Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $106.04)
  • $106.04 Cap: $7.80B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY $131.20)
  • $131.20 P/E (TTM): 9.56X Cap: $2.10B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• lululemon athletica inc. (LULU $172.20)
  • $172.20 P/E (TTM): 12.03X Cap: $19.39B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.53)
  • $112.53 P/E (TTM): 47.1X Cap: $12.99B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.58)
  • $15.58 P/E (TTM): 64.12X Cap: $1.49B
  • View GOOS Profile
  • View Questions on GOOS
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• MEDIFAST INC (MED $11.29)
  • $11.29 P/E (TTM): 568.0X Cap: $124M
  • View MED Profile
  • View Questions on MED
• Brookfield Asset Management Inc Class A Limited (BAM $50.35)
  • $50.35 P/E (TTM): 30.82X Cap: $79.72B
  • View BAM Profile
  • View Questions on BAM
• Trane Technologies plc (TT $454.05)
  • $454.05 P/E (TTM): 35.04X Cap: $100.65B
  • View TT Profile
  • View Questions on TT
• Celsius Holdings Inc. (CELH $48.27)
  • $48.27 P/E (TTM): 459.73X Cap: $13.03B
  • View CELH Profile
  • View Questions on CELH

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Upvote 0

Read Answer Asked by Curtis on November 06, 2021

• Cameco Corporation (CCO $158.03)
  • $158.03 P/E (TTM): 128.25X Cap: $67.56B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $5.14)
  • $5.14 Cap: $4.53B
  • View DML Profile
  • View Questions on DML
• Sprott Physical Uranium Trust (U.UN $28.29)
  • $28.29 P/E (TTM): 2.53X Cap: $6.50B
  • View U.UN Profile
  • View Questions on U.UN

Q: please advise your top 2-3 choices for a uranium / nuclear energy etf .

Upvote 0

Read Answer Asked by andrew on November 06, 2021

Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.

Upvote 0

Read Answer Asked by Vinod on November 06, 2021

• First Mining Gold Corp. (FF $0.62)
  • $0.62 Cap: $762M
  • View FF Profile
  • View Questions on FF

Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

Upvote 0

Read Answer Asked by Conrad L on November 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Costco Wholesale Corporation (COST $997.40)
  • $997.40 P/E (TTM): 71.87X Cap: $444.38B
  • View COST Profile
  • View Questions on COST
• Morgan Stanley (MS $181.35)
  • $181.35 P/E (TTM): 18.44X Cap: $286.01B
  • View MS Profile
  • View Questions on MS
• Royal Bank of Canada (RY $233.42)
  • $233.42 P/E (TTM): 16.14X Cap: $325.85B
  • View RY Profile
  • View Questions on RY
• Sun Life Financial Inc. (SLF $88.55)
  • $88.55 P/E (TTM): 22.25X Cap: $49.60B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TMX Group Limited (X $45.93)
  • $45.93 P/E (TTM): 27.53X Cap: $12.63B
  • View X Profile
  • View Questions on X
  • View Reports on X
• BRP Inc. Subordinate Voting Shares (DOO $106.04)
  • $106.04 Cap: $7.80B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $73.46)
  • $73.46 P/E (TTM): 14.49X Cap: $20.79B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• lululemon athletica inc. (LULU $172.20)
  • $172.20 P/E (TTM): 12.03X Cap: $19.39B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.53)
  • $112.53 P/E (TTM): 47.1X Cap: $12.99B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Cencora Inc. (COR $359.33)
  • $359.33 P/E (TTM): 43.13X Cap: $69.88B
  • View COR Profile
  • View Questions on COR
• Trisura Group Ltd. (TSU $43.77)
  • $43.77 P/E (TTM): 17.23X Cap: $2.08B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Celsius Holdings Inc. (CELH $48.27)
  • $48.27 P/E (TTM): 459.73X Cap: $13.03B
  • View CELH Profile
  • View Questions on CELH

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Upvote 0

Read Answer Asked by kevin on November 06, 2021

• Trane Technologies plc (TT $454.05)
  • $454.05 P/E (TTM): 35.04X Cap: $100.65B
  • View TT Profile
  • View Questions on TT

Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike

Upvote 0

Read Answer Asked by michael on November 06, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF

Q: Any comments on recent news? Is this still a good hold?

Upvote 0

Read Answer Asked by Earl on November 05, 2021

• Trisura Group Ltd. (TSU $43.77)
  • $43.77 P/E (TTM): 17.23X Cap: $2.08B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Good Morning 5i
Would appreciate your analysis of Trisura Results please.
Thanks

Upvote 0

Read Answer Asked by Gordon on November 05, 2021

• Trisura Group Ltd. (TSU $43.77)
  • $43.77 P/E (TTM): 17.23X Cap: $2.08B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.

