Investment Q&A

• iShares S&P/TSX Capped Financials Index ETF (XFN $78.58)
  • $78.58 P/E (TTM): 14.28X Cap: $1.95B
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• BMO Equal Weight Banks Index ETF (ZEB $61.69)
  • $61.69 P/E (TTM): 15.15X Cap: $4.88B
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• State Street Financial Select Sector SPDR ETF (XLF $51.46)
  • $51.46 P/E (TTM): 16.77X Cap: $49.44B
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• Vanguard Financials ETF (VFH $125.86)
  • $125.86 P/E (TTM): 16.37X Cap: $13.37B
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Q: Which Canadian and US financial/ bank etfs do you recommend? Thanks

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Read Answer Asked by Gary on August 25, 2022

• WELL Health Technologies Corp. (WELL $4.45)
  • $4.45 Cap: $1.08B
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• Dye & Durham Limited (DND $5.04)
  • $5.04 Cap: $298M
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Q: Would appreciate your opinion as to which of these two companies you would prefer and maybe a short explanation why.
Thank you

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Read Answer Asked by Les on August 25, 2022

• PepsiCo Inc. (PEP $164.63)
  • $164.63 P/E (TTM): 27.88X Cap: $225.37B
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• Celsius Holdings Inc. (CELH $46.43)
  • $46.43 P/E (TTM): 447.73X Cap: $12.10B
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Q: Wondering current thoughts on Celsius , seems to be trending well .
Does deal with pepsi limit there options ?

Many Thanks

Greg

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Read Answer Asked by Greg on August 25, 2022

• Alphabet Inc. (GOOG $303.80)
  • $303.80 P/E (TTM): 28.34X Cap: $3.70T
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• Constellation Software Inc. (CSU $2,670.00)
  • $2,670.00 P/E (TTM): 60.17X Cap: $57.07B
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Q: Good afternoon,

I'd like to increase my tech exposure.

What would be a safe weighting in your opinion of these two companies.

CSU, GOOG.

Could you please provide a decent, good and best entry point.

Thank you very much.

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Read Answer Asked by Adam on August 25, 2022

• Ballard Power Systems Inc. (BLDP $2.95)
  • $2.95 Cap: $854M
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• Plug Power Inc. (PLUG $2.41)
  • $2.41 Cap: $3.10B
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• Bloom Energy Corporation Class A (BE $163.20)
  • $163.20 Cap: $42.92B
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• FuelCell Energy Inc. (FCEL $8.40)
  • $8.40 Cap: $378M
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Q: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

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Read Answer Asked by Matt on August 25, 2022

• Absolute Software Corporation (ABST $15.20)
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Q: Would appreciate your thoughts on this company, the recent EPS and the guidance. The market clearly liked the news today!
Thanks,
P

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Read Answer Asked by Philip on August 25, 2022

• Ballard Power Systems Inc. (BLDP $2.95)
  • $2.95 Cap: $854M
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• Plug Power Inc. (PLUG $2.41)
  • $2.41 Cap: $3.10B
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• Bloom Energy Corporation Class A (BE $163.20)
  • $163.20 Cap: $42.92B
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• FuelCell Energy Inc. (FCEL $8.40)
  • $8.40 Cap: $378M
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• Next Hydrogen Solutions Inc. (NXH $0.65)
  • $0.65 Cap: $15M
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Q: Hi group i am thinking that Hydrogen is going to become very popular as fossil fuels are under pressure > assuming that trucking companies will switch to Hydrogen for their fuel requirements. Can i have your thoughts in general + how would you play the opportunity (ETF or specific companies . thanks

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Read Answer Asked by Terence on August 25, 2022

• dynaCERT Inc. (DYA $0.10)
  • $0.10 Cap: $50M
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Q: Hello Peter,
Is Dyancert worth stepping into given current positive developments? Thanks very much.

