Investment Q&A

• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
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Q: What do you think of Facedrive as the next Canadian technology play?

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Read Answer Asked by William on July 09, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Premium Brands Holdings Corporation (PBH $91.86)
  • $91.86 P/E (TTM): 33.0X Cap: $3.86B
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• Savaria Corporation (SIS $20.32)
  • $20.32 P/E (TTM): 28.75X Cap: $1.44B
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Q: SIS, PHB, PHO have all been pushed below the 1% weighting mark in my portfolio. This is due partly to starting the positions back when when my portfolio was smaller, the stocks not performing great and because other holdings (KXS!!!) have done extremely well. What 2 positions would you sell here to add to the remaining position? I'm leaning towards keeping PHO because of the balance sheet but wanted your thoughts.

Thanks

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Read Answer Asked by Dennis on July 09, 2020

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.26B
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Q: Peter; So would the new large equity issue account for the weakness over the past few weeks? Don't want to sound paranoid but it seems obvious someone knew the issue was coming.

Rod

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Read Answer Asked by Rodney on July 09, 2020

• MTY Food Group Inc. (MTY $38.19)
  • $38.19 P/E (TTM): 23.99X Cap: $873M
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Q: Any news on MTY, it's been on fire these last two days?

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Read Answer Asked by Greg on July 08, 2020

• PyroGenesis Inc. (PYR $0.40)
  • $0.40 Cap: $73M
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Q: Hi group PYR was halted for 2 hrs today then dropped like a stone when it started trading again - I cannot find any news can you? - this is a high risk stock but the rewards could be substantial - what do you think I bought in @$ 2.05 Thanks for your opinion its appreciated

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Read Answer Asked by Terence on July 08, 2020

Q: Hi There,
I can't seem to lookup this companies information correctly. Can you please test this out. I was hoping to find answered questions about this company but, the ticker provided by your web site directs me to another company instead.

thanks

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Read Answer Asked by Ian on July 08, 2020

• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
  • View FD Profile
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Q: This company seems to be on fire up a lot in the last month. What do you think of it and is it to late to get in now.

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Read Answer Asked by don on July 08, 2020

• Redfin Corporation (RDFN)
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Q: Hi 5i team,

What’s your thoughts on RedFin as a current investment for the next 3-5 years? Would you see this company as a disruptor within its space?

Thanks as always,
Jon

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Read Answer Asked by Jonathan on July 08, 2020

• Sunrun Inc. (RUN $9.07)
  • $9.07 Cap: $2.15B
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Q: Good morning,
Your comments on this cie, is it a buy?
Thank you
Martin

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Read Answer Asked by Martin on July 08, 2020

• Pieridae Energy Limited (PEA)
  • Cap: $95M
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Q: Hi

Sitting on this company at a huge loss, any chance for a recovery?

Thanks

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Read Answer Asked by Amy on July 08, 2020

• Vanguard Canadian Short-Term Government Bond Index ETF Redeemable Transferable Units (VSG $25.11)
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Q: Regarding yesterdays question on Vanguard ETF terminations
Why do you feel it is better to sell before termination? when the commission can be avoided by letting Vanguard distribute the cash to unit holders.

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Read Answer Asked by Brad on July 08, 2020

• Goodfood Market Corp. (FOOD $0.17)
  • $0.17 Cap: $16M
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Q: I would like you opinion on the financial results of FOOD posted this morning. Time to get in?

Thanks

Dave.

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Read Answer Asked by David on July 08, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 97.92X Cap: $227.24B
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Q: When does SHOP next report and what is expected?

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Read Answer Asked on July 08, 2020

• Alphabet Inc. (GOOG $196.92)
  • $196.92 P/E (TTM): 21.85X Cap: $2.36T
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• Micron Technology Inc. (MU $108.78)
  • $108.78 P/E (TTM): 25.72X Cap: $122.05B
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• iShares Expanded Tech Sector ETF (IGM $116.70)
  • $116.70 P/E (TTM): 43.25X Cap: $7B
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• Atlassian Corporation (TEAM $185.50)
  • $185.50 Cap: $48.67B
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• Veeva Systems Inc. Class A (VEEV $282.65)
  • $282.65 P/E (TTM): 60.57X Cap: $45.99B
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• Roku Inc. (ROKU $84.93)
  • $84.93 Cap: $12.51B
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• DocuSign Inc. (DOCU $75.14)
  • $75.14 P/E (TTM): 14.25X Cap: $14.92B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves

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Read Answer Asked by Yves on July 08, 2020

• AerCap Holdings N.V. (AER $108.81)
  • $108.81 Cap: $20.19B
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Q: Hi there, do you have any updated thoughts on AER after their recent LOC drawdown and 3 billion fundraising? Is this a company barely holding on, or looking to make deals?

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Read Answer Asked by Rick on July 08, 2020

• GrafTech International Ltd. (EAF $1.16)
  • $1.16 Cap: $299M
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Q: Do you have any updated thoughts on Graftech? Profitability and revenue growth look good on the surface.

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Read Answer Asked by Rick on July 08, 2020

• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.45X Cap: $29.91B
  • View BCE Profile
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.39)
  • $45.39 P/E (TTM): 17.17X Cap: $24.78B
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• TELUS Corporation (T $21.84)
  • $21.84 P/E (TTM): 27.27X Cap: $32.94B
  • View T Profile
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
  • View SJR.B Profile
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Q: Hello 5i Team
Comparing Rogers Communications vs Shaw Communications - which is the better company for further growth and increased dividends? RCI-B increased its dividend slightly in 2018 and no previous increases since 2015. SJR-B last increased its dividend in 2016.
I already have equal weight positions in BCE, Shaw and Telus - I am looking for which company I should invest in to reach my desired portfolio percentage in the Communications Sector?
Should I look at the Cogeco family of companies instead of Rogers/Shaw?
Thanks

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Read Answer Asked by Stephen on July 08, 2020

• Pender Growth Fund Inc. (PTF $15.05)
  • $15.05 P/E (TTM): 5.29X Cap: $112M
  • View PTF Profile
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Q: It looks like PTF is trading at a nice discount to NAV now and they have been buying back some shares. Is this a decent time to buy it? What do you think of it? Thanks

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Read Answer Asked by Scott on July 08, 2020

• Solar Alliance Energy Inc. (SAN)
  • View SAN Profile
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Q: Can you give me your opinion on this company?

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Read Answer Asked by Mike on July 08, 2020

• BMO Premium Yield ETF (ZPAY $31.36)
  • $31.36 P/E (TTM): 55.86X Cap: $359M
  • View ZPAY Profile
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Q: Could I get your view on zpay. It is a relatively new ETF under the BMO banner and managed by Larry Bergman.
It looks like it would provide higher steady income with some growth while providing some downside protection.

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Read Answer Asked by Bruce on July 08, 2020