Investment Q&A

• Freeport-McMoRan Inc. (FCX $41.87)
  • $41.87 P/E (TTM): 34.32X Cap: $60.13B
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• Franco-Nevada Corporation (FNV $236.09)
  • $236.09 P/E (TTM): 53.86X Cap: $45.48B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: I'm interested in adding a gold and a copper company to my holdings. Which are your faves and which might be at a good price to purchase? Thanks.

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Read Answer Asked by Ann on May 04, 2021

• NuVista Energy Ltd. (NVA $14.30)
  • $14.30 P/E (TTM): 7.77X Cap: $2.86B
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Q: Thoughts on Nuvista at this point in time?

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Read Answer Asked by Mackenzie on May 04, 2021

• Wajax Corporation (WJX $21.90)
  • $21.90 P/E (TTM): 11.59X Cap: $476M
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Q: The first q numbers appear to have beaten analyst expectations by a material margin. Backlog is much better. Growth in industrial spending, mining/ materials and infrastructure seems to be a good tailwind for the company. Your comments would be appreciated.

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Read Answer Asked by Murray on May 04, 2021

• Topicus.com Inc. (TOI $180.78)
  • $180.78 P/E (TTM): 87.6X Cap: $23.47B
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Q: What are your views on TOI for TFSA, in light of current pricing?

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Read Answer Asked by Ash on May 04, 2021

Q: Peter; It looks like the tech sector is getting hammered this am- would you be a selective buyer on LSPD and/or others dropping? Thanks. Rod

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Read Answer Asked by Rodney on May 04, 2021

• First Quantum Minerals Ltd. (FM $23.76)
  • $23.76 P/E (TTM): 72.28X Cap: $19.82B
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• Lundin Mining Corporation (LUN $15.92)
  • $15.92 Cap: $13.81B
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• Hudbay Minerals Inc. (HBM $13.25)
  • $13.25 P/E (TTM): 25.46X Cap: $5.23B
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• Nutrien Ltd. (NTR $76.63)
  • $76.63 P/E (TTM): 52.29X Cap: $37.35B
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Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?

Thanks,
Jason

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Read Answer Asked by Jason on May 04, 2021

• Ballard Power Systems Inc. (BLDP $2.50)
  • $2.50 Cap: $749M
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Q: I'm interested to hear your thoughts on Ballard Power at $20 given the 52-week high of $53.90. Is now a good price point to get in?

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Read Answer Asked by Ash on May 04, 2021

• Aecon Group Inc. (ARE $20.25)
  • $20.25 Cap: $1.27B
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Q: Hi All,
I have been considering buying Aecon. However, I have noticed a downward trend in the last little while. Is there a problem with the company or are there other factors involved? Will Aecon benefit from infrastructure spending? Would you consider it a buy at these levels?
Thanks for your opinion.
Jane

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Read Answer Asked by Jane on May 04, 2021

• Unity Software Inc. (U $33.25)
  • $33.25 Cap: $14.04B
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• Roblox Corporation Class A (RBLX $128.71)
  • $128.71 Cap: $89.22B
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Q: What are your thoughts on these two companies for long term investments?

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Read Answer Asked by Gary on May 04, 2021

• Newmont Corporation (NEM $68.98)
  • $68.98 P/E (TTM): 12.41X Cap: $75.77B
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• Newmont Corporation (NGT $94.90)
  • $94.90 P/E (TTM): 12.41X Cap: $104.24B
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Q: Can I hold the same stock in a registered account and in a non-registered account, US or Canada, and trade the non-registered shares as the price fluctuates?
E.G. Hold NEM in my non-registered US account and hold NGT in my registered RIF. I would trade NGT based on the current market.

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Read Answer Asked by Ronald on May 04, 2021

• Under Armour Inc. Class A (UAA $5.44)
  • $5.44 Cap: $2.31B
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Q: Morning, your thoughts on the UAA earnings report and the company in general. The chart looks good. Would it be an interesting company to you?

thx, M

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Read Answer Asked by Mark on May 04, 2021

• Docebo Inc. (DCBO $42.02)
  • $42.02 P/E (TTM): 40.9X Cap: $1.24B
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• Thinkific Labs Inc. Common Shares (THNC $2.02)
  • $2.02 P/E (TTM): 52.67X Cap: $137M
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Q: Which would you choose for the fast growing cloud-based learning software space for a five year hold: Docebo or Thinkific? Thanks.

