Investment Q&A

• ARC Resources Ltd. (ARX $26.55)
  • $26.55 P/E (TTM): 6.5X Cap: $15.22B
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• Tourmaline Oil Corp. (TOU $62.77)
  • $62.77 P/E (TTM): 88.33X Cap: $24.30B
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• Birchcliff Energy Ltd. (BIR $6.94)
  • $6.94 P/E (TTM): 25.85X Cap: $1.89B
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• Antero Resources Corporation (AR $37.47)
  • $37.47 P/E (TTM): 19.35X Cap: $11.56B
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Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

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Read Answer Asked by Paula on October 15, 2021

• Trevali Mining Corporation (TV $0.21)
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Q: Trading Volume has picked up. Anything new on Company ? What is outlook for ZINC and pricing of Zinc in the future ?

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Read Answer Asked by bob on October 15, 2021

• Donaldson Company Inc. (DCI $88.73)
  • $88.73 P/E (TTM): 27.9X Cap: $10.82B
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Q: Good morning your thoughts on Donaldson Company please
Thanks

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Read Answer Asked by George on October 15, 2021

• iShares Core Canadian Universe Bond Index ETF (XBB $28.16)
  • $28.16 P/E (TTM): 31.38X Cap: $9.99B
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• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 18.54X Cap: $369M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $69.53)
  • $69.53 P/E (TTM): 26.33X Cap: $538M
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• iShares MSCI World Index ETF (XWD $108.47)
  • $108.47 P/E (TTM): 26.81X Cap: $1.45B
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• iShares S&P/TSX 60 Index ETF (XIU $48.55)
  • $48.55 P/E (TTM): 18.08X Cap: $21.13B
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• iShares Global Healthcare ETF (IXJ $96.67)
  • $96.67 P/E (TTM): 26.33X Cap: $3.97B
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• State Street SPDR S&P 500 ETF Trust (SPY $677.18)
  • $677.18 P/E (TTM): 26.17X Cap: $675.03B
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• INVESCO QQQ Trust (QQQ $607.77)
  • $607.77 P/E (TTM): 33.2X Cap: $391.82B
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• Vanguard Conservative ETF Portfolio (VCNS $31.76)
  • $31.76 P/E (TTM): 13.31X Cap: $817M
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• Vanguard Balanced ETF Portfolio (VBAL $37.30)
  • $37.30 P/E (TTM): 6.89X Cap: $4.84B
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• Vanguard Growth ETF Portfolio (VGRO $43.56)
  • $43.56 P/E (TTM): 10.85X Cap: $9.02B
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• iShares Core Balanced ETF Portfolio (XBAL $33.72)
  • $33.72 P/E (TTM): 22.97X Cap: $2.87B
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• iShares Core Growth ETF Portfolio (XGRO $35.32)
  • $35.32 P/E (TTM): 12.22X Cap: $4.30B
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• iShares S&P 100 Fund (OEF $333.60)
  • $333.60 P/E (TTM): 26.29X Cap: $28.55B
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• iShares Global Comm Services ETF (IXP $121.41)
  • $121.41 P/E (TTM): 19.41X Cap: $637M
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• iShares Core MSCI Total International Stock ETF (IXUS $88.77)
  • $88.77 P/E (TTM): 12.26X Cap: $53.61B
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• Vanguard Retirement Income ETF Portfolio (VRIF $26.57)
  • $26.57 P/E (TTM): 11.18X Cap: $335M
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• iShares MSCI World ETF (URTH $186.36)
  • $186.36 P/E (TTM): 25.87X Cap: $6.69B
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Q: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.

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Read Answer Asked by Mark on October 15, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.04)
  • $37.04 P/E (TTM): 29.2X Cap: $5.69B
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• TFI International Inc. (TFII $150.46)
  • $150.46 P/E (TTM): 38.84X Cap: $12.37B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• InterRent Real Estate Investment Trust (IIP.UN $13.30)
  • $13.30 Cap: $1.85B
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Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

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Read Answer Asked by Kristelle on October 15, 2021

• iShares Russell 2000 Growth ETF (IWO $325.22)
  • $325.22 P/E (TTM): 22.36X Cap: $12.69B
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• iShares Russell 2000 ETF (IWM $253.36)
  • $253.36 P/E (TTM): 17.63X Cap: $70.43B
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Q: Hi 5i,

For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?

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Read Answer Asked by Dean on October 15, 2021

Q: BTAI May your please provide your assessment of this company. I have been a holder for past two years only to see it decline by 45 %, with a further 15% decline today.
Do you like it, and if so, would you been keen on continuing to hold? Thank you

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Read Answer Asked by Karim on October 15, 2021

• Costco Wholesale Corporation (COST $997.36)
  • $997.36 P/E (TTM): 69.86X Cap: $442.69B
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Q: Hi, I'm needing more consumer defensive and am considering Costco. Wondering what your thoughts are about this company and its prospects going forward. I already have some consumer with VDC but need more and am also low on international. Feel free to suggest other ideas that merit consideration.
Thanks,
Perry

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Read Answer Asked by Perry on October 15, 2021

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X
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Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?