Upvote 0

Read Answer Asked by Michael on November 05, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
  • View ATVI Profile
  • View Questions on ATVI

Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks

Upvote 0

Read Answer Asked by Ian on November 05, 2021

• Western Forest Products Inc. (WEF $16.02)
  • $16.02 Cap: $170M
  • View WEF Profile
  • View Questions on WEF

Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!

Upvote 0

Read Answer Asked by Paul on November 05, 2021

• K-Bro Linen Inc. (KBL $34.76)
  • $34.76 P/E (TTM): 20.98X Cap: $449M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: Held KBL is a number of years. Has a nice dividend but it seems to be going nowhere. Noticed one analyst had price target of $53. Your thoughts?

Upvote 0

Read Answer Asked by Albert on November 05, 2021

• iShares Russell 2000 Growth ETF (IWO $338.16)
  • $338.16 P/E (TTM): 22.36X Cap: $13.46B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $103.06)
  • $103.06 P/E (TTM): 25.89X Cap: $21.64B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Biotechnology ETF (IBB $173.36)
  • $173.36 P/E (TTM): 20.63X Cap: $8.66B
  • View IBB Profile
  • View Questions on IBB
• INVESCO QQQ Trust (QQQ $608.80)
  • $608.80 P/E (TTM): 30.22X Cap: $403.83B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Global Financials ETF (IXG $123.70)
  • $123.70 P/E (TTM): 18.78X Cap: $673M
  • View IXG Profile
  • View Questions on IXG
• iShares U.S. Medical Devices ETF (IHI $57.75)
  • $57.75 P/E (TTM): 30.04X Cap: $3.61B
  • View IHI Profile
  • View Questions on IHI
• Vanguard Information Technology ETF (VGT $745.07)
  • $745.07 P/E (TTM): 37.87X Cap: $111.53B
  • View VGT Profile
  • View Questions on VGT
• Vanguard Growth ETF (VUG $470.19)
  • $470.19 P/E (TTM): 34.07X Cap: $198.07B
  • View VUG Profile
  • View Questions on VUG
• Fidelity MSCI Information Technology Index ETF (FTEC $222.81)
  • $222.81 P/E (TTM): 38.28X Cap: $16.48B
  • View FTEC Profile
  • View Questions on FTEC

Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD

Upvote 0

Read Answer Asked by K on November 05, 2021

• Taseko Mines Limited (TKO $10.81)
  • $10.81 Cap: $3.86B
  • View TKO Profile
  • View Questions on TKO

Q: Can you please comment on Taseko's recent quarter. Copper price volatility notwithstanding, do you see further upside for the share price? Thanks.

Upvote 0

Read Answer Asked by Richard on November 05, 2021

Q: Would you endorse selling AT and buy it back in 30 days?

Thanks for your service?

Upvote 0

Read Answer Asked by Ozzie on November 05, 2021

• Alphabet Inc. (GOOG $321.88)
  • $321.88 P/E (TTM): 29.89X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you

Upvote 0

Read Answer Asked by Gervais on November 05, 2021

• Pinterest Inc. Class A (PINS $19.55)
  • $19.55 P/E (TTM): 6.78X Cap: $13.24B
  • View PINS Profile
  • View Questions on PINS

Q: Would you endorse selling PINS.US and buying back in 30 days?

Thanks for your service?

Upvote 0

Read Answer Asked by Ozzie on November 05, 2021

• Jamieson Wellness Inc. (JWEL $36.55)
  • $36.55 P/E (TTM): 25.61X Cap: $1.52B
  • View JWEL Profile
  • View Questions on JWEL

Q: Can you provide some commentary on Jamieson Wellness' earnings? Is this the type of name that you think can eventually get bought out by a larger player in the sector?

Upvote 0

Read Answer Asked by john on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: The secondary offering was quite large. Was it made at a lower price than the stock was then going for? Otherwise, why would someone buy a lot of shares knowing the price would immediately plunge?

Upvote 0

Read Answer Asked by John on November 05, 2021

• Viavi Solutions Inc. (VIAV $26.21)
  • $26.21 P/E (TTM): 439.67X Cap: $6.10B
  • View VIAV Profile
  • View Questions on VIAV

Q: VIAV reported decent results but stock is down today (Friday). Do you see anything that would explain this?

Upvote 0

Read Answer Asked on November 05, 2021