Investment Q&A

• Stella-Jones Inc. (SJ $74.50)
  • $74.50 P/E (TTM): 13.37X Cap: $4.36B
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• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.26X Cap: $3.06B
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• Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95)
  • $66.95 P/E (TTM): 30.71X Cap: $858M
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• Topicus.com Inc. (TOI $183.00)
  • $183.00 P/E (TTM): 96.56X Cap: $24.02B
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Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.

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Read Answer Asked by Ben on August 09, 2021

• Loblaw Companies Limited (L $227.43)
  • $227.43 P/E (TTM): 28.04X Cap: $68.68B
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Q: Any reason why Loblaws has increased so much when it is usually a defensive play?
Do you think this is sustainable?

thanks, Paul

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Read Answer Asked by Paul on August 09, 2021

• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 52.11X Cap: $37.12B
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• TFI International Inc. (TFII $119.03)
  • $119.03 P/E (TTM): 20.67X Cap: $10.33B
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Q: Hi Folks
I currently hold WSP in my TFSA. I am looking at adding either TFII or WSP to my non-registered account - I hold CAE in the account now - what would you recommend - add some more WSP or start a new position with TFII? In my industrial Sector across all portfolios, I hold CN, CAE and WSP.
Thanks

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Read Answer Asked by JOHN on August 09, 2021

• Antero Resources Corporation (AR $33.08)
  • $33.08 P/E (TTM): 45.99X Cap: $10.28B
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Q: Hello Peter and 5i team,

Could you please give your opinion on Antero Resources?
Natural gas prices have been stronger than expected yet Antero missed earning estimates by a wide margin. Is it because of hedging or other factors? It is one of the largest producers and could benefit from the natural gas price in the near term.
Where do you see the stock going forward?
Thanks.

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Read Answer Asked by Rajiv on August 09, 2021

• Maple Leaf Foods Inc. (MFI $31.96)
  • $31.96 P/E (TTM): 38.79X Cap: $3.65B
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Q: Hi Peter

Can you comment on MFI quarterly results. The YoY comparison does not look good, still the stock popped by over 7%

BTW, one of the team members has set a very large font. Their answers, appears really big...

Thanks

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Read Answer Asked by Greyhair on August 09, 2021

• TFI International Inc. (TFII $119.03)
  • $119.03 P/E (TTM): 20.67X Cap: $10.33B
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
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• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 32.61X Cap: $4.12B
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• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.3X Cap: $1.45B
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• Balanced Equity Portfolio (BEPORT)
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Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

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Read Answer Asked by Marc on August 09, 2021

Q: Hello - I have some funds that I am looking to invest. Longer term (5+ year) holds. Could you give me your top 10 buy now bigger name picks and top 3 small caps?

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Read Answer Asked by Ray on August 09, 2021

• QUALCOMM Incorporated (QCOM $145.90)
  • $145.90 P/E (TTM): 14.17X Cap: $157.36B
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• Magna International Inc. (MG $58.52)
  • $58.52 P/E (TTM): 10.5X Cap: $16.52B
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• Veoneer Inc. (VNE $36.95)
  • $36.95 Cap: $4.13B
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Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?

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Read Answer Asked by JR on August 09, 2021

• Whitecap Resources Inc. (WCP $10.14)
  • $10.14 P/E (TTM): 7.03X Cap: $5.99B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.52X Cap: $239M
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Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

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Read Answer Asked by Roy on August 09, 2021

• Richards Packaging Income Fund (RPI.UN $32.52)
  • $32.52 P/E (TTM): 16.06X Cap: $358M
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Q: Just starting a new TFSA account. Looking for dividend growth, dividend yield and share price appreciation. Can you please list 5 Canadian stocks that fit this requirement.

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Read Answer Asked by Ric on August 09, 2021

• INVESCO MORTGAGE CAPITAL INC (IVR $7.60)
  • $7.60 P/E (TTM): 18.48X Cap: $499M
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Q: Can you please comment on the quarter results and outlook?

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Read Answer Asked by Rick on August 09, 2021

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.38X Cap: $1.56B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.52X Cap: $239M
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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• Cascades Inc. (CAS $9.35)
  • $9.35 Cap: $912M
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• Fastly Inc. Class A (FSLY $7.46)
  • $7.46 Cap: $944M
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Q: I own all 5 of these stocks and they all reported in the last 24 hours. Thoughts on the latest quarter for each ?

