Investment Q&A

• Yum! Brands Inc. (YUM $139.50)
  • $139.50 P/E (TTM): 29.28X Cap: $38.77B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Texas Roadhouse Inc. (TXRH $182.23)
  • $182.23 P/E (TTM): 28.52X Cap: $12.13B
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Q: I bought a very small (0.5%) position in Texas Roadhouse and then later realised it has really slim margins. Would you keep it or else sell it and add to my positions in Yum brands or A&W? Which of the three looks best to you?

Upvote 2

Read Answer Asked by Andrew on July 30, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $227.24B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $3.07B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.47B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $4.91)
  • $4.91 Cap: $1.34B
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Q: Could you please recommend a few stocks for two RESP accounts? First account for 4 years old grandchild. Second account for three grandchildren (4, 5, and 8 years old). Planning to contribute $2000 ($500 for each grandchild). The first account has already 26 ENB shares. The second account is a new account. Thanks in advance for your very valuable advice.

Upvote 0

Read Answer Asked by Hali on July 30, 2021

• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.26B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Algernon Pharmaceuticals Inc. (AGN $0.07)
  • $0.07 P/E (TTM): 1.94X Cap: $1M
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Q: could you evaluate these stocks for me. thanks in advance cr

Upvote 0

Read Answer Asked by cliff on July 30, 2021

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
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Q: Hi folks...Sangoma taken a beating recently below $3sh...opinion of n/r of pre-lim results of $167M Revenue & $30M Adj EBITDA..& positive sounding guidance going forward??....do you still like company. and would you start position/add below $3sh....thanks as always, jb Piedmont QC

Upvote 0

Read Answer Asked by John on July 30, 2021

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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• B2Gold Corp. (BTO $5.11)
  • $5.11 Cap: $6.75B
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Q: What are your thoughts on Yamana Gold. Just wondering if you have other gold companies that you prefer in this sector for gold exposure. I am looking for growth so willing to take some risk when it comes to this portion of my portfolio.

Upvote 0

Read Answer Asked by Edwin on July 30, 2021

• MindBeacon Holdings Inc. (MBCN $3.45)
  • $3.45 Cap: $81M
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Q: Hello
Could you comment on most recent quarterly earnings?

Thank you

Upvote 0

Read Answer Asked by Stephane on July 30, 2021

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $140.39B
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Q: thoughts on the quarter please? Thx

Upvote 0

Read Answer Asked by blake on July 30, 2021

• Spartan Delta Corp. (SDE $4.76)
  • $4.76 P/E (TTM): 41.55X Cap: $952M
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Q: What are your thoughts on the recent acquisition and offering. I would have expected a pop as its 35% accretive. Yet it opened down significantly this morning, guessing due to the debt being taken on.

Upvote 0

Read Answer Asked by Husseinali on July 30, 2021

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
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• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Hi 5i team, we would like your advice on risk and potential and which one is buyable today for a long term investment? Thanks always for your superb advice.

Upvote 0

Read Answer Asked by victor on July 30, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.15)
  • $47.15 P/E (TTM): 40.25X Cap: $3.04B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $42.58)
  • $42.58 P/E (TTM): 10.83X Cap: $12.85B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.07)
  • $39.07 P/E (TTM): 20.98X Cap: $6.30B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.55)
  • $41.55 P/E (TTM): 0.16X Cap: $2.69B
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Q: Currently our portfolio is 15% too high in Canadian stocks and ETFs and am
needing to add to International I would appreciate 3 stocks or an ETF that would be the highest on your ratings. Thanks!

Upvote 0

Read Answer Asked by diane joan on July 30, 2021

• Atlassian Corporation (TEAM $185.44)
  • $185.44 Cap: $48.67B
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Q: Could I get your comments on earnings? The stock had quite a pop today (Friday). Thanks!

Upvote 0

Read Answer Asked by William on July 30, 2021

• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.47X Cap: $2.27T
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Q: Is AMZN a buy today after 5% drop in share price?
Thanks!

Upvote 0

Read Answer Asked by Le on July 30, 2021

• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.47X Cap: $2.27T
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Q: Would you think today is a good opportunity to add Amazon? Thanks.

Upvote 0

Read Answer Asked by Hua on July 30, 2021

• Pinterest Inc. Class A (PINS $38.88)
  • $38.88 P/E (TTM): 14.21X Cap: $26.30B
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Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.

Upvote 0

Read Answer Asked by Philippe on July 30, 2021

• BlackBerry Limited (BB $5.16)
  • $5.16 Cap: $3.07B
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Q: Hi 5i,
Are you able to provide an overview of what the impact is to Blackberry on their QNX system being awarded in a deal they announced with South Korea for use in the country's unmanned train operation system. Thanks

Upvote 0

Read Answer Asked by Gordon on July 30, 2021

Q: You are in a stock picking contest against a fellow investor named Joe. The contest is to pick 10 Canadian stocks that you must hold for 5 years. No trading. The winner will be the portfolio that has the highest total return including dividends over the 5 year period. Joe is somewhat conservative, so he likes to stick with large companies. He has selected ATD.B, BAM.A, CNR, CSU, RY, SHOP, SLF, T, TD, WSP as his 10 stock portfolio. What 10 Canadian stocks would you select to try to win the contest?

Upvote 0

Read Answer Asked by Dan on July 30, 2021

Q: Can you provide your insights into this company?

Upvote 0

Read Answer Asked by Denis on July 30, 2021

• Foran Mining Corporation (FOM $2.61)
  • $2.61 Cap: $1.06B
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Q: The last question you had on FOM was 2015. Can you give us your thoughts on it now and whether you would consider it a buy? Thanks!

Upvote 0

Read Answer Asked by TK on July 30, 2021

• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 41.43X Cap: $3.92T
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• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 84.27X Cap: $350.75B
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• JPMorgan Chase & Co. (JPM $291.37)
  • $291.37 P/E (TTM): 14.44X Cap: $809.74B
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• Visa Inc. (V $337.43)
  • $337.43 P/E (TTM): 34.39X Cap: $654.59B
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• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $140.39B
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• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.82B
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• Restaurant Brands International Inc. (QSR $93.94)
  • $93.94 P/E (TTM): 23.44X Cap: $42.70B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.55B
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• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $849M
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• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.42B
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• Hydro One Limited (H $49.96)
  • $49.96 P/E (TTM): 24.43X Cap: $29.96B
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Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!

Upvote 0

Read Answer Asked by Chris on July 30, 2021

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $65M
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Q: Would you please comment on the recent sale of one of its product lines by Covalon. The market liked it in terms of share price, but where does that leave the company going forward. I own it, would you sell or hold at this time. Thanks.

Upvote 0

Read Answer Asked by Donald on July 30, 2021