Investment Q&A

• Cameco Corporation (CCO $162.61)
  • $162.61 P/E (TTM): 137.07X Cap: $70.82B
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• Denison Mines Corp. (DML $5.74)
  • $5.74 Cap: $5.15B
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• Sprott Physical Uranium Trust (U.UN $28.81)
  • $28.81 P/E (TTM): 2.53X Cap: $6.65B
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Q: please advise your top 2-3 choices for a uranium / nuclear energy etf .

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Read Answer Asked by andrew on November 06, 2021

Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.

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Read Answer Asked by Vinod on November 06, 2021

• First Mining Gold Corp. (FF $0.63)
  • $0.63 Cap: $814M
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Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

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Read Answer Asked by Conrad L on November 06, 2021

• Park Lawn Corporation (PLC $26.48)
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• Costco Wholesale Corporation (COST $986.02)
  • $986.02 P/E (TTM): 68.47X Cap: $437.66B
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• Morgan Stanley (MS $166.80)
  • $166.80 P/E (TTM): 17.18X Cap: $264.85B
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• Royal Bank of Canada (RY $234.00)
  • $234.00 P/E (TTM): 16.37X Cap: $327.64B
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• Sun Life Financial Inc. (SLF $88.47)
  • $88.47 P/E (TTM): 22.71X Cap: $49B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.88B
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• BRP Inc. Subordinate Voting Shares (DOO $106.53)
  • $106.53 Cap: $7.81B
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• Magna International Inc. (MG $87.59)
  • $87.59 P/E (TTM): 17.88X Cap: $24.68B
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• lululemon athletica inc. (LULU $178.11)
  • $178.11 P/E (TTM): 13.03X Cap: $19.98B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $123.97)
  • $123.97 Cap: $14.30B
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• Cencora Inc. (COR $366.03)
  • $366.03 P/E (TTM): 43.35X Cap: $71.20B
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• Trisura Group Ltd. (TSU $45.29)
  • $45.29 P/E (TTM): 18.25X Cap: $2.15B
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• Celsius Holdings Inc. (CELH $49.22)
  • $49.22 P/E (TTM): 439.27X Cap: $12.68B
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Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

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Read Answer Asked by kevin on November 06, 2021

• Trane Technologies plc (TT $459.94)
  • $459.94 P/E (TTM): 35.99X Cap: $101.79B
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Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike

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Read Answer Asked by michael on November 06, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Any comments on recent news? Is this still a good hold?

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Read Answer Asked by Earl on November 05, 2021

• Trisura Group Ltd. (TSU $45.29)
  • $45.29 P/E (TTM): 18.25X Cap: $2.15B
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Q: Good Morning 5i
Would appreciate your analysis of Trisura Results please.
Thanks

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Read Answer Asked by Gordon on November 05, 2021

• Trisura Group Ltd. (TSU $45.29)
  • $45.29 P/E (TTM): 18.25X Cap: $2.15B
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Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.

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Read Answer Asked by Michael on November 05, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks

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Read Answer Asked by Ian on November 05, 2021

• Western Forest Products Inc. (WEF $14.03)
  • $14.03 Cap: $148M
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Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!

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Read Answer Asked by Paul on November 05, 2021

• K-Bro Linen Inc. (KBL $36.44)
  • $36.44 P/E (TTM): 21.9X Cap: $473M
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Q: Held KBL is a number of years. Has a nice dividend but it seems to be going nowhere. Noticed one analyst had price target of $53. Your thoughts?

