Investment Q&A

• Granite Real Estate Investment Trust (GRT.UN $79.10)
  • $79.10 P/E (TTM): 20.75X Cap: $4.80B
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• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: May I have your comments on earnings please. Super service!

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Read Answer Asked by Margot on November 06, 2021

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.66)
  • $15.66 P/E (TTM): 82.42X Cap: $1.52B
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Q: Hello,

Can you please comment on GOOS's quarterly results?

Thanks!

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Read Answer Asked by NAIM on November 06, 2021

• Arista Networks Inc. (ANET $136.89)
  • $136.89 P/E (TTM): 57.93X Cap: $172.56B
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Q: Good day,

It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service

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Read Answer Asked by Brian on November 06, 2021

• Cameco Corporation (CCO $104.64)
  • $104.64 P/E (TTM): 84.91X Cap: $45.46B
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Q: Hello 5i,
What is your opinion of UROY, Uranium Royalty Corp., as an investment in the uranium space? Do you have a preferred stock in the area? Thank you. cheers

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Read Answer Asked by Hans on November 06, 2021

• Salesforce Inc. (CRM $242.69)
  • $242.69 P/E (TTM): 37.94X Cap: $231.77B
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• Constellation Software Inc. (CSU $4,388.90)
  • $4,388.90 P/E (TTM): 107.98X Cap: $92.25B
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• Kinaxis Inc. (KXS $198.78)
  • $198.78 P/E (TTM): 167.12X Cap: $5.59B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.77)
  • $196.77 P/E (TTM): 79.78X Cap: $254.15B
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• Atlassian Corporation (TEAM $168.85)
  • $168.85 Cap: $43.83B
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• Veeva Systems Inc. Class A (VEEV $282.79)
  • $282.79 P/E (TTM): 59.58X Cap: $45.85B
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• The Trade Desk Inc. (TTD $55.14)
  • $55.14 P/E (TTM): 62.8X Cap: $25.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.07)
  • $17.07 Cap: $2.35B
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• CrowdStrike Holdings Inc. (CRWD $424.33)
  • $424.33 Cap: $106.65B
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• Topicus.com Inc. (TOI $169.37)
  • $169.37 P/E (TTM): 81.5X Cap: $14.05B
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Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom

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Read Answer Asked by Tom on November 06, 2021

• Alphabet Inc. (GOOG $203.85)
  • $203.85 P/E (TTM): 21.85X Cap: $2.47T
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• Descartes Systems Group Inc. (The) (DSG $136.14)
  • $136.14 P/E (TTM): 59.35X Cap: $11.64B
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Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.

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Read Answer Asked by Michael on November 06, 2021

• Magellan Aerospace Corporation (MAL $15.40)
  • $15.40 P/E (TTM): 22.13X Cap: $885M
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• MDA Space Ltd. (MDA $45.94)
  • $45.94 P/E (TTM): 50.1X Cap: $5.62B
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Q: Hi Peter/Ryan if you could only buy 1 of these due to limited cash available which one would it be as an overall better pick for a TFSA. Thanks

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Read Answer Asked by Nick on November 06, 2021

• VIQ Solutions Inc. (VQS $0.21)
  • $0.21 Cap: $11M
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Q: Would you endorse selling VQS and buying back in 30 days?

Thanks for your service?

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Read Answer Asked by Ozzie on November 06, 2021

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.19)
  • $80.19 P/E (TTM): 16.1X Cap: $14.06B
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• Magna International Inc. (MG $61.07)
  • $61.07 P/E (TTM): 10.43X Cap: $17.24B
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Q: Hi Peter, Ryan, and Team,

I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.

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Read Answer Asked by Jerry on November 06, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $34.41)
  • $34.41 Cap: $22.34B
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Q: Between these two which might offer the best opportunity for growth over the next 5 years or so

gm

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Read Answer Asked by Gary on November 06, 2021

• Mitek Systems Inc. (MITK $10.25)
  • $10.25 P/E (TTM): 30.21X Cap: $457M
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Q: Earnings beat but MITK has sold off... buying opportunity or is there something in the earnings report that says caution?

