Investment Q&A

• The Trade Desk Inc. (TTD $86.08)
  • $86.08 P/E (TTM): 106.05X Cap: $42.30B
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Q: Just wanted to confirm your earlier answer on TTD . With those numbers I find it hard to believe there isn't some other reason for the stampede for the door . An 18% drop on good numbers and outlook makes me think there has to be some negative news out there somewhere that a whole bunch of investors can see .... It makes no sense to me, and if there is no news it sure looks like an opportunity to step into a stock I have been following for a while ......Your thoughts ?

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Read Answer Asked by Garth on May 10, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: With regards to the purchase of PHO, would your advice be to sit tight and wait to see what happens?

Thanks

Dave.

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Read Answer Asked by David on May 10, 2021

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.2X Cap: $138.93B
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Q: Should a person think about selling ENB today in light of the upcoming May 12th deadline for closure of line 5, or just sit tight and see what happens?

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Read Answer Asked by Chris on May 10, 2021

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.44X Cap: $29.53B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 98.72X Cap: $24.04B
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Q: Hi Team Can you please compare CGI and Topicus as to there relative growth and safety-and which would be your preference for a TFSA investment. I have CGI and I am considering changing half or all to Topicus.. Thank you and best regards gary

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Read Answer Asked by Gary on May 10, 2021

• Labrador Iron Ore Royalty Corporation (LIF $26.49)
  • $26.49 P/E (TTM): 12.45X Cap: $1.69B
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Q: Would you please provide your thoughts regarding their quarterly report from Friday. Thank you. John

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Read Answer Asked by John Orlebar on May 10, 2021

• Teladoc Health Inc. (TDOC $6.94)
  • $6.94 Cap: $1.22B
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,

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Read Answer Asked by ilie on May 10, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi Peter, What's your opinion of the all cash offer from MKS?
$387M seems low for a company in a growth industry with no debt & $44.2M cash

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Read Answer Asked by David on May 10, 2021

Q: Peter; Do you think oil prices are now linked to the Covid situation in India , ie the drop in demand? Thanks. Rod

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Read Answer Asked by Rodney on May 10, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Please comment on today's earnings report. Thanks.

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Read Answer Asked by Greg on May 10, 2021

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.16X Cap: $95.32B
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• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 76.95X Cap: $29.98B
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• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.72X Cap: $69.38B
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Q: Of these 3 companies, what would the order in which you would invest (as of today)?

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Read Answer Asked by Eugene on May 10, 2021

• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 16.18X Cap: $72.40B
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• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.72X Cap: $69.38B
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Q: Hi Folks,
I have MFC in my RRSP account and it's been relatively flat since I bought it despite a good earnings report - I am thinking of switching to TRP - can I have your opinion please. Stick with MFC or go with TRP?
Thanks

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Read Answer Asked by JOHN on May 10, 2021

• Lundin Mining Corporation (LUN $13.91)
  • $13.91 Cap: $12.07B
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Q: Copper prices have been on a tear. What is your opinion on how long this copper market and the extended prices are likely to last? What would be your favorites in the space at this time, large, mid & small cap?
Thanks. Great to have the resource you provide to bounce ideas off.
Gary

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Read Answer Asked by Gary on May 10, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 98.72X Cap: $24.04B
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Q: On a scale of one to ten, with ten being riskiest, what would you rate these two tech stocks at in a two to five year window disregarding any orher factors, thanks?

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Read Answer Asked by Pat on May 10, 2021

• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.37X Cap: $16.35B
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• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 226.15X Cap: $4.06B
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Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you

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Read Answer Asked by Hali on May 10, 2021

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 60.3X Cap: $614M
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• Balanced Equity Portfolio (BEPORT)
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Q: I follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal

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Read Answer Asked by cal on May 10, 2021

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: NFI group appeared to release very good numbers yesterday and beating estimates yet the price action is very disappointing, any comments on that?

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Read Answer Asked by simon on May 10, 2021

• The Trade Desk Inc. (TTD $86.08)
  • $86.08 P/E (TTM): 106.05X Cap: $42.30B
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Q: Hi team,

Can you comment on the quarter?

Thanks

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Read Answer Asked by David on May 10, 2021

• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• Zenabis Global Inc. (ZENA $0.15)
  • $0.15 Cap: $147M
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Q: Hello,

Can you comment on the merger of ZENA into HEXO. Combined company should have sales around $220M and reduced admin costs. Also, buying ZENA now seems to offer a ~13% discount to the takeover price. Is this due to takeover uncertainty?

Thanks

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Read Answer Asked by Mark on May 10, 2021

• Guardant Health Inc. (GH $41.42)
  • $41.42 Cap: $5.16B
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Q: Hello 5i
I believe Guardant Health reported earnings this past week.
Could I have your analysis of the report and thoughts on future earnings etc?
Thank you
Dave

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Read Answer Asked by Dave on May 10, 2021

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 99.83X Cap: $99.98B
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• Enghouse Systems Limited (ENGH $22.75)
  • $22.75 P/E (TTM): 16.16X Cap: $1.25B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 98.72X Cap: $24.04B
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Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?

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Read Answer Asked by Eugene on May 10, 2021