Investment Q&A

• Crocs Inc. (CROX $97.13)
  • $97.13 P/E (TTM): 5.95X Cap: $5.44B
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Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.

Upvote 11

Read Answer Asked by Willie on November 08, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ $117.54)
  • $117.54 P/E (TTM): 7.8X Cap: $3.48B
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• iShares MSCI India ETF (INDA $52.72)
  • $52.72 P/E (TTM): 22.69X Cap: $9.96B
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• iShares S&P India Nifty 50 Index Fund (INDY $51.77)
  • $51.77 P/E (TTM): 1.73X Cap: $685M
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• iShares MSCI Japan ETF (EWJ $74.07)
  • $74.07 Cap: $15.23B
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• iShares Core MSCI EAFE ETF (IEFA $81.70)
  • $81.70 P/E (TTM): 12.34X Cap: $141.31B
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Q: Hello 5i,

As always, thanks for your sage advice.

I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.

And if no, could you advise what you think would be a better path?

Much appreciated,

Ralph

Upvote 7

Read Answer Asked by ralph on November 08, 2023

• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 68.2X Cap: $12.26B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $33.72)
  • $33.72 P/E (TTM): 21.48X Cap: $784M
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• TECSYS Inc. (TCS $37.98)
  • $37.98 P/E (TTM): 211.0X Cap: $559M
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• Trisura Group Ltd. (TSU $41.20)
  • $41.20 P/E (TTM): 18.07X Cap: $1.96B
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Docebo Inc. (DCBO $41.49)
  • $41.49 P/E (TTM): 40.39X Cap: $1.22B
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Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Upvote 22

Read Answer Asked by Curtis on November 08, 2023

• Ceragon Networks Ltd. (CRNT $2.16)
  • $2.16 Cap: $191M
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Q: Peter and His Wonder Team
CRNT just reported 3Q results. Based on these results please give me your opinion on there future. Is it a buy at these levels? Thank you as always!

Upvote 1

Read Answer Asked by Ernest on November 08, 2023

• iShares Russell 2000 Growth ETF (IWO $284.45)
  • $284.45 P/E (TTM): 4.55X Cap: $11.47B
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• Vanguard Growth ETF Portfolio (VGRO $39.24)
  • $39.24 P/E (TTM): 25.6X Cap: $7.21B
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Q: I have a RESP for my son with equal weighting of IWO and VGRO. With money to deploy I was thinking of splitting it between these two ETFs. Any concerns with that approach?

Upvote 4

Read Answer Asked by Gregory on November 08, 2023

• Dream Residential Real Estate Investment Trust (DRR.UN $12.75)
  • $12.75 Cap: $251M
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Q: beginning to look interesting, on some outperform lists, would like your view
please.
thank you.

Upvote 1

Read Answer Asked by howard on November 08, 2023

• Vanguard ESG U.S. Stock ETF (ESGV $109.89)
  • $109.89 P/E (TTM): 65.22X Cap: $9.85B
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• BMO Balanced ESG ETF (ZESG $39.49)
  • $39.49 P/E (TTM): 24.42X Cap: $80M
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Q: Do you think ESG investing still make sense today? If so please provide the best ESG ETF candidates and whether right now is a good time to invest in those ETFs. I am a long term investor. Thank you very much!

Upvote 1

Read Answer Asked by David on November 08, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
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Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara

Upvote 8

Read Answer Asked by Tamara on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $101.94)
  • $101.94 P/E (TTM): 34.44X Cap: $8.89B
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• Toast Inc. Class A (TOST $46.66)
  • $46.66 P/E (TTM): 172.81X Cap: $27.01B
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• Fiserv Inc. (FI $135.33)
  • $135.33 P/E (TTM): 22.63X Cap: $73.56B
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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Q: Is SPB a buy after the big drop today?

Upvote 6

Read Answer Asked by terry on November 08, 2023

• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: Comments on earnings , Seems to be an unappreciated company

Upvote 28

Read Answer Asked by Leon on November 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN

Upvote 14

Read Answer Asked by JANE on November 08, 2023

• ATS Corporation (ATS $41.24)
  • $41.24 Cap: $4.02B
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Q: Hi, Any comments on the results ? Thanks

Upvote 21

Read Answer Asked by rajeev on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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Q: What do you think of their press release yesterday. I am thinking of adding to may small position

Thank You.

Upvote 16

Read Answer Asked by JR on November 08, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Results are out, not sure they're very good.

What is your analysis and conclusion tell you on these earnings results.


Sheldon

Upvote 10

Read Answer Asked by Sheldon on November 08, 2023

Q: time to shine your crystal ball. Do you think canadian banks will raise dividends in a few weeks when they report 4th quarter results for the start of next year and if yes what percentage do you think each bank will raise?

Upvote 13

Read Answer Asked by hans on November 08, 2023

• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.14)
  • $86.14 Cap: $426M
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Q: Hi Team
Would you advise HYGH as a small position (2-5%) for RIF income. With the rise in interest rates , its hedging seems to have protected its unit value and should continue to do so if there are further increments upward or is it just too risky for an older guy. Best Regards. gary

Upvote 7

Read Answer Asked by Gary on November 08, 2023

Q: a) Is it risky to purchase a corporate Bail-in Bond? Even if they have been rated as A or A-?
b) Can you explain what a bail-in bond means from the purchaser’s (my) point of view?

Upvote 2

Read Answer Asked by Graeme on November 08, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?

Upvote 10

Read Answer Asked by Denis on November 08, 2023

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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Q: Hi Peter,

WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.

Thank you

Upvote 11

Read Answer Asked by Frank on November 08, 2023