Investment Q&A

• Booking Holdings Inc. (BKNG $5,418.05)
  • $5,418.05 P/E (TTM): 37.77X Cap: $175.59B
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• Starbucks Corporation (SBUX $86.42)
  • $86.42 P/E (TTM): 37.25X Cap: $98.23B
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• The Walt Disney Company (DIS $112.47)
  • $112.47 P/E (TTM): 17.6X Cap: $202.21B
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• Nike Inc. (NKE $71.93)
  • $71.93 P/E (TTM): 36.89X Cap: $106.32B
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• Roku Inc. (ROKU $103.85)
  • $103.85 Cap: $15.30B
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Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

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Read Answer Asked by Lyle on August 05, 2021

• Geo Group Inc (The) REIT (GEO $20.21)
  • $20.21 P/E (TTM): 29.72X Cap: $2.86B
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Q: I note good quarterly numbers. The short interest is 23%. Would this be a possible meme stock that would shoot higher with a short covering rally from improving financial situation? It's in the unpopular, possibly immoral, industry of private prisons but isn't that exactly what an investor should be looking for? - buy what others don't want and sell what everyone wants? If crime continues to increase, the political will to swing back to more incarceration may help.

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Read Answer Asked by Neelesh on August 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.05)
  • $37.05 Cap: $24.37B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.66)
  • $47.66 P/E (TTM): 1148.3X Cap: $21.97B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.13)
  • $60.13 Cap: $7.94B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.98)
  • $49.98 Cap: $18.72B
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Q: Last Friday bepc was trading at 7.2% above bep.un. yet bipc was trading 19.8% above bip.un.
Why such a large price difference in bip.un and bipc and do you think they will narrow as they have done in bepc and bep.un?

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Read Answer Asked by Terry on August 05, 2021

• Alcoa Corporation (AA $34.50)
  • $34.50 P/E (TTM): 8.12X Cap: $8.93B
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• Century Aluminum Company (CENX $29.87)
  • $29.87 P/E (TTM): 42.67X Cap: $2.78B
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Q: What's the best way to play the rising aluminum price ? Thank you.

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Read Answer Asked by Paul on August 05, 2021

• Premium Brands Holdings Corporation (PBH $96.26)
  • $96.26 P/E (TTM): 46.28X Cap: $4.29B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.28B
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Q: Please comment on earnings

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Read Answer Asked by Drew on August 05, 2021

• Topicus.com Inc. (TOI $147.46)
  • $147.46 P/E (TTM): 69.61X Cap: $12.31B
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Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx

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Read Answer Asked by Adam on August 05, 2021

• Robinhood Markets Inc. (HOOD $148.67)
  • $148.67 P/E (TTM): 75.85X Cap: $131.19B
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Q: Hello 5i
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave

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Read Answer Asked by Dave on August 05, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: Hi, significant selloff on INE earnings, we’re the results that bad and is the dividend still reasonably secure.

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Read Answer Asked by Gary on August 05, 2021

Q: What are your current favourite Canadian growth stocks and funds - reasonable to purchase now for a 3 to 5 year hold? Thanks!

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Read Answer Asked by Robert on August 05, 2021

• TMX Group Limited (X $53.21)
  • $53.21 P/E (TTM): 35.01X Cap: $14.79B
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Q: Can I please have your comments, analysis on the TMX group recently announced earnings. Do you see it as a good long term hold? Thank You.

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Read Answer Asked by Brian on August 05, 2021

• NVIDIA Corporation (NVDA $187.62)
  • $187.62 P/E (TTM): 53.45X Cap: $4.55T
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• iShares Russell 2000 Growth ETF (IWO $325.46)
  • $325.46 P/E (TTM): 21.85X Cap: $13.13B
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• Vanguard Dividend Appreciation FTF (VIG $217.79)
  • $217.79 P/E (TTM): 24.54X Cap: $93.27B
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• SPDR S&P 500 ETF Trust (SPY $669.21)
  • $669.21 P/E (TTM): 28.22X Cap: $675.98B
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• Veeva Systems Inc. Class A (VEEV $296.28)
  • $296.28 P/E (TTM): 60.96X Cap: $48.56B
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• MEDIFAST INC (MED $13.99)
  • $13.99 P/E (TTM): 42.39X Cap: $153M
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• Trane Technologies plc (TT $424.09)
  • $424.09 P/E (TTM): 33.66X Cap: $94.36B
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Q: My 31 year old daughter has $50,000 cash in her US TFSA account. What investments would you recommend for a mid to long term hold.

Thanks

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Read Answer Asked by Barney on August 05, 2021

• Clear Secure Inc. Class A (YOU $31.77)
  • $31.77 P/E (TTM): 20.11X Cap: $4.21B
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Q: Thoughts on YOU:US?

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Read Answer Asked by Colin I on August 05, 2021

• AbCellera Biologics Inc. (ABCL $5.90)
  • $5.90 Cap: $1.73B
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Q: Hi, What s your opinion on ABCL?

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Read Answer Asked by francis on August 05, 2021

• Celsius Holdings Inc. (CELH $58.70)
  • $58.70 P/E (TTM): 177.88X Cap: $15.14B
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Q: When is the next earning report date ? Thanks a million.

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Read Answer Asked by Lai Kuen on August 05, 2021

• Sylogist Ltd. (SYZ $6.62)
  • $6.62 Cap: $154M
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Q: SYZ has been quite soft the past few days. Don't see any news to explain. Do you see anything? What is your outlook and when do they next report?

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Read Answer Asked on August 05, 2021

• Uber Technologies Inc. (UBER $96.60)
  • $96.60 P/E (TTM): 16.46X Cap: $201.45B
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Q: pls comment on results
would you add to a half position here?

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Read Answer Asked by john on August 05, 2021

• Profound Medical Corp. (PRN $7.89)
  • $7.89 Cap: $237M
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Q: Any thoughts why the stock is moving downwards. I am still up 50 percent. Would you sell or hold. Thanks

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Read Answer Asked by Charles on August 05, 2021

• WSP Global Inc. (WSP $276.82)
  • $276.82 P/E (TTM): 45.04X Cap: $36.13B
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• TFI International Inc. (TFII $127.19)
  • $127.19 P/E (TTM): 21.23X Cap: $10.55B
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• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: Can you look into your crystal ball and give me a list in order which of the above stock would be best for growth in a 3 year hold.

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Read Answer Asked by Bonnie on August 05, 2021

• BioNTech SE (BNTX $105.49)
  • $105.49 Cap: $25.31B
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Q: Hi ...my favorite team on the planet. Happily I still own BNTX thanks to you. I have shaved a bit along the road., ..but this rise in price is astronomical. Do you think it can continue for a bit ?
much thanks as always!

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Read Answer Asked by El-ann on August 05, 2021

• Sylogist Ltd. (SYZ $6.62)
  • $6.62 Cap: $154M
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Q: whats causing the drop today? Thx

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Read Answer Asked by blake on August 05, 2021