Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.34B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Perhaps not an easy comparison, but which would you be more comfortable with at this time, LSPD or TOI for total return over a 5 year time frame?

Doug

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Read Answer Asked by Doug on May 04, 2022

• Eastman Chemical Company (EMN $59.72)
  • $59.72 P/E (TTM): 8.91X Cap: $7.19B
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• Sherwin-Williams Company (The) (SHW $347.90)
  • $347.90 P/E (TTM): 35.16X Cap: $85.70B
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• Linde plc (LIN $429.91)
  • $429.91 P/E (TTM): 31.49X Cap: $202.57B
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• Olin Corporation (OLN $20.77)
  • $20.77 Cap: $2.75B
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Q: Eastman just had their earnings a few days ago. What do you think of the stock? Are there better opportunities in the sector, CDN or US? I have a small position in my RRSP, and was thinking of adding to it.

Thank you for all you do.

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Read Answer Asked by Ed on May 04, 2022

• Twilio Inc. Class A (TWLO $112.86)
  • $112.86 P/E (TTM): 1134.8X Cap: $17.12B
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Q: Your take on TWLO please. Any concerns over the very high marketing costs?

Thanks Leo

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Read Answer Asked by Leo on May 04, 2022

• Lithium Americas Corp. (LAC $7.86)
  • $7.86 Cap: $1.93B
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• Albemarle Corporation (ALB $97.89)
  • $97.89 Cap: $11.50B
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• MP Materials Corp. (MP $64.92)
  • $64.92 Cap: $11.38B
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Q: Good morning - I'm interested in looking at a few companies related to the production of lithium, like LAC. Just wondering which would be on your short list and why. Thanks.

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Read Answer Asked by Ben on May 04, 2022

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Hi, Could you please comment on TOI earnings. Thank you

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Read Answer Asked by francis on May 04, 2022

• Datametrex AI Limited (DM $0.10)
  • $0.10 P/E (TTM): 3.17X Cap: $3M
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Q: Your thoughts on results?

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Read Answer Asked by Todd on May 04, 2022

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.71B
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Q: I realize that the tech sector has been struggling badly but the decline in SP for ATA is stunning and would seem to be unjustified given that there has been no news. Would appreciate your views and your predictions for their upcoming earnings. The market looks to have priced in that they will be lousy.

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Read Answer Asked by karl on May 04, 2022

• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.71B
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Q: Why has ATA dropped so much in the last month? Is it time to consider selling? If so any suggestions what to replace it with.

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Read Answer Asked by John on May 04, 2022

• S&P Global Inc. (SPGI $491.57)
  • $491.57 P/E (TTM): 37.98X Cap: $144.42B
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Q: Can I please have your thoughts and analysis on this company's earnings. Do you see it as a stock to be held for the long term? It has a good long term track record but is down substantially year to date. Thank You.

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Read Answer Asked by Brian on May 04, 2022

• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
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Q: What do you make of their quarterly report?

Any concern with the debt level?

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Read Answer Asked by Danny on May 04, 2022

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
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Q: Q: Hi, Could you please comment on LEV earnings. Thank you

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Read Answer Asked by francis on May 04, 2022

• Profound Medical Corp. (PRN $8.60)
  • $8.60 Cap: $257M
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Q: At the time of writing, PRN is up by 10% today. Deeply under water, earnings next week. What to expect? Is it a keeper for the next year or should I sell for tax loss and take my money elsewhere? If a sell, would you wait for earnings? The market is so short term sighted that with COVID PRN might suffer for an extend period of time.

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Read Answer Asked by Yves on May 04, 2022

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
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• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
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• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.89X Cap: $48.95B
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Q: Hello Peter,
For starting TFSA position, i was thinking of Brookfield Asset Management, Goog Ne (CDR) and either Royal Bank or Sunlife.. What makes more sense for a conservative value oriented long term positions? Thanks very much.

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Read Answer Asked by umedali on May 04, 2022

• Southwestern Energy Company (SWN)
  • Cap: $7.84B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.3X Cap: $22.55B
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• Birchcliff Energy Ltd. (BIR $6.28)
  • $6.28 P/E (TTM): 22.54X Cap: $1.71B
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• Antero Resources Corporation (AR $30.03)
  • $30.03 P/E (TTM): 22.22X Cap: $9.84B
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Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?

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Read Answer Asked by Graeme on May 04, 2022

• MEDIFAST INC (MED $12.14)
  • $12.14 P/E (TTM): 38.58X Cap: $133M
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Q: Greetings 5i team.

May I please have your updated assessment of MED given recent Q results and outlook?

Many thanks.

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Read Answer Asked by Arthur on May 04, 2022

• Questor Technology Inc. (QST $0.50)
  • $0.50 Cap: $14M
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Q: Could you provide an update on the balance sheet of Questor, in particular its balance sheet along with cash and debt positions. Also Insider holdings and trading. Are you concerned that it has not had any press releases in 2022, especially with rising oil and gas prices along with green initiatives. What is your opinion of management. Thanks.

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Read Answer Asked by Rob on May 04, 2022

• Mattr Corp. (MATR $10.77)
  • $10.77 P/E (TTM): 15.5X Cap: $686M
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Q: I have held SCL.CA for some time and it has lost much of its value.
Is there any point on keeping it or is it time to move on?

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Read Answer Asked by Susan on May 04, 2022

• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 44.56X Cap: $96.08B
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Q: Thoughts on the quarter for TRI. Also, is this an expensive stock? I see a PE of 8.67 on my online brokerage and the 5i PE shows 8.9 but in a recent question you indicated a forward PE of 44.

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Read Answer Asked by Robert on May 04, 2022

• Cisco Systems Inc. (CSCO $72.91)
  • $72.91 P/E (TTM): 28.48X Cap: $281.98B
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• Open Text Corporation (OTEX $52.96)
  • $52.96 P/E (TTM): 23.93X Cap: $13.52B
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• Roblox Corporation Class A (RBLX $113.00)
  • $113.00 Cap: $92.71B
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Q: Can I get your opinion on RBLX at the current price. My 11 year old son would like to buy a few shares in my account. Can you also recommend 2-3 tech stocks under 50 bucks that may be a better investment.

Thank you!

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Read Answer Asked by Derek on May 04, 2022

• Pembina Pipeline Corporation (PPL $52.74)
  • $52.74 P/E (TTM): 17.91X Cap: $30.42B
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• AltaGas Ltd. (ALA $40.86)
  • $40.86 P/E (TTM): 16.17X Cap: $12.49B
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• Keyera Corp. (KEY $41.28)
  • $41.28 P/E (TTM): 17.66X Cap: $9.52B
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Q: I wish to take a position in two pipelines. Could you please discuss which two of the above would be the best fit or complementary to each other. This would be for a long term hold. Please feel free to add any other comments or other companies.

Thanks

David

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Read Answer Asked by david on May 04, 2022