Investment Q&A

• Sylogist Ltd. (SYZ $4.00)
  • $4.00 Cap: $93M
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• Descartes Systems Group Inc. (The) (DSG $89.62)
  • $89.62 P/E (TTM): 39.04X Cap: $7.70B
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• Open Text Corporation (OTEX $32.98)
  • $32.98 P/E (TTM): 14.51X Cap: $8.39B
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• Tucows Inc. (TC $24.91)
  • $24.91 Cap: $283M
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• Calian Group Ltd. (CGY $73.01)
  • $73.01 Cap: $805M
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• TECSYS Inc. (TCS $23.37)
  • $23.37 P/E (TTM): 64.75X Cap: $343M
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• Docebo Inc. (DCBO $25.73)
  • $25.73 P/E (TTM): 25.33X Cap: $741M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $83.54)
  • $83.54 P/E (TTM): 720.22X Cap: $7.18B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

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Read Answer Asked by Jeff on February 25, 2021

• The Very Good Food Company (VERY)
  • P/E (TTM): -50.3X
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Q: I was hoping to hear your thoughts on VERY. I sent in a question about this company a few days ago, and elected to re-send the question in the event the message was not received. If you received the earlier message and have been working on a response, please accept my apologies for asking twice. In any event, as always, I look forward to your insight. Have great day!

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Read Answer Asked by Domenic on February 25, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.85)
  • $5.85 P/E (TTM): 23.48X Cap: $625M
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Q: Knowing that Bam is much bigger then Fsz, can you still compare them. They are both asset management companies one much bigger than the other. One has a dividend of 1.19%, the other smaller one has a dividend of 7.81%.Why such a difference.

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Read Answer Asked by David on February 25, 2021

Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks

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Read Answer Asked by Fernando on February 25, 2021

Q: Hi group watching these high growth/high valuation stocks going down..down....down. Is it time to cash out and lock in what profits I have left usually do nothing is the best strategy but i am struggling to make any sense of that as the present environment feels different - your thought on sell or hold would be appreciated

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Read Answer Asked by Terence on February 25, 2021

• AbCellera Biologics Inc. (ABCL $3.14)
  • $3.14 Cap: $913M
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Q: The stock has been trending down but any insights into the relatively large dive today?

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Read Answer Asked by Barbara on February 25, 2021

• NVIDIA Corporation (NVDA $185.31)
  • $185.31 P/E (TTM): 45.36X Cap: $4.44T
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• Roku Inc. (ROKU $88.72)
  • $88.72 Cap: $13.30B
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Q: I have some money available to invest. Are there any 'must own' stocks, either Canadian or US, that are currently at or near their 'must buy' prices, that you would recommend? Or should I keep the cash on the sidelines for now? Thanks

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Read Answer Asked by Charles on February 25, 2021

• NVIDIA Corporation (NVDA $185.31)
  • $185.31 P/E (TTM): 45.36X Cap: $4.44T
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• Roku Inc. (ROKU $88.72)
  • $88.72 Cap: $13.30B
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• Pinterest Inc. Class A (PINS $15.47)
  • $15.47 P/E (TTM): 25.28X Cap: $10.25B
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Q: Can you identify a couple Canadian and U.S. opportunities created by today's selloff? Growth focused 1-3 year timeframe, favourites that have crossed into comfortable "buy" territory?

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Read Answer Asked by Jeff on February 25, 2021

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: Hi 5i team. Can I have your take on the Andlauer acquisition of Skelton.
Thank you

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Read Answer Asked by Mark on February 25, 2021

• Caldwell Partners International Inc. (The) (CWL $0.97)
  • $0.97 P/E (TTM): 10.67X Cap: $28M
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Q: I listened to the Caldwell AGM webcast yesterday and it appears that business is booming for both Caldwell and at their recent buy of IQ Talent. They talk about the Company being at $100M sales run rate. The stock price seems to be rerating now. What is your opinion?

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Read Answer Asked by Charles on February 25, 2021

• Gildan Activewear Inc. (GIL $99.53)
  • $99.53 P/E (TTM): 23.33X Cap: $14.73B
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Q: Thoughts on the quarter please?

