap: $177.03B
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• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 36.3X Cap: $190.40B
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• AbbVie Inc. (ABBV $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 58.8X Cap: $16.61B
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Q: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks

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Read Answer Asked by Martin on January 27, 2022