Investment Q&A

• DIRTT Environmental Solutions Ltd. (DRT $0.84)
  • $0.84 Cap: $159M
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.03)
  • $15.03 P/E (TTM): 81.94X Cap: $1.43B
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Q: Please provide update on latest earning results.

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Read Answer Asked by Paul on November 06, 2020

• Pason Systems Inc. (PSI $12.74)
  • $12.74 P/E (TTM): 18.72X Cap: $994M
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Q: They reported today. I'm in on this stock at $7.00. Just wondering if a three year hold will give me some capital gain or would you just move on and put into something that will make a profit.

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Read Answer Asked by Helen on November 06, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $136.69)
  • $136.69 P/E (TTM): 17.33X Cap: $315.70B
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Q: Can i get your take on latest qtr today and why its down.
tnx u

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Read Answer Asked by tom on November 06, 2020

• NVIDIA Corporation (NVDA $182.21)
  • $182.21 P/E (TTM): 36.79X Cap: $4.45T
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• PayPal Holdings Inc. (PYPL $46.48)
  • $46.48 P/E (TTM): 8.3X Cap: $41.81B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $75.65)
  • $75.65 Cap: $20.08B
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• Veeva Systems Inc. Class A (VEEV $188.02)
  • $188.02 P/E (TTM): 34.87X Cap: $30.45B
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• The Trade Desk Inc. (TTD $28.39)
  • $28.39 P/E (TTM): 30.38X Cap: $12.88B
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• JD.com Inc. (JD $28.57)
  • $28.57 P/E (TTM): 7.24X Cap: $41.40B
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• Roku Inc. (ROKU $97.83)
  • $97.83 Cap: $14.03B
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• Teladoc Health Inc. (TDOC $5.48)
  • $5.48 Cap: $961M
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• DocuSign Inc. (DOCU $47.45)
  • $47.45 P/E (TTM): 32.9X Cap: $9.37B
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• Avalara Inc. (AVLR)
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Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.

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Read Answer Asked by Les on November 06, 2020

• Suncor Energy Inc. (SU $84.27)
  • $84.27 P/E (TTM): 16.84X Cap: $98.43B
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• Canadian Natural Resources Limited (CNQ $66.87)
  • $66.87 P/E (TTM): 20.98X Cap: $139.21B
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Q: energy stocks have been struggling for many reasons and many years is there some type of catalyst that might turn things around or is this just hopeful thinking?

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Read Answer Asked by terrance on November 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.45)
  • $12.45 Cap: $1.67B
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Q: Hi Peter and Team
LSPD reports a Loss that "missed" and jumps 12% today.
I have a full position in a well balanced RRIF as well as a full position of CSU (no Kinaxis or Eng). I plan to enjoy this bump and continue to hold. Would you consider trimming either and starting positions in other tech companies ?
Thanks for your guidance!
Peter

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Read Answer Asked by Linda on November 06, 2020

• Costco Wholesale Corporation (COST $1,006.27)
  • $1,006.27 P/E (TTM): 70.08X Cap: $444.42B
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• Microsoft Corporation (MSFT $398.45)
  • $398.45 P/E (TTM): 24.74X Cap: $2.96T
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• Paychex Inc. (PAYX $94.43)
  • $94.43 P/E (TTM): 20.95X Cap: $33.41B
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• AbbVie Inc. (ABBV $222.03)
  • $222.03 P/E (TTM): 93.08X Cap: $391.56B
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• Procter & Gamble Company (The) (PG $153.22)
  • $153.22 P/E (TTM): 22.32X Cap: $353.52B
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• Stryker Corporation (SYK $352.84)
  • $352.84 P/E (TTM): 40.0X Cap: $133.77B
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• Visa Inc. (V $310.71)
  • $310.71 P/E (TTM): 28.84X Cap: $594.17B
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• Veeva Systems Inc. Class A (VEEV $188.02)
  • $188.02 P/E (TTM): 34.87X Cap: $30.45B
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• DocuSign Inc. (DOCU $47.45)
  • $47.45 P/E (TTM): 32.9X Cap: $9.37B
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Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse

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Read Answer Asked by Marcel on November 06, 2020

• Gibson Energy Inc. (GEI $29.78)
  • $29.78 P/E (TTM): 23.08X Cap: $5.12B
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Q: This stock has been tanking of late Third quarter results might be the cause of that. Is this a time to consider a leg in or wait for a technical signal Thanks.

