Investment Q&A

• Amazon.com Inc. (AMZN $222.54)
  • $222.54 P/E (TTM): 31.95X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• BRP Inc. Subordinate Voting Shares (DOO $105.96)
  • $105.96 Cap: $7.77B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $72.11)
  • $72.11 P/E (TTM): 14.17X Cap: $20.32B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Aritzia Inc. Subordinate Voting Shares (ATZ $113.84)
  • $113.84 P/E (TTM): 47.62X Cap: $13.12B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• MEDIFAST INC (MED $12.00)
  • $12.00 P/E (TTM): 37.45X Cap: $131M
  • View MED Profile
  • View Questions on MED
• Chewy Inc. Class A (CHWY $33.14)
  • $33.14 P/E (TTM): 65.48X Cap: $13.75B
  • View CHWY Profile
  • View Questions on CHWY
• Boyd Group Services Inc. (BYD $222.94)
  • $222.94 P/E (TTM): 217.04X Cap: $6.20B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?

Upvote 0

Read Answer Asked by Neil on September 03, 2021

• Freehold Royalties Ltd. (FRU $15.19)
  • $15.19 P/E (TTM): 18.84X Cap: $2.49B
  • View FRU Profile
  • View Questions on FRU
• Topaz Energy Corp. (TPZ $27.59)
  • $27.59 P/E (TTM): 69.15X Cap: $4.24B
  • View TPZ Profile
  • View Questions on TPZ

Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you

Upvote 0

Read Answer Asked by grant on September 03, 2021

• Alphabet Inc. (GOOG $309.32)
  • $309.32 P/E (TTM): 30.65X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• CrowdStrike Holdings Inc. (CRWD $487.47)
  • $487.47 Cap: $122.89B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $4.64)
  • $4.64 Cap: $520M
  • View APPS Profile
  • View Questions on APPS
• Upstart Holdings Inc. (UPST $46.05)
  • $46.05 P/E (TTM): 205.62X Cap: $4.48B
  • View UPST Profile
  • View Questions on UPST

Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you

Upvote 0

Read Answer Asked by Gurleen on September 03, 2021

• BRP Inc. Subordinate Voting Shares (DOO $105.96)
  • $105.96 Cap: $7.77B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Hi 5i,

Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?

Would you add to existing position? or would wait with expectation of a retrace?

Thx

Jim

Upvote 0

Read Answer Asked by jim on September 03, 2021

• ABC Technologies Holdings Inc. (ABCT $6.74)
  • $6.74 Cap: $779M
  • View ABCT Profile
  • View Questions on ABCT

Q: I would appreciate your current opinion on ABC Technology.
Thanks!

Upvote 0

Read Answer Asked by Gregory on September 03, 2021

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.84)
  • $8.84 P/E (TTM): 11.2X Cap: $55M
  • View HMMJ Profile
  • View Questions on HMMJ
• AdvisorShares Pure Cannabis ETF (YOLO $3.61)
  • $3.61 P/E (TTM): 10.0X Cap: $36M
  • View YOLO Profile
  • View Questions on YOLO

Q: I own both the above ETF’s, down approximately 33% on both. I am ready to be patient with them. Do you see any compelling reason in the cannabis market to keep holding them, or would you take your losses?
Thanks

Upvote 0

Read Answer Asked by Karim on September 03, 2021

• Roku Inc. (ROKU $109.03)
  • $109.03 Cap: $16.10B
  • View ROKU Profile
  • View Questions on ROKU

Q: Good morning, any news regarding ROKU roller coaster? Any thoughts on all the recent volatility?

thanks, Mark

Upvote 0

Read Answer Asked by Mark on September 03, 2021

• Waterloo Brewing Ltd. (WBR $4.01)
  • $4.01 P/E (TTM): 141.39X Cap: $144M
  • View WBR Profile
  • View Questions on WBR

Q: Hello,

Can you please comment on the latest results announced by WBR? I currently have a small position (2%) and was thinking of increasing it.

Thanks

Reg

Upvote 0

Read Answer Asked by Reg on September 03, 2021

• UEX Corporation (UEX $0.50)
  • $0.50 Cap: $275M
  • View UEX Profile
  • View Questions on UEX

Q: Any news on UEX as it is up 30% in the last few days?

