Investment Q&A

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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• The Trade Desk Inc. (TTD $53.18)
  • $53.18 P/E (TTM): 66.13X Cap: $25.99B
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• Spotify Technology S.A. (SPOT $689.23)
  • $689.23 Cap: $140.49B
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• Zoom Communications Inc. (ZM $69.77)
  • $69.77 P/E (TTM): 21.49X Cap: $21.10B
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• Rocket Companies Inc. Class A (RKT $17.11)
  • $17.11 P/E (TTM): 12.55X Cap: $33.62B
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Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.

Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?

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Read Answer Asked by Michael on November 11, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: I bought some Kxs at $206. Since many are leaving the tech sector, is it safe to hold this position in KSX and do you foresee a long road back to the high? I want growth at a reasonable risk. Helen

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Read Answer Asked by Helen on November 11, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.38B
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Q: BEP-UN was in the mid 75$ range when they announced a 3 for2 split.Should a new share be worth 50$ or will continued buying keep it much higher than that ?

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Read Answer Asked by Larry on November 11, 2020

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Assuming that this is a done deal for PBH to acquire CLR, what is the prospect of PBH going forward? Would you recommend a PBH buy at this level? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
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Q: DSG IS DOWN LAST 2 DAYS. Is it due to a purchase ? My buy was at $73.16.
Is it safe to hold ? Helen

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Read Answer Asked by Helen on November 10, 2020

• Amgen Inc. (AMGN $285.09)
  • $285.09 P/E (TTM): 26.27X Cap: $153.48B
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• Biogen Inc. (BIIB $128.00)
  • $128.00 P/E (TTM): 12.5X Cap: $19.15B
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• Illumina Inc. (ILMN $94.78)
  • $94.78 Cap: $14.56B
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• Regeneron Pharmaceuticals Inc. (REGN $545.94)
  • $545.94 P/E (TTM): 14.17X Cap: $59.67B
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• AbbVie Inc. (ABBV $198.64)
  • $198.64 P/E (TTM): 84.64X Cap: $350.90B
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• Medtronic plc. (MDT $92.74)
  • $92.74 P/E (TTM): 25.73X Cap: $118.82B
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• Pfizer Inc. (PFE $24.58)
  • $24.58 P/E (TTM): 17.81X Cap: $139.75B
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• Stryker Corporation (SYK $376.67)
  • $376.67 P/E (TTM): 50.01X Cap: $144B
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• Veeva Systems Inc. Class A (VEEV $276.96)
  • $276.96 P/E (TTM): 59.9X Cap: $45.25B
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• WELL Health Technologies Corp. (WELL $4.81)
  • $4.81 Cap: $1.19B
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• Guardant Health Inc. (GH $54.80)
  • $54.80 Cap: $6.83B
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Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

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Read Answer Asked by Brian on November 10, 2020

• Intact Financial Corporation (IFC $278.83)
  • $278.83 P/E (TTM): 22.55X Cap: $49.73B
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Q: Is the IFC drops in the last few days attributed to the proposed acquisition? What is your view on this deal? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Miscellaneous (MISC)
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Q: My apologies for the barrage of questions today but I’ve been saving them up meaning to get to them over the past few weeks. This is the last one (for now). In evaluating a growth company in the small to mid cap range what would the most important metrics to use. Thank you.

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Read Answer Asked by Rob on November 10, 2020

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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Q: Hi guys as you know I have been a fan of pbh for years there acquisitions have always been extremely strategic
I am disappointed in this current acquisition into the seafood space which is been facing declining fish stock and First Nations conflicts on both coasts
Premium brands has made me a lot of money over the years
I will not exit my position but I don’t have to like it
Regards
Stan

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Read Answer Asked by Stan on November 10, 2020

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $726M
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Q: Your comments on its quarterly results reported today. Is it a good time to invest in this company or is it still too early and better to wait for another one or two quarters.
Thank you. Ian

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Read Answer Asked by Ian on November 10, 2020

• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Is Slack a good investment?

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Read Answer Asked by Eugene on November 10, 2020

• Compania Cervecerias Unidas S.A. (CCU $12.24)
  • $12.24 P/E (TTM): 13.17X Cap: $890M
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Q: Given the effect of Covid on “booze” producers (wine, beer, spirits, et al.) would now be a good time to pick up a stock like CCU for its dividend, presumed diversification potential as an EM stock and apparently good balance sheet? Also, I notice that Mawer has a position in this company.

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Read Answer Asked by David on November 10, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?

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Read Answer Asked by Jeff on November 10, 2020

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Can you comment on the recent quarter please.

This stock keeps dropping over the last two weeks, what is going on here?

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Read Answer Asked by fwb181 on November 10, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
  • View KXS Profile
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Q: Hello everyone, any news on Kinaxis today, dropped a large amount since last week, is it just profit taking, and rotation out of tech?

Thanks

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Read Answer Asked by L on November 10, 2020

Q: Do you provide a listing of companies you currently have reports on (70 companies)? I have looked on your website and cannot seem to find such a listing. I could search by specific companies or by rankings, but would like a overall quick reference of what companies you have reports issued on. (preferably printable)

Perhaps it is already there and I have missed it?

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Read Answer Asked by Terry on November 10, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: What is your opinion on XBC's most recent quarter? Do you continue to like its prospects moving forward? Do you think with the recent pull back that this is a good point to start a position?

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Read Answer Asked by Justin on November 10, 2020

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
  • View CLR Profile
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Q: Hi 5i Research team,
How confident are you that the deal to acquire CLR will close (Mi’kmaq and PBH have already the financing in place)? I know it is higher than zero, but what is the probability of a higher deal by another group of buyer (probably very very low with the constraints of Canadian ownership of quotas)? As the deal is expected to close in the first half of 2021: at what price would you be an immediate seller in a margin account?
Thank you for your collaboration, Eric

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Read Answer Asked by Eric on November 10, 2020

• CAE Inc. (CAE $39.62)
  • $39.62 P/E (TTM): 31.21X Cap: $12.68B
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Q: Hello 5i,
What is your opinion on CAE's most recent quarter?
Thank You,
Andrew

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Read Answer Asked by Andrew on November 10, 2020

• Miscellaneous (MISC)
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Q: Hello 5i,
Where can I find a list of companies that have just started paying dividends? This has been spoken of before that one should keep an eye out for these companies but I am unable to find a stock screener that offers this option. I am only interested in Canadian exchanges traded companies.

Thanks
Pat

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Read Answer Asked by Patrice on November 10, 2020