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Read Answer Asked by Randy on August 09, 2021

• Apple Inc. (AAPL $220.03)
  • $220.03 P/E (TTM): 31.61X Cap: $3.16T
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• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 29.85X Cap: $1.93T
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• Alphabet Inc. (GOOG $197.28)
  • $197.28 P/E (TTM): 21.8X Cap: $2.38T
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
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• The Walt Disney Company (DIS $112.88)
  • $112.88 P/E (TTM): 24.15X Cap: $207.04B
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• Manulife Financial Corporation (MFC $41.34)
  • $41.34 P/E (TTM): 16.01X Cap: $74.09B
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• Canadian Natural Resources Limited (CNQ $41.81)
  • $41.81 P/E (TTM): 12.13X Cap: $90.26B
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• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
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• Magna International Inc. (MG $58.52)
  • $58.52 P/E (TTM): 10.5X Cap: $16.52B
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• Open Text Corporation (OTEX $38.65)
  • $38.65 P/E (TTM): 11.77X Cap: $10.57B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.57)
  • $41.57 P/E (TTM): 524.69X Cap: $27.83B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.95)
  • $16.95 Cap: $2.36B
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Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

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Read Answer Asked by Aly on August 09, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.

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Read Answer Asked on August 09, 2021

Q: Hi,
Can you please tell me the expected earning results for Acuityads next week on 10th

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Read Answer Asked by Mohit on August 09, 2021

• Manulife Financial Corporation (MFC $41.34)
  • $41.34 P/E (TTM): 16.01X Cap: $74.09B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.52X Cap: $239M
  • View ADW.A Profile
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  • View Reports on ADW.A

Q: Please comment on Q2 results for both ADW.A and MFC.
Thanks...Steve

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Read Answer Asked by Stephen on August 09, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
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Q: Hi, Please correct me if I am wrong. 5i completely eliminated SHOP holding from all its portfolios, a little while ago and has never bought it back. I know, Shopify is among your Top favorite names and will check all the boxes for the Growth Portfolio. Could you please help me understand. Thanks

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Read Answer Asked by rajeev on August 09, 2021

• Trisura Group Ltd. (TSU $41.36)
  • $41.36 P/E (TTM): 18.21X Cap: $1.98B
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Q: Please comment on the Q2 earnings for Trisura.

Thanks

Peter

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Read Answer Asked by Peter on August 06, 2021

• NVIDIA Corporation (NVDA $180.77)
  • $180.77 P/E (TTM): 57.5X Cap: $4.37T
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• QUALCOMM Incorporated (QCOM $145.90)
  • $145.90 P/E (TTM): 14.17X Cap: $157.36B
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $100.09B
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• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.06)
  • $58.06 P/E (TTM): 55.32X Cap: $3.78B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.27)
  • $78.27 P/E (TTM): 1.27X Cap: $666M
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• INVESCO QQQ Trust (QQQ $569.24)
  • $569.24 P/E (TTM): 59.46X Cap: $362.51B
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• Vanguard Information Technology ETF (VGT $693.20)
  • $693.20 P/E (TTM): 81.09X Cap: $86.72B
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• Pinterest Inc. Class A (PINS $39.17)
  • $39.17 P/E (TTM): 14.14X Cap: $26.45B
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• TD Global Technology Leaders Index ETF (TEC $48.85)
  • $48.85 P/E (TTM): 52.94X Cap: $3.16B
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• Topicus.com Inc. (TOI $183.00)
  • $183.00 P/E (TTM): 96.56X Cap: $24.02B
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Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.

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Read Answer Asked by Donna on August 06, 2021

• Intercontinental Exchange Inc. (ICE $188.02)
  • $188.02 P/E (TTM): 38.8X Cap: $107.64B
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• TMX Group Limited (X $57.75)
  • $57.75 P/E (TTM): 36.01X Cap: $15.65B
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Q: Dear 5i,
Is ICE basically the same type of business as TMX Group but, in different markets? Can I get your thoughts on these two? What risks are associated with these?
thanks

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Read Answer Asked by Ian on August 06, 2021