Investment Q&A

• Aecon Group Inc. (ARE $22.54)
  • $22.54 P/E (TTM): 66.2X Cap: $1.41B
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• Pathward Financial Inc. (CASH $74.99)
  • $74.99 P/E (TTM): 11.25X Cap: $1.70B
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• SPS Commerce Inc. (SPSC $107.49)
  • $107.49 P/E (TTM): 49.25X Cap: $4.07B
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Q: Would appreciate your thoughts on these 3 earnings which were all below target. Thank you.

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Read Answer Asked by Paul on November 01, 2021

• Aecon Group Inc. (ARE $22.54)
  • $22.54 P/E (TTM): 66.2X Cap: $1.41B
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Q: Aecon was down 8% today. What happened? I notice they announced earnings but I did not see anything really bad there.

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Read Answer Asked by Maria on November 01, 2021

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Hi 5i

Zendesk (ZEN) shares are down 24% on announcement this morning of a deal to acquire SurveyMonkey owner Momentive...What is your opinion on this deal and the future of ZEN going forward?
Share price drop excessive?
Would you be interested in ZEN and if so at what entry price would be attractive?

Thx
Jim

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Read Answer Asked by jim on November 01, 2021

Q: Hello. What do you think about Propel Holdings? Similarities to Goeasy or Upstart? Do you think that it has good upside? I know it is a recent IPO and you prefer to wait and see

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Read Answer Asked by Bryan on November 01, 2021

• Savaria Corporation (SIS $20.60)
  • $20.60 P/E (TTM): 27.06X Cap: $1.47B
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Q: what does the market expect from savaria next week?

Thx

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Read Answer Asked by blake on November 01, 2021

Q: Is there a ‘best time’ for tax loss selling? Many Chinese stocks are candidates for this but will everyone pile in on the last week of December, driving the price even lower? Vs everyone buys them between now and year end , as they are considered ‘undervalued’?

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Read Answer Asked by James on November 01, 2021

• ARK Innovation ETF (ARKK $83.46)
  • $83.46 P/E (TTM): 39.1X Cap: $7.06B
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• Goldman Sachs Future Tech Leaders Equity ETF (GTEK $38.73)
  • $38.73 P/E (TTM): 61.52X Cap: $187M
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Q: Goldman Sachs introduced, Goldman Sachs Future Tech Leaders Equity ETF (GTEK). How does this offering compares to ARKK. Would you choose one over the other, or are they different enough to own both.Thanks

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Read Answer Asked by Saad on November 01, 2021

• Apple Inc. (AAPL $252.31)
  • $252.31 P/E (TTM): 38.86X Cap: $3.74T
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• Starbucks Corporation (SBUX $84.27)
  • $84.27 P/E (TTM): 36.94X Cap: $95.78B
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• Verizon Communications Inc. (VZ $43.18)
  • $43.18 P/E (TTM): 10.06X Cap: $182.06B
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• Walmart Inc. (WMT $102.73)
  • $102.73 P/E (TTM): 43.94X Cap: $819.05B
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• BCE Inc. (BCE $32.15)
  • $32.15 P/E (TTM): 69.37X Cap: $29.98B
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• Loblaw Companies Limited (L $53.92)
  • $53.92 P/E (TTM): 6.67X Cap: $64.10B
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• lululemon athletica inc. (LULU $179.22)
  • $179.22 P/E (TTM): 11.83X Cap: $20.33B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $85.88)
  • $85.88 P/E (TTM): 43.93X Cap: $9.85B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Teck Resources Ltd (TECK $40.01)
  • $40.01 P/E (TTM): 94.21X Cap: $18.91B
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Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

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Read Answer Asked by Les on November 01, 2021

• Constellation Software Inc. (CSU $4,137.62)
  • $4,137.62 P/E (TTM): 103.72X Cap: $87.68B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $157.72)
  • $157.72 P/E (TTM): 73.89X Cap: $13.05B
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Q: Hello Team,
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry

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Read Answer Asked by Barry on November 01, 2021

• Algonquin Power & Utilities Corp. (AQN $5.41)
  • $5.41 Cap: $4.17B
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• Open Text Corporation (OTEX $38.16)
  • $38.16 P/E (TTM): 15.39X Cap: $9.44B
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• Restaurant Brands International Inc. (QSR $64.49)
  • $64.49 P/E (TTM): 24.5X Cap: $29.32B
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• TFI International Inc - Ordinary Shares (TFII $90.89)
  • $90.89 P/E (TTM): 21.55X Cap: $7.74B
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Q: Which of the following companies pay their dividends in USD? Algonquin Power, Open Text, Restaurant Brands, TFI Intl. ?

