Investment Q&A

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $70.09)
  • $70.09 P/E (TTM): 5.77X Cap: $2.56B
  • View VXC Profile
  • View Questions on VXC
• Mawer Global Equity Fund Series A (MAW120 $47.15)
  • $47.15 P/E (TTM): 16.7X Cap: $1.37B
  • View MAW120 Profile
  • View Questions on MAW120
• Vanguard All-Equity ETF Portfolio (VEQT $50.17)
  • $50.17 P/E (TTM): 24.48X Cap: $8.07B
  • View VEQT Profile
  • View Questions on VEQT

Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you

Upvote 0

Read Answer Asked by Huy on June 09, 2021

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

Upvote 0

Read Answer Asked by Peter on June 09, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

Upvote 0

Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $10.96)
  • $10.96 Cap: $5.86B
  • View PATH Profile
  • View Questions on PATH

Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

Upvote 0

Read Answer Asked by NAIM on June 09, 2021

• Monster Beverage Corporation (MNST $64.39)
  • $64.39 P/E (TTM): 42.18X Cap: $62.87B
  • View MNST Profile
  • View Questions on MNST
• Celsius Holdings Inc. (CELH $61.95)
  • $61.95 P/E (TTM): 185.45X Cap: $15.97B
  • View CELH Profile
  • View Questions on CELH

Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

Upvote 0

Read Answer Asked by Greg on June 09, 2021

• Dollarama Inc. (DOL $195.10)
  • $195.10 P/E (TTM): 44.96X Cap: $54.58B
  • View DOL Profile
  • View Questions on DOL

Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.

Thx

Upvote 0

Read Answer Asked by Christopher on June 09, 2021

• BlackLine Inc. (BL $52.23)
  • $52.23 P/E (TTM): 37.3X Cap: $3.23B
  • View BL Profile
  • View Questions on BL

Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

Upvote 0

Read Answer Asked on June 09, 2021

Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!

Upvote 0

Read Answer Asked by Justin on June 09, 2021

• Stella-Jones Inc. (SJ $77.01)
  • $77.01 P/E (TTM): 13.02X Cap: $4.30B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Acadian Timber Corp. (ADN $18.03)
  • $18.03 P/E (TTM): 22.31X Cap: $326M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN

Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?

Upvote 0

Read Answer Asked by kelly on June 09, 2021

• Loblaw Companies Limited (L $59.14)
  • $59.14 P/E (TTM): 28.53X Cap: $69.86B
  • View L Profile
  • View Questions on L
• Saputo Inc. (SAP $33.27)
  • $33.27 Cap: $13.64B
  • View SAP Profile
  • View Questions on SAP
• George Weston Limited (WN $91.21)
  • $91.21 P/E (TTM): 34.27X Cap: $34.89B
  • View WN Profile
  • View Questions on WN
• Maple Leaf Foods Inc. (MFI $35.23)
  • $35.23 P/E (TTM): 24.81X Cap: $4.35B
  • View MFI Profile
  • View Questions on MFI
• Premium Brands Holdings Corporation (PBH $95.33)
  • $95.33 P/E (TTM): 46.06X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• High Liner Foods Incorporated (HLF $16.30)
  • $16.30 P/E (TTM): 6.23X Cap: $473M
  • View HLF Profile
  • View Questions on HLF
  • View Reports on HLF

Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

Upvote 0

Read Answer Asked by Richard on June 09, 2021

• TFI International Inc. (TFII $125.32)
  • $125.32 P/E (TTM): 21.08X Cap: $10.79B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks

Upvote 0

Read Answer Asked by Pat on June 09, 2021

• Dye & Durham Limited (DND $10.18)
  • $10.18 Cap: $684M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?

Upvote 0

Read Answer Asked by Karen on June 09, 2021

• Dune Acquisition Corporation II (IPOD)
  • View IPOD Profile
  • View Questions on IPOD

Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.

As always- fantastic service!

Upvote 0

Read Answer Asked by Chris on June 09, 2021

Q: 5i
I understand that QQQA is a new ETF . What is your opinion of it ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on June 09, 2021

Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks

Upvote 0

Read Answer Asked by jean on June 09, 2021

• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Restaurant Brands International Inc. (QSR $88.44)
  • $88.44 P/E (TTM): 24.85X Cap: $41.97B
  • View QSR Profile
  • View Questions on QSR
• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Thomson Reuters Corporation (TRI $243.79)
  • $243.79 P/E (TTM): 48.02X Cap: $109.34B
  • View TRI Profile
  • View Questions on TRI

Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

Upvote 0

Read Answer Asked by Nancy on June 09, 2021

• Brinker International Inc. (EAT $152.60)
  • $152.60 P/E (TTM): 21.56X Cap: $6.84B
  • View EAT Profile
  • View Questions on EAT

Q: Hello again your thoughts on Brinker International
Thanks again

Upvote 0

Read Answer Asked by George on June 09, 2021

• Enghouse Systems Limited (ENGH $22.29)
  • $22.29 P/E (TTM): 15.74X Cap: $1.22B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: I bought shares in TFSA at ~$75 per share about one year ago.
It has fallen to ~$54 per share.
If one believes in the company should one continue to hold
or should I consider selling and looking elsewhere?
Thanks for your advice.

Upvote 0

Read Answer Asked by Sam on June 09, 2021

• AbbVie Inc. (ABBV $209.15)
  • $209.15 P/E (TTM): 88.12X Cap: $369.47B
  • View ABBV Profile
  • View Questions on ABBV
• Church & Dwight Company Inc. (CHD $94.91)
  • $94.91 P/E (TTM): 43.77X Cap: $22.91B
  • View CHD Profile
  • View Questions on CHD
• Colgate-Palmolive Company (CL $86.05)
  • $86.05 P/E (TTM): 23.74X Cap: $69.38B
  • View CL Profile
  • View Questions on CL
• Pfizer Inc. (PFE $25.38)
  • $25.38 P/E (TTM): 18.17X Cap: $143.95B
  • View PFE Profile
  • View Questions on PFE
• Procter & Gamble Company (The) (PG $159.51)
  • $159.51 P/E (TTM): 24.72X Cap: $371.03B
  • View PG Profile
  • View Questions on PG
• Stryker Corporation (SYK $391.87)
  • $391.87 P/E (TTM): 50.54X Cap: $149.07B
  • View SYK Profile
  • View Questions on SYK
• Toronto-Dominion Bank (The) (TD $102.24)
  • $102.24 P/E (TTM): 10.45X Cap: $175.15B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $35.67)
  • $35.67 P/E (TTM): 77.04X Cap: $33.26B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $66.62)
  • $66.62 P/E (TTM): 22.65X Cap: $142.68B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $41.74)
  • $41.74 P/E (TTM): 13.37X Cap: $71.59B
  • View MFC Profile
  • View Questions on MFC
• TELUS Corporation (T $22.92)
  • $22.92 P/E (TTM): 35.53X Cap: $35.05B
  • View T Profile
  • View Questions on T
• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
  • View AQN Profile
  • View Questions on AQN
• Brookfield Infrastructure Partners L.P. (BIP.UN $41.79)
  • $41.79 P/E (TTM): 1007.91X Cap: $19.26B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Upvote 0

Read Answer Asked by JOHN on June 09, 2021

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP
• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.60)
  • $19.60 P/E (TTM): 9.22X Cap: $1.66B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Do you have a preference between ITP and TCL for a long term investment? It is likely for a registered account. Thanks

Upvote 0

Read Answer Asked by Gary on June 09, 2021