Investment Q&A

Q: I’m looking to take a position in this company but have concerns about it trading on the OTC due to it being home-based in the UK, I’m guessing. It has growing 5-yr revenue and earnings and strong ROC and It’s not small at $9B market cap. How does it compare with its main competitor, United Rentals?

Thank you

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Read Answer Asked by Tony on April 21, 2020

• CAE Inc. (CAE $39.32)
  • $39.32 P/E (TTM): 30.27X Cap: $12.35B
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• Descartes Systems Group Inc. (The) (DSG $123.81)
  • $123.81 P/E (TTM): 52.83X Cap: $10.75B
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• Boyd Group Services Inc. (BYD $224.89)
  • $224.89 P/E (TTM): 400.79X Cap: $4.75B
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Q: How would you rank these 3, considering growth potential and risk?
thanks,
Mark

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Read Answer Asked by Mark on April 21, 2020

• Cineplex Inc. (CGX $12.57)
  • $12.57 Cap: $789M
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Q: I have read your comments on CGX and would you rate this stock as a hold or sell if owned?

Thanks

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Read Answer Asked on April 21, 2020

• GSK plc American Depositary Shares (Each representing two) (GSK $46.86)
  • $46.86 P/E (TTM): 28.26X Cap: $94.06B
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• Sanofi (SNY $50.46)
  • $50.46 P/E (TTM): 19.74X Cap: $125.08B
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Q: Hello!
1) I would like to get a good, general US healthcare etf .. what might you recommend now? (Long term income investor)

2) also, I would like an etf that has companies like Sanofi and GSK, at decent weights .. what do you think? I see that VYMI has them but at very low percentages.

Appreciate your advice. Thank you!

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Read Answer Asked by Patrik on April 21, 2020

• Costco Wholesale Corporation (COST $910.21)
  • $910.21 P/E (TTM): 65.5X Cap: $407.80B
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• Gilead Sciences Inc. (GILD $119.48)
  • $119.48 P/E (TTM): 23.56X Cap: $146.96B
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• Alphabet Inc. (GOOG $279.85)
  • $279.85 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $516.31)
  • $516.31 P/E (TTM): 39.7X Cap: $3.90T
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• Netflix Inc. (NFLX $1,119.69)
  • $1,119.69 P/E (TTM): 46.89X Cap: $462.74B
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• NVIDIA Corporation (NVDA $203.78)
  • $203.78 P/E (TTM): 58.99X Cap: $4.93T
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• Salesforce Inc. (CRM $259.47)
  • $259.47 P/E (TTM): 36.55X Cap: $244.33B
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• Procter & Gamble Company (The) (PG $150.40)
  • $150.40 P/E (TTM): 22.85X Cap: $349.52B
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• Verizon Communications Inc. (VZ $39.69)
  • $39.69 P/E (TTM): 9.37X Cap: $164.27B
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• Walmart Inc. (WMT $101.00)
  • $101.00 P/E (TTM): 38.52X Cap: $815.06B
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• Atlassian Corporation (TEAM $167.75)
  • $167.75 Cap: $42.14B
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• iShares Global Healthcare ETF (IXJ $91.13)
  • $91.13 P/E (TTM): 25.66X Cap: $4.09B
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• Vanguard Communication Services ETF (VOX $185.83)
  • $185.83 P/E (TTM): 20.95X Cap: $5.29B
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• iShares Global Consumer Staples ETF (KXI $63.42)
  • $63.42 P/E (TTM): 27.85X Cap: $864M
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• Vanguard Consumer Staples ETF (VDC $207.83)
  • $207.83 P/E (TTM): 25.49X Cap: $7.35B
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• iShares Global Comm Services ETF (IXP $122.65)
  • $122.65 P/E (TTM): 22.54X Cap: $855M
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Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.

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Read Answer Asked by MATHEW on April 21, 2020

• Microsoft Corporation (MSFT $516.31)
  • $516.31 P/E (TTM): 39.7X Cap: $3.90T
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• Atlassian Corporation (TEAM $167.75)
  • $167.75 Cap: $42.14B
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• ARK Next Generation Internet ETF (ARKW $176.26)
  • $176.26 P/E (TTM): 55.77X Cap: $2.50B
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• ARK Innovation ETF (ARKK $88.64)
  • $88.64 P/E (TTM): 39.1X Cap: $7.94B
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• Innovator IBD 50 ETF (FFTY $40.46)
  • $40.46 P/E (TTM): 41.15X Cap: $111M
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• Zoom Communications Inc. (ZM $86.86)
  • $86.86 P/E (TTM): 21.98X Cap: $25.24B
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: COVID-19 has pushed forward the whole work at home concept. That said, technology supporting this shift in working norms will be sought after. I own a few big tech companys now, yet there are so many more names that have been pushed into the limelight (like Zoom), that are extremely expensive. Would you think it better to buy an ETF or two rather than trying to pick individual stock future winners? Any ETF or otherwise suggestions?
Thanks

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Read Answer Asked by Stephen on April 21, 2020

• Plantronics Inc. (PLT)
  • P/E (TTM): -22.3X Cap: $1.36B
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Q: Can I have your thoughts on PLT given their earnings and recent developments? Thank-you.