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Read Answer Asked by Ron on October 15, 2021

• Antibe Therapeutics Inc. (ATE $0.30)
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Q: Please interpret today's news release. Is this a B, S or H?

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Read Answer Asked by Tim on October 15, 2021

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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Q: Hi 5i,
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.

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Read Answer Asked by Dave on October 15, 2021

• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 37.28X Cap: $4.48T
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• Goldman Sachs Group Inc. (The) (GS $833.81)
  • $833.81 P/E (TTM): 16.22X Cap: $247.43B
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• Nike Inc. (NKE $56.08)
  • $56.08 P/E (TTM): 33.25X Cap: $83.01B
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• Descartes Systems Group Inc. (The) (DSG $95.15)
  • $95.15 P/E (TTM): 42.79X Cap: $8.18B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
  • $175.78 P/E (TTM): 143.69X Cap: $229.23B
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• Tesla Inc. (TSLA $399.24)
  • $399.24 P/E (TTM): 369.15X Cap: $1.49T
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• goeasy Ltd. (GSY $49.72)
  • $49.72 P/E (TTM): 8.41X Cap: $798M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
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• Paycom Software Inc. (PAYC $131.91)
  • $131.91 P/E (TTM): 17.11X Cap: $7.15B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.81)
  • $12.81 Cap: $1.75B
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• Upstart Holdings Inc. (UPST $28.16)
  • $28.16 Cap: $2.73B
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Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

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Read Answer Asked by victor on October 15, 2021

• Questor Technology Inc. (QST $0.38)
  • $0.38 Cap: $10M
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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• Dye & Durham Limited (DND $5.00)
  • $5.00 Cap: $325M
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Q: Looking at some recommended company's that are near 52 week lows that have a lot of future growth and years of multiple upside. Can you suggest your top 5 companies that fit this criteria(and why you believe the upside potential). I would like to set and forget(for years) for my next few purchases. thx for the great service

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Read Answer Asked by Chris on October 15, 2021

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.03B
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Q: Hi, how can Purpose can fund a 0.6% distribution with a 0.15% management fee given how low bank deposit rates are? Thanks.

The fund documentation states ‘Deposits securely invested in cash accounts with Schedule 1 Canadian banks’.

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Read Answer Asked by Gary on October 15, 2021

• goeasy Ltd. (GSY $49.72)
  • $49.72 P/E (TTM): 8.41X Cap: $798M
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• Affirm Holdings Inc. (AFRM $49.77)
  • $49.77 P/E (TTM): 62.29X Cap: $16.92B
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Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on October 15, 2021

• Superior Plus Corp. (SPB $6.50)
  • $6.50 P/E (TTM): 13.02X Cap: $1.42B
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Q: Hi, With the increasing natural gas prices would companies like SPB benefit from this? Does this present a good opportunity to get into the Energy sector? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on October 15, 2021

• Cielo Waste Solutions Corp. (CMC $0.07)
  • $0.07 Cap: $11M
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Q: While Cielo seems to be getting its act together my take is that current work relates to pilot plant development and it will be some while yet before capacity, and revenues begin to emerge. Do you have a time line that might be used to commit to a worthwhile investment and what product competition they could face roughly within that timeframe?

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Read Answer Asked by Mike on October 15, 2021

• Miscellaneous (MISC)
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Q: Hi Guys
When using the rule of 40 to determine the performance of software companies. Would using 3 yr Rev Growth be acceptable , as some newer companies aren't profitable yet. ? and regarding margins, what are you looking for, Gross Margins, Net Margins, or EBT Margin.
Thanks Gord

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Read Answer Asked by Gordon on October 15, 2021

• iShares Biotechnology ETF (IBB $172.27)
  • $172.27 P/E (TTM): 20.63X Cap: $8.40B
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• ARK Blockchain & Fintech Innovation ETF (ARKF $41.15)
  • $41.15 P/E (TTM): 65.78X Cap: $971M
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Q: Could you recommend 1 Biotech and 1 Fintech ETF? Can be either Canadian or US.

Thanks for your help

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Read Answer Asked by ralph on October 15, 2021

• Amerigo Resources Ltd. (ARG $5.50)
  • $5.50 P/E (TTM): 18.08X Cap: $885M
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Q: I have held Amerigo for a while now and I would love your input on their Q3 numbers.

Would you add at this time or could you recommend another Canadian copper company.

10 year hold

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Read Answer Asked by Jeffery on October 15, 2021