Investment Q&A

• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.02X Cap: $14.89B
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• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.79X Cap: $2.49B
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• Birchcliff Energy Ltd. (BIR $6.28)
  • $6.28 P/E (TTM): 22.54X Cap: $1.71B
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Q: ARX Arc Resources, BTE Baytex Energy Corp, or BIR Birchcliff Energy Ltd

Which has the least debt, best management & best potential going forward?

Thank you.

Upvote 0

Read Answer Asked by Ross on May 04, 2022

• MarketAxess Holdings Inc. (MKTX $159.98)
  • $159.98 P/E (TTM): 27.46X Cap: $5.93B
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Q: Gentlemen, wondering how much of the current weakness is related to the tapering of quantitative easing?
Seems that most of their recent weakness is related to margins and volumes on high quality US bonds.

Thanks for all you do

Leo

Upvote 0

Read Answer Asked by Leo on May 04, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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Q: Hi Team,

I see a reference to a question on SHOP that they have just announced a 2bil purchase. I thought it was just rumor, I cannot find news of the announcement?

Thanks!

Upvote 0

Read Answer Asked by David on May 04, 2022

• KP Tissue Inc. (KPT $9.35)
  • $9.35 P/E (TTM): 21.55X Cap: $93M
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Q: Any particular reason for the recent large price moves? Thanks.

Upvote 1

Read Answer Asked by David on May 04, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hi Group what the heck is going on with TCN. Time to get out with a small profit ??? > You say you like the stock in some of your answers on questions. Looks like another dog in waiting or do you see it differently thanks for your views

Upvote 0

Read Answer Asked by Terence on May 04, 2022

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.97X Cap: $467.59B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• PayPal Holdings Inc. (PYPL $67.93)
  • $67.93 P/E (TTM): 15.67X Cap: $65.19B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 50.79X Cap: $9.90B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.03)
  • $6.03 Cap: $1.67B
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Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Upvote 0

Read Answer Asked by Nick on May 04, 2022

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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Q: Hello Peter and team,
Your comments on whitecaps results please.. Cenovus moved sharply yet Whitecap hardly moved a needle after the results.. What is your view on Enerplus please? Thanks very much

Upvote 0

Read Answer Asked by umedali on May 04, 2022

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: I’m seeing only two insider purchasers of SYZ. One of net 5000 shares and one of 700.

Is this correct?

Given the very low price, would you see this as concerning?

Upvote 0

Read Answer Asked by Danny on May 04, 2022

• Precision Drilling Corporation (PD $82.17)
  • $82.17 P/E (TTM): 12.2X Cap: $1.08B
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Q: Why the big drop yesterday?Your site does not recignize the symbol pd,just the American pds.

Upvote 0

Read Answer Asked by terry on May 04, 2022

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $341M
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Q: Hello 5i Research
Thank you for the guidance during these difficult times in the market.
I would like to start a small new position in DND and BYD at the current prices .Would you wait for the market to settle or buy now?
Thanks

Upvote 0

Read Answer Asked by claudio on May 04, 2022

• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.47X Cap: $198.20B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $10M
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• Digital Turbine Inc. (APPS $6.02)
  • $6.02 Cap: $676M
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• Sprout Social Inc (SPT $10.01)
  • $10.01 Cap: $612M
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• Warner Bros. Discovery Inc. (WBD $21.62)
  • $21.62 P/E (TTM): 69.97X Cap: $52.83B
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Q: I have these three stocks in my margin account currently at a loss. When does it make sense to realize the loss for tax loss selling and buy another proxy. I know most of tax loss selling usually happens later in the year, but does it ever make sense to do it earlier in the year if the stock is down? What would be good proxies for EGLX, DIS and APPS? Thanks!

Upvote 0

Read Answer Asked by Keith on May 04, 2022

• Chevron Corporation (CVX $153.52)
  • $153.52 P/E (TTM): 19.84X Cap: $314.73B
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• Imperial Oil Limited (IMO $127.84)
  • $127.84 P/E (TTM): 14.04X Cap: $65.58B
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Q: Thoughts on the quarter and guidance for each company ? Thank you

Upvote 0

Read Answer Asked by Paul on May 03, 2022

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 50.79X Cap: $9.90B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73)
  • $86.73 P/E (TTM): 42.06X Cap: $790M
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.72)
  • $69.72 P/E (TTM): 24.48X Cap: $918M
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• Invesco Municipal Opportunity Trust (VMO $9.76)
  • $9.76 Cap: $656M
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Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.

Upvote 0

Read Answer Asked by KULDIP on May 03, 2022

• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.87X Cap: $4.69B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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Q: Can you please compare these two industrial Reits. I own some of both but would just like a relative comaparison and maybe which one you like more and if you think it’s worth owning both. Thanks

Upvote 0

Read Answer Asked by Scott on May 03, 2022

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
  • View DSG Profile
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• TECSYS Inc. (TCS $35.51)
  • $35.51 P/E (TTM): 199.67X Cap: $521M
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Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John

Upvote 0

Read Answer Asked by John on May 03, 2022

• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $341M
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Q: What would be your top 3 growth picks for Canada and for the US that are in the "bargain bin" today?

Upvote 0

Read Answer Asked by Andrew on May 03, 2022

• Cargojet Inc. Common and Variable Voting Shares (CJT $80.91)
  • $80.91 P/E (TTM): 9.54X Cap: $1.22B
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Q: Hi Guys
With all that positive news in late March, and after a nice climb. This stock tanked to almost year lows. What is your view on this stock? Buy, Sell or Wait.

Thank you

Steve

Upvote 0

Read Answer Asked by Steve on May 03, 2022

• Invesco Water Resources ETF (PHO $71.39)
  • $71.39 P/E (TTM): 28.63X Cap: $2.25B
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• First Trust Water ETF (FIW $111.16)
  • $111.16 P/E (TTM): 26.69X Cap: $1.93B
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• Essential Utilities Inc. (WTRG $38.79)
  • $38.79 P/E (TTM): 17.4X Cap: $10.87B
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Q: I would like to invest in a water related company. I am looking at the above, and would appreciate your comment on what looks best to you. I have a long-time horizon. Or, is there another company you would recommend? Thanks.

Upvote 1

Read Answer Asked by Patricia on May 03, 2022

• MEG Energy Corp. (MEG $29.48)
  • $29.48 P/E (TTM): 6.61X Cap: $7.58B
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Q: Would you give us your thoughts on their 1/4ly report, thanks.

Upvote 0

Read Answer Asked by Greg on May 03, 2022

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
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Q: The company easily beat 1st q estimates and raised it's dividend. Granted there may have been big stocking up by customers, but the raise in dividend suggests the outlook it great.

Upvote 0

Read Answer Asked by Murray on May 03, 2022