Investment Q&A

• ARC Resources Ltd. (ARX $27.00)
  • $27.00 P/E (TTM): 6.57X Cap: $15.40B
  • View ARX Profile
  • View Questions on ARX
• Peyto Exploration & Development Corp. (PEY $28.03)
  • $28.03 P/E (TTM): 14.64X Cap: $5.69B
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU $64.99)
  • $64.99 P/E (TTM): 87.18X Cap: $25.16B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $7.13)
  • $7.13 P/E (TTM): 25.7X Cap: $1.94B
  • View BIR Profile
  • View Questions on BIR
• Antero Resources Corporation (AR $39.67)
  • $39.67 P/E (TTM): 18.55X Cap: $12.23B
  • View AR Profile
  • View Questions on AR

Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

Upvote 0

Read Answer Asked by Dennis on April 18, 2022

• Axcelis Technologies Inc. (ACLS $86.22)
  • $86.22 P/E (TTM): 22.58X Cap: $2.52B
  • View ACLS Profile
  • View Questions on ACLS

Q: On March 24, 2022 Axcelis Technologies Inc closed at $82.53 US. On April 14, 2022 it closed at $56.43 US. Was there some bad news?

Upvote 0

Read Answer Asked by MATHEW on April 18, 2022

• WELL Health Technologies Corp. (WELL $4.15)
  • $4.15 Cap: $1.05B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • View NBLY Profile
  • View Questions on NBLY

Q: Hello 5i team,

Based on their growth by acquisition and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Upvote 0

Read Answer Asked by Edward on April 18, 2022

• Descartes Systems Group Inc. (The) (DSG $93.80)
  • $93.80 P/E (TTM): 41.47X Cap: $8.06B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TECSYS Inc. (TCS $29.54)
  • $29.54 P/E (TTM): 82.25X Cap: $432M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS

Q: Hello 5i team,

Based on price level, revenue growth and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Upvote 0

Read Answer Asked by Edward on April 18, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.70)
  • $12.70 Cap: $1.74B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Topicus.com Inc. (TOI $104.27)
  • $104.27 P/E (TTM): 335.23X Cap: $13.51B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: How would you rank these tech picks today?

Upvote 0

Read Answer Asked by Andrew on April 18, 2022

• Avid Technology Inc. (AVID)
  • P/E (TTM): 92.02X
  • View AVID Profile
  • View Questions on AVID
• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN
• eXp World Holdings Inc. (EXPI $6.01)
  • $6.01 Cap: $972M
  • View EXPI Profile
  • View Questions on EXPI
• Upstart Holdings Inc. (UPST $27.47)
  • $27.47 Cap: $2.69B
  • View UPST Profile
  • View Questions on UPST
• Mitek Systems Inc. (MITK $14.63)
  • $14.63 P/E (TTM): 41.86X Cap: $662M
  • View MITK Profile
  • View Questions on MITK
• Affirm Holdings Inc. (AFRM $50.79)
  • $50.79 P/E (TTM): 59.96X Cap: $16.91B
  • View AFRM Profile
  • View Questions on AFRM

Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

Upvote 0

Read Answer Asked by Andrew on April 18, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX

Q: BASED ON GROWTH AND OUTLOOK IS THE STORY STILL ON TRACK?

Upvote 0

Read Answer Asked by cliff on April 18, 2022

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

Q: Hi,

Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv

Upvote 0

Read Answer Asked by Rajiv on April 18, 2022

• Sylogist Ltd. (SYZ $3.70)
  • $3.70 Cap: $86M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Has anything changed at Sylogist that may explain its continuing decline?

How would you evaluate its current price in relation to its value?

Upvote 0

Read Answer Asked by Danny on April 18, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.70)
  • $12.70 Cap: $1.74B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI

Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you

Upvote 0

Read Answer Asked by Gervais on April 14, 2022

• Twitter Inc. (TWTR)
  • View TWTR Profile
  • View Questions on TWTR

Q: Should we buy TWTR now around $46? Almost have 20% profit! Since Elon Musk asking for $54.20!

