Investment Q&A

• Alphabet Inc. (GOOG $246.57)
  • $246.57 P/E (TTM): 26.9X Cap: $2.98T
  • View GOOG Profile
  • View Questions on GOOG
• AbbVie Inc. (ABBV $218.54)
  • $218.54 P/E (TTM): 106.51X Cap: $386.06B
  • View ABBV Profile
  • View Questions on ABBV
• Medtronic plc. (MDT $94.30)
  • $94.30 P/E (TTM): 26.23X Cap: $120.95B
  • View MDT Profile
  • View Questions on MDT
• Stryker Corporation (SYK $368.57)
  • $368.57 P/E (TTM): 49.47X Cap: $140.90B
  • View SYK Profile
  • View Questions on SYK
• Verizon Communications Inc. (VZ $43.35)
  • $43.35 P/E (TTM): 10.1X Cap: $182.77B
  • View VZ Profile
  • View Questions on VZ

Q: I am currently looking to rebalance my portfolio taking into account the latest volitilty. I am a long term investor and fairly well diversified. I do need to top up in a few places. Would you suggest your favourite stocks in each of the following sectors: energy, health, telecom and industrials.
Thanks Peter and all of you for this wonderful service.

Upvote 0

Read Answer Asked by Cathy on May 12, 2021

• Palo Alto Networks Inc. (PANW $202.21)
  • $202.21 P/E (TTM): 126.64X Cap: $135.25B
  • View PANW Profile
  • View Questions on PANW
• Okta Inc. (OKTA $91.19)
  • $91.19 P/E (TTM): 105.98X Cap: $16.07B
  • View OKTA Profile
  • View Questions on OKTA
• Rapid7 Inc. (RPD $19.34)
  • $19.34 P/E (TTM): 46.79X Cap: $1.25B
  • View RPD Profile
  • View Questions on RPD
• CACI International Inc. Class A (CACI $476.24)
  • $476.24 P/E (TTM): 22.06X Cap: $10.91B
  • View CACI Profile
  • View Questions on CACI
• CrowdStrike Holdings Inc. (CRWD $473.09)
  • $473.09 Cap: $119.53B
  • View CRWD Profile
  • View Questions on CRWD
• Palantir Technologies Inc. (PLTR $179.12)
  • $179.12 P/E (TTM): 608.5X Cap: $425.97B
  • View PLTR Profile
  • View Questions on PLTR

Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?

Upvote 0

Read Answer Asked by Terry on May 12, 2021

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.95)
  • $77.95 P/E (TTM): 50.49X Cap: $654M
  • View XIT Profile
  • View Questions on XIT

Q: To my amateur eyes, it looks to me that XIT has reached a major support level of around $43 (looking at technical support and resistance levels). I hold a core long term position and did some trimming for asset allocation reasons around $50. I would normally consider adding at this level, but thought I'd check with you (again) about the impact of interest rates on technology. Do you see much more technology downside in your crystal ball?

Thanks for your help...Steve

Upvote 0

Read Answer Asked by Stephen on May 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $84.25)
  • $84.25 Cap: $6.15B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY $177.06)
  • $177.06 P/E (TTM): 10.74X Cap: $2.84B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: why would inflation take down gsy by 14 and doo by 10 as i write this.
in addition i thought gsys earnings were fantastic.
some inflation is good and year over year comparisons make no sense because of pandemic.
can you comment
dave

Upvote 0

Read Answer Asked by david on May 12, 2021

• Endeavour Mining plc Ordinary Shares (EDV $57.39)
  • $57.39 P/E (TTM): 69.58X Cap: $13.85B
  • View EDV Profile
  • View Questions on EDV

Q: Can I please get your opinion on Endeavour Mining. Do you think it is a buy?

Upvote 0

Read Answer Asked by James on May 12, 2021

• Global X Crude Oil ETF (HUC $20.49)
  • $20.49 Cap: $31M
  • View HUC Profile
  • View Questions on HUC
• iShares Gold Bullion ETF (CGL $29.04)
  • $29.04 Cap: $1.92B
  • View CGL Profile
  • View Questions on CGL
• Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $56.74)
  • $56.74 P/E (TTM): 19.5X Cap: $2.26B
  • View MNT Profile
  • View Questions on MNT
• Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS $37.75)
  • $37.75 Cap: $2.19B
  • View MNS Profile
  • View Questions on MNS

Q: Please recommend some CAD etfs to play commodities. Is there one that covers a broad selection?

