Investment Q&A

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.82X Cap: $95.67B
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• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.47X Cap: $198.20B
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• Nike Inc. (NKE $64.90)
  • $64.90 P/E (TTM): 34.58X Cap: $96.60B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

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Read Answer Asked by Lyle on August 05, 2021

• Geo Group Inc (The) REIT (GEO $16.51)
  • $16.51 P/E (TTM): 24.54X Cap: $2.33B
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Q: I note good quarterly numbers. The short interest is 23%. Would this be a possible meme stock that would shoot higher with a short covering rally from improving financial situation? It's in the unpopular, possibly immoral, industry of private prisons but isn't that exactly what an investor should be looking for? - buy what others don't want and sell what everyone wants? If crime continues to increase, the political will to swing back to more incarceration may help.

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Read Answer Asked by Neelesh on August 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $21.93B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.76)
  • $60.76 Cap: $8.02B
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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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Q: Last Friday bepc was trading at 7.2% above bep.un. yet bipc was trading 19.8% above bip.un.
Why such a large price difference in bip.un and bipc and do you think they will narrow as they have done in bepc and bep.un?

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Read Answer Asked by Terry on August 05, 2021

• Alcoa Corporation (AA $36.76)
  • $36.76 P/E (TTM): 9.25X Cap: $10.07B
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• Century Aluminum Company (CENX $29.64)
  • $29.64 P/E (TTM): 41.91X Cap: $2.87B
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Q: What's the best way to play the rising aluminum price ? Thank you.

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Read Answer Asked by Paul on August 05, 2021

• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 46.95X Cap: $4.23B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Please comment on earnings

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Read Answer Asked by Drew on August 05, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx

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Read Answer Asked by Adam on August 05, 2021

• Robinhood Markets Inc. (HOOD $138.07)
  • $138.07 P/E (TTM): 74.62X Cap: $127.78B
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Q: Hello 5i
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave

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Read Answer Asked by Dave on August 05, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: Hi, significant selloff on INE earnings, we’re the results that bad and is the dividend still reasonably secure.

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Read Answer Asked by Gary on August 05, 2021

Q: What are your current favourite Canadian growth stocks and funds - reasonable to purchase now for a 3 to 5 year hold? Thanks!

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Read Answer Asked by Robert on August 05, 2021

• TMX Group Limited (X $49.92)
  • $49.92 P/E (TTM): 34.07X Cap: $13.86B
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Q: Can I please have your comments, analysis on the TMX group recently announced earnings. Do you see it as a good long term hold? Thank You.

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Read Answer Asked by Brian on August 05, 2021

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.35B
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• Vanguard Dividend Appreciation FTF (VIG $217.82)
  • $217.82 P/E (TTM): 24.54X Cap: $92.18B
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• SPDR S&P 500 ETF Trust (SPY $679.83)
  • $679.83 P/E (TTM): 27.29X Cap: $686.61B
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• Veeva Systems Inc. Class A (VEEV $285.03)
  • $285.03 P/E (TTM): 59.95X Cap: $46.71B
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• MEDIFAST INC (MED $12.14)
  • $12.14 P/E (TTM): 38.58X Cap: $133M
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• Trane Technologies plc (TT $446.37)
  • $446.37 P/E (TTM): 33.84X Cap: $95.12B
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Q: My 31 year old daughter has $50,000 cash in her US TFSA account. What investments would you recommend for a mid to long term hold.

Thanks

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Read Answer Asked by Barney on August 05, 2021

• Clear Secure Inc. Class A (YOU $31.20)
  • $31.20 P/E (TTM): 20.37X Cap: $4.14B
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Q: Thoughts on YOU:US?

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Read Answer Asked by Colin I on August 05, 2021

• AbCellera Biologics Inc. (ABCL $5.36)
  • $5.36 Cap: $1.57B
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Q: Hi, What s your opinion on ABCL?

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Read Answer Asked by francis on August 05, 2021

• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
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Q: When is the next earning report date ? Thanks a million.

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Read Answer Asked by Lai Kuen on August 05, 2021

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: SYZ has been quite soft the past few days. Don't see any news to explain. Do you see anything? What is your outlook and when do they next report?

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Read Answer Asked on August 05, 2021

• Uber Technologies Inc. (UBER $96.49)
  • $96.49 P/E (TTM): 16.26X Cap: $201.22B
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Q: pls comment on results
would you add to a half position here?

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Read Answer Asked by john on August 05, 2021

• Profound Medical Corp. (PRN $8.60)
  • $8.60 Cap: $257M
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Q: Any thoughts why the stock is moving downwards. I am still up 50 percent. Would you sell or hold. Thanks

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Read Answer Asked by Charles on August 05, 2021

• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.2X Cap: $10.33B
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• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: Can you look into your crystal ball and give me a list in order which of the above stock would be best for growth in a 3 year hold.

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Read Answer Asked by Bonnie on August 05, 2021

• BioNTech SE (BNTX $104.67)
  • $104.67 Cap: $25.11B
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Q: Hi ...my favorite team on the planet. Happily I still own BNTX thanks to you. I have shaved a bit along the road., ..but this rise in price is astronomical. Do you think it can continue for a bit ?
much thanks as always!

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Read Answer Asked by El-ann on August 05, 2021

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: whats causing the drop today? Thx

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Read Answer Asked by blake on August 05, 2021