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Read Answer Asked by John L on November 06, 2020

• Global Blood Therapeutics Inc. (GBT)
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Q: Opinion on GBT latest results and investment moving forward.

thanks Dave

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Read Answer Asked by Dave on November 06, 2020

• Strathcona Resources Ltd. (SCR $39.20)
  • $39.20 P/E (TTM): 7.69X Cap: $8.26B
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• RB Global Inc. (RBA $137.73)
  • $137.73 P/E (TTM): 50.29X Cap: $25.17B
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Q: Hi Guys,

Your thoughts on both of these companies. My portfolio follows your "balance portfolio" with a few growth stocks.

take care,

Jim

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Read Answer Asked by jim on November 06, 2020

• The Trade Desk Inc. (TTD $28.39)
  • $28.39 P/E (TTM): 30.38X Cap: $12.88B
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Q: Looks like an impressive quarter out of TTD! What are your thoughts?

Thanks!

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Read Answer Asked by David on November 06, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $51.28)
  • $51.28 P/E (TTM): 102.86X Cap: $23.92B
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• Brookfield Infrastructure Corporation (BIPC $45.52)
  • $45.52 Cap: $6.09B
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Q: The BIP.UN and BIPC difference is approached $20. It seems that when BIP.UN goes up BIPC goes up twice as much. For a clear momentum stock, would you invest in BIPC instead of BIP.UN, thanks

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Read Answer Asked by Dennis on November 06, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $42.51)
  • $42.51 Cap: $28.52B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.12)
  • $56.12 Cap: $8.08B
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Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!

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Read Answer Asked by Lois on November 06, 2020

• TMX Group Limited (X $49.63)
  • $49.63 P/E (TTM): 32.94X Cap: $13.63B
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Q: Peter, Your thoughts on X for a long-term hold please. Do you see them having a moat, or could they be supplanted by a US or UK exchange that comes and eats their lunch? Do they typically raise their dividend periodically? Thank you!

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Read Answer Asked by James on November 06, 2020

• Saputo Inc. (SAP $43.47)
  • $43.47 Cap: $17.46B
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Q: Hi can you comment on Saputo's earnings release today, & do you see any upside, is it worth holding or should I lock-in profits now?

Thanks!

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Read Answer Asked by Kimberely on November 06, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: Please comment on KL's 3rd quarter results. They seem to be doing well generally and the Detour mine acquisition also seems to be working out.
Thanks,
Jim

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Read Answer Asked by James on November 06, 2020

• BCE Inc. (BCE $36.00)
  • $36.00 P/E (TTM): 5.27X Cap: $33.03B
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• Saputo Inc. (SAP $43.47)
  • $43.47 Cap: $17.46B
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Q: Hi Guys,
BCE & SAP both reported today.
Rev is down from last yr.
Is it all priced in and would you start a position in a conservative portfolio?

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Read Answer Asked by Nick on November 06, 2020

• General Dynamics Corporation (GD $354.83)
  • $354.83 P/E (TTM): 22.75X Cap: $95.81B
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• Honeywell International Inc. (HON $230.37)
  • $230.37 P/E (TTM): 31.86X Cap: $149.07B
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• TFI International Inc. (TFII $140.26)
  • $140.26 P/E (TTM): 36.11X Cap: $11.42B
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• Trane Technologies plc (TT $422.35)
  • $422.35 P/E (TTM): 32.54X Cap: $93.29B
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• RTX Corporation (RTX $202.48)
  • $202.48 P/E (TTM): 41.23X Cap: $277.35B
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Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

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Read Answer Asked by Paul on November 06, 2020

• Kinaxis Inc. (KXS $137.01)
  • $137.01 P/E (TTM): 40.52X Cap: $3.74B
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Q: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve

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Read Answer Asked by Stephen on November 06, 2020

• iShares S&P/TSX Global Gold Index ETF (XGD $57.67)
  • $57.67 P/E (TTM): 24.93X Cap: $4.05B
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• Sprott Physical Gold Trust Unit (PHYS $37.90)
  • $37.90 P/E (TTM): 24.9X Cap: $15.30B
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• SPDR Gold MiniShares Trust (GLDM $98.93)
  • $98.93 Cap: $32.20B
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Q: What gold stocks and gold ETF's do you like now? Please rank your top 3 gold stocks and etf's.
Thank you,
Patrick

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Read Answer Asked by Patrick on November 06, 2020