Investment Q&A

• AirBoss of America Corp. (BOS $5.23)
  • $5.23 Cap: $135M
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Q: I found this in the CIBC today's report on BOS. Could this be the reason of the 15%+ pop today? If so, do the Americans know that BOS, in spite of its name - Air Boss of America - is a Canadian company"? Under buy American first, how can BOS be considered a potential vendor? Nevertheless, here is the quote:

"BOS has been named one of three vendors selected to bid on a U.S.
government surgical gown contract. This notice of intent from the U.S. government reinforces our view that BOS has proven to be a key supplier for PPE (personal protective equipment) and there remains strong demand for medical supplies given the need to stockpile inventory. We rate BOS as Outperformer with a C$55 price target."

Just wonder?

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Read Answer Asked by Victor on November 09, 2021

• Scandium International Mining Corp. (SCY $0.04)
  • $0.04 Cap: $12M
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Q: Your thoughts on scy. Do U see material change with the news out of Nevada? Thank you.

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Read Answer Asked by Maureen on November 09, 2021

Q: Peter; How does one know when the “ generalists “ sector are buying the oil and gas sector? Thanks. Rod

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Read Answer Asked by Rodney on November 09, 2021

Q: Could you please comment on Closed end Municipal Bond Funds in the U.S.? How are they leveraged, and are they a good safe investments as a hedge against more troubled times next year? Any picks?

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Read Answer Asked by Tom on November 09, 2021

• Pulse Seismic Inc. (PSD $4.10)
  • $4.10 P/E (TTM): 14.69X Cap: $206M
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• Container Store (The) (TCS)
  • Cap: $6M
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• Aviat Networks Inc. (AVNW $20.88)
  • $20.88 Cap: $273M
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• Genesco Inc. (GCO $25.02)
  • $25.02 Cap: $254M
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• MarineMax Inc. (FL) (HZO $23.06)
  • $23.06 P/E (TTM): 9.51X Cap: $478M
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• Nautilus Inc. (NLS)
  • Cap: $24M
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• Smith & Wesson Brands Inc. (SWBI $7.99)
  • $7.99 P/E (TTM): 26.9X Cap: $352M
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Q: Morning,
What are your five favorite small cap value stocks at this time for the Canadian and U.S.A. markets. Criteria: best growth and safety balance.
Thanks.

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Read Answer Asked by Lawrence on November 09, 2021

• Oatly Group AB (OTLY $16.46)
  • $16.46 Cap: $492M
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Q: Is this stock a buy?
if you could give your opinion as to whether it’s worth purchasing at this price since the IPO was $17
Thanks

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Read Answer Asked by Indra on November 09, 2021

• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: What do you think of the news release that came out today ? Is Catapult Systems a good acquisition ? ?

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Read Answer Asked by Pierre on November 09, 2021

• Intuitive Surgical Inc. (ISRG $469.81)
  • $469.81 P/E (TTM): 69.84X Cap: $169.93B
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• AbbVie Inc. (ABBV $198.86)
  • $198.86 P/E (TTM): 84.85X Cap: $346.77B
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• Abbott Laboratories (ABT $132.06)
  • $132.06 P/E (TTM): 16.97X Cap: $227.87B
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• Dover Corporation (DOV $173.97)
  • $173.97 P/E (TTM): 23.52X Cap: $23.85B
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• Stryker Corporation (SYK $376.37)
  • $376.37 P/E (TTM): 51.47X Cap: $143.34B
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• Thermo Fisher Scientific Inc (TMO $454.74)
  • $454.74 P/E (TTM): 27.36X Cap: $169.52B
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• Toromont Industries Ltd. (TIH $141.06)
  • $141.06 P/E (TTM): 24.05X Cap: $11.67B
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• Linde plc (LIN $469.43)
  • $469.43 P/E (TTM): 34.12X Cap: $221.08B
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• DexCom Inc. (DXCM $76.40)
  • $76.40 P/E (TTM): 56.74X Cap: $29.96B
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• Trane Technologies plc (TT $428.11)
  • $428.11 P/E (TTM): 35.7X Cap: $95.02B
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Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

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Read Answer Asked by Geoff on November 09, 2021

• Kinross Gold Corporation (K $25.82)
  • $25.82 P/E (TTM): 18.65X Cap: $31.56B
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• Westport Fuel Systems Inc. (WPRT $5.12)
  • $5.12 Cap: $89M
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• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.18B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.32B
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Q: Can you list, in order of preference, the top 10 Canadian companies for pure growth over the next year.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.

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Read Answer Asked on November 09, 2021

• Unity Software Inc. (U $33.57)
  • $33.57 Cap: $13.95B
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• Roblox Corporation Class A (RBLX $129.63)
  • $129.63 Cap: $92.99B
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Q: Hey 5i team,

Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.

What are your top suggestions in this space?

Thank you as always for the terrific service.

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Read Answer Asked by Adam on November 09, 2021

• Enghouse Systems Limited (ENGH $22.27)
  • $22.27 P/E (TTM): 16.05X Cap: $1.25B
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Q: ENGH....Earnings flat, enterprise value flat, no juice from the board or leadership, earnings misses for a year now, and no increase in business or value in two years
what is there to like about this Co. ?
you seem to be favorable about ENGH.
Between Syz,Engh,Abst,what would be your preference and why?

