Investment Q&A

• Tesla Inc. (TSLA $308.72)
  • $308.72 P/E (TTM): 166.28X Cap: $997.50B
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• Plug Power Inc. (PLUG $1.54)
  • $1.54 Cap: $1.56B
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• NIO Inc. American depositary shares each representing one Class A (NIO $4.50)
  • $4.50 Cap: $10.33B
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• Enphase Energy Inc. (ENPH $31.91)
  • $31.91 P/E (TTM): 28.83X Cap: $4.14B
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• Invesco Cleantech ETF (PZD)
  • P/E (TTM): 43.6X Cap: $479M
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Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks

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Read Answer Asked by Dennis on June 07, 2021

• DocuSign Inc. (DOCU $73.84)
  • $73.84 P/E (TTM): 13.96X Cap: $15.23B
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Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!

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Read Answer Asked by Justin on June 07, 2021

• Miscellaneous (MISC)
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Q: Team, would you suggest buying resource names over energy names right now?

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Read Answer Asked by Ian on June 07, 2021

• PrairieSky Royalty Ltd. (PSK $23.79)
  • $23.79 P/E (TTM): 33.93X Cap: $5.51B
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• Gibson Energy Inc. (GEI $25.04)
  • $25.04 P/E (TTM): 25.92X Cap: $4.11B
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• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 7.06X Cap: $6.05B
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Q: Hi 5i
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken

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Read Answer Asked by Kenneth on June 07, 2021

• Pembina Pipeline Corporation cumulative redeemable rate reset class A preferred shares series 9 (PPL.PR.I $24.90)
  • $24.90 P/E (TTM): 16.75X Cap: $29.81B
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Q: I bought these preferreds on issue in 2015 . For most of the time they have traded well below issue price . Recently they have recovered back to the issue price . would you still advise on holding these prefs

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Read Answer Asked by gilbert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?

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Read Answer Asked by Lorraine on June 07, 2021

• Xeris Biopharma Holdings Inc. (XERS $5.48)
  • $5.48 Cap: $890M
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Q: Merging with SBBP, huge short, waking up. Hold or Sell ? Your assessment. Thanks

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Read Answer Asked by Kamal on June 07, 2021

• Himax Technologies Inc. (HIMX $8.69)
  • $8.69 P/E (TTM): 18.8X Cap: $1.51B
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Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?

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Read Answer Asked by Tom on June 07, 2021

• Topicus.com Inc. (TOI $185.00)
  • $185.00 P/E (TTM): 97.02X Cap: $24.04B
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Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?

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Read Answer Asked by James on June 07, 2021

• Huntsman Corporation (HUN $9.52)
  • $9.52 Cap: $1.72B
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Q: I helps Huntsman Corporation for a long while. It has not done much. Any chance of it being taken over? Should I hold or sell? What stock will you buy as a replacement?

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Read Answer Asked by Joanne on June 07, 2021

Q: What do you think about this company?

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Read Answer Asked by Danielle on June 07, 2021

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: As part of the momentum in oil, and in anticipation of $80 + oil, how do you place Gear as partaking in this momentum up. Not a long term play but 1 to 2 year max to exit

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Read Answer Asked by Harry on June 07, 2021

• iShares Russell 2000 Growth ETF (IWO $292.98)
  • $292.98 P/E (TTM): 4.55X Cap: $11.73B
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• Vanguard S&P 500 Index ETF (VFV $153.93)
  • $153.93 P/E (TTM): 24.94X Cap: $23.83B
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• ISHARES TRUST (IUSG $154.40)
  • $154.40 P/E (TTM): 29.54X Cap: $24.09B
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Q: I am hoping you would be able to make some suggestions for my Grandsons RESP. $20,000 dollars. The boys are 1 and 4 years old.
Thank you.

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Read Answer Asked by Nancy on June 07, 2021

• Laurentian Bank of Canada (LB $30.53)
  • $30.53 P/E (TTM): 13.38X Cap: $1.34B
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Q: Seems like the new CEO at Laurentian Bank since October 2020 is impressive. Last two quarters have been very positive. First female bank CEO and many females in management and diversity on the board. Check out the ESG journey in their recent report.
https://www.laurentianbank.ca/sn_uploads/fck/T1-2021/Corporate_presentation_Final_EN.pdf
This is a feel good investment for me.
I think people are waiting for their strategic review report.
Would like your comments including financials results.

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Read Answer Asked by Madeline on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

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Read Answer Asked by Herm on June 07, 2021

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• CrowdStrike Holdings Inc. (CRWD $441.75)
  • $441.75 Cap: $113.37B
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Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

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Read Answer Asked by Robert on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?

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Read Answer Asked by STANLEY on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Please comment on LSPD's 2 acquistions this morning. Txs for u usual great services & views

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Read Answer Asked by Peter on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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Q: What are your thoughts on Well’s acquisition this morning? Also, can you please explain the financing? They mention the 9.80 stock and vendor take back.

Thanks.

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Read Answer Asked by James on June 07, 2021

• DocuSign Inc. (DOCU $73.84)
  • $73.84 P/E (TTM): 13.96X Cap: $15.23B
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Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

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Read Answer Asked by William on June 07, 2021