Investment Q&A

• Roku Inc. (ROKU $103.96)
  • $103.96 Cap: $16.05B
  • View ROKU Profile
  • View Questions on ROKU
• CrowdStrike Holdings Inc. (CRWD $536.00)
  • $536.00 Cap: $138.50B
  • View CRWD Profile
  • View Questions on CRWD
• Upstart Holdings Inc. (UPST $45.78)
  • $45.78 Cap: $4.57B
  • View UPST Profile
  • View Questions on UPST

Q: Please provide me with 6/7 high growth stocks & 3/4 value stocks for a minimum hold of 10years especially for Tfsa , Txs for u usual great services & views. As a aside,when is u next appearance on BNN?

Upvote 0

Read Answer Asked by Peter on August 30, 2021

• Supremex Inc. (SXP $3.55)
  • $3.55 Cap: $87M
  • View SXP Profile
  • View Questions on SXP

Q: Could I have your updated opinion on this company. Thx

Upvote 0

Read Answer Asked by Bill on August 30, 2021

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
  • View QIS Profile
  • View Questions on QIS

Q: What does 5i think about Quorum's Q2 report and current stock valuation for being a SaaS Company?

Upvote 0

Read Answer Asked by Charles on August 30, 2021

• EnWave Corporation (ENW $0.35)
  • $0.35 Cap: $41M
  • View ENW Profile
  • View Questions on ENW

Q: Do you think their deal with Dole is material to their prospects?

Upvote 0

Read Answer Asked by Mike on August 30, 2021

• Fortis Inc. (FTS $71.71)
  • $71.71 P/E (TTM): 20.74X Cap: $35.24B
  • View FTS Profile
  • View Questions on FTS
• Restaurant Brands International Inc. (QSR $92.96)
  • $92.96 P/E (TTM): 23.46X Cap: $42.21B
  • View QSR Profile
  • View Questions on QSR
• Algonquin Power & Utilities Corp. (AQN $7.78)
  • $7.78 Cap: $6B
  • View AQN Profile
  • View Questions on AQN
• Leon's Furniture Limited (LNF $30.01)
  • $30.01 P/E (TTM): 12.48X Cap: $2.04B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.99)
  • $47.99 P/E (TTM): 1138.07X Cap: $22.17B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Aritzia Inc. Subordinate Voting Shares (ATZ $98.43)
  • $98.43 P/E (TTM): 40.99X Cap: $11.56B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.38)
  • $19.38 P/E (TTM): 102.79X Cap: $1.92B
  • View GOOS Profile
  • View Questions on GOOS

Q: I need in increase my portfolio weightings in Consumer Cyclical and Utilities. I currently hold AQN, BIP.UN and FTS in Utilities in roughly equal amounts and hold QSR and LNF for Consumer Cyclical with QSR double the holding of LNF. Should I add to my current positions to increase my weighting in both sectors or consider adding new stocks?

Upvote 0

Read Answer Asked by Sandy on August 30, 2021

• Premier Health of America Inc. (PHA $0.03)
  • $0.03 Cap: $1M
  • View PHA Profile
  • View Questions on PHA

Q: Hi, Could you please comment on PHA earnings. Thank you

Upvote 0

Read Answer Asked by francis on August 30, 2021

• Wecommerce Holdings Ltd. (WE)
  • P/E (TTM): 45.6X Cap: $184M
  • View WE Profile
  • View Questions on WE

Q: Can you please comment on earnings

Upvote 0

Read Answer Asked by Bruce on August 30, 2021

• NuLegacy Gold Corporation (NUG $0.40)
  • $0.40 Cap: $1M
  • View NUG Profile
  • View Questions on NUG

Q: Would drill results signify an immediate sell or is there hope for a bounceback?

Upvote 0

Read Answer Asked by hal on August 28, 2021

• TC Energy Corporation (TRP $69.48)
  • $69.48 P/E (TTM): 17.25X Cap: $73.09B
  • View TRP Profile
  • View Questions on TRP

Q: I am looking to sell half of my shares in TRP can you name two stocks that would have more upside in this space.

Upvote 0

Read Answer Asked by Roy on August 28, 2021

• NVIDIA Corporation (NVDA $201.32)
  • $201.32 P/E (TTM): 57.69X Cap: $5.02T
  • View NVDA Profile
  • View Questions on NVDA
• Twitter Inc. (TWTR)
  • Cap: $41.09B
  • View TWTR Profile
  • View Questions on TWTR
• Advanced Micro Devices Inc. (AMD $248.86)
  • $248.86 P/E (TTM): 147.88X Cap: $421.37B
  • View AMD Profile
  • View Questions on AMD

Q: I am thinking to sell TWTR and replace it with AMD or NVDA.
What do you think?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on August 28, 2021

Q: The National Bank of Canada has recently introduced online trading for $0/stock trades and $1.25/contract for option trades. Their trading platform is free if you do a minimum 15 trades/month. I calculate saving about $350/month if I switch from the TD. Do you see any downside?

