Investment Q&A

• ARC Resources Ltd. (ARX $26.07)
  • $26.07 P/E (TTM): 6.13X Cap: $15.25B
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• Peyto Exploration & Development Corp. (PEY $18.75)
  • $18.75 P/E (TTM): 11.36X Cap: $3.74B
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• Tourmaline Oil Corp. (TOU $63.65)
  • $63.65 P/E (TTM): 15.76X Cap: $23.84B
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• Birchcliff Energy Ltd. (BIR $5.90)
  • $5.90 P/E (TTM): 21.04X Cap: $1.61B
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• Antero Resources Corporation (AR $34.05)
  • $34.05 P/E (TTM): 23.23X Cap: $10.29B
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Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

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Read Answer Asked by Dennis on April 18, 2022

• Axcelis Technologies Inc. (ACLS $97.13)
  • $97.13 P/E (TTM): 18.03X Cap: $3B
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Q: On March 24, 2022 Axcelis Technologies Inc closed at $82.53 US. On April 14, 2022 it closed at $56.43 US. Was there some bad news?

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Read Answer Asked by MATHEW on April 18, 2022

• WELL Health Technologies Corp. (WELL $5.03)
  • $5.03 Cap: $1.27B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hello 5i team,

Based on their growth by acquisition and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

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Read Answer Asked by Edward on April 18, 2022

• Descartes Systems Group Inc. (The) (DSG $134.18)
  • $134.18 P/E (TTM): 59.55X Cap: $11.53B
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• TECSYS Inc. (TCS $34.83)
  • $34.83 P/E (TTM): 194.11X Cap: $516M
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Q: Hello 5i team,

Based on price level, revenue growth and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

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Read Answer Asked by Edward on April 18, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.43)
  • $16.43 Cap: $2.31B
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• Topicus.com Inc. (TOI $152.00)
  • $152.00 P/E (TTM): 73.89X Cap: $13.05B
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Q: How would you rank these tech picks today?

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Read Answer Asked by Andrew on April 18, 2022

• Avid Technology Inc. (AVID)
  • P/E (TTM): 92.02X Cap: $1.19B
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• eXp World Holdings Inc. (EXPI $10.99)
  • $10.99 Cap: $1.72B
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• Upstart Holdings Inc. (UPST $56.93)
  • $56.93 Cap: $5.83B
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• Mitek Systems Inc. (MITK $9.94)
  • $9.94 P/E (TTM): 30.81X Cap: $465M
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• Affirm Holdings Inc. (AFRM $77.94)
  • $77.94 P/E (TTM): 689.42X Cap: $26.55B
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Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

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Read Answer Asked by Andrew on April 18, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.07)
  • $0.07 Cap: $11M
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Q: BASED ON GROWTH AND OUTLOOK IS THE STORY STILL ON TRACK?

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Read Answer Asked by cliff on April 18, 2022

• Miscellaneous (MISC)
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Q: Hi,

Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv

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Read Answer Asked by Rajiv on April 18, 2022

• Sylogist Ltd. (SYZ $6.86)
  • $6.86 Cap: $160M
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Q: Has anything changed at Sylogist that may explain its continuing decline?

How would you evaluate its current price in relation to its value?

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Read Answer Asked by Danny on April 18, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.43)
  • $16.43 Cap: $2.31B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you

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Read Answer Asked by Gervais on April 14, 2022

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Should we buy TWTR now around $46? Almost have 20% profit! Since Elon Musk asking for $54.20!

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Read Answer Asked by kwokwai on April 14, 2022

• Dye & Durham Limited (DND $7.53)
  • $7.53 Cap: $546M
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Q: Is this a screaming buy at current levels? Assuming the large acquisition does not go through or if it does?

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Read Answer Asked by Chris on April 14, 2022

• High Arctic Energy Services Inc. (HWO $0.87)
  • $0.87 Cap: $11M
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Q: I hold this stock and am considering selling to purchase a Canadian natural gas producer. What are your current thoughts on this stock?

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Read Answer Asked by Brendon on April 14, 2022

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 17.6X Cap: $1.45B
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Q: Another stock that just came across my radar. Looks like management is executing, pays a dividend and is in a sector which could see continued activity and growth. I realize its thinly traded. Would you pull the trigger on this one?

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Read Answer Asked by Colleen on April 14, 2022

• NVIDIA Corporation (NVDA $177.69)
  • $177.69 P/E (TTM): 50.83X Cap: $4.31T
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• Veeva Systems Inc. Class A (VEEV $279.93)
  • $279.93 P/E (TTM): 57.37X Cap: $45.55B
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Q: HI 5i
I have half positions in NVDA ($217) and VEEV. ($194). Which would you add to now? or would you suggest dumping one and re-invest the cash into the other?

Thanks, Greg

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Read Answer Asked by Greg on April 14, 2022

Q:
In John’s question April 13 he says “Exceeding the $us limit of $100K us “
Is the limit for reporting US held stocks on form 1135 100K US dollars or 100K Canadian dollars ?
Thanks

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Read Answer Asked by Indra on April 14, 2022

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: at the end of your answer to a question on bonterra you say and i quote-at this oil price we. see more downside to the oil price than upside.
what are your reasons for saying that?
as ever dave

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Read Answer Asked by david on April 14, 2022

• Builders FirstSource Inc. (BLDR $116.91)
  • $116.91 P/E (TTM): 18.39X Cap: $13.46B
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Q: I'm finding it difficult finding American companies with the ability to grow their profits over the near future. (lots of noise out there - inflation, war, debt etc.). I would appreciate your opinion regarding the ability of Builders to award investors with above average returns over the next few years. Also, if you have better ideas in this sector I would invite your suggestions. Thank-you for your continued support of the little guy.

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Read Answer Asked by Les on April 14, 2022

• Constellation Software Inc. (CSU $3,891.40)
  • $3,891.40 P/E (TTM): 98.78X Cap: $82.46B
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• ATS Corporation (ATS $36.69)
  • $36.69 Cap: $3.58B
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• Kinaxis Inc. (KXS $178.63)
  • $178.63 P/E (TTM): 151.75X Cap: $5.06B
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• goeasy Ltd. (GSY $177.06)
  • $177.06 P/E (TTM): 10.74X Cap: $2.84B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.43)
  • $16.43 Cap: $2.31B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $152.00)
  • $152.00 P/E (TTM): 73.89X Cap: $13.05B
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Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

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Read Answer Asked by Harpinder on April 14, 2022

• Valaris plc Class A (VAL)
  • Cap: $65M
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Q: It would seem to me that this company has the ability to grow nicely over the near future. My ability to research the company is limited so I would appreciate your opinion regarding fundamentals of the company and a prediction of its ability to grow investors share of its profits. As always thanks for all you do.

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Read Answer Asked by Les on April 14, 2022