Investment Q&A

• AT&T Inc. (T $24.75)
  • $24.75 P/E (TTM): 14.28X Cap: $176.47B
  • View T Profile
  • View Questions on T

Q: On May 19, 2021 you suggested that those who hold AT&T should continue to hold. Do you still recommend holding this stock? I own this stock for more than 10 years and I am wondering whether to sell and cut my losses.
You also suggested that the dividend could be cut in half. Has AT&T decided what would be the new dividend?
Thank you for your insight.

Upvote 0

Read Answer Asked by Terry on June 10, 2021

• Ultra Clean Holdings Inc. (UCTT $27.41)
  • $27.41 Cap: $1.22B
  • View UCTT Profile
  • View Questions on UCTT

Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

Upvote 0

Read Answer Asked by Jason on June 10, 2021

• Canadian Natural Resources Limited (CNQ $44.87)
  • $44.87 P/E (TTM): 11.38X Cap: $93.30B
  • View CNQ Profile
  • View Questions on CNQ

Q: Hi there
Looking for 5iii s thoughts on taking CNQ off the table after the
Mar 2020 correction or is there more room to run ?

Ty and keep up the great work your team does

Upvote 0

Read Answer Asked by Brant on June 10, 2021

• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 15.86X Cap: $2.14B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Your thoughts on their quarterly results?
Thanks...Steve

Upvote 0

Read Answer Asked by Stephen on June 10, 2021

• Brookfield Asset Management Inc Class A Limited (BAM $54.06)
  • $54.06 P/E (TTM): 36.9X Cap: $88.20B
  • View BAM Profile
  • View Questions on BAM

Q: With the new information released today by Brookfield around the Insurance company can you explain what it means. I'm a little confused by the details. It doesn't sound like a spin off where shareholders will own shares in the new insurance company. Also 1 share for every 145 Brookfield shares? Thx

Upvote 0

Read Answer Asked by Adam on June 10, 2021

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
  • View KWE Profile
  • View Questions on KWE

Q: Can you give me your opinion on Kwe and do you have any insight on why the stock is dropping?

Upvote 0

Read Answer Asked by Mike on June 10, 2021

• Core Natural Resources Inc Com (CNR $79.00)
  • $79.00 Cap: $4.04B
  • View CNR Profile
  • View Questions on CNR

Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul

Upvote 0

Read Answer Asked by Paul on June 10, 2021

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
  • View PRMW Profile
  • View Questions on PRMW
  • View Reports on PRMW

Q: Hi 5i team
Could I please get your thoughts on Primo water.
Many thanks Ken

Upvote 0

Read Answer Asked by Ken on June 10, 2021

• Canadian National Railway Company (CNR $134.49)
  • $134.49 P/E (TTM): 17.89X Cap: $81.48B
  • View CNR Profile
  • View Questions on CNR
• Finning International Inc. (FTT $75.85)
  • $75.85 P/E (TTM): 15.93X Cap: $9.76B
  • View FTT Profile
  • View Questions on FTT
• Mullen Group Ltd. (MTL $14.10)
  • $14.10 P/E (TTM): 13.11X Cap: $1.22B
  • View MTL Profile
  • View Questions on MTL
• Bird Construction Inc. (BDT $30.12)
  • $30.12 P/E (TTM): 17.21X Cap: $1.67B
  • View BDT Profile
  • View Questions on BDT

Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

Upvote 0

Read Answer Asked by Robert on June 09, 2021

• FedEx Corporation (FDX $253.82)
  • $253.82 P/E (TTM): 14.63X Cap: $58.73B
  • View FDX Profile
  • View Questions on FDX
• United Parcel Service Inc. (UPS $96.42)
  • $96.42 P/E (TTM): 14.52X Cap: $80.56B
  • View UPS Profile
  • View Questions on UPS

Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

Upvote 0

Read Answer Asked by Dawn on June 09, 2021

• Salona Global Medical Device Corporation (SGMD)
  • Cap: $17M
  • View SGMD Profile
  • View Questions on SGMD

Q: Hi guys
Had a pleasant surprise today, for a change, a company that I had written off, started trading today after a long halt, change of business, it is trading at $ ,70 or so, my cost base is $.35, can you tell me something about this one, how does the future look, should I blow it out, or hold on, in your opinion.
thanks for your time and keep safe
Auftar

Upvote 0

Read Answer Asked by auftar on June 09, 2021

• KWESST Micro Systems Inc. (KWE)
  • Cap: $7M
  • View KWE Profile
  • View Questions on KWE

Q: Has KWE made any progress since your comments re the company in early 2021? Given its substantial fall in share price, do you find it a compelling buy?

Upvote 0

Read Answer Asked by Theodore on June 09, 2021

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.90)
  • $10.90 Cap: $2.16B
  • View DNTL Profile
  • View Questions on DNTL

Q: Any thoughts on this IPO?
Are there any comparable stocks that could be used to determine value?

TJ

Upvote 0

Read Answer Asked by Travis on June 09, 2021

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $74.95)
  • $74.95 P/E (TTM): 1.38X Cap: $2.79B
  • View VXC Profile
  • View Questions on VXC
• Mawer Global Equity Fund Series A (MAW120 $48.04)
  • $48.04 P/E (TTM): 16.7X Cap: $1.39B
  • View MAW120 Profile
  • View Questions on MAW120
• Vanguard All-Equity ETF Portfolio (VEQT $54.09)
  • $54.09 P/E (TTM): 1.85X Cap: $9.63B
  • View VEQT Profile
  • View Questions on VEQT

Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you

Upvote 0

Read Answer Asked by Huy on June 09, 2021

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

Upvote 0

Read Answer Asked by Peter on June 09, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

Upvote 0

Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $15.86)
  • $15.86 P/E (TTM): 540.33X Cap: $8.60B
  • View PATH Profile
  • View Questions on PATH

Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

Upvote 0

Read Answer Asked by NAIM on June 09, 2021

• Monster Beverage Corporation (MNST $66.83)
  • $66.83 P/E (TTM): 41.34X Cap: $65B
  • View MNST Profile
  • View Questions on MNST
• Celsius Holdings Inc. (CELH $60.23)
  • $60.23 P/E (TTM): 161.53X Cap: $15.51B
  • View CELH Profile
  • View Questions on CELH

Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

Upvote 0

Read Answer Asked by Greg on June 09, 2021

• Dollarama Inc. (DOL $182.31)
  • $182.31 P/E (TTM): 39.89X Cap: $50.05B
  • View DOL Profile
  • View Questions on DOL

Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.

Thx

Upvote 0

Read Answer Asked by Christopher on June 09, 2021

• BlackLine Inc. (BL $57.25)
  • $57.25 P/E (TTM): 43.83X Cap: $3.51B
  • View BL Profile
  • View Questions on BL

Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

Upvote 0

Read Answer Asked on June 09, 2021