Upvote 0

Read Answer Asked by Myles on August 28, 2021

• Real Matters Inc. (REAL $7.20)
  • $7.20 Cap: $533M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: What is the latest information on the forward P/E for REAL? It would seem with the price drop REAL must be cheap by now. Let's assume REAL is successful with the onboarding of the tier one client, which they are being quite careful about, and growth continues. Isn't there an opportunity here for new buyers of REAL?

Upvote 0

Read Answer Asked by Robert on August 28, 2021

• Descartes Systems Group Inc. (The) (DSG $122.11)
  • $122.11 P/E (TTM): 52.3X Cap: $10.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $168.51)
  • $168.51 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Between DSG and KXS, which stock would you side with and why?

Thank you,

Upvote 0

Read Answer Asked by Kirk on August 28, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.04)
  • $46.04 P/E (TTM): 5.86X Cap: $3.19B
  • View VEE Profile
  • View Questions on VEE
• iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV $64.80)
  • $64.80 P/E (TTM): 32.9X Cap: $4.25B
  • View EEMV Profile
  • View Questions on EEMV

Q: Can you recommend 2 value focused emerging market index/etf funds, one of which does not include Chinese companies and and one that does. Thanks for your guidance.

Upvote 0

Read Answer Asked by Ian on August 28, 2021

• goeasy Ltd. (GSY $166.90)
  • $166.90 P/E (TTM): 10.14X Cap: $2.69B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Good Morning,

I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.

Sorry for putting the team on the spot!

It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol

Upvote 0

Read Answer Asked by Kelly on August 28, 2021

• Nova Royalty Corp. (NOVR $1.49)
  • $1.49 Cap: $140M
  • View NOVR Profile
  • View Questions on NOVR

Q: NOVR What is your opinion on this royalty trust. Would you see this as the best way to play copper and nickel appreciation or are there other trusts/companies that you would prefer. Thank for your expertise.

Upvote 0

Read Answer Asked by Ian on August 28, 2021

• Loral Space and Communications Inc. (LORL)
  • P/E (TTM): 13.21X Cap: $1.28B
  • View LORL Profile
  • View Questions on LORL

Q: What is your opinion re this company (and the upcoming merger with Telesat)? With the current interest in "space" stocks, an upcoming NASDAQ listing for the combined company and the recent Canadian goverment contract announcement regarding their low orbit satellites it appears to be an interesting opportunity.

Upvote 0

Read Answer Asked by David on August 28, 2021

• Aurinia Pharmaceuticals Inc (AUPH $14.57)
  • $14.57 P/E (TTM): 30.63X Cap: $1.65B
  • View AUPH Profile
  • View Questions on AUPH

Q: Thoughts on auph and good recent momentum.Thanks.

Upvote 0

Read Answer Asked by Maurice on August 28, 2021

• Bank of Montreal (BMO $173.75)
  • $173.75 P/E (TTM): 14.48X Cap: $125.70B
  • View BMO Profile
  • View Questions on BMO
• Manulife Financial Corporation (MFC $46.07)
  • $46.07 P/E (TTM): 14.35X Cap: $78.84B
  • View MFC Profile
  • View Questions on MFC
• Canadian Imperial Bank Of Commerce (CM $116.12)
  • $116.12 P/E (TTM): 14.04X Cap: $109.52B
  • View CM Profile
  • View Questions on CM
• Sun Life Financial Inc. (SLF $85.55)
  • $85.55 P/E (TTM): 15.6X Cap: $48.73B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Bank of Nova Scotia (The) (BNS $65.08)
  • $65.08 P/E (TTM): 17.69X Cap: $81.48B
  • View BNS Profile
  • View Questions on BNS

Q: Hi Peter,
With reported earnings and the potential for dividend hikes later this year, what looks better to you now; Cdn Banks or Cdn Insurance Co's ?
Is there any noticable advantage or disadvantage to holding a covered call on a Company etc if/when they raise their dividend ?
Thank you.

Upvote 0

Read Answer Asked by Paul on August 28, 2021

• Knight Therapeutics Inc. (GUD $5.81)
  • $5.81 Cap: $581M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: GUD's Statement of Cash Flows for the 3 months ended June 30, 2021 shows a 'Purchase of intangible assets' of $217 million, but I could not find an explanation for this significant investment in the MD&A. I would appreciate your comments on this item. Thank you. Edward

Upvote 0

Read Answer Asked by Edward on August 28, 2021