Investment Q&A

• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.25X Cap: $201.08B
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Q: Hi 5i
What are your thoughts on DIS ($153) and VR? Is it a significant new revenue stream and how many years away?
Thanks,
Greg

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Read Answer Asked by Greg on December 13, 2021

Q: Peter's column citing some "unusual events" during his time in the investment industry was most interesting. and, so real. thanks for sharing!

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Read Answer Asked by Brenda on December 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Strongly considering buying back the 40% I sold few months ago due to in rease in share price, used procedes to to open new didvdend position.
This would bring me back to just under 4% weighting and reduce overall cost per share about 10% on LSPD.
I beleive they will return to previous highs and go beyond, I'm okay with it's volatility, see it as another GSY growth wise and not as bumpy, can I get you comments.
Regards
Don

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Read Answer Asked by Don on December 13, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
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Q: At what % of a total portfolio would you feel it is reasonable to let these two stocks run to before starting to pare back ? A range for low-med-high risk would be useful.
Also, any opinion on what you see in the year ahead for them ?
Many Thanks.

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Read Answer Asked by Alexandra on December 13, 2021

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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Q: I bought enb, in part of it's steady increase of dividend pay outs, how ever a talking head said that in the pass enb has been issuing debt to support the dividend, sounds like smoke and mirror, in the future they will need to cut back on the payouts, what are your thoughts, should I switch it to another pipeline. On another matter, I read your article in the globe, man I had to laugh, you have led an interesting career.

Thanks
Auftar

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Read Answer Asked by auftar on December 13, 2021

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Costco Wholesale Corporation (COST $918.88)
  • $918.88 P/E (TTM): 65.5X Cap: $407.80B
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
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• Visa Inc. (V $345.03)
  • $345.03 P/E (TTM): 33.33X Cap: $669.33B
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Q: Could you please rate the above best to least for growth in the next few years
Thank you for all your great advice.

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Read Answer Asked by Bonnie on December 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: I have shares in Lightspeed and I have held through the big drop. Would this be a good time to buy more or just hold.

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Read Answer Asked by Mike on December 13, 2021

• Badger Infrastructure Solutions Ltd. (BDGI $72.81)
  • $72.81 P/E (TTM): 31.44X Cap: $2.45B
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Q: Hi gang, I know you sold badger. I still hold full position . Is it time to take a loss or hold. Iam in no rush to sell if it makes sense to hold for 2-3 Q. Thanks
Alnoor

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Read Answer Asked by Alnoor on December 13, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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Q: Is Toi profitable? Txs for u usual great services & views

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Read Answer Asked by Peter on December 13, 2021

Q: Hello,
Could you please give me your take on DEFI which trades on the NEO exchange. What would be your opinion on investing in a variety of crypto assets as this company does, or would you recommend another. Thanks again

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Read Answer Asked by Rick on December 10, 2021

• Costco Wholesale Corporation (COST $918.88)
  • $918.88 P/E (TTM): 65.5X Cap: $407.80B
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• Roper Technologies Inc. (ROP $443.40)
  • $443.40 P/E (TTM): 31.34X Cap: $47.71B
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• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.83X Cap: $36.89B
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• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 39.89X Cap: $50.05B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.29)
  • $60.29 P/E (TTM): 108.33X Cap: $29.52B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 181.17X Cap: $36.93B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Jacobs Solutions Inc. (J $158.22)
  • $158.22 P/E (TTM): 39.59X Cap: $18.91B
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• Trane Technologies plc (TT $446.37)
  • $446.37 P/E (TTM): 33.93X Cap: $99.32B
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Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

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Read Answer Asked by Brett on December 10, 2021

• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 107.72X Cap: $403.12B
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• The AES Corporation (AES $13.84)
  • $13.84 P/E (TTM): 10.22X Cap: $9.98B
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• Duke Energy Corporation (Holding Company) (DUK $125.21)
  • $125.21 P/E (TTM): 20.21X Cap: $97.36B
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• Home Depot Inc. (The) (HD $379.55)
  • $379.55 P/E (TTM): 25.7X Cap: $377.79B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.67X Cap: $850.88B
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• Medtronic plc. (MDT $90.97)
  • $90.97 P/E (TTM): 25.34X Cap: $116.68B
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• Mosaic Company (The) (MOS $27.71)
  • $27.71 P/E (TTM): 9.71X Cap: $8.79B
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• Morgan Stanley (MS $164.26)
  • $164.26 P/E (TTM): 18.56X Cap: $263.81B
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• Prologis Inc. (PLD $124.23)
  • $124.23 P/E (TTM): 33.37X Cap: $115.39B
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• PPG Industries Inc. (PPG $97.45)
  • $97.45 P/E (TTM): 22.38X Cap: $22.37B
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• Public Storage (PSA $280.86)
  • $280.86 P/E (TTM): 31.5X Cap: $50.73B
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• Sherwin-Williams Company (The) (SHW $347.90)
  • $347.90 P/E (TTM): 34.3X Cap: $86.24B
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• Stryker Corporation (SYK $368.98)
  • $368.98 P/E (TTM): 48.95X Cap: $141.06B
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• TJX Companies Inc. (The) (TJX $142.29)
  • $142.29 P/E (TTM): 32.28X Cap: $158.36B
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• Verizon Communications Inc. (VZ $38.96)
  • $38.96 P/E (TTM): 9.37X Cap: $164.27B
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• Exxon Mobil Corporation (XOM $114.69)
  • $114.69 P/E (TTM): 16.54X Cap: $488.95B
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• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.83X Cap: $36.89B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.52X Cap: $113.10B
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• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
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• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
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• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.38X Cap: $93.30B
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• Loblaw Companies Limited (L $55.19)
  • $55.19 P/E (TTM): 6.76X Cap: $65.61B
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• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.74X Cap: $48.58B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.13)
  • $55.13 P/E (TTM): 19.63X Cap: $29.98B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.14X Cap: $31.65B
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• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 39.89X Cap: $50.05B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.03X Cap: $15.08B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 44.27X Cap: $35.53B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 76.32X Cap: $6.08B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 52.83X Cap: $10.75B
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• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.51X Cap: $10.13B
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• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.27X Cap: $12.83B
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• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.64B
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.53B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.27X Cap: $3.51B
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• Profound Medical Corp. (PRN $8.60)
  • $8.60 Cap: $258M
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• Boralex Inc. Class A Shares (BLX $28.16)
  • $28.16 Cap: $2.89B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 41.02X Cap: $11.01B
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• CubeSmart (CUBE $39.06)
  • $39.06 P/E (TTM): 24.44X Cap: $8.90B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 181.17X Cap: $36.93B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Extra Space Storage Inc (EXR $134.80)
  • $134.80 P/E (TTM): 30.82X Cap: $28.61B
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• MEDIFAST INC (MED $12.14)
  • $12.14 P/E (TTM): 36.91X Cap: $133M
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• T-Mobile US Inc. (TMUS $210.65)
  • $210.65 P/E (TTM): 20.3X Cap: $235.61B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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• Jacobs Solutions Inc. (J $158.22)
  • $158.22 P/E (TTM): 39.59X Cap: $18.91B
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• Trane Technologies plc (TT $446.37)
  • $446.37 P/E (TTM): 33.93X Cap: $99.32B
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 161.53X Cap: $15.51B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

