Investment Q&A

• Petco Health and Wellness Company Inc. (WOOF $2.96)
  • $2.96 Cap: $924M
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• Pet Valu Holdings Ltd. (PET $33.28)
  • $33.28 P/E (TTM): 26.0X Cap: $2.33B
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Q: What are your thoughts on starting a position in WOOF given it's current price (near IPO price) and downtrend this past year?

Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.

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Read Answer Asked by David on November 25, 2021

• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• Global X Lithium & Battery Tech ETF (LIT $41.36)
  • $41.36 P/E (TTM): 82.41X Cap: $936M
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Q: Him

I have about 5% of my portfolio in LIT and LAC. What do you think of lithium prices in the next few years? Is it sustainable. I fear another 2019 slide.

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Read Answer Asked by Graeme on November 25, 2021

• Imaflex Inc. (IFX $1.27)
  • $1.27 P/E (TTM): 11.55X Cap: $66M
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Q: I would appreciate your comments on the 3rd q. I do not have access to analyst expectations. I am interested in this company because of the potential of their new product Advaseal as the market is huge and they expect double the profit margin.

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Read Answer Asked by Murray on November 25, 2021

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

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Read Answer Asked by Michelle on November 25, 2021

• Canadian Net Real Estate Investment Trus (NET.UN $5.50)
  • $5.50 Cap: $113M
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Q: What do you think of the latest quarter?

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Read Answer Asked by Eugene on November 25, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.12)
  • $0.12 Cap: $18M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Pinterest Inc. Class A (PINS $38.35)
  • $38.35 P/E (TTM): 13.74X Cap: $25.54B
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• Palantir Technologies Inc. (PLTR $158.83)
  • $158.83 P/E (TTM): 670.74X Cap: $364.06B
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Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

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Read Answer Asked by Marco on November 25, 2021

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Hi,
Thoughts on numbers for MTLO today?
thanks

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Read Answer Asked by Chris on November 25, 2021

• Booking Holdings Inc. (BKNG $5,345.36)
  • $5,345.36 P/E (TTM): 33.58X Cap: $174.56B
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• Airbnb Inc. (ABNB $129.28)
  • $129.28 P/E (TTM): 32.49X Cap: $80.19B
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Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!

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Read Answer Asked by James on November 25, 2021

• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 222.77X Cap: $4.06B
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Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al

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Read Answer Asked by alex on November 25, 2021

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• Leon's Furniture Limited (LNF $27.39)
  • $27.39 P/E (TTM): 11.81X Cap: $1.86B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

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Read Answer Asked by Steve on November 25, 2021

• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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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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• CrowdStrike Holdings Inc. (CRWD $451.08)
  • $451.08 Cap: $111.32B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

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Read Answer Asked by Peter on November 25, 2021

• Guardant Health Inc. (GH $41.41)
  • $41.41 Cap: $5.16B
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Q: Good evening,
I looked everywhere for news that can justify the over 15% move in the stock today. No press release on their website?

Do you see any news or have you any idea what's behind the move?
Thanks, grateful as always!

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Read Answer Asked by Denis on November 25, 2021

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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Q: Will the proposed merger of Rogers and Shaw affect your opinion of Telus?. Is there another name in the same sector that you would prefer?

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Read Answer Asked by Allan on November 25, 2021

• Vodafone Group Plc (VOD $10.99)
  • $10.99 Cap: $26.81B
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• Orange (ORAN)
  • P/E (TTM): 11.71X Cap: $29.65B
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Q: I’m interested in the French telecom ORAN. Does it have enough exposure to be considered a play on population growth in Africa? Would VOD be better? Also wondering if it’s a 5G play as well. Thanks for your thoughts.

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Read Answer Asked by Brian on November 25, 2021

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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• ATS Corporation (ATS $41.24)
  • $41.24 Cap: $4.02B
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• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
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Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

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Read Answer Asked by Travis on November 25, 2021

• Autodesk Inc. (ADSK $299.28)
  • $299.28 P/E (TTM): 63.6X Cap: $63.56B
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Q: Can you comment on the recent sharp drop in the share price of Autodesk.

It doesn't seem a fundamental problem in which case it does seem a buying opportunity.

Kevin

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Read Answer Asked by Kevin on November 24, 2021

Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?

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Read Answer Asked by TERRY on November 24, 2021

• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

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Read Answer Asked by Eugene on November 24, 2021

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: Would appreciate your analysis of yesterday's Q4 and FY 2021 results. At first glance, the 11 % decline in SP seems to be an overreaction.

Thanks as always

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Read Answer Asked by karl on November 24, 2021

• Salesforce Inc. (CRM $251.85)
  • $251.85 P/E (TTM): 39.24X Cap: $239.70B
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Q: Why the recent drop in Salesforce?

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Read Answer Asked by Lori on November 24, 2021