Investment Q&A

• Waste Connections Inc. (WCN $257.65)
  • $257.65 P/E (TTM): 75.53X Cap: $66.78B
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Q: Good afternoon,

Could you please pass on your opinion on WCN after their latest earnings-do you deem a long term hold, despite it's choppy trading?

Thank you

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Read Answer Asked by Brad on August 04, 2023

• Bluestone Resources Inc. (BSR $0.31)
  • $0.31 Cap: $47M
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Q: Hi 5i Team - Bluestone has announced a strategic review which has sent the stock down even more. Could you comment on the possibilities of this review and whether it is worth holding or even buying. Also what is the cash on hand and balance sheet in general, as well as the insider holdings/trading. Thanks.

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Read Answer Asked by Rob on August 04, 2023

• DIRTT Environmental Solutions Ltd. (DRT $0.74)
  • $0.74 P/E (TTM): 17.42X Cap: $132M
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Q: Dear 5i team.

Please give me your updated views on DRT coming off the recent Q results. It's had a pop today, but just need your clear eyed view of prospects going fwd.
Many thanks for your insights.

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Read Answer Asked by Arthur on August 04, 2023

• Exco Technologies Limited (XTC $6.65)
  • $6.65 P/E (TTM): 10.61X Cap: $251M
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Q: XTC has just reported quarterly earnings . Your comments on earnings please . and thoughts on prospects for this company over the next 2-3 years . Thankyou .

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Read Answer Asked by Thomas A.J. on August 04, 2023

• Unity Software Inc. (U $39.19)
  • $39.19 Cap: $15.32B
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Q: Hi Team,

Can you comment on the quarter, do we still like this company?

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Read Answer Asked by David on August 04, 2023

• Stantec Inc. (STN $152.34)
  • $152.34 P/E (TTM): 38.73X Cap: $17.16B
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• Kinaxis Inc. (KXS $194.90)
  • $194.90 P/E (TTM): 163.77X Cap: $5.50B
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• goeasy Ltd. (GSY $208.76)
  • $208.76 P/E (TTM): 12.24X Cap: $3.28B
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• iShares Russell 2000 Growth ETF (IWO $308.03)
  • $308.03 P/E (TTM): 45.65X Cap: $11.97B
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• iShares S&P/TSX SmallCap Index ETF (XCS $24.89)
  • $24.89 P/E (TTM): 26.42X Cap: $149M
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• EQB Inc. (EQB $101.51)
  • $101.51 P/E (TTM): 10.28X Cap: $3.82B
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• TECSYS Inc. (TCS $37.00)
  • $37.00 P/E (TTM): 205.56X Cap: $548M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

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Read Answer Asked by Fooklin on August 04, 2023

• Northland Power Inc. (NPI $22.23)
  • $22.23 Cap: $5.78B
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Q: Despite the debt and huge downgrade in forecasted EPS, NPI looks to be getting pretty cheap. Do you agree, and if not, what price do you believe puts it at a buy?

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Read Answer Asked by Bob on August 04, 2023

Q: Sorry if this has been asked before, but how do analysts come up with earnings estimates? Seems quite arbitrary if companies that have intimate knowledge of their own operations already provide forecasts.

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Read Answer Asked by Mike on August 04, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $91.03)
  • $91.03 P/E (TTM): 150.08X Cap: $133.25B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.14)
  • $84.14 P/E (TTM): 40.67X Cap: $132.83B
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Q: Do You prefer BN or BAM at this time?

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Read Answer Asked by David on August 04, 2023

• Apple Inc. (AAPL $227.37)
  • $227.37 P/E (TTM): 34.3X Cap: $3.33T
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• Visa Inc. (V $349.74)
  • $349.74 P/E (TTM): 33.59X Cap: $666.73B
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Q: Hi Folks,
I would like to add either Apple or Visa to my RRSP account for a long term hold (buy and forget it). Which would be the better one to add at this time?
Thanks

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Read Answer Asked by JOHN on August 04, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.67)
  • $196.67 P/E (TTM): 77.67X Cap: $247B
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Q: Why did SHOP decline after good results?

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Read Answer Asked on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.67)
  • $196.67 P/E (TTM): 77.67X Cap: $247B
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Q: Trying to understand todays (noon Thursday) reaction to what looked like positive earnings. Shop is down. I would have expected better. Can you speculate on what’s happening and why? Is this a buy opportunity?