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Read Answer Asked by umedali on August 25, 2022

• Costco Wholesale Corporation (COST $1,009.48)
  • $1,009.48 P/E (TTM): 69.69X Cap: $447.31B
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• Alphabet Inc. (GOOG $303.80)
  • $303.80 P/E (TTM): 28.34X Cap: $3.70T
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• NVIDIA Corporation (NVDA $182.90)
  • $182.90 P/E (TTM): 37.24X Cap: $4.37T
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• Eli Lilly and Company (LLY $1,002.08)
  • $1,002.08 P/E (TTM): 44.36X Cap: $950.64B
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• NextEra Energy Inc. (NEE $92.91)
  • $92.91 P/E (TTM): 28.09X Cap: $192.91B
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• Sun Life Financial Inc. (SLF $88.56)
  • $88.56 P/E (TTM): 14.5X Cap: $48.90B
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• Constellation Software Inc. (CSU $2,670.00)
  • $2,670.00 P/E (TTM): 60.17X Cap: $57.07B
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• goeasy Ltd. (GSY $109.81)
  • $109.81 P/E (TTM): 7.73X Cap: $1.70B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $121.84)
  • $121.84 Cap: $13.82B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

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Read Answer Asked by Danny-boy on August 25, 2022

• Exchange Income Corporation (EIF $103.43)
  • $103.43 P/E (TTM): 35.51X Cap: $5.81B
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Q: When a company like Eif does a share offering does the brokerage house pay up front for the shares and then sell them to their clients when they want to? How is this procedure executed? Thank you

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Read Answer Asked by Alan on August 25, 2022

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 112.7X Cap: $859M
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Q: What do you make of the news to sell Kessler Group? During the conference call management stated KG would be the worst performing area of their business for the next quarter or so. I do like how they are pivoting, and expanding into RV and marine. Your thoughts.
Thank you

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Read Answer Asked by Joanne on August 25, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.38)
  • $175.38 P/E (TTM): 129.35X Cap: $217.35B
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• goeasy Ltd. (GSY $109.81)
  • $109.81 P/E (TTM): 7.73X Cap: $1.70B
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Q: Hi 5i!

I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?

Thanks,
Greg.

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Read Answer Asked by Greg on August 25, 2022

Q: Hi 5i, What are the chances of a recession in Canada in the next 6 months, and what is your reasoning please?

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Read Answer Asked by Ron on August 24, 2022

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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Q: What is your view and what might be a good exit point? Does it still have room to run? Thanks

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Read Answer Asked by Colette on August 24, 2022

• Canoe EIT Income Fund (EIT.UN $17.09)
  • $17.09 P/E (TTM): 17.26X Cap: $2.71B
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• Harvest Diversified Monthly Income ETF (HDIF $8.85)
  • $8.85 P/E (TTM): 19.81X Cap: $473M
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Q: Hi all,

Please provide your thoughts on HDIF and EIT in terms of income sustainability and safety. Do you see any growth potential?

Thanks

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Read Answer Asked by Dave on August 24, 2022

• Dexterra Group Inc. (DXT $11.88)
  • $11.88 P/E (TTM): 20.21X Cap: $809M
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Q: Hello, what is your updated view of this company? Is the div sustainable? Thanks

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Read Answer Asked by Martin on August 24, 2022

• Dye & Durham Limited (DND $5.04)
  • $5.04 Cap: $298M
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Q: Hi Team,

Can you please provide an update on the valuation of this company?

Also, if the Link acquisition does not work out do you believe there is much downside from this point?

Thanks

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Read Answer Asked by Keith on August 24, 2022

• Miscellaneous (MISC)
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Q: In various question you are asked to give a stocks entry price. My question is what parameters do you look at to calculate a stock’s entry purchase price. Thanks … Cal

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Read Answer Asked by cal on August 24, 2022

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $91.20)
  • $91.20 P/E (TTM): 18.92X Cap: $14.94B
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• Air Canada Voting and Variable Voting Shares (AC $19.09)
  • $19.09 P/E (TTM): 9.58X Cap: $5.62B
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• CAE Inc. (CAE $41.95)
  • $41.95 P/E (TTM): 34.97X Cap: $12.98B
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• Kinaxis Inc. (KXS $132.66)
  • $132.66 P/E (TTM): 78.53X Cap: $3.74B
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• Agnico Eagle Mines Limited (AEM $317.04)
  • $317.04 P/E (TTM): 28.63X Cap: $160.56B
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• Savaria Corporation (SIS $24.40)
  • $24.40 P/E (TTM): 29.29X Cap: $1.76B
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• Balanced Equity Portfolio (BEPORT)
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Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service

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Read Answer Asked by Hector on August 24, 2022

• JPMorgan Chase & Co. (JPM $298.03)
  • $298.03 P/E (TTM): 14.87X Cap: $809.81B
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• Toronto-Dominion Bank (The) (TD $134.46)
  • $134.46 P/E (TTM): 10.76X Cap: $223.28B
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• Royal Bank Of Canada (RY $166.57)
  • $166.57 P/E (TTM): 15.48X Cap: $231.60B
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Q: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.

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Read Answer Asked by Savalai on August 24, 2022