Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $316.65)
  • $316.65 P/E (TTM): 22.36X Cap: $12.56B
  • View IWO Profile
  • View Questions on IWO
• Vanguard S&P 500 Index ETF (VFV $162.05)
  • $162.05 P/E (TTM): 26.01X Cap: $27.98B
  • View VFV Profile
  • View Questions on VFV
• ISHARES TRUST (IUSG $160.47)
  • $160.47 P/E (TTM): 30.16X Cap: $26.98B
  • View IUSG Profile
  • View Questions on IUSG

Q: I am hoping you would be able to make some suggestions for my Grandsons RESP. $20,000 dollars. The boys are 1 and 4 years old.
Thank you.

Upvote 0

Read Answer Asked by Nancy on June 07, 2021

• Laurentian Bank of Canada (LB $40.24)
  • $40.24 P/E (TTM): 26.75X Cap: $1.79B
  • View LB Profile
  • View Questions on LB

Q: Seems like the new CEO at Laurentian Bank since October 2020 is impressive. Last two quarters have been very positive. First female bank CEO and many females in management and diversity on the board. Check out the ESG journey in their recent report.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.

Upvote 0

Read Answer Asked by Madeline on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
  • $12.48 Cap: $1.71B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

Upvote 0

Read Answer Asked by Herm on June 07, 2021

• Kinaxis Inc. (KXS $137.20)
  • $137.20 P/E (TTM): 40.64X Cap: $3.74B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• CrowdStrike Holdings Inc. (CRWD $437.31)
  • $437.31 Cap: $109.86B
  • View CRWD Profile
  • View Questions on CRWD

Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
  • $12.48 Cap: $1.71B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?

Upvote 0

Read Answer Asked by STANLEY on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
  • $12.48 Cap: $1.71B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.08B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.

Thanks.

Upvote 0

Read Answer Asked by James on June 07, 2021

• DocuSign Inc. (DOCU $48.74)
  • $48.74 P/E (TTM): 32.74X Cap: $9.52B
  • View DOCU Profile
  • View Questions on DOCU

Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

Upvote 0

Read Answer Asked by William on June 07, 2021

• Amazon.com Inc. (AMZN $209.96)
  • $209.96 P/E (TTM): 29.53X Cap: $2.31T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $985.80)
  • $985.80 P/E (TTM): 69.61X Cap: $441.94B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $391.84)
  • $391.84 P/E (TTM): 25.01X Cap: $2.96T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $181.32)
  • $181.32 P/E (TTM): 37.39X Cap: $4.42T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $44.68)
  • $44.68 P/E (TTM): 8.4X Cap: $42.47B
  • View PYPL Profile
  • View Questions on PYPL
• Sun Life Financial Inc. (SLF $87.24)
  • $87.24 P/E (TTM): 14.2X Cap: $48.58B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,582.25)
  • $2,582.25 P/E (TTM): 77.81X Cap: $54.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $221.22)
  • $221.22 P/E (TTM): 30.25X Cap: $30.37B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Algonquin Power & Utilities Corp. (AQN $8.83)
  • $8.83 Cap: $6.91B
  • View AQN Profile
  • View Questions on AQN
• Descartes Systems Group Inc. (The) (DSG $97.16)
  • $97.16 P/E (TTM): 42.94X Cap: $8.37B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $138.87)
  • $138.87 P/E (TTM): 35.89X Cap: $11.35B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $74.80)
  • $74.80 P/E (TTM): 19.13X Cap: $21.59B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Thomson Reuters Corporation (TRI $128.88)
  • $128.88 P/E (TTM): 29.02X Cap: $58.10B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.31)
  • $170.31 P/E (TTM): 136.92X Cap: $228.40B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $39.15)
  • $39.15 P/E (TTM): 2.46X Cap: $614M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $110.72)
  • $110.72 Cap: $12.98B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
  • $12.48 Cap: $1.71B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD $437.31)
  • $437.31 Cap: $109.86B
  • View CRWD Profile
  • View Questions on CRWD
• Jacobs Solutions Inc. (J $128.55)
  • $128.55 P/E (TTM): 35.79X Cap: $15.31B
  • View J Profile
  • View Questions on J

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Upvote 0

Read Answer Asked by jim on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.08B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

Upvote 0

Read Answer Asked by Greg on June 07, 2021

Q: What does NR means under Rating Column in your model portfolios?

Upvote 0

Read Answer Asked by Piyush on June 07, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: My year end review shows my broker applying a U.S. withholding tax on my BPY.UN (tsx listed) dividends. Should I contest this?

Thank-you.

Upvote 0

Read Answer Asked by Alex on June 07, 2021

Q: Could you provide your top picks today for a long-term hold? Thanks very much!

Upvote 0

Read Answer Asked by Chris on June 07, 2021

• Textainer Group Holdings Limited (TGH)
  • P/E (TTM): 6.85X
  • View TGH Profile
  • View Questions on TGH

Q: any idea why this is down for the last few days

Upvote 0

Read Answer Asked by hal on June 07, 2021

• Lion Electric Company (The) (LEV $0.35)
  • View LEV Profile
  • View Questions on LEV

Q: For a Canadian electric vehicle play how does this company look with it's electric busses? Would these be in a direct competition with New Flyer?
Thanks

Upvote 0

Read Answer Asked by Kolbi on June 07, 2021

• Pembina Pipeline Corporation (PPL $60.33)
  • $60.33 P/E (TTM): 21.93X Cap: $35.08B
  • View PPL Profile
  • View Questions on PPL

Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries

Upvote 0

Read Answer Asked by Ken on June 07, 2021

• Nelnet Inc. (NNI $126.00)
  • $126.00 P/E (TTM): 10.92X Cap: $4.59B
  • View NNI Profile
  • View Questions on NNI

Q: i hold a small position in Nelnet. Does it appear to be a reasonable hold for a few years?

Upvote 0

Read Answer Asked by Tom on June 07, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Peter Foster penned an article in the National post on Saturday about Mark Carney and the impending green movement and great reset. Based on Mr. Carney’s seeming ties to the libs and global heft, do you see the is as a threat to markets in Canada and globally?

Upvote 0

Read Answer Asked by Kelly on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.48)
  • $12.48 Cap: $1.71B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.

Upvote 0

Read Answer Asked by Frank on June 07, 2021

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
  • View Questions on ISV

Q: Why is ISV climbing? I purchased for income but obviously happy to see such growth!

Upvote 0

Read Answer Asked by Margot on June 07, 2021