Investment Q&A

Q: Are you aware of any public sources for the beta coefficient of Canadian listed common stocks?

Thank you for considering my question

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Read Answer Asked by Gail on June 25, 2019

• 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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Q: SHOP dropped today (Monday) probably in sympathy to downgrade although price target was raised. What is your take on SHOP over the next year or so.

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Read Answer Asked on June 25, 2019

• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.64B
  • View NPI Profile
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Q: Is it a good time to buy NPI.
Considering the debt level. Is the dividend covered and is there good growth potential for revenue?

Thank you

Ed

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Read Answer Asked by Edward on June 25, 2019

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
  • View KXS Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: If you were to chose between kxs and lspd which would you recommend and why? Thanx.

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Read Answer Asked by Steve on June 25, 2019

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: has this company got a long term problem. thank-you

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Read Answer Asked by Jim on June 25, 2019

• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $41.78B
  • View TEAM Profile
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
  • View WORK Profile
  • View Questions on WORK

Q: Hi there, I had asked a question earlier and you had suggested TEAM as an alternative to SLACK. After doing some searches in the Q&A section it seems like AYX and TEAM are very favourable. Would you be comfortable taking a small position in both names at current prices? Also, are these 2 names your current favourite US growth names? Thanks!

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Read Answer Asked by Michael on June 25, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hello 5I Research
Byd has been going lower the last few session , does it have to do with the fact that the canadian dollor has been rising and that effect the US dollar exchange ?
Thanks

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Read Answer Asked by claudio on June 25, 2019

• Zoom Communications Inc. (ZM $84.34)
  • $84.34 P/E (TTM): 22.4X Cap: $25.24B
  • View ZM Profile
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Q: Is there a concern for ZOOM VIDEO 11 % price drop on June 24 ? Is it a good entry point ?
Thanks .

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Read Answer Asked by Lai Kuen on June 24, 2019

• Street Capital Group Inc. (SCB $0.68)
  • $0.68 Cap: $82M
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Q: What are the chances if any that an improved offer for SCB may come forward?
What is the likely completion date for the RFA Capital offer?
Thanks, Hugh

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Read Answer Asked by Hugh on June 24, 2019

• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
  • View TTD Profile
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Q: Hi,

Would you consider doing a report on AT-Acuity Ads? Your analysis on this stock is much appreciated. How is their balance sheet, cash flow, debt level, management and their product. Peter's article in the Financial Post got me interested in AT because I sold TTD rather prematurely (and I am kicking myself) ..Would you recommend one to buy the same stock (TTD) at a higher price or consider its little brother?

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Read Answer Asked by Shyam on June 24, 2019

• Canopy Growth Corporation (WEED $1.72)
  • $1.72 Cap: $465M
  • View WEED Profile
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Q: Do you think WEED has a potential for growth from here.

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Read Answer Asked by Peter on June 24, 2019

• Rapid7 Inc. (RPD $18.24)
  • $18.24 P/E (TTM): 45.07X Cap: $1.18B
  • View RPD Profile
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• Evolve Cyber Security Index Fund (CYBR $60.90)
  • $60.90 P/E (TTM): 36.57X Cap: $182M
  • View CYBR Profile
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Q: I am looking for a cybersecurity growth stock of a tfsa, which of these 2 do you like now for a 3-5 year hold.
Thx

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Read Answer Asked by Nancy on June 24, 2019

• The Howard Hughes Corporation (HHC)
  • P/E (TTM): 33.2X Cap: $3.94B
  • View HHC Profile
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Q: Do you have any idea why HHC dropped about $4.50 IN THE FIRST HOUR OF TRADING, ON PRETTY DECENT VOLUME?

(SORRY FOR THE CAPS - I HAD CATARACT SURGERY TWO DAYS AGO AND THINGS NOT YET IN FOCUS)

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Read Answer Asked by arnold on June 24, 2019

• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $234M
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Q: What is 5i's thoughts about Sangoma's bought deal financing announced this morning at $1.55. Despite the dilution is it good for current shareholders given the Company's track record? Will it improve valuation metrics (trading multiples) going forward? Currently Sangoma trades less then 1X sales which seems very cheap against their peer group and other small caps.

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Read Answer Asked by Charles on June 24, 2019

• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $48.42)
  • $48.42 P/E (TTM): 0.11X Cap: $155M
  • View VA Profile
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• iShares Asia 50 ETF (AIA $99.23)
  • $99.23 P/E (TTM): 42.04X Cap: $1.47B
  • View AIA Profile
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• Vanguard FTSE Pacific ETF (VPL $91.34)
  • $91.34 P/E (TTM): 22.85X Cap: $7.66B
  • View VPL Profile
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• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (CAD-hedged) Redeemable transferable units (VAH $28.75)
  • $28.75 P/E (TTM): 12.4X
  • View VAH Profile
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Q: looking to add Asian exposure in developed countries to my portfolio via an indexed fund . Suggestions please .

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Read Answer Asked by darcy on June 24, 2019

• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
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Q: Noticed that there have been no questions about Crdwstrk and I am interested in your opinion.

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Read Answer Asked by Robert on June 24, 2019

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.50)
  • $5.50 Cap: $124M
  • View TWM Profile
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Q: I have 1/4% of the shares and want to increase to 2%.
What is your opinion?
Thanks for your advice.

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Read Answer Asked by kwokwai on June 24, 2019

• iShares Canadian Growth Index ETF (XCG $64.71)
  • $64.71 P/E (TTM): 32.28X Cap: $141M
  • View XCG Profile
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• Vanguard Growth ETF Portfolio (VGRO $42.84)
  • $42.84 P/E (TTM): 1.08X Cap: $8.19B
  • View VGRO Profile
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• iShares Russell 1000 Growth ETF (IWF $484.20)
  • $484.20 P/E (TTM): 38.3X Cap: $127.37B
  • View IWF Profile
  • View Questions on IWF
• Vanguard Small Cap Value ETF (VBR $205.58)
  • $205.58 P/E (TTM): 16.31X Cap: $28.73B
  • View VBR Profile
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• ISHARES TRUST (IUSG $169.30)
  • $169.30 P/E (TTM): 33.5X Cap: $26.46B
  • View IUSG Profile
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Q: I am converting an all stock portfolio to the sample ETF Growth portfolio. Which ETFs would you put in the TFSA? Thanks.
Bill

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Read Answer Asked by Bill on June 24, 2019

• CGI Inc. (GIB $87.10)
  • $87.10 P/E (TTM): 16.24X Cap: $19.30B
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Q: Your opinion please

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Read Answer Asked by Irv on June 24, 2019

• Avcorp Industries Inc. (AVP $0.11)
  • $0.11 Cap: $38M
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Q: Please give your update on this company. Would you recommend buy, hold or sell?

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Read Answer Asked by Ron on June 24, 2019