Investment Q&A

• Constellation Software Inc. (CSU $3,820.50)
  • $3,820.50 P/E (TTM): 99.51X Cap: $82.59B
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• BRP Inc. Subordinate Voting Shares (DOO $92.42)
  • $92.42 Cap: $6.80B
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• goeasy Ltd. (GSY $163.75)
  • $163.75 P/E (TTM): 9.92X Cap: $2.65B
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Q: Good day 5i,

As always love the work. Flash reports etc! What a huge boon.

Having a balanced portfolio. Moving a Canadian component to my non-registered account. Will trim and shuffle accordingly.

Top 5 must have longterm holds. Over 5yr-20yr

3 undervalued buys right now. Reason? Entry?

Please deduct appropriately!

Thank you very much.

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Read Answer Asked by Adam on August 16, 2022

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $67.34)
  • $67.34 P/E (TTM): 25.66X Cap: $503M
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• Harvest Healthcare Leaders Income ETF (HHL $7.45)
  • $7.45 P/E (TTM): 23.08X Cap: $1.56B
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Q: I am considering selling XHC and replacing it with HHL in my RSP to add income. Is this a wise move and do you see any other issues with this change? Thx James

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Read Answer Asked by JAMES on August 16, 2022

• BMO S&P 500 Index ETF (ZSP $102.46)
  • $102.46 P/E (TTM): 27.54X Cap: $20.27B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.09)
  • $103.09 Cap: $2.26B
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Q: Dear 5i
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C

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Read Answer Asked by Bill on August 16, 2022

• Canadian Natural Resources Limited (CNQ $45.71)
  • $45.71 P/E (TTM): 11.27X Cap: $94.57B
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Q: By what date do I have to buy the shares in order to receive the special dividend.

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Read Answer Asked by KIM on August 16, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.08)
  • $0.08 Cap: $11M
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Q: Please comment on Q2 results & going forward.Is it timely to add? Txs for u usual great services & views

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Read Answer Asked by Peter on August 16, 2022

• Flutter Entertainment Plc ADR (PDYPY $103.75)
  • $103.75 Cap: $9.18B
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Q: What are your thoughts on the most recent quarter ?

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Read Answer Asked by Ian on August 16, 2022

• Alcoa Corporation (AA $35.40)
  • $35.40 P/E (TTM): 8.12X Cap: $8.74B
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• TFI International Inc. (TFII $127.44)
  • $127.44 P/E (TTM): 21.23X Cap: $10.79B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Century Aluminum Company (CENX $28.72)
  • $28.72 P/E (TTM): 42.67X Cap: $2.78B
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• Jacobs Solutions Inc. (J $155.54)
  • $155.54 P/E (TTM): 38.65X Cap: $18.52B
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Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

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Read Answer Asked by Karim on August 16, 2022

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: What is your take on this company? The growth of users? The niche area and the possibilities going forward.

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Read Answer Asked by Stephen on August 16, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.38)
  • $6.38 P/E (TTM): 20.84X Cap: $688M
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Q: Thoughts on the quarterplease?

Thx

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Read Answer Asked by blake on August 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.33)
  • $16.33 Cap: $2.29B
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• Toast Inc. Class A (TOST $37.35)
  • $37.35 P/E (TTM): 96.42X Cap: $21.54B
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Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton

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Read Answer Asked by Clayton on August 15, 2022

• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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Q: Could you comment on earnings, does growth look sustainable? A buy or what does one need to see in this company before we own it?

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Read Answer Asked by Harry on August 15, 2022

• Vermilion Energy Inc. (VET $11.81)
  • $11.81 Cap: $1.81B
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Q: Hi there, your thoughts on VET results would be greatly appreciated?

After the 2Q results, is this still a hold going forward?

Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?

Thanks!