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Read Answer Asked by blake on February 25, 2021

• Bitfarms Ltd. (BITF $2.84)
  • $2.84 Cap: $1.75B
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Q: Could you please explain the impact of their new announcement. I don’t understand what 1.18 EH/s and hash rate means. How do they compare to other Bitcoin type investments

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Read Answer Asked by mike on February 25, 2021

• BCE Inc. (BCE $35.11)
  • $35.11 P/E (TTM): 5.26X Cap: $32.64B
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• Enbridge Inc. (ENB $70.14)
  • $70.14 P/E (TTM): 28.03X Cap: $159.88B
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• Loblaw Companies Limited (L $68.22)
  • $68.22 P/E (TTM): 10.91X Cap: $81.11B
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• Fortis Inc. (FTS $78.00)
  • $78.00 P/E (TTM): 22.18X Cap: $39.28B
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Q: Any rationale why these solid dividend growers are unloved right now? They are all well off their highs and 3 of the 4 pay very good divs. Is it 'risk on' causing these to be ignored? I am tempted to add to all of them with the expectation that at some point in the next 2-3 years we will hit a 'risk off' market and these will recovery nicely

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Read Answer Asked by Greg on February 25, 2021

• Premier Health of America Inc. (PHA $0.02)
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Q: Hi, Could you please comment on PHA earnings. Thank you

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Read Answer Asked by francis on February 25, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.38)
  • $12.38 Cap: $1.68B
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Q: Hi 5i - I was very interested to read about Lightspeed's new partnership with Latin American fintech dLocal. It appears that this new partnership, will enable LSPD merchants to accept local payment options. It appears it's live in Mexico now, but given the breadth of dLocal's operations throughout Latin America and other emerging markets, do you not think this may be a major accelerator to scaling and growth for the company outside Canada & US?

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Read Answer Asked by Martha on February 25, 2021

• iShares Global REIT ETF (REET $27.22)
  • $27.22 P/E (TTM): 32.27X Cap: $4.72B
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• GLOBAL X FDS (SRET $22.89)
  • $22.89 P/E (TTM): 17.81X Cap: $224M
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Q: Is the risk/return appropriate for a RSP/RIF? Is there a better REIT for foreign holdings?

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Read Answer Asked by Jean on February 25, 2021

• ARC Resources Ltd. (ARX $24.53)
  • $24.53 P/E (TTM): 6.05X Cap: $13.93B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
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• Advantage Energy Ltd. (AAV $10.46)
  • $10.46 P/E (TTM): 32.67X Cap: $1.79B
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Q: assuming current NG prices which of the above would do best. please add more stocks that might fit the theme.
thanks
Yossi

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Read Answer Asked by JOSEPH on February 25, 2021

Q: I saw a mention of this US etf, BATT, and wondering if it would be a good growth opportunity. What do you think? Thanks

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Read Answer Asked by Martin on February 25, 2021

• Whitecap Resources Inc. (WCP $13.04)
  • $13.04 P/E (TTM): 11.25X Cap: $15.97B
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• TORC Oil & Gas Ltd. (TOG $3.21)
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Q: Now that there has been shareholder and court approval of the "strategic combination" of these two companies when will I see my TOG shares become WCP shares? I can't find an actual date for this to take place. It was finalized yesterday so I thought perhaps it would have happened today. Any information on this would be greatly appreciated. Thanks guys.

Mike

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Read Answer Asked by Michael on February 25, 2021

• Expeditors International of Washington Inc. (EXPD $147.38)
  • $147.38 P/E (TTM): 23.9X Cap: $19.63B
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• Boston Scientific Corporation (BSX $76.00)
  • $76.00 P/E (TTM): 39.96X Cap: $110.78B
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• Chevron Corporation (CVX $180.41)
  • $180.41 P/E (TTM): 25.84X Cap: $369.96B
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• Medtronic plc. (MDT $96.88)
  • $96.88 P/E (TTM): 26.89X Cap: $127.54B
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• SmartCentres Real Estate Investment Trust (SRU.UN $27.60)
  • $27.60 P/E (TTM): 19.42X Cap: $4.86B
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• BP p.l.c. (BP $37.58)
  • $37.58 P/E (TTM): 24.16X Cap: $98.47B
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Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

Upvote 1

Read Answer Asked by Nhung on February 25, 2021