Investment Q&A

• Apple Inc. (AAPL $254.06)
  • $254.06 P/E (TTM): 31.66X Cap: $3.71T
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• QUALCOMM Incorporated (QCOM $131.46)
  • $131.46 P/E (TTM): 26.17X Cap: $138.05B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X
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• American Tower Corporation (REIT) (AMT $184.88)
  • $184.88 P/E (TTM): 34.21X Cap: $86.09B
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• Advanced Micro Devices Inc. (AMD $196.86)
  • $196.86 P/E (TTM): 72.98X Cap: $320.50B
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• Keysight Technologies Inc. (KEYS $288.12)
  • $288.12 P/E (TTM): 50.23X Cap: $49.03B
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Q: Do you know of a company that is marketing 5G technology

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Read Answer Asked by Ernie on April 30, 2021

• TechX Technologies Inc Com (TECX)
  • P/E (TTM): -4.1X
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Q: Is this company a good play on crypto. Thanks

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Read Answer Asked by JOSE on April 30, 2021

• Methanex Corporation (MX $70.41)
  • $70.41 P/E (TTM): 17.7X Cap: $5.32B
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Q: Hi, Methanex is dropping hard today following the release of their Q1 results, which at first glance looked good. Can you please provide your opinion on their results?

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Read Answer Asked by Philippe on April 30, 2021

Q: Goldman Sachs is calling for >$80. oil before year end. Please pick several good company stocks to play this theme to garner capital appreciation from the current stock price. Thank you

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Read Answer Asked by Richard on April 30, 2021

• Thermo Fisher Scientific Inc (TMO $473.72)
  • $473.72 P/E (TTM): 26.18X Cap: $174.59B
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Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.

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Read Answer Asked by Brian on April 30, 2021

Q: When selling options, do you suggest picking an expiry date out a couple of weeks, a couple of months, other?

Thanks.

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Read Answer Asked by Alan on April 30, 2021

• Surge Energy Inc. (SGY $8.74)
  • $8.74 P/E (TTM): 21.85X Cap: $858M
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Q: Why did sgy drop about 9 percent today? Is it a good time to buy or add to shares?
Thanks

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Read Answer Asked by Mary on April 30, 2021

• WELL Health Technologies Corp. (WELL $4.30)
  • $4.30 Cap: $1.05B
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Q: Well had completed acquisition of CRH & yet a group of banks extended its credit by $100m to $300m.Please explain.Well does not seem to get traction Do U think $6.75 (2 financings ago) to $7 is a good entry point Thanks for u usual great services & views

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Read Answer Asked by Peter on April 30, 2021

• Sangoma Technologies Corporation (STC $6.17)
  • $6.17 Cap: $205M
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• Questor Technology Inc. (QST $0.32)
  • $0.32 Cap: $9M
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• CAE Inc. (CAE $38.51)
  • $38.51 P/E (TTM): 32.14X Cap: $12.30B
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• Descartes Systems Group Inc. (The) (DSG $97.48)
  • $97.48 P/E (TTM): 43.29X Cap: $8.49B
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• BRP Inc. Subordinate Voting Shares (DOO $86.73)
  • $86.73 Cap: $6.44B
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• Kinaxis Inc. (KXS $135.41)
  • $135.41 P/E (TTM): 40.52X Cap: $3.74B
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• MTY Food Group Inc. (MTY $39.90)
  • $39.90 P/E (TTM): 7.48X Cap: $897M
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• Maverix Metals Inc. (MMX)
  • P/E (TTM): 51.78X
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• Real Matters Inc. (REAL $5.81)
  • $5.81 Cap: $442M
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• Xebec Adsorption Inc. (XBC $0.51)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.51)
  • $12.51 Cap: $1.67B
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• Pinterest Inc. Class A (PINS $18.66)
  • $18.66 P/E (TTM): 29.8X Cap: $12.15B
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• Celsius Holdings Inc. (CELH $44.20)
  • $44.20 P/E (TTM): 178.28X Cap: $11.20B
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• Magnite Inc. (MGNI $12.39)
  • $12.39 P/E (TTM): 13.81X Cap: $1.75B
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• Dye & Durham Limited (DND $4.69)
  • $4.69 Cap: $315M
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• Palantir Technologies Inc. (PLTR $155.33)
  • $155.33 P/E (TTM): 239.6X Cap: $365.10B
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• Mitek Systems Inc. (MITK $14.56)
  • $14.56 P/E (TTM): 39.63X Cap: $636M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks

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Read Answer Asked by Curtis on April 30, 2021

• Power Corporation of Canada Subordinate Voting Shares (POW $66.52)
  • $66.52 P/E (TTM): 13.98X Cap: $42.69B
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• Leon's Furniture Limited (LNF $25.67)
  • $25.67 P/E (TTM): 16.51X Cap: $1.75B
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Q: Good morning 5i
I am planning to add one stock to a fairly conservative portfolio with the aim of reasonable growth on a three year time frame at a fair valuation. I have narrowed my thoughts down to four names; Leons (LNF), Power (POW), ATS Automation (ATA) and Magna International (MG).
Please comment and could you give a ranking for growth (10 highest) and risk (10 greatest).
Thank you, David