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Read Answer Asked by Hussein on August 15, 2022

• Trulieve Cannabis Corp (TRUL $12.04)
  • $12.04 Cap: $2.36B
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Q: Ho hum results from Trul. Market not pouncing on it. Is this a sector issue? Within the sector do you believe Trul is still a top pick? How do you like the risk and reward possibilities over the next 2-3 years with this name? Anything stick out to you from their results? Thx as always. Great service.

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Read Answer Asked by Chris on August 15, 2022

• Luminar Technologies Inc. (LAZR $2.05)
  • $2.05 Cap: $154M
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Q: THIS COMPANY SEEMS TO BE GRINDING SLOWLY TOWARDS BEING A SIGNIFICANT SUPPLIER OF DRIVER ASSIST TECHNOLOGY.
PLS. EVALUATE THEIR CURRENT POSITION AND THE DEVELOPMENT STAGE THEY NEED TO GET TO BEFORE YOU WOULD CONSIDER THEM INVESTABLE?
SECONDLY, DO THE WARRANTS OFFER ANY ADVANTAGE OVER THE COMMON STOCK?
THANKS, HUGH

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Read Answer Asked by Hugh on August 15, 2022

• Badger Infrastructure Solutions Ltd. (BDGI $63.95)
  • $63.95 P/E (TTM): 26.72X Cap: $2.07B
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Q: Comments on BDGI current results, please.

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Read Answer Asked by frank on August 15, 2022

• Freeport-McMoRan Inc. (FCX $40.98)
  • $40.98 P/E (TTM): 29.83X Cap: $57.89B
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• Magna International Inc. (MG $64.94)
  • $64.94 P/E (TTM): 11.6X Cap: $19.33B
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• Lithium Americas Corp. (LAC $11.69)
  • $11.69 Cap: $2.84B
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• Albemarle Corporation (ALB $90.96)
  • $90.96 Cap: $10.83B
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• Global X Lithium & Battery Tech ETF (LIT $59.01)
  • $59.01 P/E (TTM): 0.76X Cap: $1.35B
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• Blink Charging Co. (BLNK $2.42)
  • $2.42 Cap: $189M
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• MP Materials Corp. (MP $73.95)
  • $73.95 Cap: $13.16B
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• ChargePoint Holdings Inc. (CHPT $11.59)
  • $11.59 Cap: $281M
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• Invesco Optimum Yield Diversified Commodity (PDBC $13.52)
  • $13.52 P/E (TTM): 10.98X Cap: $4.49B
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Q: With new electric vehicles coming I would be interested in looking at good investments which will be required for these vehicles. Would a mining stock be best, What stock would you recommend for Lithium, nickel, cobalt, manganese, and graphite? I am open to other suggestions for a good investment for our new electric vehicles going forward.

Thank you. Donna

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Read Answer Asked by Donna on August 15, 2022

• Killam Apartment Real Estate Investment Trust (KMP.UN $17.60)
  • $17.60 P/E (TTM): 4.19X Cap: $2.20B
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Q: Can I get your take on Q2 results please. Did they beat expectations? How do they fair compared to CAR and IIP’s results? Thanks

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Read Answer Asked by Scott on August 15, 2022

• Element Fleet Management Corp. (EFN $36.26)
  • $36.26 P/E (TTM): 27.11X Cap: $14.77B
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Q: May I please have your thoughts on EFN?

John

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Read Answer Asked by John on August 15, 2022

• Alithya Group inc. Class A subordinate voting shares (ALYA $2.03)
  • $2.03 P/E (TTM): 45.75X Cap: $175M
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Q: What do you think of ALYA as an investment? How would you view the current valuation?

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Read Answer Asked by Michael on August 15, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Could i get your opinion on this company was the quarter that bad and if so do you think its just a bad quarter or the start of something worse.On ascale of 1-10 what would their moat be for that industry.i realise the barriers to entry anyone could do what they are doing, but they must be getting a solid infrastructure and scalibility created,would you consider this pullback to low thirties a good entry point,,,,thanks

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Read Answer Asked by Greg on August 15, 2022