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Read Answer Asked on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.67)
  • $196.67 P/E (TTM): 77.67X Cap: $247B
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Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

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Read Answer Asked by rajeev on August 03, 2023

• Adobe Inc. (ADBE $358.50)
  • $358.50 P/E (TTM): 22.67X Cap: $149.92B
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• Alphabet Inc. (GOOG $205.38)
  • $205.38 P/E (TTM): 21.34X Cap: $2.42T
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• Intuitive Surgical Inc. (ISRG $476.72)
  • $476.72 P/E (TTM): 66.92X Cap: $168.44B
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• AbbVie Inc. (ABBV $208.99)
  • $208.99 P/E (TTM): 89.38X Cap: $370.09B
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• Salesforce Inc. (CRM $247.50)
  • $247.50 P/E (TTM): 38.57X Cap: $235.01B
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• Honeywell International Inc. (HON $222.01)
  • $222.01 P/E (TTM): 24.69X Cap: $138.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.67)
  • $196.67 P/E (TTM): 77.67X Cap: $247B
  • View SHOP Profile
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• Roku Inc. (ROKU $94.31)
  • $94.31 Cap: $13.34B
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• L3Harris Technologies Inc. (LHX $277.16)
  • $277.16 P/E (TTM): 30.85X Cap: $51.65B
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• Vertiv Holdings LLC Class A (VRT $128.66)
  • $128.66 P/E (TTM): 74.15X Cap: $48.33B
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• Lantheus Holdings Inc. (LNTH $58.93)
  • $58.93 P/E (TTM): 15.99X Cap: $4.02B
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Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

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Read Answer Asked by Shane on August 03, 2023

• TDb Split Corp. Class A Shares (XTD $4.64)
  • $4.64 Cap: $31M
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Q: XTD is a split share corp that invests in shares of TD bank. TD has had some issues but is now seen as somewhat undervalued, with good potential upside. XTD, currently at $4.00, pays a 15% dividend, monthly, as long at the net asset value is above $12.50. It is currently at 12.95. The risk would seem to be the risk that the TD stock underperforms. Would appreciate your thoughts.
GUY

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Read Answer Asked by Guy R. on August 03, 2023

• Parex Resources Inc. (PXT $16.86)
  • $16.86 P/E (TTM): 9.16X Cap: $1.61B
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Q: Can you provide some insight into why Parex is dropping again? Results today looked reasonable.

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Read Answer Asked by Debrah on August 03, 2023

• Manulife Financial Corporation (MFC $42.51)
  • $42.51 P/E (TTM): 13.19X Cap: $70.99B
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• Sun Life Financial Inc. (SLF $82.19)
  • $82.19 P/E (TTM): 14.85X Cap: $46.42B
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Q: I’m a buy and hold investor. Fundamentals need to change to sell. I have both Manulife and Sun Life in different accounts. Looking at both holdings over 10 year hold. Sun life stock performance outweighs Manulife performance. Question? Should I swap Manulife for SunLife or keep positions in both? Manulife is in my non registered, RRSP and TFSA accounts.

As always appreciate your platform

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Read Answer Asked by Kevin on August 03, 2023

• Thomson Reuters Corporation (TRI $246.52)
  • $246.52 P/E (TTM): 49.03X Cap: $110.35B
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Q: Why the big move today?

Thanks


Sheldon

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Read Answer Asked by Sheldon on August 03, 2023

• Canadian National Railway Company (CNR $132.67)
  • $132.67 P/E (TTM): 17.93X Cap: $81.61B
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• BCE Inc. (BCE $35.39)
  • $35.39 P/E (TTM): 77.54X Cap: $33.30B
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• Enbridge Inc. (ENB $66.78)
  • $66.78 P/E (TTM): 23.42X Cap: $145.47B
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• Great-West Lifeco Inc. (GWO $55.16)
  • $55.16 P/E (TTM): 13.76X Cap: $50.97B
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• Sun Life Financial Inc. (SLF $82.19)
  • $82.19 P/E (TTM): 14.85X Cap: $46.42B
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• Fortis Inc. (FTS $70.35)
  • $70.35 P/E (TTM): 20.74X Cap: $35.55B
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• Pembina Pipeline Corporation (PPL $52.98)
  • $52.98 P/E (TTM): 17.6X Cap: $30.55B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.23)
  • $35.23 Cap: $22.65B
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• Hydro One Limited (H $50.85)
  • $50.85 P/E (TTM): 24.42X Cap: $30.58B
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• Life & Banc Split Corp. Class A Shares (LBS $9.97)
  • $9.97 P/E (TTM): 17.51X Cap: $348M
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• Nutrien Ltd. (NTR $80.12)
  • $80.12 P/E (TTM): 185.22X Cap: $38.91B
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• E Split Corp. Class A Shares (ENS $15.25)
  • $15.25 Cap: $260M
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Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY

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Read Answer Asked by Jean-Yves on August 03, 2023

• BMO Covered Call Utilities ETF (ZWU $11.50)
  • $11.50 P/E (TTM): 53.76X Cap: $1.90B
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Q: I am looking to park some cash in a cash account for 1 to 2 years. I am looking for income that is relatively safe and not concerned with minimized capital gains from capital gains. Your thoughts please. Thank you. If you have other suggestions for consideration,please advise.

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Read Answer Asked by Steve on August 03, 2023