Investment Q&A

• Freeport-McMoRan Inc. (FCX $39.94)
  • $39.94 P/E (TTM): 32.81X Cap: $58.05B
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• Franco-Nevada Corporation (FNV $235.83)
  • $235.83 P/E (TTM): 50.87X Cap: $42.95B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: I'm interested in adding a gold and a copper company to my holdings. Which are your faves and which might be at a good price to purchase? Thanks.

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Read Answer Asked by Ann on May 04, 2021

• NuVista Energy Ltd. (NVA $14.28)
  • $14.28 P/E (TTM): 7.73X Cap: $2.86B
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Q: Thoughts on Nuvista at this point in time?

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Read Answer Asked by Mackenzie on May 04, 2021

• Wajax Corporation (WJX $24.02)
  • $24.02 P/E (TTM): 12.6X Cap: $518M
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Q: The first q numbers appear to have beaten analyst expectations by a material margin. Backlog is much better. Growth in industrial spending, mining/ materials and infrastructure seems to be a good tailwind for the company. Your comments would be appreciated.

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Read Answer Asked by Murray on May 04, 2021

• Topicus.com Inc. (TOI $184.82)
  • $184.82 P/E (TTM): 97.02X Cap: $24.04B
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Q: What are your views on TOI for TFSA, in light of current pricing?

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Read Answer Asked by Ash on May 04, 2021

Q: Peter; It looks like the tech sector is getting hammered this am- would you be a selective buyer on LSPD and/or others dropping? Thanks. Rod

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Read Answer Asked by Rodney on May 04, 2021

• First Quantum Minerals Ltd. (FM $23.33)
  • $23.33 P/E (TTM): 67.47X Cap: $18.50B
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• Lundin Mining Corporation (LUN $14.42)
  • $14.42 Cap: $12.07B
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• Hudbay Minerals Inc. (HBM $12.68)
  • $12.68 P/E (TTM): 24.04X Cap: $4.94B
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• Nutrien Ltd. (NTR $81.24)
  • $81.24 P/E (TTM): 55.11X Cap: $39.37B
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Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?

Thanks,
Jason

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Read Answer Asked by Jason on May 04, 2021

• Ballard Power Systems Inc. (BLDP $2.58)
  • $2.58 Cap: $746M
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Q: I'm interested to hear your thoughts on Ballard Power at $20 given the 52-week high of $53.90. Is now a good price point to get in?

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Read Answer Asked by Ash on May 04, 2021

• Aecon Group Inc. (ARE $19.27)
  • $19.27 Cap: $1.21B
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Q: Hi All,
I have been considering buying Aecon. However, I have noticed a downward trend in the last little while. Is there a problem with the company or are there other factors involved? Will Aecon benefit from infrastructure spending? Would you consider it a buy at these levels?
Thanks for your opinion.
Jane

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Read Answer Asked by Jane on May 04, 2021

• Unity Software Inc. (U $34.14)
  • $34.14 Cap: $14.13B
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• Roblox Corporation Class A (RBLX $127.07)
  • $127.07 Cap: $90.60B
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Q: What are your thoughts on these two companies for long term investments?

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Read Answer Asked by Gary on May 04, 2021

• Newmont Corporation (NEM $67.38)
  • $67.38 P/E (TTM): 14.07X Cap: $71.86B
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• Newmont Corporation (NGT $92.85)
  • $92.85 P/E (TTM): 14.07X Cap: $94.87B
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Q: Can I hold the same stock in a registered account and in a non-registered account, US or Canada, and trade the non-registered shares as the price fluctuates?
E.G. Hold NEM in my non-registered US account and hold NGT in my registered RIF. I would trade NGT based on the current market.

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Read Answer Asked by Ronald on May 04, 2021

• Under Armour Inc. Class A (UAA $6.74)
  • $6.74 Cap: $2.79B
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Q: Morning, your thoughts on the UAA earnings report and the company in general. The chart looks good. Would it be an interesting company to you?

thx, M

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Read Answer Asked by Mark on May 04, 2021

• Docebo Inc. (DCBO $42.17)
  • $42.17 P/E (TTM): 40.39X Cap: $1.22B
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• Thinkific Labs Inc. Common Shares (THNC $2.20)
  • $2.20 P/E (TTM): 54.76X Cap: $142M
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Q: Which would you choose for the fast growing cloud-based learning software space for a five year hold: Docebo or Thinkific? Thanks.

