Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $165.70)
  • $165.70 P/E (TTM): 216.3X Cap: $98.09B
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• Vanguard Total International Stock (VXUS $74.93)
  • $74.93 P/E (TTM): 9.63X Cap: $83.85B
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• Sony Group Corporation American Depositary Shares (SONY $29.19)
  • $29.19 P/E (TTM): 23.38X Cap: $175.86B
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• JD.com Inc. (JD $33.76)
  • $33.76 P/E (TTM): 8.78X Cap: $49.06B
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Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.

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Read Answer Asked by Nimish on January 17, 2022

• Keyera Corp. (KEY $42.62)
  • $42.62 P/E (TTM): 17.86X Cap: $9.76B
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• Freehold Royalties Ltd. (FRU $13.59)
  • $13.59 P/E (TTM): 17.6X Cap: $2.22B
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Q: Would like your in depth opinion on investing in these 2 stocks for income and growth. Thank you.

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Read Answer Asked by kenneth on January 17, 2022

• JPMorgan Chase & Co. (JPM $302.36)
  • $302.36 P/E (TTM): 15.26X Cap: $831.41B
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Q: Some US banks announced earnings recently. Can I have your thoughts? Is the sector still one you would overweight?

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Read Answer Asked by Alex on January 17, 2022

• AerCap Holdings N.V. (AER $120.99)
  • $120.99 Cap: $22.59B
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Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you

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Read Answer Asked by Anthony on January 17, 2022

• Expedia Group Inc. (EXPE $218.25)
  • $218.25 P/E (TTM): 25.63X Cap: $27B
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• Booking Holdings Inc. (BKNG $5,141.88)
  • $5,141.88 P/E (TTM): 35.35X Cap: $166.64B
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• lululemon athletica inc. (LULU $172.43)
  • $172.43 P/E (TTM): 11.43X Cap: $18.99B
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• Big 5 Sporting Goods Corporation (BGFV)
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• Columbia Sportswear Company (COLM $52.53)
  • $52.53 P/E (TTM): 13.5X Cap: $2.87B
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• Camping World Holdings Inc. Class A (CWH $15.26)
  • $15.26 Cap: $1.55B
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• Vista Outdoor Inc. (VSTO)
  • Cap: $2.60B
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• Dick's Sporting Goods Inc (DKS $225.79)
  • $225.79 P/E (TTM): 15.98X Cap: $18.32B
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Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.

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Read Answer Asked by Stefan on January 17, 2022

• Silvercorp Metals Inc. (SVM $9.88)
  • $9.88 P/E (TTM): 23.89X Cap: $2.16B
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Q: Please comment on their latest numbers.

Bill

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Read Answer Asked by Bill on January 17, 2022

• iShares U.S. Infrastructure ETF (IFRA $53.68)
  • $53.68 P/E (TTM): 19.45X Cap: $3.11B
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Q: What are your thoughts on Real Asset funds? TD is pushing Greystone. If such funds are okay, would you recommend one? Thanks again.

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Read Answer Asked by Danny-boy on January 17, 2022

• PROSHARES TRUST (EQRR $62.29)
  • $62.29 P/E (TTM): 15.98X Cap: $9M
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Q: Following up to your answer to Michael this morning, EQRR appears to have a total asset value of only about US$11 million. Is that a concern?
Thank you.

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Read Answer Asked by D on January 17, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $62.14)
  • $62.14 P/E (TTM): 106.4X Cap: $30.39B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• West Fraser Timber Co. Ltd. (WFG $92.06)
  • $92.06 Cap: $7.39B
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Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

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Read Answer Asked by Doug on January 17, 2022

• Real Matters Inc. (REAL $7.34)
  • $7.34 Cap: $547M
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Q: Real reports Jan 28th would you consider buying a few shares?

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Read Answer Asked by Gilles on January 17, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.41)
  • $16.41 Cap: $2.25B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi,
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you

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Read Answer Asked by David on January 17, 2022

• Costco Wholesale Corporation (COST $936.11)
  • $936.11 P/E (TTM): 67.22X Cap: $414.86B
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• Walmart Inc. (WMT $107.05)
  • $107.05 P/E (TTM): 40.5X Cap: $853.49B
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• Loblaw Companies Limited (L $58.28)
  • $58.28 P/E (TTM): 7.32X Cap: $69.28B
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• Premium Brands Holdings Corporation (PBH $98.22)
  • $98.22 P/E (TTM): 47.08X Cap: $4.38B
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Q: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service

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Read Answer Asked by Brian on January 17, 2022

• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.67X Cap: $75.17B
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Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?

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Read Answer Asked by John on January 17, 2022

• Amazon.com Inc. (AMZN $216.48)
  • $216.48 P/E (TTM): 32.48X Cap: $2.30T
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Q: Shares of AMZN and some other high priced shares are available at very much lower denomination on the TSX. Do these have a significant hidden cost that would give the clear preference to buying AMZN on the US exchange? Thank you for your answer. Cheers

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Read Answer Asked by Hans on January 17, 2022

• Roku Inc. (ROKU $96.28)
  • $96.28 Cap: $14.18B
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Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.

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Read Answer Asked by Alan on January 17, 2022

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
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Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?

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Read Answer Asked by Ken on January 17, 2022

• Citigroup Inc. (C $99.30)
  • $99.30 P/E (TTM): 14.36X Cap: $182.80B
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Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed

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Read Answer Asked by Ed on January 17, 2022

• GLOBAL X FDS (FINX $34.25)
  • $34.25 P/E (TTM): 34.44X Cap: $306M
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• ARK Fintech Innovation ETF (ARKF $56.13)
  • $56.13 P/E (TTM): 45.42X Cap: $1.46B
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Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John

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Read Answer Asked by John on January 17, 2022

• ATS Corporation (ATS $37.36)
  • $37.36 Cap: $3.64B
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• Magna International Inc. (MG $62.90)
  • $62.90 P/E (TTM): 10.5X Cap: $17.67B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $91.42)
  • $91.42 P/E (TTM): 37.56X Cap: $10.53B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.46)
  • $18.46 P/E (TTM): 97.16X Cap: $1.79B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $12.72)
  • $12.72 P/E (TTM): 39.15X Cap: $139M
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• Ultra Clean Holdings Inc. (UCTT $29.17)
  • $29.17 Cap: $1.32B
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• Reliance Inc. (RS $278.42)
  • $278.42 P/E (TTM): 19.66X Cap: $14.64B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.41)
  • $16.41 Cap: $2.25B
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• Trane Technologies plc (TT $418.37)
  • $418.37 P/E (TTM): 33.0X Cap: $93.09B
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Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

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Read Answer Asked by David on January 17, 2022

• PROSHARES TRUST (EQRR $62.29)
  • $62.29 P/E (TTM): 15.98X Cap: $9M
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Q: Stan Wong recommended EQRR as a good holding during rising interest rates. What is your opinion of this etf?

Thanks very much,

Mike

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Read Answer Asked by Michael on January 17, 2022