Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Morning guys:
Please comment on this mornings results.
Thank u for being great stock pickers .
Mark

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Read Answer Asked by Mark on November 05, 2020

• Fab-Form Industries Ltd. (FBF $1.30)
  • $1.30 P/E (TTM): 32.0X Cap: $11M
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Q: I see Fabform products on a lot of construction sites. Small company but looks like it's conservatively managed. Can't tell if it's owned by insiders. Maybe it will get a boost with infrastructure spending.
Dan

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Read Answer Asked by Deny on November 05, 2020

• Harvest Healthcare Leaders Income ETF (HHL $7.02)
  • $7.02 P/E (TTM): 56.1X Cap: $1.37B
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Q: Can you please comment on HHL. This ETF pays a dividend of about 9% and seems to be very stable. My only other healthcare holding is a small position in WELL. Should HHL be held in my RSP, TFSA or CASH account.
Thanks!

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Read Answer Asked by Grant on November 05, 2020

• Wesdome Gold Mines Ltd. (WDO $17.40)
  • $17.40 P/E (TTM): 13.31X Cap: $2.61B
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Q: Could you please provide your expert analysis with regards to the results from Wesdom Mining. 5% hit. Not what street was expecting?
Thanks
Dave.

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Read Answer Asked by David on November 05, 2020

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.17X Cap: $1.59B
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Q: Thoughts on PXT's latest earnings?

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Read Answer Asked by Richard on November 05, 2020

• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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Q: Can you comment on their earnings?

Thanks

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Read Answer Asked by Clarence on November 05, 2020

• Fortinet Inc. (FTNT $96.21)
  • $96.21 P/E (TTM): 40.56X Cap: $73.64B
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• Fastly Inc. Class A (FSLY $6.38)
  • $6.38 Cap: $923M
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Q: Hello Peter,
Even though both provide security solutions, they cater to different type of clients? Which of these two you think has a better chance of price appreciation from today's price?
Regards
Rajiv

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Read Answer Asked by Rajiv on November 05, 2020

• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.07B
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Q: Hello, could you please comment on results. A recent purchase. Would like to know what you think Is important to focus on in the next coming quarters, or hopefully, years. Thank you.

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Read Answer Asked by Adam on November 05, 2020

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Hello, your current thoughts on home capital please. Hasn’t been talked about in a while. Thank you.

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Read Answer Asked by Adam on November 05, 2020

• Micron Technology Inc. (MU $109.06)
  • $109.06 P/E (TTM): 25.72X Cap: $122.05B
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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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Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

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Read Answer Asked by John on November 05, 2020

• Prologis Inc. (PLD $107.04)
  • $107.04 P/E (TTM): 26.24X Cap: $99.33B
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Q: Your thoughts on PLD as an investment. Would this be a good time to consider purchasing a position in the stock. How do their financials look and when are their next quarter results due.

Thanks John

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Read Answer Asked by John on November 05, 2020

• Huntington Bancshares Incorporated (HBAN $16.20)
  • $16.20 P/E (TTM): 12.52X Cap: $23.63B
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Q: Can you give me your opinion on HBAN

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Read Answer Asked by Mike on November 05, 2020

• TMX Group Limited (X $57.98)
  • $57.98 P/E (TTM): 34.68X Cap: $16.12B
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Q: Can I please have your comments and analysis on this company's recently announced earnings and do you see good things in the future for the TMX group?

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Read Answer Asked by Brian on November 05, 2020

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $216M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.67X Cap: $3.01T
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• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
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• Descartes Systems Group Inc. (The) (DSG $148.35)
  • $148.35 P/E (TTM): 63.41X Cap: $12.72B
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• Enghouse Systems Limited (ENGH $22.79)
  • $22.79 P/E (TTM): 16.02X Cap: $1.25B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• Veeva Systems Inc. Class A (VEEV $281.46)
  • $281.46 P/E (TTM): 59.73X Cap: $46.61B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.

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Read Answer Asked by Grant on November 05, 2020

Q: Banks and Insurance Companies.
What would be the impact to the banks and Insurance stocks if they hold steady their dividends and do not increase them when they usually do. Do you feel that they could/would do this.

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Read Answer Asked by Ric on November 05, 2020

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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Q: Thoughts on latest quarter.

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Read Answer Asked by don on November 05, 2020

• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.58B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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Q: Please comment on their earnings releases. Thank you.

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Read Answer Asked by Terry on November 05, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.55B
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Q: May I have your comment on the November 4 report please.

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Read Answer Asked by Margot on November 05, 2020

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
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• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.07B
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• Keysight Technologies Inc. (KEYS $161.32)
  • $161.32 P/E (TTM): 37.16X Cap: $27.76B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Good morning. I own the above in my TFSA. I'm up a bit on KEYS, down a bit on GRUB, and more or less even on the others. There was a recent question on which technology companies you would buy right now and I own everything on your Canadian list but only NVDA on your American list. My question is, which of my holdings would you consider replacing with something off of the American suggestions.
Thanks for your advice.

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Read Answer Asked by Rod on November 05, 2020

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.67X Cap: $3.01T
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• Biogen Inc. (BIIB $132.89)
  • $132.89 P/E (TTM): 13.06X Cap: $19.48B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
  • View KXS Profile
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• Tesla Inc. (TSLA $308.72)
  • $308.72 P/E (TTM): 169.92X Cap: $995.76B
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• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.17B
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• Kingman Minerals Ltd. (KGS $0.08)
  • $0.08 Cap: $1M
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• Unity Software Inc. (U $33.94)
  • $33.94 Cap: $14.10B
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Q: Dear Amazing 5i Team: I would like to take a small position in one more growth stock in my TFSA. Currently own KXS, WELL, APPL and TSLA in TFSA. Took your advice to hold growth stocks in TFS and doing v well with KKS and WELL thanks to your picks.

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Read Answer Asked by Dr Lorraine on November 05, 2020