Investment Q&A

• Southwestern Energy Company (SWN)
  • Cap: $7.84B
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• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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• Birchcliff Energy Ltd. (BIR $6.64)
  • $6.64 P/E (TTM): 13.28X Cap: $1.80B
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• Antero Resources Corporation (AR $33.02)
  • $33.02 P/E (TTM): 46.51X Cap: $10.47B
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Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?

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Read Answer Asked by Graeme on May 04, 2022

• MEDIFAST INC (MED $13.51)
  • $13.51 Cap: $148M
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Q: Greetings 5i team.

May I please have your updated assessment of MED given recent Q results and outlook?

Many thanks.

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Read Answer Asked by Arthur on May 04, 2022

• Questor Technology Inc. (QST $0.54)
  • $0.54 Cap: $14M
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Q: Could you provide an update on the balance sheet of Questor, in particular its balance sheet along with cash and debt positions. Also Insider holdings and trading. Are you concerned that it has not had any press releases in 2022, especially with rising oil and gas prices along with green initiatives. What is your opinion of management. Thanks.

Upvote 0

Read Answer Asked by Rob on May 04, 2022

• Mattr Corp. (MATR $12.22)
  • $12.22 Cap: $756M
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Q: I have held SCL.CA for some time and it has lost much of its value.
Is there any point on keeping it or is it time to move on?

Upvote 0

Read Answer Asked by Susan on May 04, 2022

• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
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Q: Thoughts on the quarter for TRI. Also, is this an expensive stock? I see a PE of 8.67 on my online brokerage and the 5i PE shows 8.9 but in a recent question you indicated a forward PE of 44.

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Read Answer Asked by Robert on May 04, 2022

• Cisco Systems Inc. (CSCO $68.49)
  • $68.49 P/E (TTM): 27.39X Cap: $271.22B
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• Open Text Corporation (OTEX $39.15)
  • $39.15 P/E (TTM): 11.68X Cap: $10.40B
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• Roblox Corporation Class A (RBLX $130.70)
  • $130.70 Cap: $90.60B
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Q: Can I get your opinion on RBLX at the current price. My 11 year old son would like to buy a few shares in my account. Can you also recommend 2-3 tech stocks under 50 bucks that may be a better investment.

Thank you!

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Read Answer Asked by Derek on May 04, 2022

• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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• Keyera Corp. (KEY $43.67)
  • $43.67 P/E (TTM): 18.27X Cap: $10B
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Q: I wish to take a position in two pipelines. Could you please discuss which two of the above would be the best fit or complementary to each other. This would be for a long term hold. Please feel free to add any other comments or other companies.

Thanks

David

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Read Answer Asked by david on May 04, 2022

• ARC Resources Ltd. (ARX $27.35)
  • $27.35 P/E (TTM): 12.1X Cap: $6.01B
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• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.25X Cap: $2.22B
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• Birchcliff Energy Ltd. (BIR $6.64)
  • $6.64 P/E (TTM): 13.28X Cap: $1.80B
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Q: ARX Arc Resources, BTE Baytex Energy Corp, or BIR Birchcliff Energy Ltd

Which has the least debt, best management & best potential going forward?

Thank you.

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Read Answer Asked by Ross on May 04, 2022

• MarketAxess Holdings Inc. (MKTX $209.43)
  • $209.43 P/E (TTM): 36.07X Cap: $7.85B
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Q: Gentlemen, wondering how much of the current weakness is related to the tapering of quantitative easing?
Seems that most of their recent weakness is related to margins and volumes on high quality US bonds.

Thanks for all you do

Leo

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Read Answer Asked by Leo on May 04, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Hi Team,

I see a reference to a question on SHOP that they have just announced a 2bil purchase. I thought it was just rumor, I cannot find news of the announcement?

Thanks!

Upvote 0

Read Answer Asked by David on May 04, 2022

• KP Tissue Inc. (KPT $9.19)
  • $9.19 P/E (TTM): 30.63X Cap: $91M
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Q: Any particular reason for the recent large price moves? Thanks.

Upvote 1

Read Answer Asked by David on May 04, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hi Group what the heck is going on with TCN. Time to get out with a small profit ??? > You say you like the stock in some of your answers on questions. Looks like another dog in waiting or do you see it differently thanks for your views

Upvote 0

Read Answer Asked by Terence on May 04, 2022

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $497.58B
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.97B
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 68.2X Cap: $12.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Roku Inc. (ROKU $85.83)
  • $85.83 Cap: $12.64B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.07)
  • $5.07 Cap: $1.39B
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Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

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Read Answer Asked by Nick on May 04, 2022

• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.06X Cap: $6.05B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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Q: Hello Peter and team,
Your comments on whitecaps results please.. Cenovus moved sharply yet Whitecap hardly moved a needle after the results.. What is your view on Enerplus please? Thanks very much

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Read Answer Asked by umedali on May 04, 2022

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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Q: I’m seeing only two insider purchasers of SYZ. One of net 5000 shares and one of 700.

Is this correct?

Given the very low price, would you see this as concerning?

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Read Answer Asked by Danny on May 04, 2022

• Precision Drilling Corporation (PD $74.80)
  • $74.80 P/E (TTM): 10.67X Cap: $1.02B
  • View PD Profile
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Q: Why the big drop yesterday?Your site does not recignize the symbol pd,just the American pds.

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Read Answer Asked by terry on May 04, 2022

• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 222.77X Cap: $4.06B
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• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $726M
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Q: Hello 5i Research
Thank you for the guidance during these difficult times in the market.
I would like to start a small new position in DND and BYD at the current prices .Would you wait for the market to settle or buy now?
Thanks

Upvote 0

Read Answer Asked by claudio on May 04, 2022

• The Walt Disney Company (DIS $119.35)
  • $119.35 P/E (TTM): 23.79X Cap: $214.56B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.12)
  • $0.12 Cap: $18M
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• Digital Turbine Inc. (APPS $5.69)
  • $5.69 Cap: $608M
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• Sprout Social Inc (SPT $16.73)
  • $16.73 Cap: $973M
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• Warner Bros. Discovery Inc. (WBD $12.80)
  • $12.80 Cap: $31.66B
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Q: I have these three stocks in my margin account currently at a loss. When does it make sense to realize the loss for tax loss selling and buy another proxy. I know most of tax loss selling usually happens later in the year, but does it ever make sense to do it earlier in the year if the stock is down? What would be good proxies for EGLX, DIS and APPS? Thanks!

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Read Answer Asked by Keith on May 04, 2022

• Hess Corporation (CVX $151.04)
  • $151.04 P/E (TTM): 17.3X Cap: $263.77B
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• Imperial Oil Limited (IMO $114.90)
  • $114.90 P/E (TTM): 12.32X Cap: $58.48B
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Q: Thoughts on the quarter and guidance for each company ? Thank you

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Read Answer Asked by Paul on May 03, 2022

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• FirstService Corporation (FSV $269.98)
  • $269.98 P/E (TTM): 68.2X Cap: $12.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.31)
  • $73.31 P/E (TTM): 1.24X Cap: $615M
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $65.59)
  • $65.59 P/E (TTM): 23.78X Cap: $871M
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• Invesco Municipal Opportunity Trust (VMO $9.16)
  • $9.16 Cap: $616M
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Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.

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Read Answer Asked by KULDIP on May 03, 2022