Investment Q&A

• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
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Q: Parex seemed to take it on the chin a little more than its peers this morning following its earnings release yesterday. As usual the results were pretty solid. But I noticed these comments by mgmt "Parex is strategically accelerating assessment of its portfolio of operated assets, through increasing exploration and appraisal activity". This is sounding a bit like the last time PXT tried to put some assets up for sale and there were no good offers, then the share price tanked because of that. Does it sound to you like they are once again going down the path of trying to sell assets?

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Read Answer Asked by Adam on May 06, 2021

• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Q: Can you explain how the preference shares affect earnings and debt levels going forward. Is the paying of interest on these a detriment compared to Constellation, which has no preference shares? Does is become a drag on the company’s finances in certain situations, or is it a neutral or beneficial effect? Thanks.

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Read Answer Asked by Michael on May 06, 2021

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..

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Read Answer Asked by Rossana on May 06, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: Can you please comment on BIP’s earnings release today?

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Read Answer Asked by David M. on May 06, 2021

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Q: Hi, I hold a full position in WELL and a small position in TOI. Would it be
timely to sell some WELL to buy TOI? Thanks!

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Read Answer Asked by Keith on May 06, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: The Quarter looked looked good to me what did i miss
Thanks
Stan

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Read Answer Asked by Stan on May 06, 2021

• Palantir Technologies Inc. (PLTR $154.27)
  • $154.27 P/E (TTM): 670.74X Cap: $364.06B
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Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

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Read Answer Asked by Miroslaw on May 06, 2021

• Pinterest Inc. Class A (PINS $37.76)
  • $37.76 P/E (TTM): 13.74X Cap: $25.54B
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Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?

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Read Answer Asked by Patrick on May 06, 2021

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: you make reference of points to address in your answer about CSU earnings what might these points be? Thx

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Read Answer Asked by blake on May 06, 2021

• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• Albemarle Corporation (ALB $67.90)
  • $67.90 Cap: $7.98B
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Q: Is there any news specific to lithium market today? LAC has taken a fairly sharp downturn after a few already down days. And ALB is also taking a bit of a hit too. I've been waiting to get into either but the sudden drop has spooked me.

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Read Answer Asked by Peter on May 06, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Can you please comment on the big drop in LSPD today.

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Read Answer Asked by Bruce on May 06, 2021

• AutoCanada Inc. (ACQ $26.40)
  • $26.40 Cap: $611M
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Q: ACQ announced first quarter results. Revenues up 36.8%. EPS of 77cents versus a loss of $1.70 last year. Debt reduced to $72.6 million versus debt of $89.5 million last year. But the stock is down about 13% today in early trading. Numbers look good. So why the price decline.

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Read Answer Asked by Michael on May 06, 2021

• Fastly Inc. Class A (FSLY $6.36)
  • $6.36 Cap: $920M
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Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...

Is the current drop today of 22% overdone ?

Add, Hold, or Sell ?

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Read Answer Asked by Randy on May 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.88)
  • $10.88 P/E (TTM): 20.53X Cap: $738M
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Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position

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Read Answer Asked by Francis on May 06, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Are you still endorsing MRS? It's dropping like a rock since earnings came out. Is it a buy now or stay away??

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Read Answer Asked on May 06, 2021

• Redfin Corporation (RDFN)
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Q: Rdfn- thoughts on quarter/outlook? Add, hold or sell at these levels for 5 year investment. Thx as always for tremendous service.

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Read Answer Asked by Brian on May 06, 2021

• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 56.04X Cap: $4.23T
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• Atlassian Corporation (TEAM $182.96)
  • $182.96 Cap: $48.02B
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• Veeva Systems Inc. Class A (VEEV $281.35)
  • $281.35 P/E (TTM): 59.73X Cap: $45.97B
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• Roku Inc. (ROKU $79.98)
  • $79.98 Cap: $11.72B
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• Rapid7 Inc. (RPD $20.36)
  • $20.36 P/E (TTM): 50.9X Cap: $1.30B
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• MEDIFAST INC (MED $13.75)
  • $13.75 Cap: $151M
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• CrowdStrike Holdings Inc. (CRWD $446.66)
  • $446.66 Cap: $111.32B
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• Palantir Technologies Inc. (PLTR $154.27)
  • $154.27 P/E (TTM): 670.74X Cap: $364.06B
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• Unity Software Inc. (U $31.83)
  • $31.83 Cap: $13.23B
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Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

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Read Answer Asked by Larry M. on May 06, 2021

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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Q: How did earnings look?

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Read Answer Asked by Chris on May 06, 2021

• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on May 06, 2021

• Sixth Wave Innovations Inc - Ordinary Shares (SIXW $0.01)
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Q: Hi 5i team,
Could you comment on sixw,

Thank you
Mike

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Read Answer Asked by Michael on May 06, 2021