Investment Q&A

• Laurentian Bank of Canada (LB)
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Q: Seems like the new CEO at Laurentian Bank since October 2020 is impressive. Last two quarters have been very positive. First female bank CEO and many females in management and diversity on the board. Check out the ESG journey in their recent report.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.

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Read Answer Asked by Madeline on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

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Read Answer Asked by Herm on June 07, 2021

• Kinaxis Inc. (KXS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

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Read Answer Asked by Robert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?

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Read Answer Asked by STANLEY on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views

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Read Answer Asked by Peter on June 07, 2021

• WELL Health Technologies Corp. (WELL)
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Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.

Thanks.

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Read Answer Asked by James on June 07, 2021

• DocuSign Inc. (DOCU)
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Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

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Read Answer Asked by William on June 07, 2021

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• PayPal Holdings Inc. (PYPL)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Algonquin Power & Utilities Corp. (AQN)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• Magna International Inc. (MG)
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• Thomson Reuters Corporation (TRI)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Jacobs Solutions Inc. (J)
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Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

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Read Answer Asked by jim on June 07, 2021

• WELL Health Technologies Corp. (WELL)
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Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

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Read Answer Asked by Greg on June 07, 2021

Q: What does NR means under Rating Column in your model portfolios?

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Read Answer Asked by Piyush on June 07, 2021

• Brookfield Property Partners L.P. (BPY.UN)
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Q: My year end review shows my broker applying a U.S. withholding tax on my BPY.UN (tsx listed) dividends. Should I contest this?

Thank-you.

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Read Answer Asked by Alex on June 07, 2021

Q: Could you provide your top picks today for a long-term hold? Thanks very much!

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Read Answer Asked by Chris on June 07, 2021

• Textainer Group Holdings Limited (TGH)
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Q: any idea why this is down for the last few days

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Read Answer Asked by hal on June 07, 2021

• Lion Electric Company (The) (LEV)
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Q: For a Canadian electric vehicle play how does this company look with it's electric busses? Would these be in a direct competition with New Flyer?
Thanks

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Read Answer Asked by Kolbi on June 07, 2021

• Pembina Pipeline Corporation (PPL)
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Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries

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Read Answer Asked by Ken on June 07, 2021

• Nelnet Inc. (NNI)
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Q: i hold a small position in Nelnet. Does it appear to be a reasonable hold for a few years?

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Read Answer Asked by Tom on June 07, 2021

• Miscellaneous (MISC)
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Q: Peter Foster penned an article in the National post on Saturday about Mark Carney and the impending green movement and great reset. Based on Mr. Carney’s seeming ties to the libs and global heft, do you see the is as a threat to markets in Canada and globally?

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Read Answer Asked by Kelly on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.

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Read Answer Asked by Frank on June 07, 2021

• Information Services Corporation Class A Limited Voting Shares (ISV)
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Q: Why is ISV climbing? I purchased for income but obviously happy to see such growth!

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Read Answer Asked by Margot on June 07, 2021

• Schwab U.S. Tips ETF (SCHP)
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Q: please tell me where I am going wrong :

SCHP:US has an indicated dividend of $0.2664 paid monthly.
$0.2664 x 12 = $ 3.1968 annual dividend.
3.1968 / 62.00 (June 03 closing price) = 0.05156 x 100 = 5.156 % yield.

Both TMX and your data provider show a yield of ~ 2.98%

thanks for clarifying.
Terrance

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Read Answer Asked by Terrance on June 07, 2021