Investment Q&A

• Constellation Software Inc. (CSU $4,417.32)
  • $4,417.32 P/E (TTM): 109.08X Cap: $93.60B
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• Dye & Durham Limited (DND $8.90)
  • $8.90 Cap: $598M
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• Topicus.com Inc. (TOI $163.00)
  • $163.00 P/E (TTM): 77.72X Cap: $13.55B
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Q: Hi Team,

Can you please provide the current P/S for these company and which you perceive as the best value today?

Thank you

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Read Answer Asked by Keith on January 24, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $54.05)
  • $54.05 P/E (TTM): 95.0X Cap: $26.47B
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Q: Happy New Year!
I have little to no exposure to the metals sector and would like to pick up one stock. I was thinking about Teck due to its size and relative safety but would love to hear your favourites at different size/risk levels. Also love a quick comment about whether you believe the sector will continue to do well
Thanks
Bryan

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Read Answer Asked by Bryan on January 24, 2022

• Lithium Americas Corp. (LAC $4.53)
  • $4.53 Cap: $1.09B
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Q: Your thoughts on LAC’s prospects, please. Are there any lithium companies that you find more attractive?

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Read Answer Asked by Theodore on January 24, 2022

• CSX Corporation (CSX $32.98)
  • $32.98 P/E (TTM): 20.36X Cap: $61.48B
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Q: Good morning, can you comment on the earnings reported by CSX? Figures seemed solid, yet dipped in post-market trading. Is the industry facing some headwinds?

Thank you,
Ian.

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Read Answer Asked by Ian on January 24, 2022

• Roundhill Ball Metaverse ETF (METV $20.74)
  • $20.74 P/E (TTM): 30.74X Cap: $332M
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Q: Hi folks

Looking at our TFSA accounts and looking at META.

With the down turn and quality top names, would this be a good long term holding (5 years?.

Thank you for the fine work and this downturn will all be noting more than a blip. I look at at this is a boxing day sale.

Cheers

Mike

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Read Answer Asked by Mike on January 24, 2022

• Innovative Industrial Properties Inc. (IIPR $57.43)
  • $57.43 P/E (TTM): 12.43X Cap: $1.60B
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• Crocs Inc. (CROX $80.32)
  • $80.32 P/E (TTM): 21.53X Cap: $4.38B
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• Pinterest Inc. Class A (PINS $35.81)
  • $35.81 P/E (TTM): 12.79X Cap: $24.34B
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• Digital Turbine Inc. (APPS $5.52)
  • $5.52 Cap: $596M
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Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).

Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!

Thank you!

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Read Answer Asked by Max on January 24, 2022

Q: Is there a reason for the selloff today.
PB

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Read Answer Asked by Peter on January 24, 2022

• ONEX Corporation Subordinate Voting Shares (ONEX $123.29)
  • $123.29 P/E (TTM): 12.16X Cap: $8.45B
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• Brookfield Asset Management Inc Class A Limited (BAM $60.02)
  • $60.02 P/E (TTM): 40.65X Cap: $98.22B
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Q: Hi - what would be your current thoughts on these two companies in terms of buy/hold/sell in the current market/economic environment. Pls add a quick comment as to "why". Disregard objectives/diversification/etc.

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Read Answer Asked by Doug on January 24, 2022

• Grayscale Bitcoin Trust (GBTC $90.34)
  • $90.34 Cap: $20.51B
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Q: Thoughts on the growing discount to NAV (close to 30%) for GBTC. Could this be the canary in the coal mine for bitcoin?
If one was bullish on crypto would GBTC be a good call as I assume the discount may shrink some in a bull run for crypto.

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Read Answer Asked by Robert on January 24, 2022

• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 27.21X Cap: $3.08T
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Q: Good Morning 5i,
I would like your opinion on investing in CDR listings in Canada to gain exposure to the US market with much less of my investment dollars allocated to each individual stock. With the pull back currently going on in the markets the timing to go into the US when things settle down could be very good. If you like the CDR route, which stocks would you suggest to pick up? Please deduct whatever credits are necessary in order for you to give full consideration to my question. Thanks for your assistance!

