Investment Q&A

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
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• Trulieve Cannabis Corp (TRUL $10.93)
  • $10.93 Cap: $1.95B
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Q: In mid-January you preferred trul over cura!
Has anything occurred over the last 4 months to change your preference?
Or would you prefer some other "weed" stocks.

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Read Answer Asked by ed on May 11, 2021

• BlackLine Inc. (BL $51.53)
  • $51.53 P/E (TTM): 36.83X Cap: $3.14B
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Q: What are your thoughts on BL earnings? Is it still buy, hold or sell.

Thanks for the great service

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Read Answer Asked by Hector on May 11, 2021

• 5N Plus Inc. (VNP $15.17)
  • $15.17 P/E (TTM): 45.68X Cap: $1.34B
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Q: While the results they released were not exciting, my view is that this sell-off is overdone. Looking for your thoughts on this one,,,,

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Read Answer Asked by Robert on May 11, 2021

• 5N Plus Inc. (VNP $15.17)
  • $15.17 P/E (TTM): 45.68X Cap: $1.34B
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Q: I have a half position in VNP. The recent earnings report seems fine. Is it a buy, hold or sell ? Thanks for this great service.

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Read Answer Asked by Christopher on May 11, 2021

• Magna International Inc. (MG $60.89)
  • $60.89 P/E (TTM): 10.43X Cap: $17.24B
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Q: Any reason why Magna is down $5 in US pre market?
Despite the negative market, $5 down means something is up.
Thanks

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Read Answer Asked by Herm on May 11, 2021

• Spartan Delta Corp. (SDE $4.93)
  • $4.93 P/E (TTM): 44.82X Cap: $986M
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Q: Is there a small cap oil stock that you like at this time?
I have a large cap and medium cap and was looking for a small cap too.

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Read Answer Asked by Paul on May 11, 2021

• Spartan Delta Corp. (SDE $4.93)
  • $4.93 P/E (TTM): 44.82X Cap: $986M
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Q: Their first q numbers came out today and they appear to have beat even the highest expectations at least on earnings. Can you please give me your commentary? These shares seem quite cheap and the company's financial position (cash of 98 million and no debt) leaves room for lots of growth and perhaps even starting to pay a dividend.

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Read Answer Asked by Murray on May 11, 2021

• TJX Companies Inc. (The) (TJX $132.79)
  • $132.79 P/E (TTM): 31.2X Cap: $147.95B
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Q: Hello 5i team; Your thoughts on tjx for reopen trade,a lot seems priced in and also how a discount retailer would do in inflationary enviroment . Thanks Mike

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Read Answer Asked by michael on May 11, 2021

• Gage Growth Corp. Subordinate Voting Shares (GAGE $1.87)
  • $1.87 Cap: $258M
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Q: your impressions on GAGE and if a good time / price to BUY or stayaway

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Read Answer Asked by Bob on May 11, 2021

Q: You have $6000 windfall to invest, a balanced portfolio and comfortable with risk! What stock would you buy today?

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Read Answer Asked by Todd on May 11, 2021

• WELL Health Technologies Corp. (WELL $5.01)
  • $5.01 Cap: $1.19B
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Q: Please comment on earnings this morning. Thank you

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Read Answer Asked by Chris on May 11, 2021

• Intuitive Surgical Inc. (ISRG $481.34)
  • $481.34 P/E (TTM): 66.89X Cap: $172.16B
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• AbbVie Inc. (ABBV $206.11)
  • $206.11 P/E (TTM): 88.33X Cap: $365.12B
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• Stryker Corporation (SYK $380.58)
  • $380.58 P/E (TTM): 50.58X Cap: $146B
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• Veeva Systems Inc. Class A (VEEV $284.13)
  • $284.13 P/E (TTM): 59.58X Cap: $45.85B
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• DexCom Inc. (DXCM $80.86)
  • $80.86 P/E (TTM): 56.61X Cap: $31.74B
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Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis

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Read Answer Asked by Dennis on May 11, 2021

• Constellation Software Inc. (CSU $4,365.18)
  • $4,365.18 P/E (TTM): 107.98X Cap: $92.25B
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Q: did you garner any more info. with regards to the source for organic growth and the earnings discrepancy? Thx

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Read Answer Asked by blake on May 11, 2021

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,396.73)
  • $2,396.73 P/E (TTM): 8.46X Cap: $51.47B
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Q: Good morning, you have mentioned that ffh is not your favourite company, however with a rotation continuing into value, it being diversified, large cap and a p/e of only 5 something it seems like a decent holding? Why such a low p/e?

Thanks as always

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Read Answer Asked by Brian on May 11, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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Q: What is your take on the $3.60 offer buyout? I know you feel it’s low but do you think other offers might materialize or could the existing offer be increased if shareholder sentiment isn’t supportive? What are the odds of a higher offer coming to the table and the odds of the deal totalling collapsing? When might be the timing be of these events, if they come about?

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Read Answer Asked on May 11, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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Q: Photon was trading above $3.60 yesterday. Should shareholders who think the offer is too low try to sell at a point above $3.60 in the near future or hold and hope that it the acquisition gets rejected (and vote against it)?

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Read Answer Asked by Valdis on May 11, 2021

• Palantir Technologies Inc. (PLTR $173.54)
  • $173.54 P/E (TTM): 770.3X Cap: $420.30B
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• Affirm Holdings Inc. (AFRM $78.69)
  • $78.69 Cap: $25.39B
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Q: Hi, Could you please comment on PLTR and AFRM earnings. Thanks

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Read Answer Asked by francis on May 11, 2021

• Real Matters Inc. (REAL $5.97)
  • $5.97 P/E (TTM): 210.54X Cap: $430M
  • View REAL Profile
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Q: What is the current total insiders stake in Real Matters. Is it increasing during this market rotation or decreasing?
Thank You
Clarence

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Read Answer Asked by Clarence on May 11, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• AirBoss of America Corp. (BOS $5.30)
  • $5.30 Cap: $139M
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Q: Could you please list a few companies you believe to be somewhat similar to MRS in terms of the business they are in? I'm tying to get a better understanding on their numbers, and would like some comparables. Also, what do you think is a realistic % for their long term profit margin targets? Thanks
Marc

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Read Answer Asked by Marc on May 11, 2021

• Vanguard Growth ETF Portfolio (VGRO $40.42)
  • $40.42 P/E (TTM): 16.55X Cap: $7.43B
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• iShares Core Growth ETF Portfolio (XGRO $32.94)
  • $32.94 P/E (TTM): 14.27X Cap: $3.52B
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Q: Assisting a family member looking to start new RRSP with a 20 year time frame. They are looking for lower risk growth ideas. Can you provide 2 or 3 ETF's that could be suitable options? I was considering VGRO as an option. Also, with no commission fess (WealthSimple) would you support dollar cost average purchases (ie monthly)?
Thank you

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Read Answer Asked by Terry on May 11, 2021