Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi Peter, What's your opinion of the all cash offer from MKS?
$387M seems low for a company in a growth industry with no debt & $44.2M cash

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Read Answer Asked by David on May 10, 2021

Q: Peter; Do you think oil prices are now linked to the Covid situation in India , ie the drop in demand? Thanks. Rod

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Read Answer Asked by Rodney on May 10, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Please comment on today's earnings report. Thanks.

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Read Answer Asked by Greg on May 10, 2021

• Bank of Nova Scotia (The) (BNS $76.85)
  • $76.85 P/E (TTM): 16.04X Cap: $95.44B
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• BCE Inc. (BCE $32.34)
  • $32.34 P/E (TTM): 77.45X Cap: $29.91B
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• TC Energy Corporation (TRP $67.19)
  • $67.19 P/E (TTM): 16.36X Cap: $70.06B
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Q: Of these 3 companies, what would the order in which you would invest (as of today)?

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Read Answer Asked by Eugene on May 10, 2021

• Manulife Financial Corporation (MFC $42.59)
  • $42.59 P/E (TTM): 15.86X Cap: $73.09B
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• TC Energy Corporation (TRP $67.19)
  • $67.19 P/E (TTM): 16.36X Cap: $70.06B
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Q: Hi Folks,
I have MFC in my RRSP account and it's been relatively flat since I bought it despite a good earnings report - I am thinking of switching to TRP - can I have your opinion please. Stick with MFC or go with TRP?
Thanks

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Read Answer Asked by JOHN on May 10, 2021

• Lundin Mining Corporation (LUN $14.20)
  • $14.20 Cap: $12.50B
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Q: Copper prices have been on a tear. What is your opinion on how long this copper market and the extended prices are likely to last? What would be your favorites in the space at this time, large, mid & small cap?
Thanks. Great to have the resource you provide to bounce ideas off.
Gary

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Read Answer Asked by Gary on May 10, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.12)
  • $17.12 Cap: $2.35B
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• Topicus.com Inc. (TOI $183.69)
  • $183.69 P/E (TTM): 100.61X Cap: $24.02B
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Q: On a scale of one to ten, with ten being riskiest, what would you rate these two tech stocks at in a two to five year window disregarding any orher factors, thanks?

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Read Answer Asked by Pat on May 10, 2021

• Magna International Inc. (MG $57.50)
  • $57.50 P/E (TTM): 10.41X Cap: $16.48B
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• Boyd Group Services Inc. (BYD $190.04)
  • $190.04 P/E (TTM): 222.77X Cap: $4.07B
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Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you

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Read Answer Asked by Hali on May 10, 2021

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $624M
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• Balanced Equity Portfolio (BEPORT)
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Q: I follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal

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Read Answer Asked by cal on May 10, 2021

• NFI Group Inc. (NFI $18.09)
  • $18.09 Cap: $2.15B
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Q: NFI group appeared to release very good numbers yesterday and beating estimates yet the price action is very disappointing, any comments on that?

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Read Answer Asked by simon on May 10, 2021

• The Trade Desk Inc. (TTD $88.84)
  • $88.84 P/E (TTM): 109.46X Cap: $44.11B
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Q: Hi team,

Can you comment on the quarter?

Thanks

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Read Answer Asked by David on May 10, 2021

• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• Zenabis Global Inc. (ZENA $0.15)
  • $0.15 Cap: $147M
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Q: Hello,

Can you comment on the merger of ZENA into HEXO. Combined company should have sales around $220M and reduced admin costs. Also, buying ZENA now seems to offer a ~13% discount to the takeover price. Is this due to takeover uncertainty?

Thanks

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Read Answer Asked by Mark on May 10, 2021

• Guardant Health Inc. (GH $44.87)
  • $44.87 Cap: $5.75B
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Q: Hello 5i
I believe Guardant Health reported earnings this past week.
Could I have your analysis of the report and thoughts on future earnings etc?
Thank you
Dave

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Read Answer Asked by Dave on May 10, 2021

• Constellation Software Inc. (CSU $4,744.90)
  • $4,744.90 P/E (TTM): 98.53X Cap: $101.51B
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• Enghouse Systems Limited (ENGH $22.68)
  • $22.68 P/E (TTM): 16.02X Cap: $1.25B
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• Topicus.com Inc. (TOI $183.69)
  • $183.69 P/E (TTM): 100.61X Cap: $24.02B
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Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?

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Read Answer Asked by Eugene on May 10, 2021

• Sierra Metals Inc. (SMT $1.14)
  • $1.14 P/E (TTM): 8.07X Cap: $244M
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Q: I am looking for a small cap gold stock with the most potential in the future.
SMT ,Nulegacy,krr,dng
What are your thoughts and what is your thought of Atlas resources owning 52% of Sierra?Could this be a take over?are they increasing their ownership over time?Please rank the companies for me.Thanks

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Read Answer Asked by Josh on May 10, 2021

• Tornado Infrastructure Equipment Ltd. (TGH $1.78)
  • $1.78 P/E (TTM): 36.0X Cap: $242M
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Q: Hello, I was wondering if I could get your thoughts on TGH and SNP. Very different small caps but both seem to have positive future growth trajectories - infrastructure play (TGH) and innovative leveraging of cryptocurrency trends in CRM (SNP). I always appreciate your insight on the different securities. Thank you.

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Read Answer Asked by Elizabeth on May 10, 2021

• ONEX Corporation Subordinate Voting Shares (ONEX $112.63)
  • $112.63 P/E (TTM): 13.07X Cap: $7.96B
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Q: Hi 5i,
I have a 3/4 position in ONEX what's your thoughts about adding pre-earnings or hold for now and wait for earnings.

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Read Answer Asked by Dean on May 10, 2021

• WELL Health Technologies Corp. (WELL $4.69)
  • $4.69 Cap: $1.17B
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Q: Wondering when it will be determined whether the majority of the short positions will have been successful or not? If the short positions are largely successful does that bode poorly for the stock and its share price would continue to decline? What share price would largely support the short positions?

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Read Answer Asked by Steven on May 10, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $36.05)
  • $36.05 Cap: $23.55B
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Q: As the premium for BEPC is now approximately 8%,would it be a good time to convert my BEP.UN stock to BEPC?
Thanks
Bob Rose

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Read Answer Asked by Robert on May 10, 2021

• Labrador Iron Ore Royalty Corporation (LIF $27.06)
  • $27.06 P/E (TTM): 12.38X Cap: $1.72B
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Q: Hi, LIFs quarterly results looked pretty decent to me but the market did respond well selling off close to 4% so far today? Thanks.

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Read Answer Asked by Gary on May 10, 2021