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Read Answer Asked by Alex on April 21, 2020

• The Valens Company Inc. (VLNS $1.01)
  • $1.01 Cap: $81M
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Q: What do you think of their latest financial results? Is this a decent time to enter this one for a 1 year trade.

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Read Answer Asked by Tim on April 21, 2020

• Savaria Corporation (SIS $21.94)
  • $21.94 P/E (TTM): 28.34X Cap: $1.56B
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Q: Please comment on Update & preliminary Q1 results released after market close today.Thanks for u usual great views & services

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Read Answer Asked by Peter on April 21, 2020

• Knight Therapeutics Inc. (GUD $5.85)
  • $5.85 Cap: $577M
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Q: GUD re-launch of Trelstar has a great impact. Today it closed at $7.54 up 0.61 on 761k shares(av 353k) Please comment Thanks for u usual great services & views

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Read Answer Asked by Peter on April 21, 2020

• BCE Inc. (BCE $32.21)
  • $32.21 P/E (TTM): 71.28X Cap: $30.16B
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• TELUS Corporation (T $20.55)
  • $20.55 P/E (TTM): 32.14X Cap: $31.65B
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Q: How Much of a threat is spaceX starlink to these companies?

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Read Answer Asked by Thomas on April 21, 2020

• Lazard Inc. (LAZ $49.63)
  • $49.63 P/E (TTM): 16.39X Cap: $5.49B
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Q: Good morning,

On April 17th you mentioned some U.S. and global names you currently liked. Could you please briefly give your thesis including the risks vs opportunities for Veolia Environment and Lazard.

Thanks in advance

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Read Answer Asked by Brian on April 21, 2020

• United States Oil Fund (USO $72.60)
  • $72.60 Cap: $938M
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Q: Greetings 5i,

USO. Are there any hidden costs in carrying this over several months to a year? Decay?

Cheers!

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Read Answer Asked by Duane on April 21, 2020

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Sun Life Financial Inc. (SLF $85.25)
  • $85.25 P/E (TTM): 15.74X Cap: $48.58B
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• Constellation Software Inc. (CSU $3,681.00)
  • $3,681.00 P/E (TTM): 84.2X Cap: $76.01B
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• CAE Inc. (CAE $39.32)
  • $39.32 P/E (TTM): 30.27X Cap: $12.35B
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• Kinaxis Inc. (KXS $168.64)
  • $168.64 P/E (TTM): 141.19X Cap: $4.76B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.00)
  • $243.00 P/E (TTM): 100.1X Cap: $315.68B
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• goeasy Ltd. (GSY $168.06)
  • $168.06 P/E (TTM): 10.15X Cap: $2.68B
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• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
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• Boyd Group Services Inc. (BYD $224.89)
  • $224.89 P/E (TTM): 400.79X Cap: $4.75B
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Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine

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Read Answer Asked by Antoine on April 20, 2020

• Canacol Energy Ltd. (CNE $2.23)
  • $2.23 Cap: $78M
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Q: Hi team,
What is your current view on this company? It has had excellent drilling success, pays a 5% annual dividend, has it's debt level under control.I am thinking long term, that is three years. Do you think that their shares are undervalued and would it be appropriate to add for a long term, three year time horizon?
Many thanks,
Jean

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Read Answer Asked by Jean on April 20, 2020

• Tourmaline Oil Corp. (TOU $61.51)
  • $61.51 P/E (TTM): 15.05X Cap: $22.62B
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Q: Since March 20 TOU has risen around 6.50 I believe to the price today of 12.60.Anything new or is it just finally being accepted as a good future investment with nice Dividend. I know the market can change in hurry.What is 5i great crysbal showing for the next year.Dividend still safe. Will they be in buyers of companies that meet their type of business.

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Read Answer Asked by Guy on April 20, 2020

• MongoDB Inc. (MDB $352.83)
  • $352.83 Cap: $28.27B
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Q: do you know this company.
it keeps ripping higher everyday.
would you buy it.
dave

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Read Answer Asked by david on April 20, 2020

Q: Price of Oil
What happens on the futures market if one want to buy/sell an option when the price is negative?

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Read Answer Asked by Patricia on April 20, 2020

• United States Oil Fund (USO $72.60)
  • $72.60 Cap: $938M
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Q: They recently announced that there will be shifting 20% of their investments to future contracts that expire 2 months out, how do you see this effecting how the etf reacts to oil prices. I have invested in this fund recently to play the oil recovery over the next year or so, should i shift my approach to this investment?

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Read Answer Asked by matt on April 20, 2020

• United States Oil Fund (USO $72.60)
  • $72.60 Cap: $938M
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Q: Hi 5I team,

Is there a way to buy call option on crude oil price rather than play inverses ETF?

Thank you,

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Read Answer Asked by Kate on April 20, 2020