Investment Q&A

• Enphase Energy Inc. (ENPH $31.69)
  • $31.69 P/E (TTM): 28.83X Cap: $4.14B
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Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.

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Read Answer Asked by Lesley on October 22, 2020

• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
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• George Weston Limited (WN $260.42)
  • $260.42 P/E (TTM): 33.34X Cap: $33.67B
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• Metro Inc. (MRU $105.38)
  • $105.38 P/E (TTM): 23.68X Cap: $23.12B
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Q: For long term hold and to choose only one, which one of the following would you pick and why:

. Metro
. Loblaws or George Weston

Thanks

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Read Answer Asked by Steve on October 22, 2020

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
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Q: Hello There,

Can you share your thoughts about DISCA stock? I personally finding it a great value stock with earning yield above 16%. However looking at its trend, it doesn't seem to gaining anyone's attention for quite sometime.

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Read Answer Asked by Chandan on October 22, 2020

• Gilead Sciences Inc. (GILD $114.51)
  • $114.51 P/E (TTM): 23.78X Cap: $142.44B
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• AbbVie Inc. (ABBV $197.19)
  • $197.19 P/E (TTM): 83.43X Cap: $348.31B
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: Hi Group I have held GILD for 2 yrs and its just keeps going down is it time to take the loss ? (down 25%) also owned ABBV for 2 yrs also it to is a loser I know you like it please explain why I should continue to hold or? lastly GUD is a dog that I have been holding since the $10 plus days (they clearly are long gone is this a candidate for tax loss selling? appreciate your help on the above 3 questions

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Read Answer Asked by Terence on October 22, 2020

• Booz Allen Hamilton Holding Corporation (BAH $111.43)
  • $111.43 P/E (TTM): 15.17X Cap: $13.73B
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• Palantir Technologies Inc. (PLTR $160.66)
  • $160.66 P/E (TTM): 670.74X Cap: $379.14B
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Q: Hi 5i,

Are these two in the same space? If you could only own one, which would you choose?

TIA!

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Read Answer Asked by Wayne on October 22, 2020

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: I hold a position in GUD and am considering selling it to harvest a tax loss. Looking at the chart, a downtrend, when would be the ideal time to sell?.....Tom

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Read Answer Asked by Tom on October 22, 2020

• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.97B
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Q: What do you think of PayPal entering the crypto market? Is there an investable crypto/bitcoin etf?

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Read Answer Asked by Helen on October 22, 2020

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
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• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: You have referred to some stocks and ETFs as CORE. What percentage of portfolio would you recommend as core (relative to satellite holdings) and what would be the number of core stocks and ETFs for diversification. What core stocks and ETFs across all sectors would you recommend?.

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Read Answer Asked by sam on October 22, 2020

• Miscellaneous (MISC)
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Q: Just a general question re a company's market cap. When a company's stock rises dramatically and the shares are bought and sold in the secondary market, how does a company become more valuable and richer even though they don't receive any of the proceeds, since i would think it wouldn't affect the bottom line, thanks??

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Read Answer Asked by Pat on October 22, 2020

• Ameresco Inc. Class A (AMRC $16.70)
  • $16.70 P/E (TTM): 15.41X Cap: $879M
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Q: Hello 5i, could I have your assessment of Ameresco with regards to its growth prospects/ debt etc.
Thank you so much!!
Dave

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Read Answer Asked by Dave on October 22, 2020

• Questor Technology Inc. (QST $0.54)
  • $0.54 Cap: $14M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.69)
  • $37.69 P/E (TTM): 5.68X Cap: $978M
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Q: HI uys.. Could you think of anything I should do with these 3vstocksdown about 9000.00 since I bought them. thanks fot the input as always.. cliff

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Read Answer Asked by cliff on October 22, 2020

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: I've held CRH for a number of years riding it up to $12 and back down again. What are your thoughts on this company, should I sell or hold?

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Read Answer Asked by Brendon on October 22, 2020

Q: What do you think of gdv Thanks Phil

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Read Answer Asked by philip on October 22, 2020

• Metalla Royalty & Streaming Ltd. (MTA $5.43)
  • $5.43 Cap: $485M
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Q: Hi 5i,

The Gold price is doing pretty well. Metalla recently stopped paying their dividend (re: Covid is the reason stated on their web site).

Can you comment on the companies fundamentals, recommmendations to hold moving forward and the chances they will reinstate the dividend. Thanks !

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Read Answer Asked by Jim on October 22, 2020

• Replenish Nutrients Holdings Corp Com (ERTH $0.08)
  • $0.08 Cap: $12M
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Q: Hi 5i,

I am curious if you have an opinion on ERTH:CNX ?

Thanks for your excellent service.

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Read Answer Asked by Jim on October 22, 2020

• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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Q: Hello,
Would you consider this stock a buy with the recent drop in the stock from its highs of $22.47 to today’s price $ 15.50.
Thank you

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Read Answer Asked by Josette on October 22, 2020

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.74B
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• Veeva Systems Inc. Class A (VEEV $285.28)
  • $285.28 P/E (TTM): 59.73X Cap: $46.61B
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• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $44.11B
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• Roku Inc. (ROKU $85.83)
  • $85.83 Cap: $12.64B
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Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?

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Read Answer Asked by Patrick on October 22, 2020

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $726M
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Q: Who would be the main competitor to dnd, and how does dnd stack up to this company
Thanks

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Read Answer Asked by Leon on October 22, 2020

• iRobot Corporation (IRBT $4.13)
  • $4.13 Cap: $128M
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Q: Haven't seen a question on this one in a while, what are you current thoughts?

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Read Answer Asked by Danielle on October 22, 2020

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
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Q: Hi Peter/Ryan can I get your opinion of Pat I've held it in my RRSP since Jan 2019. Is it worth holding on to at this point I'm down about 75%. Thanks

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Read Answer Asked by Nick on October 22, 2020