Investment Q&A

• Manulife Financial Corporation (MFC $43.53)
  • $43.53 P/E (TTM): 13.64X Cap: $73.64B
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• Great-West Lifeco Inc. (GWO $56.30)
  • $56.30 P/E (TTM): 14.0X Cap: $52.23B
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• Sun Life Financial Inc. (SLF $83.82)
  • $83.82 P/E (TTM): 15.12X Cap: $47.50B
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• Intact Financial Corporation (IFC $270.43)
  • $270.43 P/E (TTM): 21.4X Cap: $48.28B
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• Trisura Group Ltd. (TSU $38.23)
  • $38.23 P/E (TTM): 15.35X Cap: $1.82B
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Q: Of these three, why do you prefer SLF? Is MFC a close second? Thanks as usual.

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Read Answer Asked by Danny-boy on May 24, 2023

• ATS Corporation (ATS $37.41)
  • $37.41 Cap: $3.55B
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Q: Hi, ATS Corp has launched a public offering of 6,000.000 ( 6.9 mln with overallotment option) new common shares in US and Canada. Pricing will be determined in market context, once underwriting agreements are complete with Goldman, JPM and TD.

Could you please help us understand the implications of this news /transaction as a current shareholder.

What is the % of the secondary to present o/s shares ?

In your view, could it result in a stock weakness - at least a temporary overhang and offer an opportunity to add to our position and if so, what would be the price range ?

Thank You

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Read Answer Asked by rajeev on May 24, 2023

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: It is my understanding if the HCG takeover does not close by May 20 the takeover offer increase to $44.25. Is that correct? If so how much more of a delay is required for the next increase in the takeover price?

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Read Answer Asked by Robert on May 24, 2023

• Nutrien Ltd. (NTR $82.10)
  • $82.10 P/E (TTM): 187.44X Cap: $39.71B
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Q: Hi Peter, Ryan, and Team,

Regarding Nutrien, I read your answer to 5i member Maureen, and also just finished today's article in the Globe and Mail:"Nutrien shares fade on disappointing first-quarter earnings" by Ian McGugan. In your view, is Ian's thesis valid, and would now be a good time to sell NTR if one has already made some money on it? What would be some better (?) and less volatile options in the Materials sector?

Thanks as always for your insight.

Upvote 0

Read Answer Asked by Jerry on May 24, 2023

• K92 Mining Inc. (KNT $17.39)
  • $17.39 P/E (TTM): 14.07X Cap: $4.07B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: If you had to choose between KRR and K92, which one would you choose, and why?
If you have some other favorite in the space, could you please share?
Thanks

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Read Answer Asked by Timour on May 24, 2023

• Carriage Services Inc. (CSV $44.16)
  • $44.16 P/E (TTM): 13.55X Cap: $699M
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Q: Your outlook on the company going forward, please.
How much longer do you think it is going to be in the dog-house?
Thanks

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Read Answer Asked by Timour on May 24, 2023

• Ralph Lauren Corporation (RL $314.44)
  • $314.44 P/E (TTM): 24.65X Cap: $18.89B
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• Foot Locker Inc. (FL)
  • Cap: $2.29B
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Q: Peter; Thanks re the inventory info- after ATZ did this it went down and has basically stayed down- would you stick with RL ? I see Foot Locker dropped sharply I assume in sympathy too. Thanks.Rod

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Read Answer Asked by Rodney on May 24, 2023

• NVIDIA Corporation (NVDA $187.46)
  • $187.46 P/E (TTM): 51.81X Cap: $4.53T
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• Rockwell Automation Inc. (ROK $347.49)
  • $347.49 P/E (TTM): 40.44X Cap: $39.29B
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• ATS Corporation (ATS $37.41)
  • $37.41 Cap: $3.55B
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• Zebra Technologies Corporation (ZBRA $294.51)
  • $294.51 P/E (TTM): 28.04X Cap: $15.68B
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• PTC Inc. (PTC $201.91)
  • $201.91 P/E (TTM): 47.96X Cap: $24.38B
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• ABB Ltd. (ABBNY $72.04)
  • $72.04 P/E (TTM): 35.63X Cap: $132.25B
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• UiPath Inc. Class A (PATH $13.12)
  • $13.12 P/E (TTM): 418.67X Cap: $7.10B
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Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry

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Read Answer Asked by Terry on May 24, 2023

• Constellation Software Inc. (CSU $3,945.08)
  • $3,945.08 P/E (TTM): 93.02X Cap: $80.06B
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Q: why the 4.6% drop today?
Jeff

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Read Answer Asked by JEFF on May 24, 2023

• Alphabet Inc. (GOOG $241.15)
  • $241.15 P/E (TTM): 26.05X Cap: $2.95T
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• Atrium Mortgage Investment Corporation (AI $11.64)
  • $11.64 P/E (TTM): 11.2X Cap: $555M
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• GLOBAL X FDS (BOTZ $35.56)
  • $35.56 P/E (TTM): 53.8X Cap: $2.98B
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• Super Micro Computer Inc. (SMCI $49.20)
  • $49.20 P/E (TTM): 27.6X Cap: $28.48B
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• Perion Network Ltd (PERI $9.46)
  • $9.46 Cap: $432M
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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Q: I am interested in Ai which stock or ETF should I start with?

