Investment Q&A

• Kelt Exploration Ltd. (KEL $7.52)
  • $7.52 P/E (TTM): 27.11X Cap: $1.51B
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• Tamarack Valley Energy Ltd. (TVE $7.77)
  • $7.77 Cap: $384M
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• Suncor Energy Inc. (SU $43.13)
  • $43.13 P/E (TTM): 13.78X Cap: $51.35B
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Q: A recent question for picks in the Energy Sector excluded the 3 Portfolio stocks above to go with TOU, WCP, CVE, CNQ, ARX, ZEO (ETF), XEG (ETF).

Please explain why.

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Read Answer Asked by Jeff on May 02, 2022

• Amazon.com Inc. (AMZN $228.28)
  • $228.28 P/E (TTM): 32.11X Cap: $2.43T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.90)
  • $233.90 P/E (TTM): 148.84X Cap: $304.23B
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• CrowdStrike Holdings Inc. (CRWD $483.47)
  • $483.47 Cap: $121.32B
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• Topicus.com Inc. (TOI $125.33)
  • $125.33 P/E (TTM): 1073.26X Cap: $10.70B
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Q: In view of a upcoming possible recession I am considering switching Shop for Toi, and Amazon for Crwd for a 3 to 5 year hold ,
May I have your thoughts, please

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Read Answer Asked by Terry on May 02, 2022

• Postal Realty Trust Inc. Class A (PSTL $16.10)
  • $16.10 P/E (TTM): 33.46X Cap: $417M
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Q: Is this security a good idea for an income portfolio or is it the 2022 equivalent of « the Yellow Pages »?

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Read Answer Asked by David on May 02, 2022

• Chevron Corporation (CVX $149.98)
  • $149.98 P/E (TTM): 20.78X Cap: $297.49B
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• Phillips 66 (PSX $129.38)
  • $129.38 P/E (TTM): 34.74X Cap: $51.93B
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• Valero Energy Corporation (VLO $164.04)
  • $164.04 P/E (TTM): 33.27X Cap: $49.62B
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• Suncor Energy Inc. (SU $59.28)
  • $59.28 P/E (TTM): 13.78X Cap: $70.84B
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Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary

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Read Answer Asked by Gary on May 02, 2022

• Juniper Networks Inc. (JNPR)
  • P/E (TTM): 38.03X Cap: $13.35B
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Q: What is your perception of JNPR’s current prospects?

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Read Answer Asked by David on May 02, 2022

• Suncor Energy Inc. (SU $59.28)
  • $59.28 P/E (TTM): 13.78X Cap: $70.84B
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• Canadian Natural Resources Limited (CNQ $44.42)
  • $44.42 P/E (TTM): 13.88X Cap: $91.63B
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Q: What is your take on the Suncor and Elliot investor news ? How is it likely to play out and its effect on others ? like CNQ

Thanks

Greg

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Read Answer Asked by Greg on May 02, 2022

• Canadian National Railway Company (CNR $134.86)
  • $134.86 P/E (TTM): 18.38X Cap: $83.39B
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Q: what could the upside be for cnr in 2023??

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Read Answer Asked by JOHN on May 02, 2022

• Eli Lilly and Company (LLY $1,069.80)
  • $1,069.80 P/E (TTM): 52.42X Cap: $1.01T
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• Pfizer Inc. (PFE $25.23)
  • $25.23 P/E (TTM): 14.65X Cap: $143.22B
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• Suncor Energy Inc. (SU $59.28)
  • $59.28 P/E (TTM): 13.78X Cap: $70.84B
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• Enbridge Inc. (ENB $64.31)
  • $64.31 P/E (TTM): 24.59X Cap: $140.25B
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• Cenovus Energy Inc. (CVE $23.06)
  • $23.06 P/E (TTM): 13.39X Cap: $41.25B
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• AltaGas Ltd. (ALA $41.12)
  • $41.12 P/E (TTM): 16.3X Cap: $12.30B
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• ARC Resources Ltd. (ARX $25.37)
  • $25.37 P/E (TTM): 6.19X Cap: $14.39B
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• Vermilion Energy Inc. (VET $11.30)
  • $11.30 Cap: $1.71B
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• Ovintiv Inc. (OVV $52.13)
  • $52.13 P/E (TTM): 41.18X Cap: $13.07B
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Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.

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Read Answer Asked by Nhung on May 02, 2022

• Suncor Energy Inc. (SU $59.28)
  • $59.28 P/E (TTM): 13.78X Cap: $70.84B
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Q: Could you please give us your thoughts on activist, Elliot's pressing of Suncore? "Activist U.S. hedge fund seeks overhaul of Suncor Energy" Positive or negative for the share price and the company in the short and long term. As an owner of both SU and ATD could I benifit from this?

