Investment Q&A

• Linamar Corporation (LNR $68.94)
  • $68.94 P/E (TTM): 15.88X Cap: $4.12B
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• Martinrea International Inc. (MRE $8.32)
  • $8.32 Cap: $605M
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.48B
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Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.

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Read Answer Asked by John on November 08, 2021

• Canacol Energy Ltd. (CNE $2.05)
  • $2.05 Cap: $69M
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Q: Hi team,
Regarding the last question on Canacol,the shares seemed to be "breaking out" but over the last week and a half and after their not so strong quarterly report what are your thoughts CNE going forward and would this be a good long term buying opportunity?
Many thanks,
Jean

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Read Answer Asked by Jean on November 08, 2021

• Tamarack Valley Energy Ltd. (TVE $5.40)
  • $5.40 P/E (TTM): 11.3X Cap: $2.73B
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• Yangarra Resources Ltd. (YGR $1.00)
  • $1.00 P/E (TTM): 4.73X Cap: $100M
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Q: Would like to know your thoughts on Yangara's most recent quarter. Is there another company in the same sector you would prefer?
thanks
Don

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Read Answer Asked by Don on November 08, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $716M
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Q: what does the market expect this week ?

Thx

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Read Answer Asked by blake on November 08, 2021

• Surge Energy Inc. (SGY $7.32)
  • $7.32 Cap: $729M
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Q: What is your take on the quarterly results for Surge Energy (SGY) released earlier this week? The market didn’t seem too keen on it as the price dropped below 5.00/sh.

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Read Answer Asked by Robert on November 08, 2021

• Rockwell Automation Inc. (ROK $346.00)
  • $346.00 P/E (TTM): 44.1X Cap: $38.99B
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• iRobot Corporation (IRBT $4.49)
  • $4.49 Cap: $139M
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Q: Would you consider Rockwell Automation Inc
NYSE: ROK the premier supplier of robotics, or would you consider another company?

Thank you.

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Read Answer Asked by Ross on November 08, 2021

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.46)
  • $13.46 P/E (TTM): 16.97X Cap: $1.04B
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• BMO Laddered Preferred Share Index ETF (ZPR $11.84)
  • $11.84 P/E (TTM): 11.07X Cap: $1.42B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.79)
  • $16.79 Cap: $829M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.92)
  • $22.92 Cap: $5.67B
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Q: Hello,

I am concerned in a rising interest rate environment CBO (5.0%), CPD (1.92%), XHY (7.4%), VAB (4.13%) are positions that need to change in my portfolio. Portfolio Analytics recommends holding 35% in fixed income. I currently hold about 18%.

Should I be selling some or all of these positions and then re-investing in other fixed income vehicles given the rising interest rates?

I would appreciate your feedback/suggestions on current position. Thanks again for all your great service.

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Read Answer Asked by Mauro on November 08, 2021

• ORAGIN Foods Inc. (OG)
  • Cap: $3M
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Q: Organic Garage has has performed well the past few days and on good volume. Any idea what is driving this ?
Thanks
John

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Read Answer Asked by John on November 08, 2021

• AirBoss of America Corp. (BOS $5.04)
  • $5.04 Cap: $136M
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Q: Why the 15%+ gains out of no where? Thanks.

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Read Answer Asked by Victor on November 08, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.15)
  • $47.15 P/E (TTM): 40.25X Cap: $3.04B
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• Purpose International Dividend Fund (PID $26.88)
  • $26.88 P/E (TTM): 0.01X Cap: $107M
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• Invesco International Dividend Achievers ETF (PID $20.72)
  • $20.72 P/E (TTM): 1.73X Cap: $850M
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Q: Hi, would these two ETF's compliment each other or would they have too much overlap, thanks for your very valuable service?

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Read Answer Asked by Pat on November 08, 2021

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.42)
  • $4.42 P/E (TTM): 19.81X Cap: $42M
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Q: SWP's third quarter revenue looked great compared to Q3 2020, but how does it compare to pre-Covid?

Do you think the outlook is improving meaningfully (debt, sales, new facility on-line)?

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Read Answer Asked by Peter on November 08, 2021

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
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• The AES Corporation (AES $12.73)
  • $12.73 P/E (TTM): 7.34X Cap: $9.06B
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• Wells Fargo & Company (WFC $77.96)
  • $77.96 P/E (TTM): 13.95X Cap: $253.69B
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• Advanced Micro Devices Inc. (AMD $174.31)
  • $174.31 P/E (TTM): 129.04X Cap: $282.62B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $119.60)
  • $119.60 P/E (TTM): 22.7X Cap: $886M
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• Fidelity Global Innovators Class Series F5 (FID5983 $65.05)
  • $65.05 P/E (TTM): 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $38.15)
  • $38.15 Cap: $13.22B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

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Read Answer Asked by Saad on November 08, 2021

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: Perhaps this asking you to choose a favourite child...with goals of long term growth and long term security of capital, if only one of these two was to be owned, what would you do? And why?
thanks for your excellent service.

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Read Answer Asked by Leonard on November 08, 2021

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
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Q: Good morning
Do you consider todays share consolidation to be a positive step?
Thks
Marcel

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Read Answer Asked by Marcel on November 08, 2021

• Enerflex Ltd. (EFX $11.23)
  • $11.23 P/E (TTM): 13.27X Cap: $1.38B
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Q: This company's SP took a big dive in the last earnings release but increased its dividends. Is EFX oversold? Would it be a candidate for a quick rebound in the short term? Thanks.

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Read Answer Asked by Victor on November 08, 2021

• Enerflex Ltd. (EFX $11.23)
  • $11.23 P/E (TTM): 13.27X Cap: $1.38B
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Q: Comments on the recent quarter,the market sure did not like it,it was a recent Motley Fool pick, do you think this drop represents a good entry point for a 3% 2 -3 year hold
Thanks

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Read Answer Asked by Greg on November 08, 2021

• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.47X Cap: $2.27T
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• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.85X Cap: $2.36T
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• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 41.43X Cap: $3.92T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
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• C3.ai Inc. Class A (AI $23.29)
  • $23.29 Cap: $3.12B
  • View AI Profile
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

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Read Answer Asked by James on November 08, 2021

• Global X Lithium & Battery Tech ETF (LIT $42.20)
  • $42.20 P/E (TTM): 54.94X Cap: $953M
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Q: Are you aware of an ETF that includes copper, graphite, nickel, lithium and cobalt in the ETF?

Thank you.

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Read Answer Asked by Ross on November 08, 2021

• Trisura Group Ltd. (TSU $41.51)
  • $41.51 P/E (TTM): 18.07X Cap: $1.98B
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Q: Can you detail Trisura’s valuation ratios that matter? And then explain why exactly you consider the shares to be undervalued relative to the company’s growth? Thx.

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Read Answer Asked by Michael on November 08, 2021

• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.58B
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• Finning International Inc. (FTT $61.64)
  • $61.64 P/E (TTM): 16.98X Cap: $8.29B
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Q: Good morning. Can you please clarify the dividend increase forSun Life. I assume the supplement is one time only?. May I have your comments on Finning too please

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Read Answer Asked by Margot on November 08, 2021