Investment Q&A

• Vitalhub Corp. (VHI $7.00)
  • $7.00 P/E (TTM): 70.1X Cap: $438M
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• WELL Health Technologies Corp. (WELL $3.93)
  • $3.93 Cap: $975M
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• CloudMD Software & Services Inc. (DOC $0.04)
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Q: If you had to pick 1, which would you choose and why?
Thx

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Read Answer Asked by Todd on February 26, 2021

• Illumina Inc. (ILMN $128.13)
  • $128.13 P/E (TTM): 23.35X Cap: $19.33B
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• CRISPR Therapeutics AG (CRSP $51.62)
  • $51.62 Cap: $4.79B
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• Twist Bioscience Corporation (TWST $51.69)
  • $51.69 Cap: $3.07B
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Q: What would be your top pick today among these four biotech stocks ?

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Read Answer Asked by Sébastien on February 26, 2021

• Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $117.20)
  • $117.20 P/E (TTM): 74.17X Cap: $50.40B
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Q: hello 5i:
Many moons ago, we bought CSU.DB as a fixed income part of the portfolio for its (large) interest rate over prevailing rates at the time. All that was expected was a steady, relatively safe interest payment. The fact we've now got a very good capital gain as well, is a real bonus.
So, the question: is there a debt instrument, currently, that you would put in the same class as CSU.DB, that still has decent liquidity?
thanks
Paul L

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Read Answer Asked by Paul on February 26, 2021

Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks

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Read Answer Asked by Andrew on February 26, 2021

• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 37.74X Cap: $864M
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Q: Please comment on earnings

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Read Answer Asked by Ken on February 26, 2021

Q: Your thoughts on the pro's and con's between individual stocks and etf's

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Read Answer Asked by David on February 26, 2021

• Dye & Durham Limited (DND $3.92)
  • $3.92 Cap: $268M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Given DND's drop in price, do you still prefer TIXT for long term growth?

Thanks.
Howard

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Read Answer Asked by Howard on February 26, 2021

• Global Industrial Company Com (SYX)
  • P/E (TTM): 18.7X Cap: $1.32B
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Q: Your interpretation of the 4th Q report, please. It looks good to me, dividend raise and also sales over $1B. Is this a milestone in the US also?
In this market it has dropped back. Is this a good company and time to add to? Thank you.

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Read Answer Asked by Gayle on February 26, 2021

• Enghouse Systems Limited (ENGH $16.86)
  • $16.86 P/E (TTM): 12.68X Cap: $905M
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Q: ENGH is trading close to its price of a year ago. what was its P/E PEG P/S. one year ago compared to the current metrics. what would you consider a good entry point? thanks Richard

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Read Answer Asked by richard on February 26, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: Could you comment on Redfin results please. Would you consider this a good time to add to a position?

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Read Answer Asked by Tanner on February 26, 2021

• Profound Medical Corp. (PRN $9.13)
  • $9.13 Cap: $267M
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Q: Any recent negative news? Thanks.

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Read Answer Asked by Gaston on February 26, 2021

• Booking Holdings Inc. (BKNG $183.19)
  • $183.19 P/E (TTM): 1.06X Cap: $137.31B
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• Wynn Resorts Limited (WYNN $105.32)
  • $105.32 P/E (TTM): 32.71X Cap: $10.44B
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• Southwest Airlines Company (LUV $40.62)
  • $40.62 P/E (TTM): 46.0X Cap: $18.59B
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• Vanguard Consumer Discretionary ETF (VCR $368.62)
  • $368.62 P/E (TTM): 29.31X Cap: $6.04B
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• Amplify Travel Tech ETF (AWAY $16.96)
  • $16.96 P/E (TTM): 8.13X Cap: $24M
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• Trane Technologies plc (TT $449.34)
  • $449.34 P/E (TTM): 33.2X Cap: $95.58B
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Q: Dear Peter and Ryan.
I am confident in global recovery after deployment of the vaccines and would like to allocate fund to Recovery play in my RRSP. It is long term investment but it would be nice to see some gain in the short term too. Can you please recommend a few companies or ETF in CAD or USD?

Thank you,
Yiwen

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Read Answer Asked by Yiwen on February 26, 2021

Q: Is the US dollar still considered as strong a safe-haven currency as in previous years? If yes, is there typically a correlation between it rising along with the VIX? I have been surprised at the level the US dollar has dropped over the past year.
Thanks, Cathy

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Read Answer Asked by Catherine on February 26, 2021

• Canadian Solar Inc. (CSIQ $12.49)
  • $12.49 Cap: $894M
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Q: Do you concur with seeking Alpha? Thanks!
Canadian Solar Inc. (CSIQ) is cheaply valued. Especially considering its growth potential. The company has a strong backlog in energy projects and plans significant production capacity expansion. It is also planning to unlock value by an IPO in China of a subsidiary. The relative valuation to peers looks good as well. The company had a strong performance over the past year, it's still a bit behind other solar stocks as shown by the Invesco Solar ETF (TAN).

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Read Answer Asked by Austin on February 26, 2021

• Laurentian Bank of Canada (LB $40.20)
  • $40.20 P/E (TTM): 26.76X Cap: $1.79B
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Q: Hi 5i,
Banks reporting positive news and share prices are moving up.
Do you expect Laurentian's upcoming earnings to be positive and hopefully also a positive catalyst for share price?
Thx
Jim

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Read Answer Asked by jim on February 26, 2021

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: KL reported this morning before the market opened. How did they do?
Thanks,
Jim

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Read Answer Asked by James on February 26, 2021

Q: Hello 5i,

The BOC has clearly indicated that interest rates will not be increase until 2023 at the earliest and it does not appear that we will reach full employment anytime soon as long as the current pandemic continues to act as a drag on the economy.

My question: Why all this talk about interest hikes. What are the criteria supporting this conclusion and what is your view about imminent interest rate increases?

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Read Answer Asked by Joseph on February 26, 2021

• NVIDIA Corporation (NVDA $181.67)
  • $181.67 P/E (TTM): 36.25X Cap: $4.32T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• The Trade Desk Inc. (TTD $20.73)
  • $20.73 P/E (TTM): 24.68X Cap: $9.85B
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• Roku Inc. (ROKU $102.59)
  • $102.59 P/E (TTM): 175.36X Cap: $14.52B
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• Shopify Inc. (SHOP $123.64)
  • $123.64 P/E (TTM): 130.73X Cap: $152.78B
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Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave

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Read Answer Asked by Dave on February 26, 2021

• Amazon.com Inc. (AMZN $222.67)
  • $222.67 P/E (TTM): 29.68X Cap: $2.29T
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• Meta Platforms Inc. (META $627.39)
  • $627.39 P/E (TTM): 24.39X Cap: $1.45T
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• Alphabet Inc. (GOOG $316.76)
  • $316.76 P/E (TTM): 27.54X Cap: $3.69T
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• Microsoft Corporation (MSFT $378.52)
  • $378.52 P/E (TTM): 23.32X Cap: $2.76T
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• NVIDIA Corporation (NVDA $181.67)
  • $181.67 P/E (TTM): 36.25X Cap: $4.32T
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Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason

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Read Answer Asked by Jason on February 26, 2021

• Pembina Pipeline Corporation (PPL $60.74)
  • $60.74 P/E (TTM): 22.23X Cap: $36.05B
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Q: Your thoughts on their 1/4ly report and their future prospects.

Thanks

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Read Answer Asked by Greg on February 26, 2021