Investment Q&A

Q: Hello, RIVN

The stock has shot up today 30% ish. Would you see it as a buy or a wait and see for now?
Thank you

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Read Answer Asked by Josette on November 10, 2021

• Tattooed Chef Inc. (TTCF)
  • Cap: $24M
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Q: TTCF delayed earnings today. Is this a really bad thing or does this happen sometimes? Thoughts.

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Read Answer Asked by Danielle on November 10, 2021

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• QUALCOMM Incorporated (QCOM $147.51)
  • $147.51 P/E (TTM): 14.32X Cap: $159.16B
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Q: Why did QCOM dropped more than 4%, whereas NASDAQ dropped only 1.66% on Wednesday? The stock has been upgraded on Tuesday. Is it because of profit taking or investors don't believe its performance? I thought that it was less risky than AMZN, GOOG, etc. Is it still a buy?

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Read Answer Asked by Dev on November 10, 2021

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?

Thx

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Read Answer Asked by blake on November 10, 2021

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: Could you please comment on the recent quarter results and do they really justify an 11%plus share price drop and selloff inspite of possible reinstatement of dividend in 22? Currently am hanging in with a 40% loss.Any advice on average down ,hold or sell/swap for better loss recovery? Much appreciate any input.Thanks for great service Larry

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Read Answer Asked by Larry on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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Q: Reference the Ben Pham BMO upgrade on AQN question by Chris on Nov. 10, the Ben Pham upgrade was from 2017 according to Bing Search Engine, just so you know.

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Read Answer Asked by David M. on November 10, 2021

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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Q: Thoughts on recent quarter and future. Thanks.
robert

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Read Answer Asked by robert on November 10, 2021

• Greenlane Renewables Inc. (GRN $0.10)
  • $0.10 Cap: $14M
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Q: ur thoughts on this company results n opperations goin 4wards

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Read Answer Asked by richard on November 10, 2021

• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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Q: Good day ,
Would you buy this name at current levels?
Thx
Mark

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Read Answer Asked by Mark on November 10, 2021

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

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Read Answer Asked by Ronald on November 10, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Hi Guys,

I now have a 5% weighting of Lightspeed in my portfolio.

With the recent sell off and possibly the likelihood of increasing inflation should I reduce my weighting?

What would you suggest ?


Peter

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Read Answer Asked by Peter on November 10, 2021

• iShares Self-Driving EV and Tech ETF (IDRV $32.43)
  • $32.43 P/E (TTM): 25.3X Cap: $147M
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• Global X Autonomous & Electric Vehicles ETF (DRIV $24.01)
  • $24.01 P/E (TTM): 34.1X Cap: $304M
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Q: Is there an ETF in Canada or the US that provides exposure to the EV trend that includes both vehicles, charging and batteries?

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Read Answer Asked by Rachel on November 10, 2021

• AutoCanada Inc. (ACQ $26.40)
  • $26.40 Cap: $611M
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Q: ACQ seems to have had a good quarter, but not reflected in their stock. May I have your comments on their earnings please.

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Read Answer Asked by Vinod on November 10, 2021

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $177.47B
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• iShares Russell 2000 Growth ETF (IWO $291.64)
  • $291.64 P/E (TTM): 4.55X Cap: $11.73B
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• iShares Biotechnology ETF (IBB $135.37)
  • $135.37 P/E (TTM): 41.5X Cap: $5.54B
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• Global X Robotics & AI Index ETF (RBOT $30.87)
  • $30.87 P/E (TTM): 93.77X Cap: $53M
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• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

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Read Answer Asked by Adam on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.48X Cap: $843M
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• Boralex Inc. Class A Shares (BLX $30.56)
  • $30.56 P/E (TTM): 282.96X Cap: $3.14B
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• LifeWorks Inc. (LWRK $32.27)
  • $32.27 P/E (TTM): 85.12X Cap: $2.24B
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Q: Hi 5i Team.

Really enjoy this service.

I am primarily an income investor and will be retiring within the next few months.

No pension.

Need to make some adjustments to my non-income holdings.

Have most of the Income Portfolio.

Looking for 5 - 10 new ideas. Preferably with a little higher yield but still reasonably safe and enough growth to keep up with inflation.

Thanks very much for you help.

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Read Answer Asked by Dave on November 10, 2021

• Sierra Metals Inc. (SMT $1.15)
  • $1.15 P/E (TTM): 8.07X Cap: $244M
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Q: Thoughts on the latest earnings and guidance going forward? Would this be one of your preferred copper plays, and would the next few days be a good time to buy? Thx.

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Read Answer Asked by Henry on November 10, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• BSR Real Estate Investment Trust (HOM.UN $17.25)
  • $17.25 Cap: $667M
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Q: What did you think of their q3 results? Seems like the company is benefiting from exposure to the strong texas market. How does the valuation/growth compare to to other alternatives? Thanks

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Read Answer Asked by Scott on November 10, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 62.47X Cap: $7.18B
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $207.90)
  • $207.90 P/E (TTM): 53.26X Cap: $10.46B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
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  • View Reports on TCN

Q: How was their q3? Did it beat expectations? What do you think of this reit relative to alternatives?

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Read Answer Asked by Scott on November 10, 2021

Q: Definity Financial Corp is currently being marketed for an IPO with a price range of $19 - $22. Given the information available what are your initial thoughts? Would you participate?

Thanks - Phil

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Read Answer Asked by philip on November 10, 2021

Q: Any input on this ipo would be appreciated!

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Read Answer Asked by Todd on November 10, 2021