Investment Q&A

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.17X Cap: $1.59B
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Q: Looking for a small to mid cap energy company that is well positioned to take advantage of rising oil prices.
Thanks
Dick

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Read Answer Asked by dick on May 06, 2021

• CrowdStrike Holdings Inc. (CRWD $441.75)
  • $441.75 Cap: $110.10B
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Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.

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Read Answer Asked by Helen on May 05, 2021

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: what does the market expect from CSU today?

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Read Answer Asked by blake on May 05, 2021

• EQB Inc. (EQB $103.74)
  • $103.74 P/E (TTM): 10.54X Cap: $3.97B
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Q: Can you please comment on Equitable's recent quarterly results. How does their valuation now compare to others in the financial services sector? It appears to have been another very strong quarter with their CET1 ratio now close to, if not, higher than the big 5 banks. I know 5i prefers GSY but I'm wondering why EQB doesn't get much love considering their very strong track record of earnings and dividend growth.

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Read Answer Asked by Matthew on May 05, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: This stock is up 200% or so in the last year, normally I would have sold 50% long before reaching this level but I see no immediate downside to this one, would you continue to hold or sell half ? Selling too soon is becoming a bad habit for me.

John

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Read Answer Asked by JOHN on May 05, 2021

• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 77.45X Cap: $29.91B
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• Canadian Imperial Bank Of Commerce (CM $99.77)
  • $99.77 P/E (TTM): 12.34X Cap: $93.20B
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• TELUS Corporation (T $21.76)
  • $21.76 P/E (TTM): 27.27X Cap: $32.94B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $10.27B
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $67.34B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $4.91)
  • $4.91 Cap: $1.34B
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Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

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Read Answer Asked by JANE on May 05, 2021

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $26.01)
  • $26.01 P/E (TTM): 40.95X Cap: $200M
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• BMO US High Dividend Covered Call ETF (ZWH $23.48)
  • $23.48 P/E (TTM): 42.96X Cap: $1.03B
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• Hamilton Global Bank ETF Class E units (HBG $15.35)
  • $15.35 P/E (TTM): 10.6X
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• BMO Canadian High Dividend Covered Call ETF (ZWC $18.76)
  • $18.76 P/E (TTM): 27.37X Cap: $1.70B
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Q: Good morning, i know you are not real keen on income producing funds that sell options to enhance income but if you were buying a few, which ones would you recommend in today's market, thanks?

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Read Answer Asked by Pat on May 05, 2021

• Toromont Industries Ltd. (TIH $142.40)
  • $142.40 P/E (TTM): 23.73X Cap: $11.57B
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Q: Could you discuss the latest results for Toromont. And what does the future look like for the company. Thanks. James.

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Read Answer Asked by James on May 05, 2021

• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.48B
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $67.34B
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• Boyd Group Services Inc. (BYD $190.00)
  • $190.00 P/E (TTM): 222.77X Cap: $4.07B
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Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual

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Read Answer Asked by joseph on May 05, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: John asked about QUIS this morning and the "breakout report" was an article in the Globe & Mail May 3. Here is a link: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-breakouts-a-stock-thats-rallied-39-in-2021-with-a-further-gain/

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Read Answer Asked by David on May 05, 2021

• Richards Packaging Income Fund (RPI.UN $32.77)
  • $32.77 P/E (TTM): 16.05X Cap: $358M
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Q: Hi, Could you please comment on Richards Packaging earnings release, Thanks

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Read Answer Asked by rajeev on May 05, 2021

• Global Industrial Company Com (SYX)
  • P/E (TTM): 18.7X Cap: $1.32B
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Q: Could you comment on recent results. Seems an overreaction to me. Would you be comfortable holding this long term or are the last two misses significant?

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Read Answer Asked by Paul on May 05, 2021

• Tilray Brands Inc. (TLRY $0.64)
  • $0.64 Cap: $641M
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Q: With the merger with APHA now complete and making the New TLRY the largest in the industry, what is your current short and long term perspectives and the company and its projections? Thank you for your input and analysis

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Read Answer Asked by Joe on May 05, 2021

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.34)
  • $134.34 P/E (TTM): 17.39X Cap: $30.14B
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Q: I am looking for a tech company with limited downside risk.
Would CGI (GIB.a) fit this criteria, or would you recommend something else

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Read Answer Asked by David on May 05, 2021

• Boralex Inc. Class A Shares (BLX $30.57)
  • $30.57 P/E (TTM): 282.96X Cap: $3.14B
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• Harvest Clean Energy ETF (HCLN $8.52)
  • $8.52 P/E (TTM): 9.49X Cap: $16M
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• BMO Clean Energy Index ETF (ZCLN $14.51)
  • $14.51 P/E (TTM): 16.43X Cap: $57M
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Q: Despite the pullback in "green" energy stocks they still look expensive to me (AQN a possible exception). BLX and PIF have forward E/P over 50x according to the Globe.
Would you expect a better entry point, and if choosing an ETF do you have a preference between ZCLN and HCLN.

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Read Answer Asked by Peter on May 05, 2021

• Russel Metals Inc. (RUS $43.55)
  • $43.55 P/E (TTM): 16.57X Cap: $2.48B
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Q: It keeps making new 52 week highs, It is a moderate buy if analysts are to be believed. There is the play on recovery but it appears over valued. The dividend though paid for "77 consecutive quarters" has not grown since 2014. I was going to buy a small position a while back but was worried then about the shares deflating. Can you tell me why it is so favoured at this time? Thanks

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Read Answer Asked by Stephen on May 05, 2021

• Evolve Innovation Index Fund (EDGE $42.21)
  • $42.21 P/E (TTM): 40.61X Cap: $37M
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Q: Hello 5i.

I'm trying to decide which of the listed CYBR ETFs make sense in this current environment. Can you share your thoughts on hedged vs unhedged, and any other variables you can think of?

Many thanks.

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Read Answer Asked by Arthur on May 05, 2021

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.80B
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Q: In one answer recently you called KXS still "buyable". Sorry for the lack of context.
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks

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Read Answer Asked by Stephen on May 05, 2021

• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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• FirstService Corporation (FSV $271.72)
  • $271.72 P/E (TTM): 68.2X Cap: $12.34B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.48B
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• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $123.89B
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• Waste Connections Inc. (WCN $186.51)
  • $186.51 P/E (TTM): 75.8X Cap: $48.20B
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• Nutrien Ltd. (NTR $81.42)
  • $81.42 P/E (TTM): 55.11X Cap: $39.69B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $102.54)
  • $102.54 P/E (TTM): 72.62X Cap: $1.11B
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Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek

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Read Answer Asked by Derek on May 05, 2021

• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.48B
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• Electrameccanica Vehicles Corp. Ltd. (SOLO)
  • Cap: $25M
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Q: Do you know of a Canadian company that is manufacturing Electric cars similar to Tesla. Thanks. Ernie

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Read Answer Asked by Ernie on May 05, 2021