Investment Q&A

Q: Hi,
I realize pre-IPO questions are challenging to answer but here goes. I've been reading about Telesat's plans to go public on the NASDAQ later this year "looking to raise new capital for its ambitious multibillion-dollar plan to launch hundreds of low-Earth orbit satellites." They will be used to provide high speed internet. This will put it in direct competition with Elon Musk's Starlink and Jeff Bezo's Kuiper Project, reportedly at half the cost (~$5B vs. ~$10B each for the others). Do you have any very early comments on the opportunity?
Thank you, Michael

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Read Answer Asked by Michael on April 14, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.13)
  • $0.13 Cap: $19M
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Q: Any news re the big jump in stock price?

Sheldon

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Read Answer Asked by Sheldon on April 14, 2021

• Aecon Group Inc. (ARE $20.11)
  • $20.11 Cap: $1.26B
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Q: Hello 5i. I own ARE and am looking for another Canadian company in this space that might have more upside. What names would you recommend and why? Or if you think staying in ARE is better, why?

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Read Answer Asked by Fabio on April 14, 2021

• BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD $51.42)
  • $51.42 P/E (TTM): 0.11X Cap: $231M
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• BlackRock U.S. Carbon Transition Readiness ETF (LCTU $69.34)
  • $69.34 P/E (TTM): 54.52X Cap: $1.28B
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Q: Do you have an opinion of these funds?

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Read Answer Asked by brent on April 14, 2021

• Quanterix Corporation (QTRX $4.41)
  • $4.41 Cap: $217M
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Q: May I have you comments on Quanterix (QTRX)?
With appreciation,
Ed

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Read Answer Asked by Ed on April 14, 2021

• Snap-On Incorporated (SNA $322.64)
  • $322.64 P/E (TTM): 16.91X Cap: $16.80B
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Q: Is this a good recovery play? More room to run?

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Read Answer Asked by Mark on April 14, 2021

• Tamarack Valley Energy Ltd. (TVE $5.30)
  • $5.30 P/E (TTM): 11.4X Cap: $2.70B
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Q: Any thoughts on this morning`s acquisition news?
Thanks
Jerry

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Read Answer Asked by Jerry on April 14, 2021

• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: Fisker has had a big drop. Any news on the reason for the big drop. What are the prospects for the future;

Thanks
Thomas

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Read Answer Asked by Thomas on April 14, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I just sold BPY which I held in my RRSP. Can you suggest a replacement company or ETF in the Real Estate sector which would provide a good payout and some growth.

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Read Answer Asked by Bruce on April 14, 2021

• TFI International Inc. (TFII $119.67)
  • $119.67 P/E (TTM): 20.79X Cap: $9.99B
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• Matson Inc. (MATX $109.77)
  • $109.77 P/E (TTM): 7.73X Cap: $3.61B
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Q: Can you provide your opinion on Matson. Are there any other shipping or transport stocks you find attractive? Thanks.

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Read Answer Asked by Stefan on April 14, 2021

• Hamilton Enhanced Canadian Bank ETF (HCAL $28.04)
  • $28.04 P/E (TTM): 12.51X Cap: $609M
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Q: If bank stocks generally rise in a rising interest rate environment, would this ETF perform more positively or negatively given that it is also leveraged as the ETF's cost of borrowing would also increase at the same time?

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Read Answer Asked by Craig on April 14, 2021

Q: I have been told that investment counselling and portfolio management firms in Canada are not required by regulation to report security holdings like US institutions.
How much faith can we put in the amount of institutional ownership reported in the Company Profile?
Is there anyway to determine what institution owns stock in Canada or at least how much stock is held by institutions?

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Read Answer Asked by Rob on April 14, 2021

• Infineon Technologies AG ADR (IFNNY $40.89)
  • $40.89 Cap: $52.18B
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Q: Peter; Could you comment on this co outlook,management,debt etc? Thanks.Rod

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Read Answer Asked by Rodney on April 14, 2021

• Strathcona Resources Ltd. (SCR $33.01)
  • $33.01 P/E (TTM): 10.29X Cap: $7.28B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.13)
  • $0.13 Cap: $19M
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Q: I own both of these, should I sell SCR (have a sizeable gain I can realize) or do you see good things for both companies moving forward? If you would sell SCR, can you provide some good 3-5 year growth suggestion as a replacement?

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Read Answer Asked by Harrison on April 14, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Been a 5i member for several years. I am excited you identified this stock and added to the growth portfolio. Curious to know how this one showed up on your radar? Also why can't they just list directly on one of the larger exchanges? First listed on OTCQB and now on the OTCQX.

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Read Answer Asked by Sal on April 14, 2021

• Zoom Communications Inc. (ZM $71.75)
  • $71.75 P/E (TTM): 21.97X Cap: $22.13B
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Q: Your opinion on Zoom today would be appreciated.
Where do you think the company will be in 3-5 years?
Thank you.

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Read Answer Asked by Uli on April 14, 2021

• Bank of Montreal (BMO $155.12)
  • $155.12 P/E (TTM): 13.72X Cap: $111.79B
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Q: It has just been announced that BMO is selling its EMEA assets to Ameriprise Financial. Does this effect ETFs currently held with the bank?

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Read Answer Asked by Paul W on April 14, 2021

• Celestica Inc. (CLS $282.58)
  • $282.58 P/E (TTM): 44.41X Cap: $31.79B
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Q: Any hope for ClS Buy or sell

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Read Answer Asked by Tony on April 14, 2021

• FirstService Corporation (FSV $273.50)
  • $273.50 P/E (TTM): 63.19X Cap: $12.42B
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• TFI International Inc. (TFII $119.67)
  • $119.67 P/E (TTM): 20.79X Cap: $9.99B
  • View TFII Profile
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• goeasy Ltd. (GSY $201.46)
  • $201.46 P/E (TTM): 12.23X Cap: $3.35B
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• Altus Group Limited (AIF $54.19)
  • $54.19 P/E (TTM): 6.74X Cap: $2.32B
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• Boyd Group Services Inc. (BYD $186.92)
  • $186.92 P/E (TTM): 227.01X Cap: $4.02B
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Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.

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Read Answer Asked by Albert on April 14, 2021

• goeasy Ltd. (GSY $201.46)
  • $201.46 P/E (TTM): 12.23X Cap: $3.35B
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• Upstart Holdings Inc. (UPST $69.71)
  • $69.71 Cap: $6.69B
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Q: Hello 5i guys!
I’m considering buying either GSY or UPST. Which one would you recommend and why? Alternatively, would you consider buying both?

Thank you very much for your advice. Great job!

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Read Answer Asked by Marc on April 14, 2021