Investment Q&A

• Dye & Durham Limited (DND $7.84)
  • $7.84 Cap: $504M
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Q: Hi.
I own DND. I was pleased with the results and later today(May 12th) they announced a small acquisition in the UK.
Looking at the industry they operating in and the services they provide, DND seems to have an economic moat. They can raise their prices and companies using them will not have much of a choice but to agree due to very limited competition. This is a very powerful position for a company to be in which allows it to protect its market share and profitability and to keep growing. Do you agree with my thesis?
Thanks

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Read Answer Asked by ilie on May 13, 2021

Q: Hi Team,
As a growth investor my stock portfolio is about 75% high growth tech weighted (mostly US) and has now fallen 25% or so from peak during this rotation. I have so far been hesitant to trim or sell anything up to this point. Is it time to bite the bullet and cash out part of my holdings and buy into other sectors that favour inflation? Or do you think the damage is near done here and possibly start adding to beat down quality growth names? Right now the sky is falling for my type of portfolio and trying to decide which way to go. Or perhaps just do nothing...
Thanks
Shane

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Read Answer Asked by Shane on May 13, 2021

• Alphabet Inc. (GOOG $244.36)
  • $244.36 P/E (TTM): 26.35X Cap: $2.98T
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• AbbVie Inc. (ABBV $223.16)
  • $223.16 P/E (TTM): 105.56X Cap: $394.22B
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• Medtronic plc. (MDT $93.97)
  • $93.97 P/E (TTM): 26.03X Cap: $120.53B
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• Stryker Corporation (SYK $369.88)
  • $369.88 P/E (TTM): 48.88X Cap: $141.40B
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• Verizon Communications Inc. (VZ $43.25)
  • $43.25 P/E (TTM): 10.17X Cap: $182.35B
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Q: I am currently looking to rebalance my portfolio taking into account the latest volitilty. I am a long term investor and fairly well diversified. I do need to top up in a few places. Would you suggest your favourite stocks in each of the following sectors: energy, health, telecom and industrials.
Thanks Peter and all of you for this wonderful service.

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Read Answer Asked by Cathy on May 12, 2021

• Palo Alto Networks Inc. (PANW $203.96)
  • $203.96 P/E (TTM): 126.09X Cap: $136.42B
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• Okta Inc. (OKTA $93.86)
  • $93.86 P/E (TTM): 104.78X Cap: $16.54B
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• Rapid7 Inc. (RPD $19.43)
  • $19.43 P/E (TTM): 46.17X Cap: $1.25B
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• CACI International Inc. Class A (CACI $488.06)
  • $488.06 P/E (TTM): 21.73X Cap: $10.67B
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• CrowdStrike Holdings Inc. (CRWD $488.45)
  • $488.45 Cap: $120.81B
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• Palantir Technologies Inc. (PLTR $178.86)
  • $178.86 P/E (TTM): 591.9X Cap: $421.25B
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Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?

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Read Answer Asked by Terry on May 12, 2021

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.49)
  • $78.49 P/E (TTM): 50.49X Cap: $641M
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Q: To my amateur eyes, it looks to me that XIT has reached a major support level of around $43 (looking at technical support and resistance levels). I hold a core long term position and did some trimming for asset allocation reasons around $50. I would normally consider adding at this level, but thought I'd check with you (again) about the impact of interest rates on technology. Do you see much more technology downside in your crystal ball?

Thanks for your help...Steve

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Read Answer Asked by Stephen on May 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $84.06)
  • $84.06 Cap: $6.13B
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• goeasy Ltd. (GSY $172.94)
  • $172.94 P/E (TTM): 10.46X Cap: $2.78B
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Q: why would inflation take down gsy by 14 and doo by 10 as i write this.
in addition i thought gsys earnings were fantastic.
some inflation is good and year over year comparisons make no sense because of pandemic.
can you comment
dave

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Read Answer Asked by david on May 12, 2021

• Endeavour Mining plc Ordinary Shares (EDV $57.09)
  • $57.09 P/E (TTM): 68.4X Cap: $13.78B
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Q: Can I please get your opinion on Endeavour Mining. Do you think it is a buy?

