Investment Q&A

• Ultra Clean Holdings Inc. (UCTT $22.51)
  • $22.51 Cap: $1.02B
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Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

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Read Answer Asked by Jason on June 10, 2021

• Canadian Natural Resources Limited (CNQ $41.94)
  • $41.94 P/E (TTM): 10.43X Cap: $87.60B
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Q: Hi there
Looking for 5iii s thoughts on taking CNQ off the table after the
Mar 2020 correction or is there more room to run ?

Ty and keep up the great work your team does

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Read Answer Asked by Brant on June 10, 2021

• North West Company Inc. (The) (NWC $51.46)
  • $51.46 P/E (TTM): 18.34X Cap: $2.45B
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Q: Your thoughts on their quarterly results?
Thanks...Steve

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Read Answer Asked by Stephen on June 10, 2021

• Brookfield Asset Management Inc Class A Limited (BAM $59.01)
  • $59.01 P/E (TTM): 40.67X Cap: $95.18B
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Q: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx

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Read Answer Asked by Adam on June 10, 2021

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
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Q: Can you give me your opinion on Kwe and do you have any insight on why the stock is dropping?

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Read Answer Asked by Mike on June 10, 2021

• Core Natural Resources Inc Com (CNR $69.75)
  • $69.75 Cap: $3.57B
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Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul

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Read Answer Asked by Paul on June 10, 2021

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Hi 5i team
Could I please get your thoughts on Primo water.
Many thanks Ken

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Read Answer Asked by Ken on June 10, 2021

• Canadian National Railway Company (CNR $130.75)
  • $130.75 P/E (TTM): 17.93X Cap: $81.61B
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• Finning International Inc. (FTT $56.07)
  • $56.07 P/E (TTM): 12.22X Cap: $7.43B
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• Mullen Group Ltd. (MTL $13.71)
  • $13.71 P/E (TTM): 12.57X Cap: $1.19B
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• Bird Construction Inc. (BDT $23.53)
  • $23.53 P/E (TTM): 13.1X Cap: $1.30B
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Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

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Read Answer Asked by Robert on June 09, 2021

• FedEx Corporation (FDX $225.28)
  • $225.28 P/E (TTM): 13.52X Cap: $53.14B
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• United Parcel Service Inc. (UPS $86.15)
  • $86.15 P/E (TTM): 12.69X Cap: $73.01B
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Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

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Read Answer Asked by Dawn on June 09, 2021

• Salona Global Medical Device Corporation (SGMD)
  • Cap: $17M
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Q: Hi guys
Had a pleasant surprise today, for a change, a company that I had written off, started trading today after a long halt, change of business, it is trading at $ ,70 or so, my cost base is $.35, can you tell me something about this one, how does the future look, should I blow it out, or hold on, in your opinion.
thanks for your time and keep safe
Auftar

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Read Answer Asked by auftar on June 09, 2021

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
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Q: Has KWE made any progress since your comments re the company in early 2021? Given its substantial fall in share price, do you find it a compelling buy?

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Read Answer Asked by Theodore on June 09, 2021

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $8.12)
  • $8.12 Cap: $1.61B
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Q: Any thoughts on this IPO?
Are there any comparable stocks that could be used to determine value?

TJ

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Read Answer Asked by Travis on June 09, 2021

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $69.96)
  • $69.96 P/E (TTM): 5.77X Cap: $2.56B
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• Mawer Global Equity Fund Series A (MAW120 $47.18)
  • $47.18 P/E (TTM): 16.7X Cap: $1.37B
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• Vanguard All-Equity ETF Portfolio (VEQT $50.22)
  • $50.22 P/E (TTM): 24.48X Cap: $8.08B
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Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you

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Read Answer Asked by Huy on June 09, 2021

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

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Read Answer Asked by Peter on June 09, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

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Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $10.89)
  • $10.89 Cap: $5.82B
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Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

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Read Answer Asked by NAIM on June 09, 2021

• Monster Beverage Corporation (MNST $64.36)
  • $64.36 P/E (TTM): 42.36X Cap: $62.84B
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• Celsius Holdings Inc. (CELH $62.07)
  • $62.07 P/E (TTM): 187.73X Cap: $16.01B
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Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

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Read Answer Asked by Greg on June 09, 2021

• Dollarama Inc. (DOL $197.02)
  • $197.02 P/E (TTM): 44.54X Cap: $54.61B
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Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.

Thx

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Read Answer Asked by Christopher on June 09, 2021

• BlackLine Inc. (BL $52.85)
  • $52.85 P/E (TTM): 37.85X Cap: $3.27B
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Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

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Read Answer Asked on June 09, 2021

Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!

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Read Answer Asked by Justin on June 09, 2021