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Read Answer Asked by Albert on November 05, 2021

• iShares Russell 2000 Growth ETF (IWO $332.88)
  • $332.88 P/E (TTM): 22.36X Cap: $13.13B
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• BMO S&P 500 Index ETF (ZSP $102.68)
  • $102.68 P/E (TTM): 25.89X Cap: $21.21B
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• iShares Biotechnology ETF (IBB $175.10)
  • $175.10 P/E (TTM): 20.63X Cap: $8.65B
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• INVESCO QQQ Trust (QQQ $601.41)
  • $601.41 P/E (TTM): 30.22X Cap: $392.90B
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• iShares Global Financials ETF (IXG $119.30)
  • $119.30 P/E (TTM): 18.78X Cap: $650M
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• iShares U.S. Medical Devices ETF (IHI $59.54)
  • $59.54 P/E (TTM): 30.04X Cap: $3.62B
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• Vanguard Information Technology ETF (VGT $726.85)
  • $726.85 P/E (TTM): 37.87X Cap: $111.01B
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• Vanguard Growth ETF (VUG $459.28)
  • $459.28 P/E (TTM): 34.07X Cap: $201B
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• Fidelity MSCI Information Technology Index ETF (FTEC $216.95)
  • $216.95 P/E (TTM): 38.28X Cap: $15.98B
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Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD

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Read Answer Asked by K on November 05, 2021

• Taseko Mines Limited (TKO $10.84)
  • $10.84 Cap: $3.95B
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Q: Can you please comment on Taseko's recent quarter. Copper price volatility notwithstanding, do you see further upside for the share price? Thanks.

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Read Answer Asked by Richard on November 05, 2021

Q: Would you endorse selling AT and buy it back in 30 days?

Thanks for your service?

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Read Answer Asked by Ozzie on November 05, 2021

• Alphabet Inc. (GOOG $311.69)
  • $311.69 P/E (TTM): 29.13X Cap: $3.81T
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Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you

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Read Answer Asked by Gervais on November 05, 2021

• Pinterest Inc. Class A (PINS $16.69)
  • $16.69 P/E (TTM): 29.13X Cap: $11.10B
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Q: Would you endorse selling PINS.US and buying back in 30 days?

Thanks for your service?

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Read Answer Asked by Ozzie on November 05, 2021

• Jamieson Wellness Inc. (JWEL $38.19)
  • $38.19 P/E (TTM): 27.5X Cap: $1.60B
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Q: Can you provide some commentary on Jamieson Wellness' earnings? Is this the type of name that you think can eventually get bought out by a larger player in the sector?

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Read Answer Asked by john on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: The secondary offering was quite large. Was it made at a lower price than the stock was then going for? Otherwise, why would someone buy a lot of shares knowing the price would immediately plunge?

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Read Answer Asked by John on November 05, 2021

• Viavi Solutions Inc. (VIAV $27.37)
  • $27.37 Cap: $6.33B
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Q: VIAV reported decent results but stock is down today (Friday). Do you see anything that would explain this?

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Read Answer Asked on November 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.08)
  • $53.08 P/E (TTM): 6.05X Cap: $3.88B
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• iShares Russell 2000 Growth ETF (IWO $332.88)
  • $332.88 P/E (TTM): 22.36X Cap: $13.13B
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• BMO Aggregate Bond Index ETF (ZAG $14.01)
  • $14.01 Cap: $12.27B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.98)
  • $53.98 P/E (TTM): 18.19X Cap: $26.61B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.54)
  • $43.54 P/E (TTM): 15.96X Cap: $1.13B
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• Purpose International Dividend Fund (PID $32.74)
  • $32.74 P/E (TTM): 24.8X Cap: $168M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.77)
  • $47.77 P/E (TTM): 20.67X Cap: $623M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.83)
  • $47.83 P/E (TTM): 6.44X Cap: $3.74B
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• iShares Biotechnology ETF (IBB $175.10)
  • $175.10 P/E (TTM): 20.63X Cap: $8.65B
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• State Street SPDR S&P 500 ETF Trust (SPY $682.39)
  • $682.39 P/E (TTM): 26.17X Cap: $693.63B
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• INVESCO QQQ Trust (QQQ $601.41)
  • $601.41 P/E (TTM): 30.22X Cap: $392.90B
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Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

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Read Answer Asked by Ben on November 05, 2021