Investment Q&A

• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 5.02X Cap: $31.76B
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• Enbridge Inc. (ENB $74.78)
  • $74.78 P/E (TTM): 22.99X Cap: $163.19B
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• Sun Life Financial Inc. (SLF $88.42)
  • $88.42 P/E (TTM): 14.39X Cap: $48.98B
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• TELUS Corporation (T $17.90)
  • $17.90 P/E (TTM): 24.89X Cap: $27.94B
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• Power Corporation of Canada Subordinate Voting Shares (POW $68.50)
  • $68.50 P/E (TTM): 30.54X Cap: $43.34B
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• Fortis Inc. (FTS $78.83)
  • $78.83 P/E (TTM): 22.64X Cap: $39.99B
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• Thomson Reuters Corporation (TRI $126.16)
  • $126.16 P/E (TTM): 27.72X Cap: $55.99B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $50.41)
  • $50.41 Cap: $23.21B
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• BMO Covered Call Utilities ETF (ZWU $12.10)
  • $12.10 P/E (TTM): 16.11X Cap: $2.13B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $21.69)
  • $21.69 P/E (TTM): 0.55X Cap: $2.15B
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Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.

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Read Answer Asked by Peter on December 08, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: Hi folks...thoughts on the $74.4M finance by Magnet Forensic @ $30.30 per share...I can understand upper mgmt cashing out...but stock price is half of what it was, just a few months ago...as an investor, this does not seem like a vote of confidence, going forward, on the timing of the finance...do you still like the company, and would U add on a selloff below $30, thanks as always, jb Piedmont QC

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Read Answer Asked by John on December 08, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Can you comment on the big drop this morning

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Read Answer Asked by Bruce on December 08, 2021

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X
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Q: How do you see the U. S. Build Back Better bill (where the gov't will have more price negotiating power with pharmas) affecting the industry. Is Horizon, with it's rare disease drugs, more vulnerable than most?

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Read Answer Asked by Ken on December 08, 2021

• goeasy Ltd. (GSY $35.11)
  • $35.11 P/E (TTM): 2.54X Cap: $563M
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• Affirm Holdings Inc. (AFRM $48.45)
  • $48.45 P/E (TTM): 55.8X Cap: $16.13B
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• SoFi Technologies Inc. (SOFI $16.27)
  • $16.27 P/E (TTM): 41.71X Cap: $20.74B
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Q: Please rank the above securities in terms of compelling buys at today’s price.
If SOFI and AFRM are already owned, is buying into GSY too redundant, or complementary ?

Thank you

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Read Answer Asked by Karim on December 08, 2021

• Miscellaneous (MISC)
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Q: If you were to buy one stock in Canada for about a five year investment horizon, disregarding any risk factors, but able to sleep at night which would you recommend? Not including Constellation Software and dividends don't matter either way thanks?

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Read Answer Asked by Pat on December 08, 2021

• Lithium Americas Corp. (LAC $5.63)
  • $5.63 Cap: $1.76B
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• VanEck Green Metals ETF (GMET)
  • P/E (TTM): 50.23X
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Q: I ran across the term 'green metals' recently. An American analyst indicated she was interested in them and that 2 of the miners she owns and are involved are Canadian. What does she mean by 'green metals', and which Canadian companies do you think she was referring to? Do you think she is right and what Canadian companies would you invest in to take part in the play?

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Read Answer Asked by Les on December 08, 2021

• Miscellaneous (MISC)
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Q: Hi Guys
I don't see how bonds can have a stabilizing effect on portfolios in todays fast paced electronic trading platforms.
Between Feb 2020 & Mar 2020 my holdings in XLB dropped roughly 23.3 % XRB also dropped a similar amount.
Looking forward to your answer.
Thanks Guys !

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Read Answer Asked by Gordon on December 08, 2021

• PayPal Holdings Inc. (PYPL $45.48)
  • $45.48 P/E (TTM): 8.38X Cap: $41.87B
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• Fidelity National Information Services Inc. (FIS $46.68)
  • $46.68 P/E (TTM): 63.76X Cap: $24.01B
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• Mastercard Incorporated (MA $501.50)
  • $501.50 P/E (TTM): 29.87X Cap: $447.24B
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• Visa Inc. (V $303.33)
  • $303.33 P/E (TTM): 28.24X Cap: $576.33B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Global Payments Inc. (GPN $65.04)
  • $65.04 P/E (TTM): 12.53X Cap: $17.90B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.44)
  • $12.44 Cap: $1.70B
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• Shift4 Payments Inc. Class A (FOUR $42.24)
  • $42.24 P/E (TTM): 61.17X Cap: $3.47B
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• Upstart Holdings Inc. (UPST $26.91)
  • $26.91 P/E (TTM): 60.9X Cap: $2.63B
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• Affirm Holdings Inc. (AFRM $48.45)
  • $48.45 P/E (TTM): 55.8X Cap: $16.13B
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• SoFi Technologies Inc. (SOFI $16.27)
  • $16.27 P/E (TTM): 41.71X Cap: $20.74B
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Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!