Thanks Greg

Upvote 0

Read Answer Asked by Greg on September 03, 2021

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
  • View MCR Profile
  • View Questions on MCR

Q: What are your thoughts on MCR. Do you expect to continue to hold

Upvote 0

Read Answer Asked by Jim on September 03, 2021

• Cielo Waste Solutions Corp. (CMC $0.08)
  • $0.08 Cap: $14M
  • View CMC Profile
  • View Questions on CMC

Q: Why has CMC dropped so much today

Upvote 0

Read Answer Asked by Ronald on September 03, 2021

• Five Below Inc. (FIVE $181.66)
  • $181.66 P/E (TTM): 32.87X Cap: $10.01B
  • View FIVE Profile
  • View Questions on FIVE

Q: Can you give your view on the most recent results? Is it a buy? Do you still feel it has potential to outperform?
Thank you

Steve

Upvote 0

Read Answer Asked by Steve on September 03, 2021

• TD Investment Savings Account F Series (TDB8151 $10.00)
  • View TDB8151 Profile
  • View Questions on TDB8151
• TD Investment Savings Account (TDB8150 $10.00)
  • View TDB8150 Profile
  • View Questions on TDB8150

Q: Besides the interest rate what is the difference between these two funds? Does the F series have a fee or somethings?

Upvote 0

Read Answer Asked by Dennis on September 03, 2021

• Major Drilling Group International Inc. (MDI $12.61)
  • $12.61 P/E (TTM): 54.54X Cap: $1.03B
  • View MDI Profile
  • View Questions on MDI
• Geodrill Limited Ordinary Shares (GEO $3.94)
  • $3.94 P/E (TTM): 14.82X Cap: $185M
  • View GEO Profile
  • View Questions on GEO

Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.

Upvote 0

Read Answer Asked by Murray on September 03, 2021

• Descartes Systems Group Inc. (The) (DSG $123.04)
  • $123.04 P/E (TTM): 53.62X Cap: $10.57B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH $20.10)
  • $20.10 P/E (TTM): 14.76X Cap: $1.10B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $174.59)
  • $174.59 P/E (TTM): 102.93X Cap: $4.89B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $33.37)
  • $33.37 P/E (TTM): 17.37X Cap: $8.41B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.

Tom

Upvote 0

Read Answer Asked by Tom on September 03, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello,

General question about shipping prices.. Costs have increased significantly in the last couple of years..why? And who is benefiting from it? Any company you think may be be fitting from these insane price increases? Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on September 03, 2021

• Xylem Inc. New (XYL $138.25)
  • $138.25 P/E (TTM): 35.34X Cap: $33.65B
  • View XYL Profile
  • View Questions on XYL
• Advanced Drainage Systems Inc. (WMS $148.33)
  • $148.33 P/E (TTM): 25.54X Cap: $11.26B
  • View WMS Profile
  • View Questions on WMS

Q: Advanced Drainage Systems Inc (WMS) and Xylem Inc (XYL).

Due to Climate change forest fire, drought, flood is on the rise and effecting water supply. These companies with the U.S. government infrastructure bill will be benefiting?

Upvote 0

Read Answer Asked by vipin on September 03, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.08)
  • $16.08 Cap: $2.18B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Nuvei or lightspeed which company do you like better for growth in a rrif.

Upvote 0

Read Answer Asked by don on September 03, 2021

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.40)
  • $50.40 P/E (TTM): 20.73X Cap: $21.37B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $46.65)
  • $46.65 P/E (TTM): 16.8X Cap: $19.02B
  • View XIU Profile
  • View Questions on XIU

Q: Can you pls recommend a CDN ETF to follow the TSX index, with a broad holding, reasonable MER, and good chances of successful returns? Thank you.

Upvote 0

Read Answer Asked by Ron on September 03, 2021

• POSaBIT Systems Corp - Ordinary Shares (PBIT $0.05)
  • $0.05 Cap: $7M
  • View PBIT Profile
  • View Questions on PBIT

Q: What do you think of these 2 stocks DEFI and PBIT

Upvote 0

Read Answer Asked by Gary on September 03, 2021