Investment Q&A

• Costco Wholesale Corporation (COST $860.39)
  • $860.39 P/E (TTM): 63.49X Cap: $381.30B
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• Dollar General Corporation (DG $134.51)
  • $134.51 P/E (TTM): 23.01X Cap: $29.26B
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• Five Below Inc. (FIVE $176.77)
  • $176.77 P/E (TTM): 32.87X Cap: $10.01B
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• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: Hi Team,
I have owned COST for a while. Based on PEG the stock seems expensive and it 's momentum has stalled. Could you suggest a replacement for this that has similar characteristic but better projected growth. Thank you
RR

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Read Answer Asked by Rajinder on April 15, 2021

• BMO US High Dividend Covered Call ETF (ZWH $24.80)
  • $24.80 P/E (TTM): 18.85X Cap: $1.08B
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• Horizons Enhanced Income US Equity (USD) ETF (HEA)
  • P/E (TTM): 15.5X Cap: $39M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $20.32)
  • $20.32 P/E (TTM): 12.59X Cap: $1.91B
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• Harvest Brand Leaders Plus Income ETF (HBF $10.77)
  • $10.77 P/E (TTM): 23.09X Cap: $523M
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• BMO Premium Yield ETF (ZPAY $32.45)
  • $32.45 P/E (TTM): 27.25X Cap: $376M
  • View ZPAY Profile
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Q: What are the risks associated with investing in ZPAY? Also are there any similar funds with the same risks and rewards?
Thanks Mike

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Read Answer Asked by Michael on April 15, 2021

• Reklaim Ltd. (MYID $0.06)
  • $0.06 Cap: $7M
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Q: This tiny data company trading on the venture exchange appears to have some interesting technology around online consumer identity retrieval. Thoughts on the technology and is this security invest-able in your opinion?

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Read Answer Asked by Tony on April 15, 2021

• Plurilock Security Inc. (PLUR $0.20)
  • $0.20 Cap: $15M
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Q: Can you please comment on this company and it's outlook given the recent acquisition.

Thank you

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Read Answer Asked by Scott on April 15, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Docebo Inc. (DCBO $30.77)
  • $30.77 P/E (TTM): 29.32X Cap: $867M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: How would you rank the above 3 stocks for growth? CTS is much smaller but valuation appears to be better than the other 2 - can you please comment? Is debt a concern with any of these stocks? NVEI seems to be about the same size as LSPD - do you feel it is currently over-valued like LSPD? I recall 5i recently decreased the rating on LSPD from B+ to B.
Thank you!

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Read Answer Asked by Grant on April 14, 2021

• goeasy Ltd. (GSY $127.07)
  • $127.07 P/E (TTM): 8.9X Cap: $1.98B
  • View GSY Profile
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Q: i have not seen any analysts increase targets on gsy as as a result of the latest deal.
previous targets were in the 140 range.
after doing my own analysis, i assume it will be in 170 range now.and its strange but gsy is still inexpensive, it never gets that recognition it deserves because of the high interest it charges, i think it changes now.
whats your opinion.
dave

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Read Answer Asked by david on April 14, 2021

• Innoviva Inc. (INVA $19.92)
  • $19.92 P/E (TTM): 13.4X Cap: $1.54B
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Q: Innoviva has a low price to earnings of 6x times and plus 20 per cent roi in a growth industry and is funded by Glaxo. Can you explain the low valuation and is it a buy at these levels. Thank you

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Read Answer Asked by Ian on April 14, 2021

• Strathcona Resources Ltd. (SCR $41.52)
  • $41.52 P/E (TTM): 8.18X Cap: $8.94B
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Q: Please comment of financial results reported yesterday as compared to estimates.

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Read Answer Asked by Tim on April 14, 2021

• goeasy Ltd. (GSY $127.07)
  • $127.07 P/E (TTM): 8.9X Cap: $1.98B
  • View GSY Profile
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Q: Could you comment on the latest big jump in Go Easy's price? Wondering what impact their acquisition of LendCare Holdings will have to enhance their bottom line and volume of business loans?

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Read Answer Asked by Ted on April 14, 2021

Q: Hi,
I realize pre-IPO questions are challenging to answer but here goes. I've been reading about Telesat's plans to go public on the NASDAQ later this year "looking to raise new capital for its ambitious multibillion-dollar plan to launch hundreds of low-Earth orbit satellites." They will be used to provide high speed internet. This will put it in direct competition with Elon Musk's Starlink and Jeff Bezo's Kuiper Project, reportedly at half the cost (~$5B vs. ~$10B each for the others). Do you have any very early comments on the opportunity?
Thank you, Michael

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Read Answer Asked by Michael on April 14, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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Q: Any news re the big jump in stock price?

Sheldon

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Read Answer Asked by Sheldon on April 14, 2021

• Aecon Group Inc. (ARE $31.49)
  • $31.49 P/E (TTM): 309.4X Cap: $1.97B
  • View ARE Profile
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Q: Hello 5i. I own ARE and am looking for another Canadian company in this space that might have more upside. What names would you recommend and why? Or if you think staying in ARE is better, why?

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Read Answer Asked by Fabio on April 14, 2021

• iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD $54.04)
  • $54.04 P/E (TTM): 35.39X Cap: $226M
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• BlackRock U.S. Carbon Transition Readiness ETF (LCTU $73.69)
  • $73.69 P/E (TTM): 27.39X Cap: $1.41B
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Q: Do you have an opinion of these funds?

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Read Answer Asked by brent on April 14, 2021

• Quanterix Corporation (QTRX $7.36)
  • $7.36 Cap: $355M
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Q: May I have you comments on Quanterix (QTRX)?
With appreciation,
Ed

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Read Answer Asked by Ed on April 14, 2021

• Snap-On Incorporated (SNA $348.43)
  • $348.43 P/E (TTM): 18.39X Cap: $18.12B
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Q: Is this a good recovery play? More room to run?

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Read Answer Asked by Mark on April 14, 2021

• Tamarack Valley Energy Ltd. (TVE $7.33)
  • $7.33 Cap: $369M
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Q: Any thoughts on this morning`s acquisition news?
Thanks
Jerry

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Read Answer Asked by Jerry on April 14, 2021

• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: Fisker has had a big drop. Any news on the reason for the big drop. What are the prospects for the future;

Thanks
Thomas

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Read Answer Asked by Thomas on April 14, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I just sold BPY which I held in my RRSP. Can you suggest a replacement company or ETF in the Real Estate sector which would provide a good payout and some growth.

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Read Answer Asked by Bruce on April 14, 2021

• TFI International Inc. (TFII $144.82)
  • $144.82 P/E (TTM): 26.72X Cap: $11.83B
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• Matson Inc. (MATX $123.51)
  • $123.51 P/E (TTM): 9.13X Cap: $3.76B
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Q: Can you provide your opinion on Matson. Are there any other shipping or transport stocks you find attractive? Thanks.

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Read Answer Asked by Stefan on April 14, 2021

• Hamilton Enhanced Canadian Bank ETF (HCAL $36.22)
  • $36.22 P/E (TTM): 11.69X Cap: $792M
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Q: If bank stocks generally rise in a rising interest rate environment, would this ETF perform more positively or negatively given that it is also leveraged as the ETF's cost of borrowing would also increase at the same time?

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Read Answer Asked by Craig on April 14, 2021