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Read Answer Asked by James on May 12, 2021

• Global X Crude Oil ETF (HUC $20.20)
  • $20.20 Cap: $32M
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• iShares Gold Bullion ETF (CGL $29.78)
  • $29.78 Cap: $1.93B
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• Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $57.63)
  • $57.63 P/E (TTM): 19.5X Cap: $2.30B
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• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS $39.25)
  • $39.25 Cap: $2.30B
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Q: Please recommend some CAD etfs to play commodities. Is there one that covers a broad selection?

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Read Answer Asked by Patrick on May 12, 2021

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Hi Guys
Wondering what your thoughts are on Absolute Software aquisition of Netmotion.

Thanks Stuart

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Read Answer Asked by Stuart on May 12, 2021

• PyroGenesis Inc. (PYR $0.23)
  • $0.23 Cap: $43M
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Q: Is there anything apparently wrong with this company or just current market sentiment?
April 2 you felt there was "still a lot of good news priced in". It's dropped a lot further since then with a PE under 18x but a PB of around 13x.
How do you feel about its price now? What do you think is a reasonable PB range for this company?

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Read Answer Asked by Peter on May 12, 2021

Q: In your opinion, is the rise in the CAD overdone at these levels?

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Read Answer Asked by Albert on May 12, 2021

• Magna International Inc. (MG $65.37)
  • $65.37 P/E (TTM): 11.02X Cap: $18.30B
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Q: Shortages in commodities and workforce are having an effect on inflation.
To what extent will shortage of semiconductors have on MG and it’s stock price going forward.

Roy

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Read Answer Asked by Roy on May 12, 2021

• ChargePoint Holdings Inc. (CHPT $11.05)
  • $11.05 Cap: $253M
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Q: I got caught in the SPAC crap and still holding this @ a Cost of $38 and down about $5,000. Now trading @ $21. Worth holding or should I dump?
Many Thanks! Austin

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Read Answer Asked by Austin on May 12, 2021

• AirBoss of America Corp. (BOS $5.22)
  • $5.22 Cap: $137M
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Q: I believe BOS reports tomorrow and today's sell off is just a panic move, or they released the results earlier than said?

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Read Answer Asked by Victor on May 12, 2021

• TFI International Inc. (TFII $124.43)
  • $124.43 P/E (TTM): 20.66X Cap: $10.33B
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• Boyd Group Services Inc. (BYD $238.37)
  • $238.37 P/E (TTM): 466.23X Cap: $5.12B
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Q: Hi guys,

I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?

Thanks

Jim

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Read Answer Asked by jim on May 12, 2021

• Boyd Group Services Inc. (BYD $238.37)
  • $238.37 P/E (TTM): 466.23X Cap: $5.12B
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Q: Hello 5i Research
What are your thoughts on Byd on it’s forecast going forward.Would you consider it a buy or sell.
Thanks

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Read Answer Asked by claudio on May 12, 2021

• Pinterest Inc. Class A (PINS $33.32)
  • $33.32 P/E (TTM): 12.0X Cap: $22.84B
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Q: Do you think the lawsuit against pins has anything to do with the big fall in price.Thank for all the great info. you provide. Jim

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Read Answer Asked by jim on May 12, 2021

Q: Hi Peter and Ryan,

It is a pleasure to see you folks on BNN, When is the next appearance ?

why don't you add `a calendar of events' on your website of when you and your team is invited to interviews on business news channels on TV or Internet. Those interviews are really informative and cover wide ranging topics and I'm sure your members would love to watch them `live'.

Thanks

Rajesh

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Read Answer Asked by Rajesh on May 12, 2021

• iShares Russell 2000 Growth ETF (IWO $319.87)
  • $319.87 P/E (TTM): 21.57X Cap: $12.90B
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Q: Please comment on IWO versus VIOV for long term appreciation in an RRSP. Especially concerning a recent analysis that I read about small-cap growth stocks which don't tend to pay a risk premium. I also note that IWO has done better in the longer term past, but VIOV is up 84% LTM vs 52% for IWO. Thanks!

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Read Answer Asked by David on May 12, 2021

• Sylogist Ltd. (SYZ $7.15)
  • $7.15 Cap: $167M
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Q: what does the market expect from sylogist tomorrow?

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Read Answer Asked by blake on May 12, 2021