Investment Q&A

• Kinross Gold Corporation (K $26.43)
  • $26.43 P/E (TTM): 15.13X Cap: $32.04B
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• Westport Fuel Systems Inc. (WPRT $5.07)
  • $5.07 Cap: $91M
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• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.22B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.27B
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Q: Can you list, in order of preference, the top 10 Canadian companies for pure growth over the next year.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.

Upvote 0

Read Answer Asked on November 09, 2021

• Unity Software Inc. (U $33.51)
  • $33.51 Cap: $14.04B
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• Roblox Corporation Class A (RBLX $131.36)
  • $131.36 Cap: $89.22B
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Q: Hey 5i team,

Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.

What are your top suggestions in this space?

Thank you as always for the terrific service.

Upvote 0

Read Answer Asked by Adam on November 09, 2021

• Enghouse Systems Limited (ENGH $22.13)
  • $22.13 P/E (TTM): 15.87X Cap: $1.24B
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Q: ENGH....Earnings flat, enterprise value flat, no juice from the board or leadership, earnings misses for a year now, and no increase in business or value in two years
what is there to like about this Co. ?
you seem to be favorable about ENGH.
Between Syz,Engh,Abst,what would be your preference and why?

Upvote 0

Read Answer Asked by Josh on November 09, 2021

• BRP Inc. Subordinate Voting Shares (DOO $71.03)
  • $71.03 Cap: $5.15B
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Q: When does Doo next reports & what are the estimates for Eps & Rev. Are there any recent upgrades or downgrades? It invariably beats estimates & thereafter prices rise(what's average?).U opinion please .Would U buy or add today? Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on November 09, 2021

• Apple Inc. (AAPL $227.39)
  • $227.39 P/E (TTM): 34.8X Cap: $3.40T
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• Amazon.com Inc. (AMZN $220.80)
  • $220.80 P/E (TTM): 33.95X Cap: $2.37T
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• Meta Platforms Inc. (META $767.82)
  • $767.82 P/E (TTM): 27.91X Cap: $1.93T
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• Alphabet Inc. (GOOG $201.54)
  • $201.54 P/E (TTM): 21.54X Cap: $2.44T
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• Microsoft Corporation (MSFT $521.75)
  • $521.75 P/E (TTM): 38.27X Cap: $3.88T
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• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 58.94X Cap: $4.45T
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Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

Upvote 0

Read Answer Asked by Marco on November 09, 2021

• Apple Inc. (AAPL $227.39)
  • $227.39 P/E (TTM): 34.8X Cap: $3.40T
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• Meta Platforms Inc. (META $767.82)
  • $767.82 P/E (TTM): 27.91X Cap: $1.93T
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• Alphabet Inc. (GOOG $201.54)
  • $201.54 P/E (TTM): 21.54X Cap: $2.44T
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• Microsoft Corporation (MSFT $521.75)
  • $521.75 P/E (TTM): 38.27X Cap: $3.88T
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• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 58.94X Cap: $4.45T
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• Constellation Software Inc. (CSU $4,864.37)
  • $4,864.37 P/E (TTM): 96.06X Cap: $97.47B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