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Read Answer Asked by Michael on May 04, 2021

• Alphamin Resources Corp. (AFM $1.00)
  • $1.00 P/E (TTM): 9.13X Cap: $1.16B
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• Eloro Resources Ltd. (ELO $1.37)
  • $1.37 Cap: $129M
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Q: Hello,

I saw a buy signal on both of the above resource companies and see no comments on them. Can you provide your thoughts on both of them. Thanks

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Read Answer Asked by Mark on May 04, 2021

• Apple Inc. (AAPL $229.09)
  • $229.09 P/E (TTM): 34.8X Cap: $3.40T
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• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 33.95X Cap: $2.37T
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• Meta Platforms Inc. (META $769.30)
  • $769.30 P/E (TTM): 27.91X Cap: $1.93T
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• Alphabet Inc. (GOOG $202.09)
  • $202.09 P/E (TTM): 21.54X Cap: $2.44T
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Q: Hello. Leaving aside the differing natures of the businesses, how would you rank these four companies in terms of buying preference with a few comments on justification/value? Thank you.

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Read Answer Asked by Robert on May 04, 2021

• Freshpet Inc. (FRPT $62.74)
  • $62.74 P/E (TTM): 95.06X Cap: $3.06B
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Q: There were some surprises on today’s Freshpet earnings report. Can you give your take on what this means for the stock.

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Read Answer Asked by Michelle on May 04, 2021

• Energy Fuels Inc. (EFR $13.13)
  • $13.13 Cap: $2.76B
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Q: What is your current view of efr given that they recently signed a deal with neo and received $1.75 million from the u.s. government to support ree separation at their white Mesa plant. The US doesn’t want to rely on Chinese rees

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Read Answer Asked by JACK on May 04, 2021

• Magna International Inc. (MG $58.48)
  • $58.48 P/E (TTM): 10.02X Cap: $16.76B
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• Dana Incorporated (DAN $17.54)
  • $17.54 Cap: $2.55B
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Q: I owned DAN:US (Dana Inc) . I bought in Oct/Nov for approx $15. I put in a stop loss and got stopped out at around $19 in late Dec. Shortly after getting stopped out the stock continued to rise. Now currently at around $25+
- I was intrigued by the company initially to get in. I am still interested in the company, but a little cautious to get back in at these levels...
- What are your thoughts on Dana Inc ?
- What are your thoughts on Dana Inc Vs. Magna ?
- I know different companies, but would you consider Buying Both, Or One over the other?

Thanks in advance!

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Read Answer Asked by michael on May 04, 2021

• Enerflex Ltd. (EFX $12.56)
  • $12.56 P/E (TTM): 15.54X Cap: $1.55B
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• AbCellera Biologics Inc. (ABCL $4.25)
  • $4.25 Cap: $1.25B
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Q: I bought these two stocks after I read on another source that they were both strong buys. Since then they have gone down and I am in the red. I am happy to continue holding if they are stocks with good potential. What is your opinion on these two?
Thanks for your help and expertise.

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Read Answer Asked by Elizabeth on May 04, 2021

• Airbnb Inc. (ABNB $121.02)
  • $121.02 P/E (TTM): 30.72X Cap: $75.20B
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Q: Good morning 5i,
I'd like to ask if ABNB is a buy at this time. If not, at what price level is a buy.
Thank you!

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Read Answer Asked by Le on May 04, 2021

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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• Imaflex Inc. (IFX $1.26)
  • $1.26 P/E (TTM): 11.45X Cap: $67M
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• Symbility Solutions Inc (SY $0.61)
  • $0.61 Cap: $22M
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• Avante Corp. (XX $0.75)
  • $0.75 Cap: $19M
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• Avivagen Inc. (VIV)
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• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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• Kraken Robotics Inc. (PNG $3.72)
  • $3.72 P/E (TTM): 53.14X Cap: $977M
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Q: You found some microcaps interesting years ago and I'm wondering if you still like some of them and/or perhaps there are others you like for a 5-10 year hold?

Thanks.

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Read Answer Asked by Gregory on May 04, 2021