Thanks,

John

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Read Answer Asked by John on May 02, 2022

• Simon Property Group Inc. (SPG $186.08)
  • $186.08 P/E (TTM): 26.92X Cap: $60.37B
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Q: Your thoughts on purchasing this stock. Great yield , I already own some but it looks tempting.
Do you think weakness recently is because of higher interest rates and do they have excessive debt?
Thanks Bob

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Read Answer Asked by Robert on May 02, 2022

• Apple Inc. (AAPL $271.00)
  • $271.00 P/E (TTM): 36.68X Cap: $4.04T
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• Alphabet Inc. (GOOG $310.56)
  • $310.56 P/E (TTM): 30.46X Cap: $3.70T
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• Intuitive Surgical Inc. (ISRG $580.85)
  • $580.85 P/E (TTM): 75.62X Cap: $202.93B
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• NVIDIA Corporation (NVDA $183.32)
  • $183.32 P/E (TTM): 44.91X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,402.39)
  • $5,402.39 P/E (TTM): 35.14X Cap: $173.86B
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• Eli Lilly and Company (LLY $1,069.80)
  • $1,069.80 P/E (TTM): 52.42X Cap: $1.01T
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• The Trade Desk Inc. (TTD $37.44)
  • $37.44 P/E (TTM): 42.83X Cap: $18.01B
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• CrowdStrike Holdings Inc. (CRWD $483.47)
  • $483.47 Cap: $121.32B
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• Digital Turbine Inc. (APPS $5.23)
  • $5.23 Cap: $589M
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Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

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Read Answer Asked by Hua on May 02, 2022

• Mitek Systems Inc. (MITK $10.59)
  • $10.59 P/E (TTM): 55.69X Cap: $478M
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Q: Hi 5i, big drop today from MITK today. What happened? Would you be inclined to hold?

Thanks!
Kyle

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Read Answer Asked by Kyle on May 02, 2022

• Atlassian Corporation (TEAM $163.88)
  • $163.88 Cap: $42.37B
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Q: Hello, could you please provide any commentary that you might have on Atlassian's recent earnings call and your feelings on the stock/company. The stock is down quite a bit today.

Upvote 0

Read Answer Asked by Al on May 02, 2022

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 29.33X Cap: $3.70B
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Q: Dir.un dropped 5.73% to $14.96.Any reason besides the terrible markets on Friday..Note that it is below recent $6.30BD. Have some shares,so is this an opportunity to add. Txs for u usualgreat services & views

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Read Answer Asked by Peter on May 02, 2022

• Baytex Energy Corp. (BTE $4.32)
  • $4.32 P/E (TTM): 15.32X Cap: $3.29B
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Q: Hi Peter,
what do you think of the BTE Baytex Q1 2022 results and outlook for the remainder of 2022?
On Friday, the stock dropped 7.5% after earnings.
Was the outlook and the numbers for the rest of 2022 that bad?
Thanks Ron

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Read Answer Asked by Ron on May 02, 2022

• BRP Inc. Subordinate Voting Shares (DOO $100.76)
  • $100.76 Cap: $7.27B
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Q: The $250m Dutch Auction for prices of $103 to $123 expires May 6. It stands tall in a sea of red on Apr 29,closed at $104.07 + .06 with $106.35H..Can I assume that it will trade around the bottom bid of $103 till expiry,& thereafter around the closed auction price. Your view please.Txs for u usual great views & service

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Read Answer Asked by Peter on May 02, 2022

• BRP Inc. Subordinate Voting Shares (DOO $100.76)
  • $100.76 Cap: $7.27B
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Q: Regarding the DOO Dutch Auction, what will happen if I simply do not reply to the offer? Is this the recommended course of action? Thanks!

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Read Answer Asked by Andrew on May 02, 2022

• Analog Devices Inc. (ADI $276.42)
  • $276.42 P/E (TTM): 60.05X Cap: $134.38B
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Q: why would a cash acquisition on the Investing Activities on the cash flow statement not be in Parenthesis ?
2.4 B on the LTM.
Thanks Gord

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Read Answer Asked by Gordon on April 29, 2022

• Canadian Natural Resources Limited (CNQ $44.42)
  • $44.42 P/E (TTM): 13.88X Cap: $91.63B
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• Cenovus Energy Inc. (CVE $23.06)
  • $23.06 P/E (TTM): 13.39X Cap: $41.25B
  • View CVE Profile
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• ARC Resources Ltd. (ARX $25.37)
  • $25.37 P/E (TTM): 6.19X Cap: $14.39B
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• Tourmaline Oil Corp. (TOU $60.43)
  • $60.43 P/E (TTM): 17.13X Cap: $23.14B
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• Whitecap Resources Inc. (WCP $11.29)
  • $11.29 P/E (TTM): 9.51X Cap: $13.51B
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $79.01)
  • $79.01 P/E (TTM): 6.81X Cap: $223M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $18.90)
  • $18.90 P/E (TTM): 1.58X Cap: $1.55B
  • View XEG Profile
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Q: Can you suggest some good options in this sector. Thanks

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Read Answer Asked by gary on April 29, 2022

• Blackline Safety Corp. (BLN $6.43)
  • $6.43 Cap: $565M
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Q: I would appreciate an updated opinion on Blackline. Thanks!

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Read Answer Asked by Gregory on April 29, 2022