Upvote 0

Read Answer Asked by HARRY on November 09, 2021

• Amazon.com Inc. (AMZN $220.80)
  • $220.80 P/E (TTM): 33.95X Cap: $2.37T
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• Alphabet Inc. (GOOGL $200.86)
  • $200.86 P/E (TTM): 21.47X Cap: $2.43T
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• NVIDIA Corporation (NVDA $182.86)
  • $182.86 P/E (TTM): 58.94X Cap: $4.45T
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• PayPal Holdings Inc. (PYPL $67.17)
  • $67.17 P/E (TTM): 14.52X Cap: $64.63B
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• Visa Inc. (V $335.54)
  • $335.54 P/E (TTM): 32.89X Cap: $653.33B
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• Bank of Nova Scotia (The) (BNS $77.38)
  • $77.38 P/E (TTM): 16.15X Cap: $95.94B
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• Sun Life Financial Inc. (SLF $78.95)
  • $78.95 P/E (TTM): 14.23X Cap: $44.24B
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• Constellation Software Inc. (CSU $4,864.37)
  • $4,864.37 P/E (TTM): 96.06X Cap: $97.47B
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• Brookfield Renewable Partners L.P. (BEP.UN $33.95)
  • $33.95 Cap: $22.53B
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• Descartes Systems Group Inc. (The) (DSG $137.30)
  • $137.30 P/E (TTM): 61.25X Cap: $11.94B
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• Enghouse Systems Limited (ENGH $22.13)
  • $22.13 P/E (TTM): 15.87X Cap: $1.24B
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• Kinaxis Inc. (KXS $197.51)
  • $197.51 P/E (TTM): 428.71X Cap: $5.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.73)
  • $204.73 P/E (TTM): 123.17X Cap: $267.02B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $71.11)
  • $71.11 P/E (TTM): 36.48X Cap: $8.33B
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• Berkshire Hathaway Inc. (BRK.B $463.95)
  • $463.95 P/E (TTM): 0.01X Cap: $1T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.27B
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• Pinterest Inc. Class A (PINS $34.55)
  • $34.55 P/E (TTM): 12.78X Cap: $23.88B
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• Airbnb Inc. (ABNB $119.03)
  • $119.03 P/E (TTM): 30.72X Cap: $75.20B
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• Topicus.com Inc. (TOI $175.04)
  • $175.04 P/E (TTM): 87.6X Cap: $23.47B
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Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Upvote 0

Read Answer Asked by Cory on November 08, 2021

Q: What companies will benefit from the us infrastructure rebuild?

Upvote 0

Read Answer Asked by mike on November 08, 2021

• Royal Bank of Canada (RY $183.75)
  • $183.75 P/E (TTM): 19.72X Cap: $257.05B
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• Toronto-Dominion Bank (The) (TD $100.62)
  • $100.62 P/E (TTM): 10.31X Cap: $173.55B
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• Bank of Nova Scotia (The) (BNS $77.38)
  • $77.38 P/E (TTM): 16.15X Cap: $95.94B
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• Bank of Montreal (BMO $155.58)
  • $155.58 P/E (TTM): 13.76X Cap: $112.07B
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• TELUS Corporation (T $22.00)
  • $22.00 P/E (TTM): 34.53X Cap: $33.45B
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• Constellation Software Inc. (CSU $4,864.37)
  • $4,864.37 P/E (TTM): 96.06X Cap: $97.47B
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• Brookfield Renewable Partners L.P. (BEP.UN $33.95)
  • $33.95 Cap: $22.53B
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• Thomson Reuters Corporation (TRI $241.29)
  • $241.29 P/E (TTM): 37.79X Cap: $111.44B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $65.55)
  • $65.55 P/E (TTM): 57.89X Cap: $12.56B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.37)
  • $44.37 P/E (TTM): 5.94X Cap: $18.05B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.19)
  • $38.19 P/E (TTM): 5.74X Cap: $989M
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• Vanguard Dividend Appreciation FTF (VIG $206.83)
  • $206.83 P/E (TTM): 51.22X Cap: $90.66B
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• INVESCO QQQ Trust (QQQ $573.81)
  • $573.81 P/E (TTM): 59.46X Cap: $367.13B
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Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

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Read Answer Asked by Terry on November 08, 2021

• Labrador Iron Ore Royalty Corporation (LIF $26.51)
  • $26.51 P/E (TTM): 12.26X Cap: $1.67B
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Q: LIF reported on the 4th I believe,? Will you comment please.
Thankyou

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Read Answer Asked by El-ann on November 08, 2021

• AltaGas Ltd. (ALA $41.76)
  • $41.76 P/E (TTM): 15.81X Cap: $12.34B
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• Algonquin Power & Utilities Corp. (AQN $7.84)
  • $7.84 Cap: $5.99B
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Q: Hi guys

Wondering for a 5+ year hold would you buy Algonquin or Altagas for a secure and steady dividend plus some growth? Do you feel one company has better leadership?

