Investment Q&A

• Roper Technologies Inc. (ROP $506.99)
  • $506.99 P/E (TTM): 35.11X Cap: $53.80B
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• TFI International Inc. (TFII $130.01)
  • $130.01 P/E (TTM): 21.23X Cap: $10.55B
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• ATS Corporation (ATS $37.30)
  • $37.30 Cap: $3.66B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $155.01)
  • $155.01 P/E (TTM): 38.65X Cap: $18.48B
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Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.

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Read Answer Asked by Alexandra on October 29, 2021

• Cameco Corporation (CCO $119.02)
  • $119.02 P/E (TTM): 95.53X Cap: $51.14B
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Q: Given todays pull back on earnings, would you see this as a good entry point into CCO?

Thanks

Mike

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Read Answer Asked by Michael on October 29, 2021

• Exchange Income Corporation (EIF $75.22)
  • $75.22 P/E (TTM): 29.64X Cap: $3.87B
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Q: Good Day 5I team: Can you account for the recent and for me quite dramatic decline?All the best and thanks Larry

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Read Answer Asked by Larry on October 29, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Any thoughts on quis at this time would be appreciated. It seems to be having trouble getting any traction. Analysts are still very positive on its potential but in comparison to my other tech stocks (I'm over weight tech and its the lagard) i also hold softchoice. my hesitation to part with it is fomo as the lowest of the analyst estimated is almost a double. Your thoughts?

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Read Answer Asked by Todd on October 29, 2021

• Richards Packaging Income Fund (RPI.UN $33.69)
  • $33.69 P/E (TTM): 16.67X Cap: $372M
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Q: Hi, Please comment on Richards Packaging earnings release, Does it inspire more confidence in owning the stock ? Thank You

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Read Answer Asked by rajeev on October 29, 2021

• Twilio Inc. Class A (TWLO $109.70)
  • $109.70 P/E (TTM): 1029.4X Cap: $15.79B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F $12.70)
  • $12.70 P/E (TTM): 16.24X Cap: $50.42B
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• Tesla Inc. (TSLA $453.25)
  • $453.25 P/E (TTM): 248.46X Cap: $1.38T
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• Lucid Group Inc. (LCID $24.02)
  • $24.02 Cap: $7.61B
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

Q: Do you have any investment ideas in the area of hearing assistance. The wearing of air pods appears to be ubiquitous and will accelerate the demand. Looking for a few company ideas to tuck away in my RRSP. Besides the chip companies are there any more direct way to play what I think is going to be a secular long term play. US Europe or Canada.

Thanks for all you do!

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Read Answer Asked by Thomas on October 29, 2021

• Atlas Salt Inc Com (SALT)
  • P/E (TTM): -156.4X Cap: $70M
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Q: What is your opinion of Atlas Salt and of the investment value of salt-producing firms, in general?

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Read Answer Asked by David on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $302.40)
  • $302.40 P/E (TTM): 39.66X Cap: $1.51T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Imperial Oil Limited (IMO $127.02)
  • $127.02 P/E (TTM): 13.82X Cap: $63.88B
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Q: I thought Imperial Oil had a great quarter but it's getting hammered by the market. What did I miss and what is your outlook here? Should I switch to a different oil stock?

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Read Answer Asked by John on October 29, 2021

• Twilio Inc. Class A (TWLO $109.70)
  • $109.70 P/E (TTM): 1029.4X Cap: $15.79B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Lundin Mining Corporation (LUN $21.09)
  • $21.09 Cap: $18.11B
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Q: Can you please comment on Lundin Mining's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

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Read Answer Asked by Richard on October 29, 2021

• TFI International Inc. (TFII $130.01)
  • $130.01 P/E (TTM): 21.23X Cap: $10.55B
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Q: Why after a solid earnings report (from what I interpret) was there a significant drop in share price this morning ? Many thanks.

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Read Answer Asked by Michael on October 29, 2021

• Coca-Cola Company (The) (KO $66.10)
  • $66.10 P/E (TTM): 23.63X Cap: $286.83B
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• Nutrien Ltd. (NTR $84.17)
  • $84.17 P/E (TTM): 193.04X Cap: $40.22B
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Q: Could you explain "goodwill" to me please.

Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?

Is this 60% number something to be concerned about?

Thanks...Steve

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Read Answer Asked by Stephen on October 29, 2021

• Nexe Innovations Inc. (NEXE $0.19)
  • $0.19 Cap: $19M
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Q: I, have stock in this company , I was told their was some great news coming out in Sept. but never heard anything can you give me some insight on this company.
Thanks
Jim.

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Read Answer Asked by James on October 29, 2021

• Suncor Energy Inc. (SU $57.95)
  • $57.95 P/E (TTM): 12.38X Cap: $70B
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• Enbridge Inc. (ENB $69.43)
  • $69.43 P/E (TTM): 24.56X Cap: $152.40B
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• Tamarack Valley Energy Ltd. (TVE $6.19)
  • $6.19 P/E (TTM): 13.02X Cap: $3.10B
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Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

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Read Answer Asked by Warren on October 29, 2021

• Mastercard Incorporated (MA $578.81)
  • $578.81 P/E (TTM): 39.14X Cap: $524.73B
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $136.57)
  • $136.57 P/E (TTM): 35.51X Cap: $3.23B
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• Global X Cloud Computing ETF (CLOU $23.72)
  • $23.72 P/E (TTM): 35.61X Cap: $308M
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR $78.66)
  • $78.66 P/E (TTM): 42.46X Cap: $6.79B
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021