Investment Q&A

• Alphabet Inc. (GOOGL $196.38)
  • $196.38 P/E (TTM): 21.77X Cap: $2.35T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $525.86)
  • $525.86 P/E (TTM): 41.43X Cap: $3.92T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $178.50)
  • $178.50 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $4,717.55)
  • $4,717.55 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $144.40)
  • $144.40 P/E (TTM): 63.41X Cap: $12.72B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $196.68)
  • $196.68 P/E (TTM): 437.0X Cap: $5.80B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.52)
  • $209.52 P/E (TTM): 97.92X Cap: $227.24B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $183.50)
  • $183.50 P/E (TTM): 100.61X Cap: $24.02B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.

Upvote 0

Read Answer Asked by Jim on March 16, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Care to comment on CTS earnings? From what i read, they killed it !

Upvote 0

Read Answer Asked by Philippe on March 16, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: At 8.6x earnings, I find this a steal. For most of 2022 it ran between 6 and 7. It dropped to 4 and a little below in December with tax loss and market backdrop. If you agree with this would you consider this a strong buy especially with shorts needing to cover.

Upvote 0

Read Answer Asked by Steve on March 16, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX $112.52)
  • $112.52 P/E (TTM): 13.07X Cap: $7.96B
  • View ONEX Profile
  • View Questions on ONEX
• Celestica Inc. (CLS $271.24)
  • $271.24 P/E (TTM): 43.72X Cap: $31.14B
  • View CLS Profile
  • View Questions on CLS
• Sanmina Corporation (SANM $116.13)
  • $116.13 P/E (TTM): 24.99X Cap: $6.17B
  • View SANM Profile
  • View Questions on SANM
• Benchmark Electronics Inc. (BHE $38.71)
  • $38.71 P/E (TTM): 27.31X Cap: $1.41B
  • View BHE Profile
  • View Questions on BHE

Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Upvote 0

Read Answer Asked by Daniel on March 16, 2023

• Alcoa Corporation (AA $29.70)
  • $29.70 P/E (TTM): 7.79X Cap: $7.66B
  • View AA Profile
  • View Questions on AA
• Arconic Corporation (ARNC)
  • Cap: $3B
  • View ARNC Profile
  • View Questions on ARNC
• Century Aluminum Company (CENX $21.52)
  • $21.52 P/E (TTM): 23.79X Cap: $1.90B
  • View CENX Profile
  • View Questions on CENX
• Kaiser Aluminum Corporation (KALU $73.12)
  • $73.12 P/E (TTM): 23.83X Cap: $1.19B
  • View KALU Profile
  • View Questions on KALU

Q: May I have the names of 2 or 3 aluminum stocks and suggested entry prices?
Wih appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on March 16, 2023

• Tamarack Valley Energy Ltd. (TVE $5.39)
  • $5.39 P/E (TTM): 11.3X Cap: $2.73B
  • View TVE Profile
  • View Questions on TVE

Q: What makes Tamarack Valley so unique amongst the small-mid cap oil/gas producers in Canada? Just curious to know if there are others you also recommend or is this one at the top of the list?

Upvote 0

Read Answer Asked by Eugene on March 16, 2023

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.33)
  • $47.33 P/E (TTM): 40.25X Cap: $3.04B
  • View XAW Profile
  • View Questions on XAW
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.51)
  • $44.51 P/E (TTM): 5.94X Cap: $17.92B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $154.55)
  • $154.55 P/E (TTM): 59.73X Cap: $24.02B
  • View VFV Profile
  • View Questions on VFV

Q: 3 ETF's for my 40 ish daughters RRSP

Upvote 1

Read Answer Asked by Ken on March 16, 2023

• Adobe Inc. (ADBE $343.24)
  • $343.24 P/E (TTM): 21.74X Cap: $143.69B
  • View ADBE Profile
  • View Questions on ADBE
• DocuSign Inc. (DOCU $75.16)
  • $75.16 P/E (TTM): 14.25X Cap: $14.92B
  • View DOCU Profile
  • View Questions on DOCU

Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on March 16, 2023

• Bank of America Corporation (BAC $45.53)
  • $45.53 P/E (TTM): 13.69X Cap: $337.46B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $290.60)
  • $290.60 P/E (TTM): 14.44X Cap: $809.74B
  • View JPM Profile
  • View Questions on JPM

Q: Hi There similar to a question about easing into the Canadian banks during this time - would feel the same way about the US major banks?

