Investment Q&A

• Twilio Inc. Class A (TWLO $112.86)
  • $112.86 P/E (TTM): 1134.8X Cap: $17.12B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F $13.06)
  • $13.06 P/E (TTM): 16.83X Cap: $52.75B
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• Tesla Inc. (TSLA $440.10)
  • $440.10 P/E (TTM): 266.21X Cap: $1.53T
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• Lucid Group Inc. (LCID $17.53)
  • $17.53 Cap: $5.53B
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

Q: Do you have any investment ideas in the area of hearing assistance. The wearing of air pods appears to be ubiquitous and will accelerate the demand. Looking for a few company ideas to tuck away in my RRSP. Besides the chip companies are there any more direct way to play what I think is going to be a secular long term play. US Europe or Canada.

Thanks for all you do!

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Read Answer Asked by Thomas on October 29, 2021

• Atlas Salt Inc Com (SALT)
  • P/E (TTM): -156.4X Cap: $70M
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Q: What is your opinion of Atlas Salt and of the investment value of salt-producing firms, in general?

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Read Answer Asked by David on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $303.22)
  • $303.22 P/E (TTM): 41.45X Cap: $1.57T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Imperial Oil Limited (IMO $127.84)
  • $127.84 P/E (TTM): 14.04X Cap: $65.58B
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Q: I thought Imperial Oil had a great quarter but it's getting hammered by the market. What did I miss and what is your outlook here? Should I switch to a different oil stock?

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Read Answer Asked by John on October 29, 2021

• Twilio Inc. Class A (TWLO $112.86)
  • $112.86 P/E (TTM): 1134.8X Cap: $17.12B
  • View TWLO Profile
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Lundin Mining Corporation (LUN $22.68)
  • $22.68 Cap: $20.09B
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Q: Can you please comment on Lundin Mining's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

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Read Answer Asked by Richard on October 29, 2021

• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.2X Cap: $10.33B
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Q: Why after a solid earnings report (from what I interpret) was there a significant drop in share price this morning ? Many thanks.

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Read Answer Asked by Michael on October 29, 2021

• Coca-Cola Company (The) (KO $68.98)
  • $68.98 P/E (TTM): 24.88X Cap: $294.01B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $36.93B
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Q: Could you explain "goodwill" to me please.

Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?

Is this 60% number something to be concerned about?

Thanks...Steve

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Read Answer Asked by Stephen on October 29, 2021

• Nexe Innovations Inc. (NEXE $0.16)
  • $0.16 Cap: $16M
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Q: I, have stock in this company , I was told their was some great news coming out in Sept. but never heard anything can you give me some insight on this company.
Thanks
Jim.

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Read Answer Asked by James on October 29, 2021

• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.86X Cap: $67.68B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
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Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

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Read Answer Asked by Warren on October 29, 2021

• Mastercard Incorporated (MA $553.68)
  • $553.68 P/E (TTM): 38.16X Cap: $501.34B
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $139.39)
  • $139.39 P/E (TTM): 37.14X Cap: $3.37B
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• Global X Cloud Computing ETF (CLOU $23.66)
  • $23.66 P/E (TTM): 36.84X Cap: $299M
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR $66.31)
  • $66.31 P/E (TTM): 36.13X Cap: $6.19B
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Emerson Electric Company (EMR $136.82)
  • $136.82 P/E (TTM): 35.0X Cap: $76.78B
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Q: Can you provide a current comment on Emerson …Looking for your view of its financials and potential return outlook.Kim

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Read Answer Asked by Kim on October 29, 2021

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.99X Cap: $20.14B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.64B
  • View NPI Profile
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Q: For a longer term (5-10yr) dividend hold we currently own AQN and are wondering if adding or replacing it with another such as EMA, FTS or NPI is prudent given AQN's flaccid performance over the past 18 months.
Thank you for sharing your insight.

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Read Answer Asked by Delbert on October 29, 2021

• Cencora Inc. (COR $341.21)
  • $341.21 P/E (TTM): 34.46X Cap: $64.59B
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Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

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Read Answer Asked by DANIEL on October 29, 2021

Q: I've been holding this for a few months, popped today. What do you think of it long term hold. Goal growth. It's a small piece of my portfolio at the moment.

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Read Answer Asked by Danielle on October 29, 2021