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Read Answer Asked by Michael on May 04, 2021

• Alphamin Resources Corp. (AFM $0.92)
  • $0.92 P/E (TTM): 8.58X Cap: $1.22B
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• Eloro Resources Ltd. (ELO $1.33)
  • $1.33 Cap: $118M
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Q: Hello,

I saw a buy signal on both of the above resource companies and see no comments on them. Can you provide your thoughts on both of them. Thanks

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Read Answer Asked by Mark on May 04, 2021

• Apple Inc. (AAPL $203.51)
  • $203.51 P/E (TTM): 31.52X Cap: $3.01T
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• Amazon.com Inc. (AMZN $213.82)
  • $213.82 P/E (TTM): 34.98X Cap: $2.25T
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• Meta Platforms Inc. (META $765.37)
  • $765.37 P/E (TTM): 29.32X Cap: $1.95T
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• Alphabet Inc. (GOOG $195.63)
  • $195.63 P/E (TTM): 21.2X Cap: $2.36T
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Q: Hello. Leaving aside the differing natures of the businesses, how would you rank these four companies in terms of buying preference with a few comments on justification/value? Thank you.

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Read Answer Asked by Robert on May 04, 2021

• Freshpet Inc. (FRPT $67.96)
  • $67.96 P/E (TTM): 219.5X Cap: $3.21B
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Q: There were some surprises on today’s Freshpet earnings report. Can you give your take on what this means for the stock.

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Read Answer Asked by Michelle on May 04, 2021

• Energy Fuels Inc. (EFR $13.73)
  • $13.73 Cap: $2.57B
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Q: What is your current view of efr given that they recently signed a deal with neo and received $1.75 million from the u.s. government to support ree separation at their white Mesa plant. The US doesn’t want to rely on Chinese rees

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Read Answer Asked by JACK on May 04, 2021

• Magna International Inc. (MG $57.35)
  • $57.35 P/E (TTM): 10.41X Cap: $16.35B
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• Dana Incorporated (DAN $16.52)
  • $16.52 Cap: $2.24B
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Q: I owned DAN:US (Dana Inc) . I bought in Oct/Nov for approx $15. I put in a stop loss and got stopped out at around $19 in late Dec. Shortly after getting stopped out the stock continued to rise. Now currently at around $25+
- I was intrigued by the company initially to get in. I am still interested in the company, but a little cautious to get back in at these levels...
- What are your thoughts on Dana Inc ?
- What are your thoughts on Dana Inc Vs. Magna ?
- I know different companies, but would you consider Buying Both, Or One over the other?

Thanks in advance!

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Read Answer Asked by michael on May 04, 2021

• Enerflex Ltd. (EFX $11.20)
  • $11.20 P/E (TTM): 13.27X Cap: $1.32B
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• AbCellera Biologics Inc. (ABCL $4.30)
  • $4.30 Cap: $1.27B
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Q: I bought these two stocks after I read on another source that they were both strong buys. Since then they have gone down and I am in the red. I am happy to continue holding if they are stocks with good potential. What is your opinion on these two?
Thanks for your help and expertise.

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Read Answer Asked by Elizabeth on May 04, 2021

• Airbnb Inc. (ABNB $130.19)
  • $130.19 P/E (TTM): 32.49X Cap: $82.03B
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Q: Good morning 5i,
I'd like to ask if ABNB is a buy at this time. If not, at what price level is a buy.
Thank you!

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Read Answer Asked by Le on May 04, 2021

• FLYHT Aerospace Solutions Ltd. (FLY $0.34)
  • $0.34 Cap: $13M
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• Imaflex Inc. (IFX $1.30)
  • $1.30 P/E (TTM): 11.55X Cap: $66M
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• Symbility Solutions Inc (SY $0.61)
  • $0.61 Cap: $22M
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• Avante Corp. (XX $0.79)
  • $0.79 Cap: $21M
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• Avivagen Inc. (VIV)
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• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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• Kraken Robotics Inc. (PNG $3.40)
  • $3.40 P/E (TTM): 48.43X Cap: $890M
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Q: You found some microcaps interesting years ago and I'm wondering if you still like some of them and/or perhaps there are others you like for a 5-10 year hold?

Thanks.

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Read Answer Asked by Gregory on May 04, 2021