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Read Answer Asked by kaushikbhai on December 10, 2021

• Valeo Pharma Inc - Ordinary Shares (VPH $0.66)
  • $0.66 Cap: $65M
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Q: Hi Peter and Ryan, What's your opinion of Valeo Pharma Inc?

thanks,

J

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Read Answer Asked by John on December 10, 2021

• Teladoc Health Inc. (TDOC $8.74)
  • $8.74 Cap: $1.54B
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Q: What are your thoughts on TDOC? Would you purchase at these levels for a higher risk investor? Do you expect a bounce in January? Would you prefer another stock with more potential upside?

Thanks for your service?

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Read Answer Asked by Ozzie on December 10, 2021

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
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• Rockwell Automation Inc. (ROK $365.66)
  • $365.66 P/E (TTM): 43.21X Cap: $41.11B
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• iRobot Corporation (IRBT $3.08)
  • $3.08 Cap: $96M
  • View IRBT Profile
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Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?

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Read Answer Asked by Stephan on December 10, 2021

• Target Corporation (TGT $92.92)
  • $92.92 P/E (TTM): 10.96X Cap: $42.22B
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• Walmart Inc. (WMT $102.23)
  • $102.23 P/E (TTM): 38.52X Cap: $815.06B
  • View WMT Profile
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Q: Morning... Could you compare WMT and TGT and let us know which company you'd prefer and why?

thx, M

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Read Answer Asked by Mark on December 10, 2021

• PayPal Holdings Inc. (PYPL $67.93)
  • $67.93 P/E (TTM): 14.95X Cap: $63.55B
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• Mastercard Incorporated (MA $553.68)
  • $553.68 P/E (TTM): 37.4X Cap: $500.53B
  • View MA Profile
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• Visa Inc. (V $345.03)
  • $345.03 P/E (TTM): 33.33X Cap: $669.33B
  • View V Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks

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Read Answer Asked by Mary on December 10, 2021

• BMO Low Volatility Canadian Equity ETF (ZLB $55.32)
  • $55.32 P/E (TTM): 16.96X Cap: $5.32B
  • View ZLB Profile
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• BMO Low Volatility International Equity ETF (ZLI $29.05)
  • $29.05 P/E (TTM): 1.23X Cap: $271M
  • View ZLI Profile
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• iShares MSCI Min Vol Canada Index ETF (XMV $52.17)
  • $52.17 P/E (TTM): 15.08X Cap: $352M
  • View XMV Profile
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• iShares MSCI USA Min Vol Factor ETF (USMV $93.24)
  • $93.24 P/E (TTM): 24.84X Cap: $22.73B
  • View USMV Profile
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• iShares MSCI Global Min Vol Factor ETF (ACWV $118.54)
  • $118.54 P/E (TTM): 11.35X Cap: $3.23B
  • View ACWV Profile
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Q: could your recommend a low volatility ETF for the Canadian, US and International market? would you prefer a Canadian or International ETF over the US given that the US has had such a large run?
thanks

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Read Answer Asked by Mary on December 10, 2021

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 14.83X Cap: $1.04B
  • View CDZ Profile
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Q: Would you still recommend CDZ as the best Canadian Dividend ETF for retirees? Is it a good basic Canadian equity fund?

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Read Answer Asked by M.S. on December 10, 2021

• Zillow Group Inc. (Z $71.72)
  • $71.72 Cap: $16.68B
  • View Z Profile
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• ARK Fintech Innovation ETF (ARKF $55.33)
  • $55.33 P/E (TTM): 45.42X Cap: $1.37B
  • View ARKF Profile
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• Opendoor Technologies Inc (OPEN $7.34)
  • $7.34 Cap: $5.40B
  • View OPEN Profile
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Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!

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Read Answer Asked by Nhung on December 10, 2021