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Read Answer Asked by Josh on November 09, 2021

• BRP Inc. Subordinate Voting Shares (DOO $70.80)
  • $70.80 Cap: $5.13B
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Q: When does Doo next reports & what are the estimates for Eps & Rev. Are there any recent upgrades or downgrades? It invariably beats estimates & thereafter prices rise(what's average?).U opinion please .Would U buy or add today? Thanks for u usual great services & views

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Read Answer Asked by Peter on November 09, 2021

• Apple Inc. (AAPL $220.03)
  • $220.03 P/E (TTM): 31.61X Cap: $3.16T
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• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 34.81X Cap: $2.37T
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• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 29.85X Cap: $1.93T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.8X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.5X Cap: $4.37T
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Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

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Read Answer Asked by Marco on November 09, 2021

• Apple Inc. (AAPL $220.03)
  • $220.03 P/E (TTM): 31.61X Cap: $3.16T
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• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 29.85X Cap: $1.93T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.8X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.5X Cap: $4.37T
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

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Read Answer Asked by HARRY on November 09, 2021

• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 34.81X Cap: $2.37T
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• Alphabet Inc. (GOOGL $196.52)
  • $196.52 P/E (TTM): 21.73X Cap: $2.37T
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• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.5X Cap: $4.37T
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• PayPal Holdings Inc. (PYPL $68.22)
  • $68.22 P/E (TTM): 15.24X Cap: $66.32B
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• Visa Inc. (V $332.09)
  • $332.09 P/E (TTM): 33.91X Cap: $659.07B
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• Bank of Nova Scotia (The) (BNS $76.70)
  • $76.70 P/E (TTM): 16.06X Cap: $95.19B
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• Sun Life Financial Inc. (SLF $84.57)
  • $84.57 P/E (TTM): 15.3X Cap: $48.26B
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $22.96B
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• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
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• Enghouse Systems Limited (ENGH $22.27)
  • $22.27 P/E (TTM): 16.05X Cap: $1.25B
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
  • $72.80 P/E (TTM): 37.08X Cap: $8.35B
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• Berkshire Hathaway Inc. (BRK.B $461.47)
  • $461.47 P/E (TTM): 12.37X Cap: $1.01T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.32B
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• Pinterest Inc. Class A (PINS $39.17)
  • $39.17 P/E (TTM): 14.14X Cap: $26.50B
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• Airbnb Inc. (ABNB $120.03)
  • $120.03 P/E (TTM): 32.98X Cap: $75.18B
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• Topicus.com Inc. (TOI $183.00)
  • $183.00 P/E (TTM): 96.56X Cap: $23.76B
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Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

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Read Answer Asked by Cory on November 08, 2021

Q: What companies will benefit from the us infrastructure rebuild?

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Read Answer Asked by mike on November 08, 2021

• Royal Bank of Canada (RY $182.12)
  • $182.12 P/E (TTM): 19.47X Cap: $256.22B
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• Toronto-Dominion Bank (The) (TD $100.24)
  • $100.24 P/E (TTM): 10.29X Cap: $174.03B
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• Bank of Nova Scotia (The) (BNS $76.70)
  • $76.70 P/E (TTM): 16.06X Cap: $95.19B
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• Bank of Montreal (BMO $154.83)
  • $154.83 P/E (TTM): 13.67X Cap: $111.71B
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• TELUS Corporation (T $22.09)
  • $22.09 P/E (TTM): 27.54X Cap: $33.06B
  • View T Profile
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
  • View CSU Profile
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• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $22.96B
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• Thomson Reuters Corporation (TRI $249.70)
  • $249.70 P/E (TTM): 42.01X Cap: $111.43B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $65.10)
  • $65.10 P/E (TTM): 57.89X Cap: $12.47B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.33)
  • $44.33 P/E (TTM): 5.94X Cap: $18.15B
  • View XIC Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.98)
  • $37.98 P/E (TTM): 5.74X Cap: $987M
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• Vanguard Dividend Appreciation FTF (VIG $206.01)
  • $206.01 P/E (TTM): 51.22X Cap: $90.53B
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• INVESCO QQQ Trust (QQQ $569.24)
  • $569.24 P/E (TTM): 59.46X Cap: $362.51B
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Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

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Read Answer Asked by Terry on November 08, 2021

• Labrador Iron Ore Royalty Corporation (LIF $26.75)
  • $26.75 P/E (TTM): 12.58X Cap: $1.72B
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Q: LIF reported on the 4th I believe,? Will you comment please.
Thankyou

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Read Answer Asked by El-ann on November 08, 2021

• AltaGas Ltd. (ALA $41.30)
  • $41.30 P/E (TTM): 21.59X Cap: $12.30B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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Q: Hi guys

Wondering for a 5+ year hold would you buy Algonquin or Altagas for a secure and steady dividend plus some growth? Do you feel one company has better leadership?

Much thanks

Stuart

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Read Answer Asked by Stuart on November 08, 2021

• BMO Canadian High Dividend Covered Call ETF (ZWC $18.61)
  • $18.61 P/E (TTM): 27.37X Cap: $1.70B
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• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.38)
  • $18.38 P/E (TTM): 34.21X Cap: $771M
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Q: For safety ZWC or HDIV? THX. JAMES

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Read Answer Asked by JAMES on November 08, 2021