Investment Q&A

• Amazon.com Inc. (AMZN $224.88)
  • $224.88 P/E (TTM): 34.95X Cap: $2.45T
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• BRP Inc. Subordinate Voting Shares (DOO $89.44)
  • $89.44 Cap: $6.56B
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• Magna International Inc. (MG $62.86)
  • $62.86 P/E (TTM): 10.62X Cap: $17.89B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.94)
  • $95.94 P/E (TTM): 40.53X Cap: $11.30B
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• MEDIFAST INC (MED $12.19)
  • $12.19 P/E (TTM): 38.58X Cap: $133M
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• Chewy Inc. Class A (CHWY $34.38)
  • $34.38 P/E (TTM): 92.32X Cap: $13.92B
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• Boyd Group Services Inc. (BYD $222.84)
  • $222.84 P/E (TTM): 412.9X Cap: $4.46B
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Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?

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Read Answer Asked by Neil on September 03, 2021

• Freehold Royalties Ltd. (FRU $14.23)
  • $14.23 P/E (TTM): 18.26X Cap: $2.31B
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• Topaz Energy Corp. (TPZ $25.06)
  • $25.06 P/E (TTM): 60.63X Cap: $3.82B
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Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you

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Read Answer Asked by grant on September 03, 2021

• Alphabet Inc. (GOOG $284.09)
  • $284.09 P/E (TTM): 28.62X Cap: $3.32T
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• NVIDIA Corporation (NVDA $203.73)
  • $203.73 P/E (TTM): 57.27X Cap: $5.03T
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• CrowdStrike Holdings Inc. (CRWD $541.69)
  • $541.69 Cap: $136.89B
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• Digital Turbine Inc. (APPS $6.07)
  • $6.07 Cap: $676M
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• Upstart Holdings Inc. (UPST $45.51)
  • $45.51 Cap: $4.69B
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Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you

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Read Answer Asked by Gurleen on September 03, 2021

• BRP Inc. Subordinate Voting Shares (DOO $89.44)
  • $89.44 Cap: $6.56B
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Q: Hi 5i,

Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?

Would you add to existing position? or would wait with expectation of a retrace?

Thx

Jim

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Read Answer Asked by jim on September 03, 2021

• ABC Technologies Holdings Inc. (ABCT $6.74)
  • $6.74 Cap: $779M
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Q: I would appreciate your current opinion on ABC Technology.
Thanks!

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Read Answer Asked by Gregory on September 03, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.59)
  • $8.59 P/E (TTM): 11.2X Cap: $54M
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• AdvisorShares Pure Cannabis ETF (YOLO $3.12)
  • $3.12 P/E (TTM): 14.02X Cap: $40M
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Q: I own both the above ETF’s, down approximately 33% on both. I am ready to be patient with them. Do you see any compelling reason in the cannabis market to keep holding them, or would you take your losses?
Thanks

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Read Answer Asked by Karim on September 03, 2021

• Roku Inc. (ROKU $100.69)
  • $100.69 Cap: $14.52B
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Q: Good morning, any news regarding ROKU roller coaster? Any thoughts on all the recent volatility?

thanks, Mark

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Read Answer Asked by Mark on September 03, 2021

• Waterloo Brewing Ltd. (WBR $4.01)
  • $4.01 P/E (TTM): 141.39X Cap: $144M
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Q: Hello,

Can you please comment on the latest results announced by WBR? I currently have a small position (2%) and was thinking of increasing it.

Thanks

Reg

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Read Answer Asked by Reg on September 03, 2021

• UEX Corporation (UEX $0.50)
  • $0.50 Cap: $275M
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Q: Any news on UEX as it is up 30% in the last few days?

Thanks Greg

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Read Answer Asked by Greg on September 03, 2021

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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Q: What are your thoughts on MCR. Do you expect to continue to hold

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Read Answer Asked by Jim on September 03, 2021

• Cielo Waste Solutions Corp. (CMC $0.17)
  • $0.17 Cap: $24M
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Q: Why has CMC dropped so much today

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Read Answer Asked by Ronald on September 03, 2021

• Five Below Inc. (FIVE $158.07)
  • $158.07 P/E (TTM): 32.46X Cap: $8.90B
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Q: Can you give your view on the most recent results? Is it a buy? Do you still feel it has potential to outperform?
Thank you

Steve

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Read Answer Asked by Steve on September 03, 2021

• TD Investment Savings Account F Series (TDB8151 $10.00)
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• TD Investment Savings Account (TDB8150 $10.00)
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Q: Besides the interest rate what is the difference between these two funds? Does the F series have a fee or somethings?

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Read Answer Asked by Dennis on September 03, 2021

• Major Drilling Group International Inc. (MDI $12.43)
  • $12.43 P/E (TTM): 52.63X Cap: $1.03B
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• Geodrill Limited Ordinary Shares (GEO $3.52)
  • $3.52 P/E (TTM): 9.14X Cap: $166M
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Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.

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Read Answer Asked by Murray on September 03, 2021

• Descartes Systems Group Inc. (The) (DSG $125.03)
  • $125.03 P/E (TTM): 56.84X Cap: $10.75B
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• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.4X Cap: $1.12B
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• Kinaxis Inc. (KXS $169.79)
  • $169.79 P/E (TTM): 147.97X Cap: $4.80B
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• Open Text Corporation (OTEX $37.88)
  • $37.88 P/E (TTM): 23.93X Cap: $9.69B
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Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.

Tom

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Read Answer Asked by Tom on September 03, 2021

• Miscellaneous (MISC)
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Q: Hello,

General question about shipping prices.. Costs have increased significantly in the last couple of years..why? And who is benefiting from it? Any company you think may be be fitting from these insane price increases? Thanks.

Shyam

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Read Answer Asked by Shyam on September 03, 2021

• Xylem Inc. New (XYL $152.48)
  • $152.48 P/E (TTM): 39.19X Cap: $37.23B
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• Advanced Drainage Systems Inc. (WMS $140.67)
  • $140.67 P/E (TTM): 25.46X Cap: $10.96B
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Q: Advanced Drainage Systems Inc (WMS) and Xylem Inc (XYL).

Due to Climate change forest fire, drought, flood is on the rise and effecting water supply. These companies with the U.S. government infrastructure bill will be benefiting?

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Read Answer Asked by vipin on September 03, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.62)
  • $16.62 Cap: $2.34B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Nuvei or lightspeed which company do you like better for growth in a rrif.

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Read Answer Asked by don on September 03, 2021

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.28)
  • $48.28 P/E (TTM): 6.15X Cap: $19.61B
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• iShares S&P/TSX 60 Index ETF (XIU $45.09)
  • $45.09 P/E (TTM): 7.38X Cap: $17.85B
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Q: Can you pls recommend a CDN ETF to follow the TSX index, with a broad holding, reasonable MER, and good chances of successful returns? Thank you.

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Read Answer Asked by Ron on September 03, 2021

• POSaBIT Systems Corp - Ordinary Shares (PBIT $0.07)
  • $0.07 Cap: $11M
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Q: What do you think of these 2 stocks DEFI and PBIT

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Read Answer Asked by Gary on September 03, 2021