Investment Q&A

• Atlassian Corporation (TEAM $169.42)
  • $169.42 Cap: $44.57B
  • View TEAM Profile
  • View Questions on TEAM
• Axcelis Technologies Inc. (ACLS $79.56)
  • $79.56 P/E (TTM): 16.27X Cap: $2.49B
  • View ACLS Profile
  • View Questions on ACLS
• TopBuild Corp. (BLD $422.48)
  • $422.48 P/E (TTM): 20.84X Cap: $11.88B
  • View BLD Profile
  • View Questions on BLD

Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,

Upvote 0

Read Answer Asked by Doris on May 09, 2023

• VIQ Solutions Inc. (VQS $0.17)
  • $0.17 Cap: $8M
  • View VQS Profile
  • View Questions on VQS

Q: Your opinion on vqs? My son wants to purchase the stock. Is now the time to invest in natural gas and oil positions? Your top three picks for oil and natural gas would be appreciated.

Upvote 0

Read Answer Asked by kenneth on May 09, 2023

• Kenvue Inc. (KVUE $14.37)
  • $14.37 P/E (TTM): 19.16X Cap: $27.57B
  • View KVUE Profile
  • View Questions on KVUE

Q: What does your crystal ball say about this spin off company?

Upvote 0

Read Answer Asked by Christopher on May 09, 2023

• Booking Holdings Inc. (BKNG $5,077.74)
  • $5,077.74 P/E (TTM): 33.08X Cap: $163.67B
  • View BKNG Profile
  • View Questions on BKNG
• Lowe's Companies Inc. (LOW $238.13)
  • $238.13 P/E (TTM): 19.53X Cap: $133.54B
  • View LOW Profile
  • View Questions on LOW
• Philip Morris International Inc (PM $144.33)
  • $144.33 P/E (TTM): 26.1X Cap: $224.66B
  • View PM Profile
  • View Questions on PM
• Crocs Inc. (CROX $81.69)
  • $81.69 P/E (TTM): 21.9X Cap: $4.24B
  • View CROX Profile
  • View Questions on CROX
• Extra Space Storage Inc (EXR $133.54)
  • $133.54 P/E (TTM): 29.87X Cap: $28.34B
  • View EXR Profile
  • View Questions on EXR
• Axos Financial Inc. (AX $77.98)
  • $77.98 P/E (TTM): 10.5X Cap: $4.41B
  • View AX Profile
  • View Questions on AX
• Perion Network Ltd (PERI $9.30)
  • $9.30 Cap: $413M
  • View PERI Profile
  • View Questions on PERI
• Airbnb Inc. (ABNB $126.54)
  • $126.54 P/E (TTM): 30.79X Cap: $78.63B
  • View ABNB Profile
  • View Questions on ABNB
• Lantheus Holdings Inc. (LNTH $57.69)
  • $57.69 P/E (TTM): 15.38X Cap: $3.92B
  • View LNTH Profile
  • View Questions on LNTH

Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

Upvote 0

Read Answer Asked by sam on May 09, 2023

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
  • View LTHM Profile
  • View Questions on LTHM

Q: Looking for an updated view of LTHM.

Upvote 0

Read Answer Asked by Jim on May 09, 2023

• Martinrea International Inc. (MRE $10.12)
  • $10.12 Cap: $736M
  • View MRE Profile
  • View Questions on MRE

Q: Can you comment on the earnings released last night. I read that it was in-line with forecasts, but the share price drop of 11% sure does not show that.

Thanks

Upvote 0

Read Answer Asked by Tom on May 09, 2023

• AbbVie Inc. (ABBV $218.04)
  • $218.04 P/E (TTM): 104.33X Cap: $385.18B
  • View ABBV Profile
  • View Questions on ABBV
• NextEra Energy Inc. (NEE $81.40)
  • $81.40 P/E (TTM): 25.92X Cap: $169.52B
  • View NEE Profile
  • View Questions on NEE
• Pfizer Inc. (PFE $24.65)
  • $24.65 P/E (TTM): 13.11X Cap: $140.14B
  • View PFE Profile
  • View Questions on PFE
• Williams Companies Inc. (The) (WMB $57.87)
  • $57.87 P/E (TTM): 29.23X Cap: $70.66B
  • View WMB Profile
  • View Questions on WMB
• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $75.25)
  • $75.25 P/E (TTM): 18.69X Cap: $75.30B
  • View NGG Profile
  • View Questions on NGG

Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

Upvote 1

Read Answer Asked by David on May 09, 2023

• Exchange Income Corporation (EIF $76.84)
  • $76.84 P/E (TTM): 30.25X Cap: $3.95B
  • View EIF Profile
  • View Questions on EIF
• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.65)
  • $6.65 P/E (TTM): 18.29X Cap: $117M
  • View BGI.UN Profile
  • View Questions on BGI.UN
• Dividend 15 Split Corp. Class A Shares (DFN $7.24)
  • $7.24 P/E (TTM): 11.98X Cap: $868M
  • View DFN Profile
  • View Questions on DFN
• Canoe EIT Income Fund (EIT.UN $15.41)
  • $15.41 Cap: $2.44B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Enbridge Inc (ENB $46.62)
  • $46.62 P/E (TTM): 22.99X Cap: $101.52B
  • View ENB Profile
  • View Questions on ENB
• abrdn Global Premier Properties Fund of Beneficial Interest (AWP $3.88)
  • $3.88 P/E (TTM): 35.12X Cap: $331M
  • View AWP Profile
  • View Questions on AWP
• BCE Inc. (BCE $22.86)
  • $22.86 P/E (TTM): 69.7X Cap: $21.27B
  • View BCE Profile
  • View Questions on BCE

Q: I have these stocks in my TFSA and most are doing okay. I have some extra cash to use to either beef up or buy another stock or ETF. I’m an income investor with also an interest in growth. Any suggestions would be appreciated. Thanks in advance. I appreciate your work immensely.

Upvote 0

Read Answer Asked by Deidra on May 09, 2023

• Topicus.com Inc. (TOI $138.00)
  • $138.00 P/E (TTM): 65.72X Cap: $11.58B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• TELUS International (Cda) Inc. Subordinate (TIXT $4.31)
  • $4.31 Cap: $1.20B
  • View TIXT Profile
  • View Questions on TIXT

Q: I am currently down about 25% on Telus International. Would you support selling Telus International and purchasing Topicus?

Thanks for the great support.

Upvote 0

Read Answer Asked by Lynda on May 09, 2023

• Progressive Corporation (The) (PGR $206.00)
  • $206.00 P/E (TTM): 11.61X Cap: $120.75B
  • View PGR Profile
  • View Questions on PGR

Q: I have a position in PGR. Stock has not well after it reported. Long term
it had performed well. Should I add to my position for long term.
Thank You

Upvote 0

Read Answer Asked by Al on May 09, 2023

• Perion Network Ltd (PERI $9.30)
  • $9.30 Cap: $413M
  • View PERI Profile
  • View Questions on PERI

Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

Upvote 0

Read Answer Asked by Angelo on May 09, 2023

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 23.27X Cap: $13.68B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi There,

Please comment on earnings report today and whether it’s a buy around todays price.

Thanks!

Upvote 0

Read Answer Asked by Robert on May 09, 2023

• Topicus.com Inc. (TOI $138.00)
  • $138.00 P/E (TTM): 65.72X Cap: $11.58B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello Peter,
Any idea why Topicus is not moving the needle much on the upside given the decent results? The number of shares traded is quite low as well. Any comments would be appreciated. Thanks very much

Upvote 0

Read Answer Asked by umedali on May 09, 2023

• Altus Group Limited (AIF $57.62)
  • $57.62 P/E (TTM): 6.67X Cap: $2.48B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: I have a question about Altus Group Limited. In February 2022 you said “we think it is attractive in the low $50s.”. Is it even more attractive now it’s in the low $40s? If not, why not?

Upvote 0

Read Answer Asked by David on May 09, 2023

• PNC Financial Services Group Inc. (The) (PNC $182.55)
  • $182.55 P/E (TTM): 12.49X Cap: $71.88B
  • View PNC Profile
  • View Questions on PNC

Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $215.38)
  • $215.38 P/E (TTM): 44.32X Cap: $154.22B
  • View DHR Profile
  • View Questions on DHR

Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris

Upvote 0

Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS $12.48)
  • $12.48 P/E (TTM): 8.73X Cap: $501M
  • View EBS Profile
  • View Questions on EBS

Q: Looking for an updated view. The large short position is either very positive or very negative.

Upvote 0

Read Answer Asked by Jim on May 09, 2023

• RBC O'Shaughnessy Global Equity Fund Series A (RBF594 $20.36)
  • $20.36 P/E (TTM): 10.7X
  • View RBF594 Profile
  • View Questions on RBF594

Q: What do you think about this fund?

Upvote 0

Read Answer Asked by David M. on May 09, 2023

Q: Peter,

What companies do you currently like in the manufacturing space in Canada?

Thanks

Paul

Upvote 0

Read Answer Asked by paul on May 09, 2023

Q: What do you think is an appropriate cash allocation of one's liquid assets in the current market environment with some recession and US bank crisis contagion/debt ceiling risks? (Recognizing you can get 4% interest in high yield cash etfs) I recognize this is a personal question so please assume à 34 year old professional with a long term investment horizon.

Upvote 0

Read Answer Asked by Patrick on May 09, 2023