Thanks!

Upvote 0

Read Answer Asked by Robert on March 16, 2023

• ECN Capital Corp. (ECN $3.09)
  • $3.09 P/E (TTM): 112.07X Cap: $866M
  • View ECN Profile
  • View Questions on ECN

Q: Good Morning

If ECN were to be taken over what price might you believe it would take for the price to be succesfull?

Thks
Marse

Upvote 0

Read Answer Asked by Marcel on March 16, 2023

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.17B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: WELL down 5%+ of heavy volume late Wednesday. Don't see any news. Any explanation for the move?

Upvote 0

Read Answer Asked on March 15, 2023

• Suncor Energy Inc. (SU $54.13)
  • $54.13 P/E (TTM): 10.88X Cap: $66.34B
  • View SU Profile
  • View Questions on SU

Q: Pretty ugly day, particularly for oil. Is this just more negative market sentiment re banking fallout? Does your opinion still stand to pick away on the buy side?

Upvote 0

Read Answer Asked by Brett on March 15, 2023

Q: I never thought I would be prompted to ask a question like this but now I wonder...

If I have an account with a discount broker that is part of a big 5 bank which contains say, $250k of cash, and $250k of, for example BCE stock, is there a greater of losing the cash or the stock in a default? Thanks

Upvote 0

Read Answer Asked by Robert on March 15, 2023

Q: With all the trauma in the financial sector, would you add to existing positions in Canadian bank stocks? Those dividends are starting to look real good.
Thanks Ron

Upvote 0

Read Answer Asked by Ronald on March 15, 2023

• ECN Capital Corp. (ECN $3.09)
  • $3.09 P/E (TTM): 112.07X Cap: $866M
  • View ECN Profile
  • View Questions on ECN

Q: Peter; Would GSY be a possible buyer of ECN? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on March 15, 2023

• Royal Bank of Canada (RY $181.26)
  • $181.26 P/E (TTM): 19.19X Cap: $253.80B
  • View RY Profile
  • View Questions on RY
• EQB Inc. (EQB $103.77)
  • $103.77 P/E (TTM): 10.54X Cap: $3.97B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Hello 5i Team,
I'm looking to buy a bank, I was leaning towards EQ or NB, but I'm open to all. Which bank would you purchase this week?

Thank you,
Brent

Upvote 0

Read Answer Asked by Brent on March 15, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $716M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Does the current panic in the financial sector make FSZ more attractive or less? Should we treat its recent 13% drop as an opportunity, or should we worry that spooked investors will withdraw assets?

Sometimes companies get taken private when their share price is depressed; given such a move, would shareholders likely be the losers? Not so long ago (at $1/share higher), you characterized FSZ as "fine for income"; do you still think so?

Upvote 0

Read Answer Asked by John on March 15, 2023

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,390.17)
  • $2,390.17 P/E (TTM): 10.02X Cap: $52.19B
  • View FFH Profile
  • View Questions on FFH
• Intact Financial Corporation (IFC $285.29)
  • $285.29 P/E (TTM): 22.88X Cap: $51.45B
  • View IFC Profile
  • View Questions on IFC

Q: Looking at one of these two for long term growth.
Discuss the strength and weaknesses of both and reasons for your pick. Thanks. Derek

Upvote 0

Read Answer Asked by Derek on March 15, 2023

• iShares U.S. Regional Banks ETF (IAT $49.49)
  • $49.49 P/E (TTM): 24.63X Cap: $601M
  • View IAT Profile
  • View Questions on IAT

Q: One comment this am: "regional banks, the buying opportunity of a lifetime" How would you approach this opportunity?
Thanks Peter

Upvote 0

Read Answer Asked by Peter on March 15, 2023

• BMO Covered Call Canadian Banks ETF (ZWB $21.06)
  • $21.06 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.21)
  • $11.21 P/E (TTM): 47.01X Cap: $1.86B
  • View ZWU Profile
  • View Questions on ZWU

Q: I am thinking of picking up ZWU and ZWB for income at this time. Your thoughts please.
Thank you.
Martin

Upvote 0

Read Answer Asked by Martin on March 15, 2023