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Read Answer Asked by David on April 29, 2021

• Harvest Tech Achievers Growth & Income ETF (HTA $18.12)
  • $18.12 P/E (TTM): 33.06X Cap: $683M
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $109.99)
  • $109.99 P/E (TTM): 32.57X Cap: $1.77B
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Q: I am looking at either ( or both) for initial tech position in conservative high income non registered portfolio. HTA, covered call, hedged, equal weight 20 large caps, MER 0.85 ,yield 4.75 , One year return 44%, ROC tax efficient. ZNQ, Nasdaq 100, hedged, cap weighted, MER 0.38, yield 0.34, one year return 39 %, normal tax.
Which would you prefer and why? Thanks
Derek

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Read Answer Asked by Derek on April 29, 2021

• Cielo Waste Solutions Inc (CMC)
  • P/E (TTM): -36.7X
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Q: Do you know when this company reports earnings? Also, any news about upgrading to TSX exchange. Thanks so much.

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Read Answer Asked by Dr Lorraine on April 29, 2021

• Celestica Inc. (CLS $387.84)
  • $387.84 P/E (TTM): 37.14X Cap: $42.59B
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Q: Thoughts and opinions regarding the recent quarter?
Thanks.

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Read Answer Asked by Raymond on April 29, 2021

• BMO Equal Weight REITs Index ETF (ZRE $22.87)
  • $22.87 P/E (TTM): 25.68X Cap: $595M
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• CI Canadian REIT ETF (RIT $17.28)
  • $17.28 P/E (TTM): 52.87X Cap: $418M
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• iShares S&P Global Clean Energy Index Fund (ICLN $18.75)
  • $18.75 P/E (TTM): 36.15X Cap: $2.16B
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• Dynamic Premium Yield PLUS Fund Series F (DYN3361 $10.19)
  • $10.19 P/E (TTM): 20.4X
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• Mackenzie Global Environmental Equity Fund F (MFC5786 $29.33)
  • $29.33 P/E (TTM): 10.0X
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• Invesco WilderHill Clean Energy ETF (PBW $32.90)
  • $32.90 P/E (TTM): 27.23X Cap: $520M
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• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $48.08)
  • $48.08 P/E (TTM): 30.87X Cap: $560M
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Q: Hi gang, can you please help me look deep in this
Accounts:
Mfc5786
Dyn3361
Nbn1120s
Eqp107
Che.in
Are this funds good to hold for2-3 years in rrsp accounts. Are this company strong and are dividends safe. Should I keep them. Thanks
Alnoor

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Read Answer Asked by Alnoor on April 29, 2021

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Hello 5i There has been a resolution with the ex CEO I was not aware of an issue could you comment on why he is the ex CEO and has this or will this effect the company.
Also could I ask for your opinion of this company. Thanks

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Read Answer Asked by Michael on April 29, 2021

• Allied Properties Real Estate Investment Trust (AP.UN $9.52)
  • $9.52 P/E (TTM): 6.88X Cap: $1.20B
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• Cencora Inc. (COR $334.51)
  • $334.51 P/E (TTM): 42.01X Cap: $67.28B
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Q: As a hedge against inflation would you think some real estate investing would make sense?
What would be your favorites here,tricon?
Any US stocks like LAND ?
Would you have any other ideas as a good protection against inflation?

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Read Answer Asked by Josh on April 29, 2021

• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
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Q: Hi group hard to believe the CFO retiring can do this to the stock - buy sell hold and why Thanks for your guidance

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Read Answer Asked by Terence on April 29, 2021

• ARC Resources Ltd. (ARX $27.85)
  • $27.85 P/E (TTM): 6.82X Cap: $15.82B
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• Topaz Energy Corp. (TPZ $31.83)
  • $31.83 P/E (TTM): 41.33X Cap: $4.88B
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Q: I'm trying to decide between ARX and TPZ for growth and some income in a RRIF. Which one would be your pick, and why?
Many thanks for all you do.

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Read Answer Asked by David on April 29, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: Hi,
Where to I find the IPO article on Magnet Forensics?
Thanks,
Kerri

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Read Answer Asked by KERRI on April 29, 2021

• American Water Works Company Inc. (AWK $139.14)
  • $139.14 P/E (TTM): 24.55X Cap: $27.16B
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• California Water Service Group (CWT $44.41)
  • $44.41 P/E (TTM): 21.02X Cap: $2.69B
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• Essential Utilities Inc. (WTRG $41.09)
  • $41.09 P/E (TTM): 18.85X Cap: $11.79B
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Q: Can you rank the best (top 3 suggestions) U.S. water utilities with criteria being low volatility and dividend?

Thanking you,

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Read Answer Asked by Paul on April 29, 2021