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Read Answer Asked by Harry on November 06, 2021

• BMO Equal Weight Banks Index ETF (ZEB $47.98)
  • $47.98 P/E (TTM): 12.49X Cap: $4B
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Q: Hi 5i
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks

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Read Answer Asked by Gordon on November 06, 2021

• The Trade Desk Inc. (TTD $55.14)
  • $55.14 P/E (TTM): 62.8X Cap: $25.48B
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Q: With a capitalization of approximately $400m , would $100 of this be cash?
If so , in your opinion, does this make it attractive as a takeover candidate?

Roy

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Read Answer Asked by Roy on November 06, 2021

• Mitek Systems Inc. (MITK $10.25)
  • $10.25 P/E (TTM): 30.21X Cap: $457M
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Q: Hello 5i team!

Kindly provide your analysis of recent earnings results and management commentary?

To what do you attribute the stock price drop?

You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?

At this time what is your 1 to 3 year medium for this stock price?

Thank you for your helpful and knowledgeable analysis and opinions.

SG

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Read Answer Asked by SG on November 06, 2021

• BRP Inc. Subordinate Voting Shares (DOO $79.87)
  • $79.87 Cap: $5.71B
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• goeasy Ltd. (GSY $205.88)
  • $205.88 P/E (TTM): 12.28X Cap: $3.28B
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• lululemon athletica inc. (LULU $206.24)
  • $206.24 P/E (TTM): 13.5X Cap: $22.76B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.78)
  • $76.78 P/E (TTM): 38.28X Cap: $8.74B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.66)
  • $15.66 P/E (TTM): 82.42X Cap: $1.52B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $13.49)
  • $13.49 Cap: $144M
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• Brookfield Asset Management Inc Class A Limited (BAM $61.12)
  • $61.12 P/E (TTM): 41.9X Cap: $99.06B
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• Trane Technologies plc (TT $428.26)
  • $428.26 P/E (TTM): 33.61X Cap: $94.21B
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• Celsius Holdings Inc. (CELH $60.20)
  • $60.20 P/E (TTM): 173.64X Cap: $14.78B
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Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

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Read Answer Asked by Curtis on November 06, 2021

• Cameco Corporation (CCO $104.64)
  • $104.64 P/E (TTM): 84.91X Cap: $45.46B
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• Denison Mines Corp. (DML $2.83)
  • $2.83 Cap: $2.51B
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• Sprott Physical Uranium Trust (U.UN $23.40)
  • $23.40 P/E (TTM): 2.53X Cap: $5.30B
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Q: please advise your top 2-3 choices for a uranium / nuclear energy etf .

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Read Answer Asked by andrew on November 06, 2021

Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.

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Read Answer Asked by Vinod on November 06, 2021

• First Mining Gold Corp. (FF $0.18)
  • $0.18 Cap: $230M
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Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?

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Read Answer Asked by Conrad L on November 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Costco Wholesale Corporation (COST $976.76)
  • $976.76 P/E (TTM): 56.78X Cap: $431.07B
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• Morgan Stanley (MS $144.30)
  • $144.30 P/E (TTM): 16.96X Cap: $230.87B
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• Royal Bank of Canada (RY $188.11)
  • $188.11 P/E (TTM): 20.38X Cap: $265.69B
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• Sun Life Financial Inc. (SLF $80.45)
  • $80.45 P/E (TTM): 14.67X Cap: $45.61B
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• TMX Group Limited (X $57.07)
  • $57.07 P/E (TTM): 37.45X Cap: $15.82B
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• BRP Inc. Subordinate Voting Shares (DOO $79.87)
  • $79.87 Cap: $5.71B
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• Magna International Inc. (MG $61.07)
  • $61.07 P/E (TTM): 10.43X Cap: $17.24B
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• lululemon athletica inc. (LULU $206.24)
  • $206.24 P/E (TTM): 13.5X Cap: $22.76B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.78)
  • $76.78 P/E (TTM): 38.28X Cap: $8.74B
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• Cencora Inc. (COR $291.03)
  • $291.03 P/E (TTM): 33.89X Cap: $56.77B
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• Trisura Group Ltd. (TSU $41.86)
  • $41.86 P/E (TTM): 16.78X Cap: $1.97B
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• Celsius Holdings Inc. (CELH $60.20)
  • $60.20 P/E (TTM): 173.64X Cap: $14.78B
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Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

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Read Answer Asked by kevin on November 06, 2021

• Trane Technologies plc (TT $428.26)
  • $428.26 P/E (TTM): 33.61X Cap: $94.21B
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Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike

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Read Answer Asked by michael on November 06, 2021