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Read Answer Asked by michael on December 08, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.37)
  • $165.37 P/E (TTM): 130.1X Cap: $215.66B
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• Tesla Inc. (TSLA $352.82)
  • $352.82 P/E (TTM): 333.88X Cap: $1.32T
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• Vanguard S&P 500 Index ETF (VFV $163.06)
  • $163.06 P/E (TTM): 26.01X Cap: $28.20B
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• State Street SPDR S&P 500 ETF Trust (SPY $658.93)
  • $658.93 P/E (TTM): 26.17X Cap: $661.32B
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• INVESCO QQQ Trust (QQQ $588.50)
  • $588.50 P/E (TTM): 33.2X Cap: $379.75B
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Q: Hi 5i Research Team -
I've done very well on SHOP & TSLA. Mr. Buffett said buy low and sell high. Would you recommend that as well and transfer those savings to ETF's to protect investments against a possible melt down? If so could you please recommend some ETF's or other transfers.
Thankyou!!! Frank

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Read Answer Asked by DOUG on December 08, 2021

• Tesla Inc. (TSLA $352.82)
  • $352.82 P/E (TTM): 333.88X Cap: $1.32T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.44)
  • $12.44 Cap: $1.70B
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Q: 1. Lightspeed is an expensive stock...

2. Tesla is an expensive stock...

3. Many others these days are expensive stocks,,,

Question...

LSPD - What price do you think it is currently worth or should be worth good or bad? = ?? ( No BS price) $1.00-$1000

TSLA - What price do you think it is currently worth or should be worth good or bad? = ?? ( No BS price) $1-$1000 +

Bitcoin -What price do you think it is currently worth or should be worth good or bad? = ?? (No BS price) $.05 Cents -1,000,000,000,000,000

Im looking for your Rational, Non Vegas, Straight out of University-Educated, 5 years on the job- before being disillusioned by life, Real opinion...

Thanks!
Good job guys

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Read Answer Asked by michael on December 08, 2021

Q: Good day.

What are your thoughts on Evergrand. Which markets would you suggest would feel the default

Are there Canadian stocks to stay away from

Thank you as always for all your terrific research

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Read Answer Asked by Marla on December 08, 2021

Q: Hello - just wondering what you think about this company. Thanks! ATOS on NASD

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Read Answer Asked by Ben on December 08, 2021

• Lundin Mining Corporation (LUN $35.08)
  • $35.08 Cap: $29.94B
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• Capstone Copper Corp. (CS $11.10)
  • $11.10 P/E (TTM): 19.71X Cap: $8.39B
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• Copper Mountain Mining Corporation (CMMC $2.49)
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Q: good morning - i have a position in LUN which has wandered of late. I do want copper exposure and wonder if LUN is the best company in canada or whether there is a better company at present. So, is it buy, sell or hold my current LUN and what other companies would you suggest? thanks al

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Read Answer Asked by alex on December 08, 2021

• Mitek Systems Inc. (MITK $13.67)
  • $13.67 P/E (TTM): 39.71X Cap: $619M
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Q: I have noticed a lot more verification when I log into online accounts of various services (bank, shopping, etc). I'm curious if there is a company that manages all these text/phone verifications for the big players, and if it's publicly traded.

I think I recently saw with my gmail that they will be double verifying early this month.

If there is a publicly traded entity that does this, what are your thoughts on them?

C.

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Read Answer Asked by Cameron on December 08, 2021

• BRP Inc. Subordinate Voting Shares (DOO $101.87)
  • $101.87 Cap: $7.44B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.37)
  • $165.37 P/E (TTM): 130.1X Cap: $215.66B
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• goeasy Ltd. (GSY $35.11)
  • $35.11 P/E (TTM): 2.54X Cap: $563M
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• Boyd Group Services Inc. (BYD $173.36)
  • $173.36 P/E (TTM): 153.85X Cap: $4.82B
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• Topicus.com Inc. (TOI $97.50)
  • $97.50 P/E (TTM): 300.57X Cap: $12.67B
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Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor

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Read Answer Asked by Terry on December 08, 2021

• Dye & Durham Limited (DND $4.04)
  • $4.04 Cap: $271M
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Q: DND has a short record being public, but do you have a sense yet whether management's interests are fairly well aligned with investors, or that they will be investor friendly? It did not feel 'investor friendly' when they conducted the recent strategic review on going private. Thanks!

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Read Answer Asked by Robert on December 08, 2021

• Descartes Systems Group Inc. (The) (DSG $98.65)
  • $98.65 P/E (TTM): 43.28X Cap: $8.48B
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• Kinaxis Inc. (KXS $142.45)
  • $142.45 P/E (TTM): 42.99X Cap: $3.93B
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Q: Is it time to buy DSG & KXS here & please provide short reasons or U have alternative if appropriate.Txs for u usual great services & Views

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Read Answer Asked by Peter on December 08, 2021

• Real Matters Inc. (REAL $5.86)
  • $5.86 Cap: $435M
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Q: I noticed REAl has perked up! Volume first and now a big $$ move. Is this DND related speculation? IE potentially being bought or a revaluation of sorts or something else entirely?

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Read Answer Asked by Gerald on December 08, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
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Q: Any comments on the appointment of Nicole Musicco to the Board ?

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Read Answer Asked by Alexandra on December 08, 2021