Upvote 0

Read Answer Asked by Patrick on May 12, 2021

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
  • View ABST Profile
  • View Questions on ABST
  • View Reports on ABST

Q: Hi Guys
Wondering what your thoughts are on Absolute Software aquisition of Netmotion.

Thanks Stuart

Upvote 0

Read Answer Asked by Stuart on May 12, 2021

• PyroGenesis Inc. (PYR $0.23)
  • $0.23 Cap: $42M
  • View PYR Profile
  • View Questions on PYR

Q: Is there anything apparently wrong with this company or just current market sentiment?
April 2 you felt there was "still a lot of good news priced in". It's dropped a lot further since then with a PE under 18x but a PB of around 13x.
How do you feel about its price now? What do you think is a reasonable PB range for this company?

Upvote 0

Read Answer Asked by Peter on May 12, 2021

Q: In your opinion, is the rise in the CAD overdone at these levels?

Upvote 0

Read Answer Asked by Albert on May 12, 2021

• Magna International Inc. (MG $64.94)
  • $64.94 P/E (TTM): 10.86X Cap: $18.29B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Shortages in commodities and workforce are having an effect on inflation.
To what extent will shortage of semiconductors have on MG and it’s stock price going forward.

Roy

Upvote 0

Read Answer Asked by Roy on May 12, 2021

• ChargePoint Holdings Inc. (CHPT $10.82)
  • $10.82 Cap: $259M
  • View CHPT Profile
  • View Questions on CHPT

Q: I got caught in the SPAC crap and still holding this @ a Cost of $38 and down about $5,000. Now trading @ $21. Worth holding or should I dump?
Many Thanks! Austin

Upvote 0

Read Answer Asked by Austin on May 12, 2021

• AirBoss of America Corp. (BOS $5.24)
  • $5.24 Cap: $139M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: I believe BOS reports tomorrow and today's sell off is just a panic move, or they released the results earlier than said?

Upvote 0

Read Answer Asked by Victor on May 12, 2021

• TFI International Inc. (TFII $125.39)
  • $125.39 P/E (TTM): 21.1X Cap: $10.41B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Boyd Group Services Inc. (BYD $236.77)
  • $236.77 P/E (TTM): 454.26X Cap: $5.08B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hi guys,

I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?

Thanks

Jim

Upvote 0

Read Answer Asked by jim on May 12, 2021

• Boyd Group Services Inc. (BYD $236.77)
  • $236.77 P/E (TTM): 454.26X Cap: $5.08B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hello 5i Research
What are your thoughts on Byd on it’s forecast going forward.Would you consider it a buy or sell.
Thanks

Upvote 0

Read Answer Asked by claudio on May 12, 2021

• Pinterest Inc. Class A (PINS $33.45)
  • $33.45 P/E (TTM): 12.6X Cap: $22.43B
  • View PINS Profile
  • View Questions on PINS

Q: Do you think the lawsuit against pins has anything to do with the big fall in price.Thank for all the great info. you provide. Jim

Upvote 0

Read Answer Asked by jim on May 12, 2021

Q: Hi Peter and Ryan,

It is a pleasure to see you folks on BNN, When is the next appearance ?

why don't you add `a calendar of events' on your website of when you and your team is invited to interviews on business news channels on TV or Internet. Those interviews are really informative and cover wide ranging topics and I'm sure your members would love to watch them `live'.

Thanks

Rajesh

Upvote 0

Read Answer Asked by Rajesh on May 12, 2021

• iShares Russell 2000 Growth ETF (IWO $316.12)
  • $316.12 P/E (TTM): 21.57X Cap: $12.77B
  • View IWO Profile
  • View Questions on IWO

Q: Please comment on IWO versus VIOV for long term appreciation in an RRSP. Especially concerning a recent analysis that I read about small-cap growth stocks which don't tend to pay a risk premium. I also note that IWO has done better in the longer term past, but VIOV is up 84% LTM vs 52% for IWO. Thanks!

Upvote 0

Read Answer Asked by David on May 12, 2021

• Sylogist Ltd. (SYZ $6.86)
  • $6.86 Cap: $160M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: what does the market expect from sylogist tomorrow?

Upvote 0

Read Answer Asked by blake on May 12, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $85.74)
  • $85.74 P/E (TTM): 43.93X Cap: $9.85B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Thoughts on quarterly earnings report? I appreciate your reply.

Upvote 0

Read Answer Asked by Brad on May 12, 2021

• BRP Inc. Subordinate Voting Shares (DOO $84.25)
  • $84.25 Cap: $6.15B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Any reason for the initial big drop to $100.50,since recovered to $104.40(6.21%). Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on May 12, 2021