Much thanks

Stuart

Upvote 0

Read Answer Asked by Stuart on November 08, 2021

• BMO Canadian High Dividend Covered Call ETF (ZWC $18.58)
  • $18.58 P/E (TTM): 27.37X Cap: $1.69B
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• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.38)
  • $18.38 P/E (TTM): 34.21X Cap: $770M
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Q: For safety ZWC or HDIV? THX. JAMES

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Read Answer Asked by JAMES on November 08, 2021

• Lockheed Martin Corporation (LMT $425.11)
  • $425.11 P/E (TTM): 23.9X Cap: $99.36B
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• Northrop Grumman Corporation (NOC $578.93)
  • $578.93 P/E (TTM): 21.42X Cap: $83.20B
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• Leidos Holdings Inc. (LDOS $177.29)
  • $177.29 P/E (TTM): 17.79X Cap: $22.64B
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• RTX Corporation (RTX $154.57)
  • $154.57 P/E (TTM): 34.04X Cap: $207.28B
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Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.

Upvote 0

Read Answer Asked by Danny-boy on November 08, 2021

• BHP Group Ltd. (BHP $53.22)
  • $53.22 P/E (TTM): 16.99X Cap: $133.96B
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Q: With the recent drop in price, would you consider BHP an ideal opportunity to take advantage of tax loss selling over the next few weeks? Do you still think the dividend payout is reasonably safe? I have not seen the "each representing two" statement before... pls. explain! I am 84 and wanting to add to my income portfolio.

Upvote 0

Read Answer Asked by ed on November 08, 2021

• Bragg Gaming Group Inc. (BRAG $5.70)
  • $5.70 Cap: $141M
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Q: Can you please comment on BRAG earnings and outlook.

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Read Answer Asked by Bruce on November 08, 2021

• Horizons Active High Yield Bond ETF (HYI $7.52)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.66)
  • $16.66 Cap: $822M
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• PH&N High Yield Bond Fund Series D (RBF1280 $11.67)
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Q: Hello 5i Team

I currently hold PH&N High Yield Bond Fund Series D (RBF1280) in a RRSP account.

I would like to transition from this mutual fund to an equivalent ETF.

What ETF would be a suitable replacement for this mutual fund, trading in Canadian dollars on the TSX?

Thank you

Upvote 0

Read Answer Asked by Stephen on November 08, 2021

• Linamar Corporation (LNR $68.75)
  • $68.75 P/E (TTM): 16.16X Cap: $4.07B
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• Martinrea International Inc. (MRE $8.34)
  • $8.34 Cap: $606M
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• Magna International Inc. (MG $58.06)
  • $58.06 P/E (TTM): 10.02X Cap: $16.76B
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Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.

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Read Answer Asked by John on November 08, 2021

• Canacol Energy Ltd. (CNE $1.85)
  • $1.85 Cap: $66M
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Q: Hi team,
Regarding the last question on Canacol,the shares seemed to be "breaking out" but over the last week and a half and after their not so strong quarterly report what are your thoughts CNE going forward and would this be a good long term buying opportunity?
Many thanks,
Jean

Upvote 0

Read Answer Asked by Jean on November 08, 2021

• Tamarack Valley Energy Ltd. (TVE $5.33)
  • $5.33 P/E (TTM): 11.36X Cap: $2.70B
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• Yangarra Resources Ltd. (YGR $1.02)
  • $1.02 P/E (TTM): 4.64X Cap: $102M
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Q: Would like to know your thoughts on Yangara's most recent quarter. Is there another company in the same sector you would prefer?
thanks
Don

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Read Answer Asked by Don on November 08, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.76)
  • $6.76 P/E (TTM): 20.53X Cap: $710M
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Q: what does the market expect this week ?

Thx

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Read Answer Asked by blake on November 08, 2021