Investment Q&A

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.50)
  • $73.50 P/E (TTM): 22.14X Cap: $2.85B
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• Mawer Global Equity Fund Series A (MAW120 $47.52)
  • $47.52 P/E (TTM): 16.7X Cap: $1.38B
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• Vanguard All-Equity ETF Portfolio (VEQT $53.95)
  • $53.95 P/E (TTM): 14.03X Cap: $10.09B
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Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you

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Read Answer Asked by Huy on June 09, 2021

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

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Read Answer Asked by Peter on June 09, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

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Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $16.09)
  • $16.09 P/E (TTM): 38.48X Cap: $8.60B
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Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

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Read Answer Asked by NAIM on June 09, 2021

• Monster Beverage Corporation (MNST $75.34)
  • $75.34 P/E (TTM): 42.53X Cap: $73.60B
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• Celsius Holdings Inc. (CELH $43.15)
  • $43.15 P/E (TTM): 398.23X Cap: $11.12B
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Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

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Read Answer Asked by Greg on June 09, 2021

• Dollarama Inc. (DOL $199.34)
  • $199.34 P/E (TTM): 44.21X Cap: $55.09B
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Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.

Thx

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Read Answer Asked by Christopher on June 09, 2021

• BlackLine Inc. (BL $57.53)
  • $57.53 P/E (TTM): 51.47X Cap: $3.42B
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Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

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Read Answer Asked on June 09, 2021

Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!

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Read Answer Asked by Justin on June 09, 2021

• Stella-Jones Inc. (SJ $86.11)
  • $86.11 P/E (TTM): 14.21X Cap: $4.72B
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• Acadian Timber Corp. (ADN $15.96)
  • $15.96 P/E (TTM): 19.3X Cap: $291M
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Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?

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Read Answer Asked by kelly on June 09, 2021

• Loblaw Companies Limited (L $61.61)
  • $61.61 P/E (TTM): 7.62X Cap: $73.64B
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• Saputo Inc. (SAP $41.37)
  • $41.37 Cap: $16.96B
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• George Weston Limited (WN $95.27)
  • $95.27 P/E (TTM): 10.56X Cap: $36.68B
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• Maple Leaf Foods Inc. (MFI $24.95)
  • $24.95 P/E (TTM): 15.44X Cap: $3.11B
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• Premium Brands Holdings Corporation (PBH $96.45)
  • $96.45 P/E (TTM): 66.35X Cap: $4.30B
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• High Liner Foods Incorporated (HLF $14.16)
  • $14.16 P/E (TTM): 8.96X Cap: $408M
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Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

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Read Answer Asked by Richard on June 09, 2021

• TFI International Inc. (TFII $144.82)
  • $144.82 P/E (TTM): 27.19X Cap: $11.91B
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Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks

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Read Answer Asked by Pat on June 09, 2021

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?

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Read Answer Asked by Karen on June 09, 2021

• Dune Acquisition Corporation II (IPOD)
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Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.

As always- fantastic service!

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Read Answer Asked by Chris on June 09, 2021

Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C

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Read Answer Asked by Bill on June 09, 2021

Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks

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Read Answer Asked by jean on June 09, 2021

• Sun Life Financial Inc. (SLF $84.23)
  • $84.23 P/E (TTM): 20.94X Cap: $46.95B
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• Restaurant Brands International Inc. (QSR $96.90)
  • $96.90 P/E (TTM): 25.35X Cap: $44.45B
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• Magna International Inc. (MG $72.66)
  • $72.66 P/E (TTM): 14.31X Cap: $20.47B
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• Thomson Reuters Corporation (TRI $182.21)
  • $182.21 P/E (TTM): 33.92X Cap: $81.05B
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Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

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Read Answer Asked by Nancy on June 09, 2021

• Brinker International Inc. (EAT $145.81)
  • $145.81 P/E (TTM): 14.98X Cap: $6.47B
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Q: Hello again your thoughts on Brinker International
Thanks again

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Read Answer Asked by George on June 09, 2021

• Enghouse Systems Limited (ENGH $20.94)
  • $20.94 P/E (TTM): 14.78X Cap: $1.14B
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Q: I bought shares in TFSA at ~$75 per share about one year ago.
It has fallen to ~$54 per share.
If one believes in the company should one continue to hold
or should I consider selling and looking elsewhere?
Thanks for your advice.

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Read Answer Asked by Sam on June 09, 2021

• AbbVie Inc. (ABBV $223.67)
  • $223.67 P/E (TTM): 108.83X Cap: $395.31B
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• Church & Dwight Company Inc. (CHD $84.55)
  • $84.55 P/E (TTM): 26.73X Cap: $20.30B
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• Colgate-Palmolive Company (CL $78.95)
  • $78.95 P/E (TTM): 22.31X Cap: $63.63B
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• Pfizer Inc. (PFE $25.53)
  • $25.53 P/E (TTM): 14.06X Cap: $145.15B
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• Procter & Gamble Company (The) (PG $145.21)
  • $145.21 P/E (TTM): 21.19X Cap: $339.31B
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• Stryker Corporation (SYK $351.69)
  • $351.69 P/E (TTM): 46.69X Cap: $134.49B
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• Toronto-Dominion Bank (The) (TD $126.11)
  • $126.11 P/E (TTM): 10.7X Cap: $215.29B
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• Bank of Nova Scotia (The) (BNS $100.22)
  • $100.22 P/E (TTM): 24.71X Cap: $124.43B
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• BCE Inc. (BCE $32.09)
  • $32.09 P/E (TTM): 4.88X Cap: $29.92B
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• Enbridge Inc. (ENB $64.23)
  • $64.23 P/E (TTM): 25.11X Cap: $140.10B
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• Manulife Financial Corporation (MFC $49.44)
  • $49.44 P/E (TTM): 15.46X Cap: $83.30B
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• TELUS Corporation (T $17.51)
  • $17.51 Cap: $27.10B
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• Algonquin Power & Utilities Corp. (AQN $8.48)
  • $8.48 Cap: $6.51B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.54)
  • $46.54 P/E (TTM): 52.51X Cap: $21.46B
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Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

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Read Answer Asked by JOHN on June 09, 2021

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.61)
  • $22.61 P/E (TTM): 11.0X Cap: $1.89B
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Q: Do you have a preference between ITP and TCL for a long term investment? It is likely for a registered account. Thanks

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Read Answer Asked by Gary on June 09, 2021