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Read Answer Asked by Gordon on January 24, 2022

• ASML Holding N.V. (ASML $932.15)
  • $932.15 P/E (TTM): 41.29X Cap: $366.59B
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Q: Can you comment on Asml here at Jan 24 pricing from an atactiveness point of view

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Read Answer Asked by Kim on January 24, 2022

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.91)
  • $18.91 P/E (TTM): 99.53X Cap: $1.83B
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Q: If Canada Goose was to beat estimates soundly as is their history for the coming quarter earnings (large share price increases follow reporting), how would this be viewed in the current market? Or would the current down draft ignore this and continue the downward pressure. For that matter if any company was to beat estimates this quarter is the selling pressure too much to overcome?

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Read Answer Asked by Mike on January 24, 2022

• Dye & Durham Limited (DND $8.90)
  • $8.90 Cap: $598M
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Q: Please provide some insight on the likelihood that DND's new acquisition is turned down by UK regulators?
Thanks.

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Read Answer Asked by Christopher on January 24, 2022

• Adobe Inc. (ADBE $365.90)
  • $365.90 P/E (TTM): 23.47X Cap: $155.21B
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• Alphabet Inc. (GOOG $255.24)
  • $255.24 P/E (TTM): 27.21X Cap: $3.08T
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• NVIDIA Corporation (NVDA $176.67)
  • $176.67 P/E (TTM): 56.99X Cap: $4.29T
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• QUALCOMM Incorporated (QCOM $166.85)
  • $166.85 P/E (TTM): 16.12X Cap: $180.03B
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• Salesforce Inc. (CRM $247.09)
  • $247.09 P/E (TTM): 35.91X Cap: $235.22B
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Q: With the Nasdaq now down more than 15%, what would be your top 5 picks in the tech sector (both Canada and US) for growth given at least a 5+ year hold period?

I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.

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Read Answer Asked by David on January 24, 2022

• Enerflex Ltd. (EFX $14.81)
  • $14.81 P/E (TTM): 10.29X Cap: $1.81B
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Q: What do you think of the merger announcement today? Is the big drop in EFX warranted?

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Read Answer Asked by Kenneth on January 24, 2022

• Bank of Nova Scotia (The) (BNS $89.60)
  • $89.60 P/E (TTM): 17.23X Cap: $111.24B
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Q: Hi Guys! If you were to buy one of the big 5 Canadian banks, which would you choose? Thanks. Rick

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Read Answer Asked by Rick on January 24, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
  • $211.60 P/E (TTM): 85.93X Cap: $274.94B
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Q: Hi, all

I'm down 40% on SHOP. Continue to hold? It's tough to hold when it keeps dropping day after day.

Robert

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Read Answer Asked by Robert on January 24, 2022

• VALE S.A. American Depositary Shares Each Representing one (VALE $10.86)
  • $10.86 P/E (TTM): 7.54X Cap: $46.35B
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• BHP Group Ltd. (BHP $52.14)
  • $52.14 P/E (TTM): 14.77X Cap: $131.80B
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• FPX Nickel Corp. (FPX $0.30)
  • $0.30 Cap: $94M
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• Canada Nickel Company Inc. (CNC $0.82)
  • $0.82 Cap: $176M
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Q: With physical battery grade Nickel stockpiles emptying do you have any recommendations for producers or an ETF that would be a good investment on the Canada or the US stock market?

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Read Answer Asked by Murray on January 24, 2022

• Bank of Nova Scotia (The) (BNS $89.60)
  • $89.60 P/E (TTM): 17.23X Cap: $111.24B
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Q: What is your favourite Canadian bank today and why? Rick

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Read Answer Asked by Rick on January 24, 2022

• Canada Nickel Company Inc. (CNC $0.82)
  • $0.82 Cap: $176M
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Q: What is your opinion of Canada Nickel Company and nickel in general Is CNC a buy or are there other companies that you feel have better upside. Thanks for your expertise.

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Read Answer Asked by Ian on January 24, 2022