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Read Answer Asked by Maria on November 01, 2021

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.13)
  • $5.13 Cap: $1.27B
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• Harvest Healthcare Leaders Income ETF (HHL $7.12)
  • $7.12 P/E (TTM): 23.08X Cap: $1.47B
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Q: How would you compare HHL and NWH.UN for income and outlook ?

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Read Answer Asked by terrance on November 01, 2021

• Apple Inc. (AAPL $252.31)
  • $252.31 P/E (TTM): 38.86X Cap: $3.74T
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• Amazon.com Inc. (AMZN $220.21)
  • $220.21 P/E (TTM): 34.7X Cap: $2.34T
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Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

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Read Answer Asked by Terence on November 01, 2021

• Proto Labs Inc. (PRLB $49.34)
  • $49.34 P/E (TTM): 85.03X Cap: $1.17B
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Q: Hello 5i team. Proto got taken out to the wood shed yesterday.Is there a good runway for this company,,,wait another quarter? Or move on . The
anks Mike

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Read Answer Asked by michael on November 01, 2021

• Sylogist Ltd. (SYZ $6.81)
  • $6.81 Cap: $159M
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Q: Good morning, I have a loss in SYZ. I am thinking of selling it to garner the tax loss and then repurchasing it in 30 days. When does SYZ report next? Are there any upcoming events you know of that might affect the price? What are your thoughts?
Thanks for you advice.
Jim

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Read Answer Asked by Fredrick on November 01, 2021

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $226M
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Q: Hi 5i team,

I have a small position in Sangoma Technologies, the company releases the news that they will be trading on TSX starting Nov 1. Would you recommend to add more at today's price?

Thanks,

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Read Answer Asked by Young on November 01, 2021

• George Weston Limited 5.80% Preferred Shares Series 1 (WN.PR.A $25.54)
  • $25.54 P/E (TTM): 10.75X Cap: $32.48B
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Q: How long has the issue been trading?

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Read Answer Asked by Cory on November 01, 2021

• Suncor Energy Inc. (SU $58.99)
  • $58.99 P/E (TTM): 12.39X Cap: $71.56B
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• Canadian Natural Resources Limited (CNQ $45.55)
  • $45.55 P/E (TTM): 11.27X Cap: $95.14B
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Q: Hi Team,
With Suncor’s big moves on the dividend news, do you expect similar news from CNQ?

Which company do you prefer today?

Thank you!

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Read Answer Asked by Greg on November 01, 2021

• Amazon.com Inc. (AMZN $220.21)
  • $220.21 P/E (TTM): 34.7X Cap: $2.34T
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Q: Please comment on the earning.

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Read Answer Asked by Young on November 01, 2021

• PENN Entertainment Inc. (PENN $19.69)
  • $19.69 Cap: $2.88B
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Q: Now that I have shares in PENN is this a good stock to Hold, Buy more, or Sell?
Thank you for your advice.

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Read Answer Asked by patricia on November 01, 2021

• RioCan Real Estate Investment Trust (REI.UN $18.87)
  • $18.87 P/E (TTM): 20.07X Cap: $5.56B
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Q: I hold riocan for income and some growth and I am up at 45% so far. For more income, do you think it is a good idea to sell and buy the global dividend spit fund ( GDV.to ) that has a dividend of 10% at the moment ? Advise me if you have a better suggestion or simply do nothing and keep riocan. BTW it is in a taxable account so I have to pay taxes on the move. Thanks and have a nice day.

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Read Answer Asked by jean on November 01, 2021