Upvote 0

Read Answer Asked by kwokwai on April 14, 2022

• Dye & Durham Limited (DND $4.87)
  • $4.87 Cap: $327M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Is this a screaming buy at current levels? Assuming the large acquisition does not go through or if it does?

Upvote 0

Read Answer Asked by Chris on April 14, 2022

• High Arctic Energy Services Inc. (HWO $0.95)
  • $0.95 Cap: $12M
  • View HWO Profile
  • View Questions on HWO

Q: I hold this stock and am considering selling to purchase a Canadian natural gas producer. What are your current thoughts on this stock?

Upvote 0

Read Answer Asked by Brendon on April 14, 2022

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
  • $191.67 P/E (TTM): 28.27X Cap: $2.28B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Another stock that just came across my radar. Looks like management is executing, pays a dividend and is in a sector which could see continued activity and growth. I realize its thinly traded. Would you pull the trigger on this one?

Upvote 0

Read Answer Asked by Colleen on April 14, 2022

• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.71X Cap: $4.52T
  • View NVDA Profile
  • View Questions on NVDA
• Veeva Systems Inc. Class A (VEEV $187.09)
  • $187.09 P/E (TTM): 36.98X Cap: $30.75B
  • View VEEV Profile
  • View Questions on VEEV

Q: HI 5i
I have half positions in NVDA ($217) and VEEV. ($194). Which would you add to now? or would you suggest dumping one and re-invest the cash into the other?

Thanks, Greg

Upvote 0

Read Answer Asked by Greg on April 14, 2022

Q:
In John’s question April 13 he says “Exceeding the $us limit of $100K us “
Is the limit for reporting US held stocks on form 1135 100K US dollars or 100K Canadian dollars ?
Thanks

Upvote 0

Read Answer Asked by Indra on April 14, 2022

• LGX Oil + Gas Inc. (OIL $0.01)
  • View OIL Profile
  • View Questions on OIL

Q: at the end of your answer to a question on bonterra you say and i quote-at this oil price we. see more downside to the oil price than upside.
what are your reasons for saying that?
as ever dave

Upvote 0

Read Answer Asked by david on April 14, 2022

• Builders FirstSource Inc. (BLDR $91.11)
  • $91.11 P/E (TTM): 24.08X Cap: $10.36B
  • View BLDR Profile
  • View Questions on BLDR

Q: I'm finding it difficult finding American companies with the ability to grow their profits over the near future. (lots of noise out there - inflation, war, debt etc.). I would appreciate your opinion regarding the ability of Builders to award investors with above average returns over the next few years. Also, if you have better ideas in this sector I would invite your suggestions. Thank-you for your continued support of the little guy.

Upvote 0

Read Answer Asked by Les on April 14, 2022

• Constellation Software Inc. (CSU $2,700.08)
  • $2,700.08 P/E (TTM): 68.89X Cap: $57.21B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ATS Corporation (ATS $40.45)
  • $40.45 Cap: $3.96B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Kinaxis Inc. (KXS $139.05)
  • $139.05 P/E (TTM): 87.15X Cap: $3.84B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $40.67)
  • $40.67 P/E (TTM): 3.62X Cap: $653M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.70)
  • $12.70 Cap: $1.74B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $104.27)
  • $104.27 P/E (TTM): 335.23X Cap: $13.51B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on April 14, 2022

• Valaris plc Class A (VAL)
  • Cap: $65M
  • View VAL Profile
  • View Questions on VAL

Q: It would seem to me that this company has the ability to grow nicely over the near future. My ability to research the company is limited so I would appreciate your opinion regarding fundamentals of the company and a prediction of its ability to grow investors share of its profits. As always thanks for all you do.

Upvote 0

Read Answer Asked by Les on April 14, 2022