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Read Answer Asked by Nizar on May 23, 2023

• Dye & Durham Limited (DND $7.24)
  • $7.24 Cap: $497M
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Q: What are your thoughts on today's acquisition of GhostPractice? The market response seems muted to the move. What are your thoughts on DND's 1-2 year outlook?

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Read Answer Asked by Michael on May 23, 2023

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.22B
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• Purpose Cash Management Fund (MNY $100.05)
  • $100.05 Cap: $1.50B
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Q: Last September I asked about MNY as an alternative for brokers who do not allow you to buy PSA. I haven't seen anything on it since.

What do you think of it now and why do you prefer PSA?

Thanks

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Read Answer Asked by Mary on May 23, 2023

• Home Depot Inc. (The) (HD $398.00)
  • $398.00 P/E (TTM): 27.65X Cap: $403.32B
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• Dollarama Inc. (DOL $181.34)
  • $181.34 P/E (TTM): 40.65X Cap: $50.72B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.54)
  • $19.54 P/E (TTM): 100.58X Cap: $1.85B
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• Hilton Worldwide Holdings Inc. (HLT $255.65)
  • $255.65 P/E (TTM): 40.35X Cap: $61.56B
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Q: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord

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Read Answer Asked by Gordon on May 23, 2023

• Veeva Systems Inc. Class A (VEEV $289.83)
  • $289.83 P/E (TTM): 60.29X Cap: $48.82B
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• Roku Inc. (ROKU $104.02)
  • $104.02 Cap: $14.75B
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Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?

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Read Answer Asked by Cheryl on May 23, 2023

• Geospace Technologies Corporation (GEOS $20.45)
  • $20.45 Cap: $244M
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• Carrols Restaurant Group Inc. (TAST)
  • P/E (TTM): 17.07X Cap: $502M
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• Tingo Group Inc. (TIO)
  • P/E (TTM): 0.6X Cap: $166M
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Q: Hi, can I get some feed back on these 3 US small caps going forward.

Thank you
A.

Upvote 1

Read Answer Asked by Anthony on May 23, 2023

• Mullen Group Ltd. (MTL $13.94)
  • $13.94 P/E (TTM): 12.84X Cap: $1.21B
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Q: Hi All At 5I!!
I have made a nice profit on MTL and am wondering if I should just take the money and run.....What are your thoughts on its near future and long term growth?
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on May 23, 2023

• Toronto-Dominion Bank (The) (TD $112.45)
  • $112.45 P/E (TTM): 9.38X Cap: $189.97B
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• Bank of Nova Scotia (The) (BNS $90.24)
  • $90.24 P/E (TTM): 17.35X Cap: $111.72B
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• EQB Inc. (EQB $92.83)
  • $92.83 P/E (TTM): 10.58X Cap: $3.56B
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Q: What is your favorite TSE sector for the rest of 2023 & 3 favorite stocks for price appreciation in that sector.

Thanks Richard

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Read Answer Asked by Richard on May 23, 2023

• Raymond James Financial Inc. (RJF $168.23)
  • $168.23 P/E (TTM): 17.31X Cap: $35.02B
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Q: would like your thoughts on RJF as a value + growth story. It has been hit hard with the US financial melt down but is not a bank. Has a decent growth profile? , dividend and trades at a reasonable (cheap?) multiple.

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Read Answer Asked by Scott on May 23, 2023

Q: What is your current view for where things might be going for energy? For Gold? thanks

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Read Answer Asked by Leonard on May 23, 2023

• Alphabet Inc. (GOOG $241.15)
  • $241.15 P/E (TTM): 26.05X Cap: $2.95T
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• Microsoft Corporation (MSFT $515.18)
  • $515.18 P/E (TTM): 37.73X Cap: $3.85T
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• NVIDIA Corporation (NVDA $187.46)
  • $187.46 P/E (TTM): 51.81X Cap: $4.53T
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• Crocs Inc. (CROX $83.72)
  • $83.72 P/E (TTM): 22.46X Cap: $4.56B
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• Lantheus Holdings Inc. (LNTH $51.01)
  • $51.01 P/E (TTM): 13.5X Cap: $3.48B
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Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?

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Read Answer Asked by Neil on May 23, 2023